Custom List Workflows

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Custom List Workflows

Custom List Workflows

SharePoint Designer 2013 is a perfect tool for creating custom workflows for lists and libraries. When you create a list workflow, it is associated with a specific list or library at creation time and has access to any metadata of the item the workflow is run against.

The following walk-through will show you how to create a very basic custom list with a couple of custom columns. Once the list is created the walk-through shows how to use SharePoint Designer 2013 to create an associated custom workflow with the list. Later walk-throughs will build upon the workflow created in this walk-through.

  1. Create a new custom list in your site named "Workflow Demo".
    1. Click the Settings menu and choose the Add an app item.
    2. Select Custom List from the template choices and type "Workflow Demo" in the Name field.
    3. Click the Create button to complete creating the list.
  2. Add a choice column named "Colors" and a text column named "Workflow Output" to Workflow Demo list.
    1. Click the Create Column link on the LIST tab toolbar.
    2. Type "Colors" in the Column name field and select Choice for the data type option.
    3. Enter "Red", "Blue", and "Green" on separate lines in the choices field within the Additional Column Settings area.
    4. Click the OK button to complete creating the column.
    5. Click the Create Column link on the LIST tab toolbar.
    6. Type "Workflow Output" in the Column name text-box field.
    7. Click the OK button to create the column.
  3. Launch SharePoint Designer 2013 and create a List Workflow associated with the Workflow Demo list.
    1. Open SharePoint Designer 2013 and then open your team site in Designer.
    2. On the Site tab toolbar, click the List Workflow drop-down button and choose the Workflow Demo list. Custom Workflows
    3. Type "Workflow Demo-WF" in the Name field of the Create List Workflow dialog and click the OK button. Custom Workflows
  4. Leave the workflow open in SharePoint Designer for the next walk-through.
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