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.

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Introduction to SharePoint Designer workflows

If you want to know whether you should be using SharePoint Designer to design your workflows, you can read an article I previously wrote about when to choose a SharePoint Designer workflow and when an out-of-the-box SharePoint workflow or a custom Visual Studio workflow.

Before you can create custom workflows in SharePoint Designer you must:

  1. Have access to the SharePoint site on which the list or library to which you want to add a workflow resides.
  2. Have access to the list or library to which you want to add a workflow.

To create a workflow in SharePoint Designer 2007, you must:

  1. Open a SharePoint site.
  2. Create a new workflow.
  3. Design the workflow. This includes attaching the new workflow to a list or library on the SharePoint site, and adding steps, conditions, and actions to the workflow.
  4. Publish the workflow to the SharePoint site.

Open a SharePoint site

To open a SharePoint site in SharePoint Designer 2007:

  1. On the File menu, click Open Site.

    SharePoint Designer 2007 Open Site menu item on the File menu.

    SharePoint Designer 2007 Open Site menu item on the File menu.

  2. On the Open Site dialog box, select the SharePoint site you want to open, or type the URL to the SharePoint site in the Site name field, and click Open.

    SharePoint Designer 2007 Open Site dialog box.

    SharePoint Designer 2007 Open Site dialog box.

Create a new workflow

To create a new workflow in SharePoint Designer 2007:

  1. On the File menu, select New, and then click Workflow.

    SharePoint Designer 2007 menu items to create a new workflow.

    SharePoint Designer 2007 menu items to create a new workflow.

  2. You are now ready to attach the workflow to a list or library and create its steps.

Design the workflow

For an example and instructions on attaching a workflow to a SharePoint list or library and adding steps, conditions, and actions to the workflow, see SharePoint Designer workflow: Send email when major versions of a document are checked-in.

Publish the workflow

Once you’ve designed your workflow, you can click the Finish button on the Workflow Designer to save your workflow to the Workflows document library in the Folder List, and also publish your workflow to the SharePoint site.

MyWorkflow workflow selected under the Workflows document library.

MyWorkflow workflow selected under the Workflows document library.

If at any time after saving and publishing the workflow you want to modify the design of your workflow, you must:

  1. Expand the Folder List of the SharePoint site and locate the Workflows document library.
  2. Under the Workflows document library, locate the workflow you created.
  3. Double-click the <YourWorkflowName>.xoml file to open the Workflow Designer.

You can now modify your workflow and re-publish it.

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