How do I create a list workflow in SharePoint Designer 2010?

How do I create a list workflow in SharePoint Designer 2010?

Creating a SharePoint 2010 List Workflow

  1. Open the site in SharePoint Designer, and click Workflows.
  2. Click List Workflow from the ribbon, and choose the list or library this should run on.
  3. Give the workflow a name and description (this is useful since you will see it when starting the workflow).

How do I open a list in SharePoint designer?

Opening List and Data Views

  1. Open your site in SharePoint Designer 2010.
  2. In the Navigation pane, click Lists and Libraries.
  3. Open the list that contains your list view.
  4. Click the Options tab and use the view editing options to customize the List View.

How to update a SharePoint list with login name?

Now, on to the step to set the fields in the list, using Update List Item. Insert an Update List Item action. Here you can set each field to your variable values. Here is an example of setting the LoginName Text field with the LoginName variable. And the final result should display multiple attributes of the person in the people-picker field.

How to change the title of a list in SharePoint?

Within the workflow, reference the List/ID pair to get your title. This would work similar to u/henry’s answer, but will allow you to change the List title in 2 places instead of for every list item’s hidden field. Thanks for contributing an answer to SharePoint Stack Exchange!

How to update the workflow history in SharePoint?

As a matter of good practice, log the fields to the workflow history list so you have a record of what they look like. This action will give you an entry in the workflow history that will display the values of your variables. Now, on to the step to set the fields in the list, using Update List Item. Insert an Update List Item action.

How to display an email address in SharePoint?

Here’s the situation. You have an email address and you want to display the login name (domain\sername), display name (Russell Wright) and perhaps the user ID from the SharePoint user list. Here are the steps to accomplish with a SharePoint Designer 2010 workflow.