#Sharepoint designer 2013 tutorial pdf how to#
#Sharepoint designer 2013 tutorial pdf update#

Select вЂњcurrent dateвЂќ and change the value вЂњ0вЂќ to вЂњ1вЂќ in Days in the action string. You are to specify the date value on the popup triggered by the click. Click on вЂњdateвЂќ, then click on the 3 dots. Select the вЂњAdd time to dateвЂќ action as shown above. To call out a new actionвЂ™s row, double click on the orange line under the first actionвЂ™s row. Click вЂњLocal variablesвЂќ on the ribbon, select вЂњAddвЂќ, type a name of the new variable and select the вЂњDate/TimeвЂќ type. The next step is to specify the requestвЂ™s due date that will be sent from the list.ДЇirst, we have to add a new вЂњDue dateвЂќ variable. Just click on вЂњThis messageвЂќ and type вЂњPendingвЂќ. Now we have to specify a value to track the changes of request status. So, we have added the вЂњSet workflow statusвЂќ action to the workflow. These actions allow you to easily automate any business process in SharePoint without coding.

#Sharepoint designer 2013 tutorial pdf update#

SharePoint workflow actions are individual functions (such as send email, update item, etc.) which perform as a workflowвЂ™s part.В For a notice: the available SharePoint workflow actions can be expanded with 270+ ready-to-use activities by Virto. ThatвЂ™s the easiest way to create SharePoint 2013 approval workflow. We need to add the вЂњSet workflow statusвЂќ action, you can select it from the вЂњActionвЂќ dropdown on the ribbon as well. Next click the вЂњStart typingвЂ¦вЂќ string and start typing, as it is expected, the Action name. All you have to do is to click on вЂњStage 1вЂќ andвЂ¦ rename it!

Say, you can rename вЂњStage 1вЂќ to вЂњSend approvalвЂќ stage. You can also build a SharePoint approval workflow without clicking on the ribbon. You can add Conditions, Actions,В Stages, Steps, and Loops to this workflow from the SharePoint Designer ribbon. Now you can move on to building your SharePoint 2013 workflow. Here you should add a new SharePoint Designer 2013 workflow to the list, enter its name and add a description. Then click on вЂњList workflowвЂќ and select your list. Select вЂњWorkflowsвЂќ on the left navigation pane. ThatвЂ™s the first step of creating SharePoint 2013 approval workflow. On the SharePoint Designer start page, select the site that has a list created before.

#Sharepoint designer 2013 tutorial pdf how to#

There is a tutorial of how to create workflow in SharePoint below. The algorithm can be applied to the similar use cases related to document approvals, expense claims, time-sheet approvals, vacation approvals, invoice payment approvals, etc. Step 4: Requester is noticed about the result via email.Step 2: His request goes to CEO for approval via email.Step 1: Requester makes an improvement suggestion regarding a company policy and indicates it on the related SharePoint list.We have created a custom SharePoint list for the following use case: Next, one should select a required SharePoint list or create a new one. Before the start, one should make sure that SharePoint Designer is installed and connected to a SharePoint site. Let us consider the case of the SharePoint approval workflow example.

If you are new to the subject, this post will show you the basics on how to create workflow in SharePoint. This SharePoint workflow tutorial tells about how to create a simple SharePoint Designer 2013 workflow. SharePoint Designer workflows are a great way to automate business processes. How to create workflow in SharePoint 2013? The guide from VirtoSoftware.