SharePoint Workflow

Learn how to create workflows for SharePoint using SharePoint Designer, Visual Studio, or out-of-the-box workflows by following step-by-step instructions in SharePoint tutorials, articles, and videos.

About SharePoint Workflows in General

Introduction to SharePoint workflows
Learn what the difference is between collaborative and transactional business processes and what type of workflows SharePoint has to offer.

3 Ways to create workflows for WSS 3.0 and Office SharePoint 2007
Learn how to choose between using out-of-the-box SharePoint workflows, creating codeless custom workflows in SharePoint Designer, and writing code to create custom workflows in Visual Studio for use in SharePoint.

How do SharePoint workflows and SharePoint event handlers differ?
Learn what the differences are between a SharePoint event handler (or event receiver) and a SharePoint workflow, and when it is appropriate to use one or the other.

Out-Of-The-Box SharePoint Workflows

Standard out-of-the-box workflows in WSS 3.0 and Office SharePoint Server 2007
Learn which standard out-of-the-box workflows are available for document management in Windows SharePoint Services (WSS) 3.0 and Microsoft Office SharePoint Server 2007.

Adding a three-state workflow to a content type in SharePoint
Learn what the benefits are of adding workflows to content types instead of document libraries in SharePoint and how you can add a three-state workflow to a content type in WSS 3.0.

How to set up a three-state workflow on a SharePoint document library
Learn which steps are required to add a three-state workflow to a document library in Windows SharePoint Services (WSS) 3.0.

SharePoint Designer Workflows

SharePoint Designer 2010 workflow types
Learn what kind of workflows you can create with SharePoint Designer 2010 and when you should use which type of workflow.

How to create a custom SharePoint Designer 2007 workflow
Learn what the basic steps are to create a custom workflow, which requires no coding, in SharePoint Designer 2007.

How to create a List Workflow in SharePoint Designer 2010
Learn the basic steps for creating a List Workflow in SharePoint Designer 2010.

Create a simple SharePoint Designer 2013 workflow
Learn how you can create a simple and basic list workflow in SharePoint Designer 2013 that updates a field in a SharePoint list item with the current date.

Create a SharePoint Designer 2013 reusable workflow
Learn how you can create a reusable workflow in SharePoint Designer 2013.

Associate a SharePoint 2013 workflow with a document library
Learn how you can associate a SharePoint Designer 2013 reusable workflow with a SharePoint document library.

Create and start a SharePoint Designer 2013 site workflow
Learn how you can create a site workflow in SharePoint Designer 2013 and then start and run it in SharePoint 2013.

Pass a value to a SharePoint Designer 2013 site workflow
Learn how you can use workflow parameters to pass values to a SharePoint Designer 2013 site workflow.

SharePoint Designer 2013 workflow to start another workflow
Learn how to use the 'Start a Site Workflow' action to start a workflow from within a different SharePoint Designer 2013 workflow and find an item to update in a SharePoint list.

SharePoint Designer 2013 workflow If-Else condition
Learn how you can add an If-Else condtion to a SharePoint Designer 2013 workflow.

SharePoint Designer 2013 workflow goto step basics
Learn how to use the Transition to stage section of a Stage in a SharePoint Designer 2013 workflow to go to another Stage or another Step within the workflow.

Define workflow variables in SharePoint Designer 2010
Learn which two methods you can use in SharePoint Designer 2010 to define or create workflow variables to enable storing and retrieving data that can be used later in a workflow.

Use SharePoint Designer 2013 workflow variables to get day of week
Learn how you can create and use workflow variables in SharePoint Designer 2013 to retrieve the name of the current day of the week based on the current date.

How to use the Update List Item action in a SharePoint Designer workflow
Learn how you can use the Update List Item action in a SharePoint Designer workflow to update the values of fields in a particular item in a SharePoint list or SharePoint document library.

Understanding the Define Workflow Lookup dialog in SharePoint Designer
Learn how the Define Workflow Lookup dialog box in SharePoint Designer 2007 works and how you can avoid your workflow failing to find data when performing a lookup in a SharePoint list or library.

SharePoint Designer workflow Create and Update List Item actions
Learn how you can use the Create List Item and Update List Item actions to create a SharePoint list item and then update one or more of its fields in the same SharePoint Designer 2013 workflow.

Using the Log to History List SharePoint workflow action for debugging
Learn how you can use the Log to History List SharePoint Designer workflow action to not only log workflow status messages to the history list, but also debug SharePoint workflows.

Convert string workflow variable to number in SharePoint Designer 2010
Learn how you can use the 'Return field as' setting on the 'Lookup for Number' dialog box in SharePoint Designer 2010 to convert a string workflow variable to a number.

4 Ways to set a date value in a SharePoint Designer workflow
Learn how you can set the value of a date variable or field in a SharePoint Designer workflow to be either a static, dynamic, or calculated date.

Construct a date from strings in a SharePoint Designer 2010 workflow
Learn how you can use the String Builder in a SharePoint Designer 2010 workflow to concatenate string to form a date and then convert this string to the date and time type.

How to perform date calculations and construct dynamic strings in a SharePoint Designer workflow
This article demonstrates how you can perform date calculations and build dynamic strings in a SharePoint Designer 2007 workflow, save the results in variables, and then use these variables in subsequent actions in the workflow.

Format a date in a SharePoint Designer workflow using a custom action
Learn how you can create a custom SharePoint Designer 2007 workflow action that accepts a date and a date format and returns a formatted date as a variable that you can use in the SharePoint Designer workflow.

Format a date in a SharePoint workflow using a SharePoint formula
Learn how you can use the TEXT formula in a calculated field in a SharePoint list to format a date in a SharePoint Designer workflow.

Set the current time using a SharePoint Designer 2010 workflow
Learn how you can use an Update List Item workflow action in SharePoint Designer and the workflow context to set a field in a SharePoint list to the value of the current time.

SharePoint Designer 2010 workflow to set time portion of a date/time
Learn how you can concatenate a date and a time, and use date/time conversions to and from UTC to be able to set the time portion of a date/time field in a SharePoint list column through a SharePoint Designer 2010 workflow.

SharePoint Designer workflow: Check if today is Saturday or Sunday
Learn how you can use a SharePoint Designer 2010 workflow to check whether the current date (today) is a Saturday, Sunday, or any other day of the week.

Check out a document from a workflow in SharePoint 2010
Learn how you can use a SharePoint Designer 2010 site workflow to check out a document that is located in a document library on a SharePoint Document Center site.

SharePoint Designer workflow: Send email when major versions of a document are checked-in
Learn how to create a SharePoint Designer workflow that sends out emails whenever a major version of a document is published.

SharePoint Designer workflow: Create a new document based on a content type
Learn how you can use the default content type on a SharePoint document library to allow a workflow to automatically create new documents that are based on the document template of the default content type in the SharePoint document library.

SharePoint workflow to create a document from a list item
Learn how you can use a SharePoint Designer workflow to create a document in a SharePoint document library based on data that is stored in a SharePoint list item.

SharePoint Designer workflow: Move a document from one library to another
Learn how you can create a SharePoint Designer 2007 workflow that can be manually started on a document to move that document from the SharePoint document library in which it is currently located to another document library on the same SharePoint site.

Get a SharePoint list item GUID using a SharePoint Designer workflow
Learn how you can use a SharePoint Designer workflow to retrieve the GUID of a list item in SharePoint whether it is the current item the workflow is running on or a new list item that was created through the workflow.

Using a GUID to look up a SharePoint list item instead of an ID
Learn how you can use the GUID of a SharePoint list item instead of its ID to look up that item when running a SharePoint Designer workflow.

How to send an email alert containing a link to a SharePoint list item
Learn how you can include a link to a SharePoint Tasks list item in an email alert sent by a SharePoint Designer workflow when a new task is created.

SharePoint Designer workflow: Allow users to enter an email address before running a workflow
Learn how you can create an initiation form for a SharePoint Designer workflow, so that users can enter data for the workflow to use when it runs.

Add a button to the Ribbon to start a workflow in SharePoint 2010
Learn how you can add a button to the toolbar (Ribbon) of a document library in SharePoint 2010 to be able to quickly access and start a workflow on an item in the SharePoint document library.

SharePoint Designer 2013 workflow to concatenate strings
Learn how you can use the String Builder in SharePoint Designer 2013 to concatenate two or more strings with each other.

SharePoint Designer 2013 workflow to propercase strings
Learn how you can make a string start with a capital letter in a SharePoint Designer 2013 workflow.

SharePoint Designer 2013 workflow string length retrieval
Learn how you can retrieve the length of a string from within a SharePoint Designer 2013 workflow.

SharePoint Designer 2013 workflow loop basics
Learn the basics of the 'Loop n Times' and 'Loop with Condition' loop in a SharePoint Designer workflow and get examples of how to use them.

SharePoint Designer 2013 workflow loop to remove spaces
Learn how you can use a loop in a SharePoint Designer 2013 workflow to remove all spaces from a text string.

SharePoint Designer 2013 workflow loop through characters of a string
Learn how you can loop through all of the characters of a string to retrieve each character that is contained within a word from within a SharePoint Designer 2013 workflow.

Convert strings to uppercase or lowercase in a SharePoint Designer 2013 workflow
Learn how you can make a string uppercase or lowercase in a SharePoint Designer 2013 workflow.

Visual Studio Workflows

The basics of custom Visual Studio workflows for SharePoint
Learn what the basic concepts and terms are of custom workflows that are created through Visual Studio using Windows Workflow Foundation and which can be used on lists, libraries, and content types in SharePoint.

How to create custom Visual Studio 2005 workflows for WSS 3 or Office SharePoint Server 2007
Learn which software you have to install and what the steps are for creating custom Visual Studio 2005 workflows that can run on WSS 3.0 or MOSS 2007.

Debugging Visual Studio 2005 workflows for SharePoint
Learn which steps are required to be able to set up and debug Visual Studio 2005 workflows for SharePoint.

How to manually deploy a Visual Studio 2005 workflow to SharePoint
Learn which steps are required to manually deploy a custom Visual Studio 2005 workflow to WSS 3.0 or MOSS 2007.

How to enable a Visual Studio workflow on SharePoint and attach it to a document library
Learn how to enable a custom Visual Studio workflow on SharePoint and associate a custom Visual Studio workflow with a document library.

WSS 3.0 error: Value does not fall within the expected range
Learn how not setting appropriate values when deploying a workflow can affect seemingly unrelated functionality in WSS 3.0, and how you can avoid getting such errors.

Visual Studio workflow: Copy a document from one SharePoint document library to another
Learn how you can create a Visual Studio workflow to copy a document from one SharePoint document library to another on the same or a different site.

SharePoint Video Tutorials

Create a document review workflow in SharePoint Designer 2007
In this SharePoint Designer 2007 workflow video you will learn how to use SharePoint Designer to ask for user feedback during a workflow.

Custom SharePoint Designer workflow activity to format dates
In this SharePoint Designer 2007 workflow video you'll see how you can use a custom workflow activity in SharePoint Designer 2007 to apply formatting (such as including day and/or month names in a date) to a date field of a SharePoint list item.

Define an email message with a link for a new Task list item in SharePoint Designer
In this SharePoint Designer 2007 workflow video you'll learn how to use the Define E-mail Message dialog box in a SharePoint Designer workflow to construct an email message that contains a link to a SharePoint task list item and is sent to the person assigned to the SharePoint task.

Get the GUID of a new SharePoint list item created in a SharePoint Designer workflow
In this SharePoint Designer 2007 workflow video you'll learn how to retrieve the GUID of a new SharePoint list item that was created through a workflow and log its value to the history list for debugging purposes.

Retrieve the GUID of the Current Item in a SharePoint Designer workflow
In this SharePoint Designer 2007 workflow video you'll learn how to retrieve the GUID of the Current Item the workflow is running on and write its value to the history list for debugging purposes.

How to move a SharePoint Document Library using a List Template
In this SharePoint Document Management video tutorial you'll learn how to use a SharePoint document library template (list template) to copy and move a SharePoint document library and all of its documents from one SharePoint site to a new document library on another SharePoint site within the same SharePoint site collection.

Set the approval status of a SharePoint list item using a SharePoint Designer workflow
In this SharePoint Designer 2007 workflow video you'll learn how to use SharePoint Designer to set the status of a SharePoint list item, assign a task to a user, and send emails during a simple approval process.

Use a calculated field and two dependent workflows in SharePoint to format a date
In this SharePoint Designer 2007 workflow demo you'll see how you can use a formula on a calculated field in a SharePoint list or library to apply formatting (such as including day and/or month names in a date) to a date field in another SharePoint list or library using two dependent SharePoint Designer workflows.

SharePoint Video Tutorial: Use a content type to add a document template to a SharePoint document library
In this SharePoint document management video tutorial you'll learn how to use a custom SharePoint site content type to add a document template for an Excel spreadsheet to a SharePoint document library to be able to create Excel documents based on that Excel document template.