Basic tasks for creating SharePoint Designer workflows

Learn to perform basic tasks when creating workflows in SharePoint Designer 2013.

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This article is a compilation of basic tasks you can perform in SharePoint Designer 2013 when creating workflows.

How to create a SharePoint list workflow

To create a new list workflow in SharePoint Designer:

  1. In SharePoint 2013, create a new custom list named MyList that has a Single line of text column named Title.
  2. In SharePoint Designer 2013, open the site on which the MyList SharePoint list is located.
  3. Click Site > New > List Workflow and select MyList from the drop-down menu that appears.
  4. On the Create List Workflow dialog box, type MyListWF in the Name text box, select SharePoint 2013 Workflow from the Platform Type drop-down list box, and click OK.

The text-based designer should open after this, and you should now be able to add functionality to your workflow.

How to create a SharePoint Designer workflow variable

To add a local variable to a SharePoint Designer workflow:

  1. In SharePoint Designer 2013, create a workflow.
  2. Click Workflow > Variables > Local Variables.
  3. On the Workflow Local Variables dialog box, click Add.
  4. On the Edit Variable dialog box, type a name for the variable in the Name text box, select the data type for the variable from the Type drop-down list box, and click OK.
  5. Repeat the previous two steps to add more variables if you wish.
  6. On the Workflow Local Variables dialog box, click OK.

Once you have created local variables, you can set their values using a Set Workflow Variable action, or get their values via the Workflow Variables and Parameters data source on a Lookup dialog box.

How to start a SharePoint workflow automatically

To configure a SharePoint to automatically start when a new item is created:

  1. In SharePoint Designer 2013, create a workflow.
  2. Click Workflow > Manage > Workflow Settings.
  3. On the workflow settings page under Start Options, select the Start workflow automatically when an item is created check box.

To go back to the text-based designer, click Workflow Settings > Edit > Edit Workflow, or click Edit workflow under Customization on the workflow settings page.

How to end a SharePoint Designer 2013 workflow

To end a SharePoint Designer 2013 workflow:

  1. In SharePoint Designer 2013, create a SharePoint 2013 workflow.
  2. Click to place the cursor in the Transition to stage section of the last stage of the workflow.
  3. Click Workflow > Insert > Action, and then select Go to a stage from the drop-down menu that appears.
  4. Click a stage in the workflow action you just added, and select End of Workflow from the drop-down list box that appears. The workflow action should now say:

    Go to End of Workflow

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