Create a Workflow using SharePoint Designer in SharePoint 2010

The workflows drives the business process in any organization. In SharePoint 2010 though we have the OOB workflows, but when we need in some customization we can develop workflows by using SharePoint designer.

Here we can have a simple workflow to send an email to notify the persons in the organization.

Assume we have an approval process for any kind of request (assume here as leave request), you have to raise a request to the respective person for the approval.

Let’s have a look to achieve this.

Create a list with fields we need (Like Requester name, Approver, etc.).

Open SharePoint Designer and open your site in SharePoint Designer.

Click on the workflows from the ribbon, select your list created above.

Then give a proper name to your workflow and also description if you want and click on OK.                

And from the conditions and action available in the ribbon, click on the action and select "Send email" 

and click on the link "these users" in that action then in the define email message window give the users name and fill the subject and body part and click on OK

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Then select the options when you want to run the workflow from the workflow settings in the ribbon and check the check boxes accordingly.

Then publish the workflow and you are done.

Posted in SPD workflow | SharePoint 2010