A beginner’s guide to document management and workflow in SharePoint
SharePoint Designer Out-of-the-Box Workflow Actions
Full list of the workflow actions that are available out-of-the-box in SharePoint Designer including examples of using these workflow actions.
Core Actions
- Add Time to Date
How to perform date calculations and construct dynamic strings in a SharePoint Designer workflow - Build Dynamic String
How to perform date calculations and construct dynamic strings in a SharePoint Designer workflow - Do Calculation
- Log to History List
Using the Log to History List SharePoint workflow action for debugging - Pause For Duration
- Pause Until Date
- Send an Email
SharePoint Designer workflow: Allow users to enter an email address before running a workflow
SharePoint Designer workflow: Send email when major versions of a document are checked-in - Set Content Approval Status
- Set Field in Current Item
- Set Time Portion of Date/Time Field
- Set Workflow Variable
- Stop Workflow
- Wait For Field Change in Current Item
List Actions
- Check In Item
- Check Out Item
- Copy List Item
SharePoint Designer workflow: Move a document from one library to another - Create List Item
SharePoint Designer workflow: Create a new document based on a content type - Delete Item
SharePoint Designer workflow: Move a document from one library to another - Discard Check Out Item
- Update List Item
Task Actions
- Assign a Form to a Group
- Assign a To-do Item
- Collect Data from a User