In this post we will discuss how we can create a SharePoint 2010 designer workflow. Also you can check out my previous posts on:
Follow below steps to create a SharePoint 2010 designer workflow:
First Open the site using SharePoint designer 2010 (Start -> All Programs -> SharePoint -> Microsoft SharePoint designer 2010).
Then from the left side from Site Objects section click on Workflows. And from the Ribbon from List Workflow section select the SharePoint List on which you want to create a workflow as shown in the figure below:
Then in the next dialogbox give a name for the Workflow as well as a description for the workflow as shown in the figure below:
Now we will add some condition and action. From the Ribbon click on condition and select If current item field equals value as shown in the figure below:
Then in the condition that we added now, click on the first value and it will open the Define workflow lookup, there select data source as Current Item and Field from source as TaskStatus (which is a custom field in my list). and then click on Ok.
Now click on the next value, According to the column we select above the list of values will come. you can select one. Final it will appear like below:
Now try to add an Action from the Ribbon. Select Update List Item from the Action as shown in the figure below:
Then set the field to Description and Write value as Task Completed as shown in the figure below:
Now click on Workflow Settings from the ribbon as shown in the figure below:
In the Workflow settings page, In the start options: UnCheck first check box and Check on the othe two check boxes as shown in the figure below:
Now click on Save and then Publish the workflow as shown in the figure below:
Now once the workflow is published then whenever you will add or update an item if the current taskstatus is true then the description will be changed to Task Completed.