How to create a workflow in SharePoint Designer 2010?

How to create a workflow in SharePoint Designer 2010?

I then created a workflow using SharePoint Designer 2010 and setup an action to create a new list item on my document library. I gave it a name and set the content type to MyCustomType. The workflow executes without error and creates the document – but I can’t open it in Word.

How to create a document in SharePoint Designer?

If I use the web interface and choose New Document -> MyCustomType the document template opens up and I can create and modify the document and list item properties. I then created a workflow using SharePoint Designer 2010 and setup an action to create a new list item on my document library. I gave it a name and set the content type to MyCustomType.

Where do I put the name of the document in workflow?

In the workflow – Create Item – Path and Name should contain the name of the file and the correct file extesion (exaclty as the document temple extension).

How to run a workflow on a list?

Try running it on a list item. Go to your list, click the ellipses next to a list item, then advanced, then workflows OR select your list item then go to “items” in the ribbon, then “workflow.” Select the name of your workflow at the top, click start and wait for the magic to happen.

How to create XML documents in SharePoint 2010?

Retrieve the master document from SharePoint 2010 and bind the content controls to custom XML. Generate a document for each record in the XML file, and then store the resulting Word 2010 document in the SharePoint document library. Use Word Automation Services to create XPS files from the generated Word 2010 documents.

How to create and publish custom SharePoint documents?

First, you must create custom SharePoint workflows to generate sales invoice Excel documents and publish them to the extranet site Open Visual Studio 2010. Click File, select New and then click Project. In the Installed Templates section, expand Visual C#, expand SharePoint, and then select 2010.

What can I do with Microsoft SharePoint Foundation 2010?

Microsoft SharePoint Foundation 2010 provides an extensible platform that integrates with SharePoint Workflows. This integration enables you to associate workflows with data that is stored in SharePoint lists and document libraries. The workflows can create, read, update and delete items and documents in SharePoint lists.