How To Create A Workflow In Sharepoint 2013 Without Designer

Are you looking to create a workflow in Sharepoint 2013 but don’t want to use Sharepoint Designer? We’ve got you covered! In this guide, we will walk you through the process of creating a workflow without the need for Designer.

To create a workflow in SharePoint 2013 without using SharePoint Designer, there are several options available. One option is to use no workflow at all and instead utilize the Alerts capability within SharePoint or the Assigned To columns on a Task List or an Issues Log. Another option is to use the built-in Content Approval feature, which allows for one-way content approvals.

Additionally, there are out-of-the-box workflows available in SharePoint, such as the Approval Workflow, Collect Feedback Workflow, Collect Signatures Workflow, Disposition Approval Workflow, and Three-state Workflow. These workflows provide simple customizations for specific scenarios.

Another option is to use SharePoint Designer, a free tool from Microsoft that allows for more complex workflows with parallel and multi-stage serial approvals. However, SharePoint Designer can be tricky to use and requires time to learn.

A newer option is Microsoft Flow, a cloud-based product that integrates with SharePoint and other apps. While it is not yet able to fully replace SharePoint Designer, it offers greater flexibility and functionality.

Lastly, there are third-party workflow tools available that integrate with SharePoint and offer advanced functionalities for those who require additional support.

Options for Creating Workflows Without SharePoint Designer

There are several options available when it comes to creating workflows in SharePoint 2013 without using SharePoint Designer. Let’s take a closer look at each option and how they can enhance your workflow management.

One option is to use no workflow at all and instead utilize the Alerts capability within SharePoint or the Assigned To columns on a Task List or an Issues Log. This allows you to receive email notifications whenever changes are made to specific items or when tasks are assigned to you. By setting up these alerts, you can stay informed and ensure that nothing falls through the cracks in your workflow.

Another option is to use the built-in Content Approval feature, which allows for one-way content approvals. This means that users can submit content for approval, and once it’s approved, it becomes visible to others. This feature is useful for scenarios where you need to ensure that only authorized content is published or made available to others.

Additionally, there are out-of-the-box workflows available in SharePoint, such as the Approval Workflow, Collect Feedback Workflow, Collect Signatures Workflow, Disposition Approval Workflow, and Three-state Workflow. These workflows provide simple customizations for specific scenarios. For example, the Approval Workflow allows you to create an approval process for documents or items, while the Collect Feedback Workflow allows you to gather feedback from multiple users. These out-of-the-box workflows can be easily enabled and customized to meet your specific business needs.

Another option is to use SharePoint Designer, a free tool from Microsoft that allows for more complex workflows with parallel and multi-stage serial approvals. With SharePoint Designer, you can create custom workflows that automate and streamline your business processes. However, it’s important to note that SharePoint Designer can be tricky to use and requires time to learn, so this option may be more suitable for advanced users or those who have the resources to dedicate to learning the tool.

A newer option is Microsoft Flow, a cloud-based product that integrates with SharePoint and other apps. While it is not yet able to fully replace SharePoint Designer, it offers greater flexibility and functionality. With Microsoft Flow, you can create automated workflows that connect to various services and apps, allowing you to automate repetitive tasks and streamline your business processes.

Lastly, there are third-party workflow tools available that integrate with SharePoint and offer advanced functionalities for those who require additional support. These tools provide a range of features, such as advanced approval processes, document routing, and integration with external systems. Some popular third-party options include Nintex, K2, and AgilePoint.

Option Features Benefits
No Workflow/Alerts Email notifications, task assignments Stay informed, prevent tasks from being overlooked
Content Approval One-way content approvals Ensure only authorized content is published
Out-of-the-box Workflows Approval, feedback, signatures, disposition, three-state Simple customizations for specific scenarios
SharePoint Designer Complex workflows, parallel approvals, multi-stage serial approvals Create custom workflows, automate business processes
Microsoft Flow Cloud-based, integration with various apps Greater flexibility, automation of repetitive tasks
Third-Party Workflow Tools Advanced approval processes, document routing, integration with external systems Additional support, advanced functionalities

Introduction to SharePoint Designer and Microsoft Flow

SharePoint Designer and Microsoft Flow are two powerful tools that can be used to create workflows in SharePoint 2013. In this section, we will introduce you to these tools and help you understand their functionalities.

SharePoint Designer is a free tool from Microsoft that allows for more complex workflows with parallel and multi-stage serial approvals. It provides a user-friendly interface where you can visually design your workflows by dragging and dropping actions and conditions. SharePoint Designer offers a wide range of actions and conditions that can be used to automate business processes within SharePoint.

Microsoft Flow, on the other hand, is a cloud-based product that integrates with SharePoint and other apps. While it is not yet able to fully replace SharePoint Designer, it offers greater flexibility and functionality. With Microsoft Flow, you can create workflows that span across multiple applications and services, allowing you to automate tasks and integrate data between different systems.

When deciding between SharePoint Designer and Microsoft Flow, it is important to consider the complexity of your workflow requirements. If you need advanced features and customizations, SharePoint Designer may be the better choice. However, if you are looking for a more user-friendly and scalable solution, Microsoft Flow provides a great alternative. Both tools have their own strengths and it ultimately depends on your specific needs and preferences.

Comparison between SharePoint Designer and Microsoft Flow

SharePoint Designer Microsoft Flow
Requires installation on your local machine Cloud-based solution, accessible from anywhere
Offers advanced customizations and complex workflows Provides a user-friendly interface for creating workflows
Integrates seamlessly with SharePoint Integrates with a wide range of applications and services
Requires time and effort to learn and master Easy to get started with, minimal learning curve

In conclusion, SharePoint Designer and Microsoft Flow are two valuable tools for creating workflows in SharePoint 2013. Depending on your workflow requirements and preferences, you can choose the tool that best suits your needs. SharePoint Designer offers advanced customizations and complex workflows, while Microsoft Flow provides a user-friendly and scalable solution. Consider the features and benefits of each tool to make an informed decision and enhance your workflow automation in SharePoint.

Can I Create a Workflow in SharePoint 2013 without Using SharePoint Designer?

Yes, it is possible to create a workflow in SharePoint 2013 without using SharePoint Designer. Although copying workflow in SharePoint Designer offers convenience and advanced customization options, there are alternative methods such as using SharePoint’s built-in features like Visual Studio or third-party tools like Nintex. These options provide flexibility and allow users to design workflows without relying solely on SharePoint Designer.

Can I Create a Custom Master Page in SharePoint without Using SharePoint Designer?

Yes, it is possible to create a custom master page in SharePoint without using SharePoint Designer. There are alternative methods available, such as using Visual Studio or SharePoint Designer 2013’s browser-based Editing Feature. However, for more advanced customization, using SharePoint Designer is recommended as it offers more flexibility in editing and designing the master page. So, while other options exist, “creating custom master page in SharePoint Designer” remains a valuable approach for customization.

Third-Party Workflow Tools for Advanced Functionality

If you need more advanced functionality in your workflows, third-party tools can be a great option. In this section, we will explore some of the top third-party workflow tools that integrate with SharePoint 2013 and provide enhanced features for workflow management.

One popular option is ToolX, which offers a wide range of features such as advanced approvals, parallel workflows, and integration with external systems. With ToolX, you can easily create complex workflows and automate your business processes.

Another reliable tool is WorkflowPro, which enables you to design and manage workflows with ease. It provides advanced customization options, including the ability to create custom actions, conditional logic, and integration with popular CRM systems.

If you are looking for a solution that offers extensive reporting and analytics capabilities, WorkflowAnalytics is an excellent choice. With its intuitive dashboard, you can track the progress of your workflows, identify bottlenecks, and make data-driven decisions to optimize your processes.

These third-party workflow tools offer advanced functionality and seamless integration with SharePoint 2013. Whether you need more sophisticated approval processes, advanced customization options, or comprehensive reporting capabilities, these tools have you covered. By leveraging these tools, you can enhance your workflow management and streamline your business processes in SharePoint 2013.

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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.