Creating A Simple SharePoint Workflow In SharePoint Designer

This one is a quick and easy one but is the basis for creating some very useful workflows in for use in SharePoint lists. Firstly you will need a SharePoint website and a copy of SharePoint Designer (a 60-day trial version is available from Microsoft) and a list in SharePoint which you can apply the workflow to – for this example, I am using a fairly simple Travel Requisition list which is a document library which contains InfoPath documents.

To create the workflow open SharePoint Designer and connect to your SharePoint website. Once connected, go to File -> New and select the SharePoint Content tab and select Workflow (blank workflow). You should now be presented with a form similar to the following. Here you can specify a name for your workflow (each workflow in a site must have a unique name) which list the workflow is attached (associated) to and when the workflow should be triggered. In this case, we want to trigger the workflow whenever a list item is added or updated.

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