SharePoint: Working with Workflow variables

Using SharePoint Designer to create custom workflows for sending alert emails. When collaborating on SharePoint lists, some team members may need notification when actions are performed on lists. For example, let’s pretend a user wishes to be notified via email when an item is added to a list. To illustrate this functionality, I will begin…

SharePoint: Workflows with Custom Alerts

Using SharePoint Designer to create custom workflows for sending alert emails. When collaborating on SharePoint lists, some team members may need notification when actions are performed on lists. For example, let’s pretend a user wishes to be notified via email when an item is added to a list. To illustrate this functionality, I will begin…

SharePoint: Workflow to Parse Values

Using workflows to parse values in a list item. SharePoint Designer is an easy, yet robust designer that enables the integration of business logic into lists. To illustrate this feature, I’ll begin with a simple list illustrating what might be an email sent from a customer. Obviously, it would be nice if team members wouldn’t have…

SharePoint: Task Workflows

Incorporating a workflow process into a business. Continuing on my Task: Approval Process article where I illustrated how to apply a business process whereby employees would submit new items (plan tickets) for approval before continuing, I’ll now show a complimentary step that represents a natural progress – workflows. Workflows allow teams to be notified when…

SharePoint: Sending Emails via Workflows

Using SharePoint Designer to create custom workflows for sending alert emails. When collaborating on SharePoint lists, some team members may need notification when actions are performed on lists. For example, let’s pretend a user wishes to be notified via email when an item is added to a list. To illustrate this functionality, I will begin…

SharePoint: Meeting Workspace

Creating a portal for collaboration. In addition to using a Document Workspace, I can use a Meeting Workspace to facilitate collaboration amongst team members, for example if a series of meetings were needed. First, I’ll use the Calendar from the Document Workspace, to schedule a meeting. During the creation of that meeting, I’ll select to…