How to create a List Workflow in SharePoint Designer 2010

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

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SharePoint Designer 2010 List Workflows are the same types of workflows that you created when using SharePoint Designer 2007.

SharePoint Designer 2010 List Workflows are always bound to one particular list and cannot be reused across SharePoint lists.

You can read more about the difference between the types of workflows in SharePoint Designer 2010.

To create a SharePoint Designer 2010 List Workflow:

  1. In SharePoint Designer 2010, open the SharePoint site (File > Sites > Open Site) on which you want to create the workflow.
  2. With the SharePoint site still selected in the left Navigation bar, on the ribbon click Site > New > List Workflow and select a SharePoint list to associate the workflow to from the drop-down menu that appears. Alternatively, you can click Workflows in the left Navigation bar, and then on the ribbon click Workflows > List Workflow and select a SharePoint list to associate the workflow to from the drop-down menu that appears.

    Button to create a List Workflow in SharePoint Designer 2010

    Figure 1. Button to create a List Workflow in SharePoint Designer 2010.

  3. On the Create List Workflow dialog box, type a Name and Description for the workflow, and then click OK.

    Create List Workflow dialog box in SharePoint Designer 2010

    Figure 2. Create List Workflow dialog box in SharePoint Designer 2010.

  4. The design canvas for the SharePoint List Workflow will appear. Use the Condition, Action, Step, Else-If Branch, Parallel Block, and Impersonation Step buttons under the Workflow > Insert group on the ribbon to design your SharePoint Designer 2010 List Workflow.

    SharePoint Designer 2010 Workflow Insert group

    Figure 3. SharePoint Designer 2010 Workflow Insert group.

  5. Once you are done designing your workflow, use the Check for Errors, Save, and Publish buttons under the Workflow > Save group on the ribbon to verify that your workflow does not contain any errors before you publish it to SharePoint.

    Save, Publish, and Check for Errors button in SharePoint Designer 2010

    Figure 4. Save, Publish, and Check for Errors button in SharePoint Designer 2010.

These are the basic steps for creating a List Workflow in SharePoint Designer 2010. For examples of the types of workflows you can create using SharePoint Designer, see SharePoint Designer sample workflows.

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