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SharePoint 2010 Workflow for E-mail to High Prio Assigned

A SharePoint Workflows tutorial by Peter Kalmström

SharePoint Designer iconIn earlier articles we have seen how a simple SharePoint workflow can send an e-mail alert when a new item is created or changed in a list or library. In this article you will learn more about such notification 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. In SharePoint Designer, open the site that has the list you want to send notifications for.
  2. Open the Summary page for the list and click on the 'New' button at Workflows.
  3. Give the new workflow a Name and a Description and select the Platform Type, SharePoint 2010 workflow. Click OK.
  4. Click on the Condition button in the ribbon. and select 'If current value field equals value'. Set the field to 'Priority' and the value to 'High'.
  5. Click on the Action button in the ribbon and select 'Send an Email'.
  6. Click on 'these users' and select 'Workflow Lookup for a User'.
  7. Click on Add and select the field 'Assigned To' and the return field 'Email Address'. Click OK
  8. 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.
  9. Set the start options you wish to use under 'Start Options' in the Workflow settings.
  10. Publish and test the workflow.

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