• OOB workflows (approval, disposition, three-state etc.)
  • Workflow lifecycle
  • Workflow variables and conditions
  • Workflow parameters
  • Creating workflows using SharePoint Designer 2010
  • Workflows involving InfoPath 2010 Forms


  • Experienced site owners
  • SharePoint developers


Before attending this course, students must have:

  • Working knowledge of SharePoint 2010 lists, libraries, content types, InfoPath Forms


3 Days

Outline for Build SharePoint Workflow with SharePoint Designer 2010 Training

Part 1: Understand and Plan Workflows

1.1 Workflows: Overview

  • Steps involved in using workflows
  • Add or change a workflow for a list, library, or content type
  • Start a workflow on a document or item
  • Modify a workflow in progress
  • Complete workflow tasks
  • Track the status of workflows: History and Tasks lists

1.2 Workflows Included in SharePoint 2010

  • Use an Approval workflow
  • Use a Collect Feedback workflow
  • Use a Collect Signatures workflow
  • Use a Disposition Approval workflow
  • Use a Three-state workflow

1.3 Plan for the Workflow Lifecycle

  • Plan the workflow business logic
  • Set appropriate permissions for all workflow participants
  • Document all conditions and actions in Visio or Excel
  • Test workflow email integration

Part 2: Design Workflows: Process

2.1 Understand Workflow Components and Processes

  • Events, actions, conditions and steps
  • Parallel vs. serial actions
  • Workflow forms
  • Check the status of a workflow
  • Create a workflow
  • Design the workflow
  • Delete or remove a workflow

2.2 Workflow Initiation Parameters

  • Single/Multiple lines of text
  • Number
  • Date and Time
  • Choice
  • Yes/No

2.3 Workflow Local Variables

  • Boolean
  • Date/Time
  • List Item ID
  • Number

Part 3: Understand and Implement Conditional Logic

3.1 How a Workflow Evaluates Steps

  • Steps with only actions and no conditions
  • Steps with conditional branches – how actions are executed when conditions are or are not satisfied
  • Steps with conditional

3.2 Understand and Implement Specific Conditions

  • Compare fields
  • Compare any data source
  • Title field contains keywords
  • Modified in a specific date span
  • Modified by a specific person
  • Created in a specific date span
  • Created by a specific person

Part 4: Understand and Implement Workflow Actions

4.1 Items & Lists

  • Assign a To-do Item, Check In Item, Check Out Item, Copy List Item, Create List Item, Delete Item, Discard Check Out Item, Log to History List, Set Field in Current Item, Update List Item

4.2 Date/Time/Pause

  • Add Time to Date, Pause for Duration, Pause Until Date, Set Time Portion of Date/Time Field, Wait for Field Change in Current Item

4.3 Variables & Data

  • Collect Data from a User, Set Workflow Variable

4.4 Miscellaneous Actions

  • Assign a Form to Group, Build Dynamic String, Do Calculation, Stop Workflow

Part 5: Design Workflows: Example

5.1 Use SharePoint Designer 2010 to Create Workflows

  • Create, name, and assign a workflow
  • Define steps, conditions, and actions
  • Set the variables
  • Use variables to make decisions
  • Add ‘Else If’ conditional branching
  • Complete the workflow
  • Test the workflow

Part 6: Create a Custom Approval Workflow

6.1 Add Nodes to Capture User Input Information

  • Access the Data Source
  • Add fields and groups
  • Insert the Layout Table
  • Bind the fields to the data source


6.2 Add a Node to Capture Status Information

  • Add a status node to the form's data source
  • Bind a control to the node
  • Populate list choices from a SharePoint list or external data source

6.3 Promote Form Fields as SharePoint Columns

  • Select fields or groups to promote
  • Specify user-friendly column names
  • Add and configure functions

6.4 Publish the Form Template to a SharePoint Document Library

  • Specify the data connection
  • Specify whether to use InfoPath Forms Services
  • Create a new Document Library
  • Publish to the library and embed the form in an email

6.5 Define a New Workflow

  • Attach the new workflow to an existing site and library
  • Configure workflow start options

6.6 Specify Conditional Logic and Actions

  • Specify initial conditions
  • Specify multiple and Else-If conditions
  • Define and assign variable
  • Build dynamic strings
  • Perform Workflow Lookups
  • Define the email message which contains the lookup variables