Create Workflow in Visual Designer View
A SharePoint Online tutorial by Peter Kalmström
Designer 2013 has an additional design view for SharePoint
2013 workflows. It is called Visual Designer, and here you
can create a workflow by dragging shapes to a design surface.
In the demo below Peter Kalmström, CEO and Systems Designer
of kalmstrom.com Business Solutions, explains how to use
the Visual Designer view.
In the previous demo Peter showed
how to create a SharePoint 2013 workflow in the Text Editor
view and pointed out the differences to the SharePoint
2010 workflow. One of these differences is that the SharePoint
2013 workflow has the Visual Designer view, while the SharePoint
2010 workflow only has the Text Based view.
If you – or your customer – are not used to reading code,
the Visual Designer view might be easier to understand and
explain than the Text-Based Designer:
In the demo below Peter creates the same SharePoint 2013
workflow as in the previous demo, but now he used the new
Visual Designer view You must have Visio Professional 2013
installed on the same PC as SharePoint Designer 2013 to
use the new view.
- You can write your own text in the Visual Designer
- The Visual Designer gives a picture that describes
the conditions and actions.
Create a SharePoint 2013 workflow in the Visual Designer
- Start Visio.
- Open SharePoint Designer.
- In SharePoint Designer, open the site that has the
list you want to send notifications for.
- Open the Summary page for the list.
- At Workflows, click on the New button.
- Give the new workflow a Name and a Description and
select the Platform Type, SharePoint 2013 workflow.
- Click on the View button in the ribbon and select
Visual Designer. Visio will now open inside SharePoint
- Under Shapes in the left panel, click on Conditions
and then drag the shape 'If any value equals value'
to the design surface as the first stage.
- Click on the gearwheel icon and select Value.
- Select Assigned To and then High.
- Under Shapes in the left panel, click on Actions
and then drag the shape 'Send an email' to the design
surface and place it after the first shape you added.
- Click on the gearwheel icon and select Email.
- Click on 'these users' and select Workflow Lookup
for a User.
- Click on Add and select the 'Field from source'
Assigned To and the 'Return field as' Email Address.
- 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.
- To connect the Condition shape and the Action shape,
right click on the connector between them and select
- Select the Condition shape to show the Connector
tool in the ribbon and create another connection from
the Condition to the end of the workflow. Right click
on the connector and select No.
- Set the start options you wish to use under Start
Options in the Workflow settings.
- Publish the workflow.