How To Create A 2010 Approval Workflow In Sharepoint Designer 2013

SharePoint Designer 2013 allows you to create a 2010 Approval Workflow for your SharePoint site, boosting your productivity and streamlining your approval processes.

To get started, download and install SharePoint Designer 2013 from the Microsoft Download Center. Once installed, open SharePoint Designer 2013 and connect to the SharePoint site you want to work with.

To create a new list workflow, click on the Workflows node in the Navigation pane. Then, click the List Workflow dropdown in the New section of the ribbon. Select the desired list to associate with the workflow and enter a name, description, and ensure the Platform Type is set to SharePoint 2013 Workflow.

Now, it’s time to start building your workflow. Add Actions, Conditions, Stages, Steps, and Loops to customize your workflow. SharePoint workflow actions allow you to perform tasks such as sending emails or updating items. You can add these actions from the SharePoint Designer ribbon or by typing the action name directly.

Customize task assignments, due dates, and email notifications to suit your workflow needs. Once you’ve built and customized your workflow, save and publish it to make it active.

Always remember to test your workflow by adding a new request to the list and tracking its progress. This ensures that your workflow works as intended and helps you identify and fix any potential issues.

With SharePoint Designer 2013, creating a 2010 Approval Workflow has never been easier. Start implementing this powerful tool today and take your approval processes to the next level.

Steps to Create a 2010 Approval Workflow in SharePoint Designer 2013

To create a 2010 Approval Workflow in SharePoint Designer 2013, you first need to download and install SharePoint Designer 2013 from the Microsoft Download Center and connect to the SharePoint site you want to work with.

Once you have SharePoint Designer 2013 installed and connected to your SharePoint site, follow these steps to create a new list workflow:

  1. Click on the Workflows node in the Navigation pane.
  2. In the New section of the ribbon, click on the List Workflow dropdown.
  3. Select the list you want to associate with the workflow.
  4. Enter a name and description for your workflow.
  5. Make sure the Platform Type is set to SharePoint 2013 Workflow.

Now you are ready to start building your workflow by adding actions and conditions. SharePoint workflow actions are individual functions that perform tasks such as sending emails or updating items. You can add these actions from the SharePoint Designer ribbon or by typing the action name directly.

Adding Actions and Conditions

To add actions and conditions to your workflow, follow these steps:

  1. Click on the Actions or Conditions button in the ribbon.
  2. Select the action or condition you want to add from the dropdown menu.
  3. Configure the parameters for the selected action or condition.
  4. Repeat the above steps to add additional actions or conditions to your workflow.

Once you have added all the necessary actions and conditions, you can customize task assignments, due dates, and email notifications for your workflow. After customizing your workflow, save and publish it. To ensure your workflow is functioning correctly, be sure to test it by adding a new request to the associated list and tracking its progress.

Summary

In summary, to create a 2010 Approval Workflow in SharePoint Designer 2013, you need to download and install SharePoint Designer 2013, connect to your SharePoint site, and then create a new list workflow. Add actions and conditions to build your workflow, customize task assignments and notifications, and finally save, publish, and test your workflow to ensure it is functioning as intended.

Customizing and Testing Your Workflow

Once you have built your 2010 Approval Workflow by adding actions, conditions, stages, steps, and loops, you can customize task assignments, due dates, and email notifications to align with your specific approval process requirements. SharePoint Designer 2013 offers a range of customization options to ensure that your workflow functions seamlessly.

To customize task assignments, you can specify who should be responsible for reviewing and approving each task. You can assign tasks to specific individuals, groups, or even entire departments. Additionally, you have the flexibility to set due dates for each task, ensuring that the approval process stays on track and deadlines are met.

Email notifications play a crucial role in keeping everyone involved in the workflow informed about the progress. You can customize the content, recipients, and timing of these notifications. SharePoint Designer 2013 allows you to send notifications at different stages of the workflow, keeping relevant parties updated and ensuring smooth collaboration.

Once you are satisfied with the customization, it is important to save and publish your workflow. Saving your workflow allows you to make further modifications in the future if needed. Publishing makes the workflow available for use by others in your SharePoint site. It is essential to ensure that your workflow is thoroughly tested before implementing it in a live environment. By adding a new request to the list and tracking its progress, you can verify that your workflow functions as intended and address any issues that may arise.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.