How To Create Workflow In SharePoint 2013 Using Visual Studio

Learn how to create workflow in SharePoint 2013 using Visual Studio with this comprehensive guide.

To create a workflow in SharePoint 2013 using Visual Studio, there are a few steps you need to follow. First, you need to choose whether you want to create a sequential, flowchart, or state machine workflow. Then, you need to set up the necessary environment configurations such as SharePoint Server 2013, Visual Studio 2012 or newer, .NET Framework 4.5 or newer, and Workflow Manager 1.0 Cumulative.

Once the environment is set up, you can start building your workflow. In this example, a budget approval workflow is created. The workflow has two scenarios – if the budget amount is less than or equal to $100, it is approved directly, and if it is greater than $100 and less than or equal to $500, it needs approval from the “Approvers” SharePoint group.

To implement the workflow logic, you can use activities such as LookupSPListItem, GetDynamicValueProperties, If, and UpdateListItem. The workflow checks the budget amount, updates the approval status based on the condition, and creates tasks for approval if needed.

After implementing the workflow logic, you can deploy the workflow as a SharePoint app using Visual Studio. The app includes components such as a BudgetApproval list, BudgetApproval workflow, WorkflowTask list, and WorkflowHistory list.

Overall, creating a workflow in SharePoint 2013 using Visual Studio allows you to automate common business processes and customize the workflow according to your organization’s needs.

Environment Configuration for Workflow Creation in SharePoint 2013

Before creating a workflow, it is important to choose the appropriate workflow type and ensure the correct environment configurations are in place. In SharePoint 2013, there are three types of workflows available – sequential, flowchart, and state machine workflows. Depending on your requirements, you can select the most suitable option.

To create workflows in SharePoint 2013, you will need to have the following environment configurations:

  • SharePoint Server 2013
  • Visual Studio 2012 or newer
  • .NET Framework 4.5 or newer
  • Workflow Manager 1.0 Cumulative Update (CU) 5 or newer

These configurations ensure compatibility and provide the necessary tools for workflow creation and deployment. Once you have set up the environment, you can start building your workflow using Visual Studio.

In the next section, we will explore the process of building a budget approval workflow in SharePoint 2013 using Visual Studio. This example workflow will demonstrate how to automate the approval process based on the budget amount, as well as create tasks for approval if required. The use of activities such as LookupSPListItem, GetDynamicValueProperties, If, and UpdateListItem will be covered, showcasing the flexibility and customization options available when creating workflows in SharePoint 2013.

Now that we have covered the necessary environment configurations, let’s dive into the process of building a budget approval workflow in SharePoint 2013 using Visual Studio.

Can I Create a Workflow in SharePoint 2013 Using Visual Studio Instead of Designer?

Yes, it is possible to create a workflow in SharePoint 2013 using Visual Studio instead of Designer. Visual Studio provides a more robust and flexible environment for designing and deploying workflows. You can leverage its features and functionalities to customize and tailor a workflow according to your specific requirements. By creating a workflow in SharePoint 2013 using Visual Studio, you have greater control and can implement complex business logic with ease.

Can I Use Visual Studio to Cancel Multiple Sharepoint Workflows in SharePoint 2013?

Yes, Visual Studio can be used for cancelling multiple SharePoint workflows in SharePoint 2013. By leveraging its capabilities, developers can write custom code to programmatically handle the cancellation of these workflows. This allows for more efficient management and control over workflow processes.

Building a Budget Approval Workflow in SharePoint 2013 Using Visual Studio

In this section, we will demonstrate how to build a budget approval workflow in SharePoint 2013 using Visual Studio, including the implementation of key workflow activities and the approval process. To create a workflow in SharePoint 2013, you first need to choose the type of workflow you want to create – sequential, flowchart, or state machine. Once that is decided, you need to set up the necessary environment configurations.

For creating workflows in SharePoint 2013, you will need the following environment configurations: SharePoint Server 2013, Visual Studio 2012 or a newer version, .NET Framework 4.5 or a newer version, and Workflow Manager 1.0 Cumulative. These configurations are essential for a smooth workflow development process.

Now let’s dive into the implementation of a budget approval workflow. In this example, the workflow has two scenarios. If the budget amount is less than or equal to $100, it is approved directly. However, if the budget amount falls between $100 and $500, it requires approval from the “Approvers” SharePoint group.

To implement the budget approval workflow logic, you can utilize various activities such as LookupSPListItem, GetDynamicValueProperties, If, and UpdateListItem. These activities help you check the budget amount, update the approval status based on the condition, and create tasks for approval if required. By leveraging these activities, you can create a robust workflow that meets your organization’s specific needs.

After implementing the workflow logic, you can deploy the workflow as a SharePoint app using Visual Studio. The app includes components like the BudgetApproval list, BudgetApproval workflow, WorkflowTask list, and WorkflowHistory list. These components ensure seamless execution and tracking of the budget approval process.

By following these steps and leveraging the power of Visual Studio, you can create a customized budget approval workflow in SharePoint 2013. Automating your business processes with workflows not only saves time but also ensures consistency and accuracy in your approval processes.

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