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SharePoint 2010 Workflow for E-mail to High Prio Assigned

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn the previous demo, we saw how a simple SharePoint 2010 workflow can send an e-mail notification when a new item is added to a list or library. In this article you will learn more about workflows.

In the demo below Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, shows how to create a workflow that sends an e-mail to the person who has been assigned a task with high priority.

Peter continues to use a SharePoint 2010 workflow, but in the the next article, he will create the same workflow as a SharePoint 2013 workflow. This way, you will be able to see the differences clearly.

Create a SharePoint 2010 workflow that sends an e-mail about a new high priority task to the assignee

  1. Open SharePoint Designer.
  2. In SharePoint Designer, open the site that has the list you want to send notifications for.
  3. Open the Summary page for the list.
  4. At Workflows, click on the New button.
  5. Give the new workflow a Name and a Description and select the Platform Type, SharePoint 2010 workflow. Click OK.
  6. Click on the Condition button in the ribbon.
  7. Set the conditions for the workflow. In this case select 'If current value field equals value' and select the field Priority and the value High.
  8. Click on the Action button in the ribbon and select Send an Email.
  9. Click on 'these users' and select Workflow Lookup for a User.
  10. Click on Add and select the 'Field from source' Assigned To and the 'Return field as' Email Address. Click OK
  11. Enter a subject for the e-mail to be sent and add the body text you wish to use. Peter just adds a link to the list. Click OK.
  12. Set the start options you wish to use under Start Options in the Workflow settings.
  13. Publish the workflow.
At the end of the demo Peter also shows how to check the workflow.

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