How To Create A Workflow Template In Sharepoint 2010

To create a workflow template in SharePoint 2010, you have multiple options depending on your preferences and the tools available to you.

The first method is to create the workflow directly on the SharePoint site itself. First, browse to the list or library where you want to create the workflow. Then, go to Workflow Settings and click on “Add a workflow”. This will redirect you to the SharePoint workflow adjustment page where you can define the workflow type, name, task list, and history list. You can also specify the workflow triggers and behavior. Once you save the workflow, you can start it by selecting an item and navigating to the Workflows section.

Another method is to use SharePoint Designer 2013. First, install SharePoint Designer on your computer. Open the SharePoint Designer and connect to your SharePoint site. Then, go to Site > Workflows and select the type of workflow you want to create. You can choose a list workflow, reusable workflow, or site workflow. From there, you can add actions, conditions, stages, and steps to build your workflow using the SharePoint Designer ribbon.

The third method is to use the Visual Studio 2012 app. In Visual Studio, create a new project and choose the SharePoint workflow project template. Then, add a new workflow item under Office SharePoint. You will be presented with a designer surface where you can create your workflow using various elements from the toolbox.

Overall, there are multiple ways to create a workflow template in SharePoint 2010, depending on your preferences and the tools available to you.

Methods for Creating a Workflow Template in SharePoint 2010

There are three main methods for creating a workflow template in SharePoint 2010 – using SharePoint Designer 2013, Visual Studio 2012, or directly on the SharePoint site itself.

To create a workflow template directly on the SharePoint site, start by browsing to the list or library where you want to create the workflow. From there, go to Workflow Settings and click on “Add a workflow”. This will take you to the SharePoint workflow adjustment page, where you can define the workflow type, name, task list, and history list. You can also specify the workflow triggers and behavior. Once you save the workflow, you can start it by selecting an item and navigating to the Workflows section.

If you prefer to use SharePoint Designer 2013, first install it on your computer. Open SharePoint Designer and connect to your SharePoint site. Then, go to Site > Workflows and choose the type of workflow you want to create – whether it’s a list workflow, reusable workflow, or site workflow. From there, you can add actions, conditions, stages, and steps to build your workflow using the SharePoint Designer ribbon.

Alternatively, you can utilize Visual Studio 2012 by creating a new project and selecting the SharePoint workflow project template. Add a new workflow item under Office SharePoint, and you will be presented with a designer surface where you can create your workflow using various elements from the toolbox.

Overall, with these multiple methods available, you have the flexibility to choose the approach that suits your preferences and the tools at your disposal. Whether it’s through SharePoint Designer 2013, Visual Studio 2012, or directly on the SharePoint site, you can create your workflow template efficiently and effectively in SharePoint 2010.

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