How To Create A List Workflow In Sharepoint Designer 2010

Creating a list workflow in Sharepoint Designer 2010 requires you to follow a few straightforward steps. First, you need to download and install SharePoint Designer 2013. Once installed, open SharePoint Designer 2013 and connect to the SharePoint site you want to work with.

Then, click on the Workflows node in the Navigation pane and select the List Workflow drop-down in the New section of the ribbon. Choose the list you want to associate with the workflow and enter a name and description for the workflow. Make sure the Platform Type is set to SharePoint 2013 Workflow. Click OK to create the workflow.

After the workflow is created, you can add actions, conditions, stages, steps, and loops to build your workflow. These components are available in the ribbon of SharePoint Designer 2013. To access the available workflow actions, you can click on the Actions button in the Insert group on the Workflow tab or double-click inside a workflow step and type the text that appears in the name of the action you want. The available actions are organized into categories such as Core Actions, Document Set Actions, List Actions, Relational Actions, Task Actions, Task Behavior Actions, Utility Actions, Custom Actions, and General Actions.

It’s important to note that SharePoint 2010 workflows have been retired since August 1, 2020, so it’s recommended to migrate to Power Automate or other supported solutions.

Steps to Create a List Workflow in SharePoint Designer 2010

To create a list workflow in SharePoint Designer 2010, follow these steps carefully:

  1. Download and install SharePoint Designer 2013: Start by downloading and installing SharePoint Designer 2013 on your computer. This powerful tool will allow you to create and customize workflows for your SharePoint sites.
  2. Connect to the SharePoint site: Open SharePoint Designer 2013 and connect to the SharePoint site where you want to create the list workflow. Simply enter the URL of the site and provide your credentials to establish the connection.
  3. Choose list for workflow: Once connected, navigate to the Workflows node in the Navigation pane. In the ribbon, click on the List Workflow drop-down in the New section. Select the desired list you want to associate with the workflow.
  4. Add actions and conditions: After selecting the list, enter a name and description for the workflow. Ensure that the Platform Type is set to SharePoint 2013 Workflow. Click OK to create the workflow. Now, you can start building your workflow by adding actions, conditions, stages, steps, and loops using the available options in SharePoint Designer 2013.

Available Workflow Actions

SharePoint Designer 2013 provides a wide range of workflow actions to help you automate and streamline your processes. These actions are organized into categories such as Core Actions, Document Set Actions, List Actions, Relational Actions, Task Actions, Task Behavior Actions, Utility Actions, Custom Actions, and General Actions.

To access the available workflow actions, you can click on the Actions button in the Insert group on the Workflow tab. Alternatively, you can double-click inside a workflow step and type the text that appears in the name of the action you want to add.

Action Category Description
Core Actions Includes actions like sending emails, assigning tasks, and updating list items.
List Actions Offers actions specific to lists and libraries.
Task Actions Allows for the creation and management of tasks within the workflow.
Custom Actions Enables the use of custom actions created with Visual Studio.

Tip: Take advantage of the available actions to design a workflow that fits your specific needs and optimize your business processes.

It’s important to note that SharePoint 2010 workflows have been retired since August 1, 2020. To ensure continued workflow functionality, it is recommended to migrate to Power Automate or explore other supported solutions for a more efficient workflow management system.

Important Considerations and Recommendations

It’s crucial to be aware of the retirement of SharePoint 2010 workflows and explore alternative solutions to ensure a seamless workflow experience. As of August 1, 2020, SharePoint 2010 workflows have been officially retired and are no longer supported. This means that if you rely on SharePoint 2010 workflows for your list workflows in SharePoint Designer 2010, it’s time to consider migrating to newer, more capable solutions.

A recommended alternative is Power Automate, a cloud-based service that allows you to create, automate, and manage workflows across various Microsoft products and third-party services. With Power Automate, you can easily design powerful workflows without the need for extensive coding knowledge. The platform offers a wide range of connectors and templates to streamline your processes and improve productivity.

When migrating to Power Automate or any other supported solution, it’s important to carefully plan and assess your existing workflows. Take the time to evaluate the complexity and dependencies of your workflows, and consider redesigning them to take advantage of the features and capabilities offered by the new solution. This may involve rethinking your workflow logic, adjusting permissions, and optimizing the overall user experience.

While the retirement of SharePoint 2010 workflows may require some effort and adjustment, it also presents an opportunity to enhance your workflow management system. By migrating to a more modern and supported solution, you can leverage advanced features, improved performance, and better integration with other Microsoft tools. Make sure to thoroughly research and test the alternative solutions available to find the one that best fits your organization’s needs and goals.

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