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Eric lippert - Amazon Web Services

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Now let’s add some actions in our stage 1 as described below –<br />

1) Add an action “Add a comment” in ‘Stage 1’.<br />

2) Add an action “Assign a task”.<br />

3) Send an email.<br />

4) Copy document.<br />

At the end, your workflow diagram should look like below –<br />

You will now see the default workflows associated with your site.<br />

Now from the “Workflows” ribbon, select “Import from Visio” and<br />

pick “Import Visio 2013 Diagram”<br />

Let’s save the workflow diagram with the name<br />

“CustomerApprovalWF”. After saving the workflow diagram, we<br />

can validate the workflow using the ‘Check Diagram’ option to run<br />

rudimentary checks for default values etc. in our workflow.<br />

Click on “Process” tab and click on “Check Diagram” as shown<br />

below –<br />

Select “CustomerApprovalWF.vxds” file and click on “Open” button.<br />

It will ask for the following –<br />

1. The name of the Workflow.<br />

2. Description of the Workflow.<br />

3. Workflow type. [List or Site or Reusable workflow].<br />

4. SharePoint list name with which you want to associate a<br />

workflow.<br />

By this time, I assume, you have already created a SharePoint site,<br />

if not, go ahead and create one. Now it’s time to create two<br />

document libraries, we’ll give the following names for this<br />

example –<br />

Let’s write a name of the workflow as<br />

“CustomerProfileApprovalWorkflow”. Write description as “New<br />

Customer Profile Approval Workflow”. From the Workflow type<br />

dropdown list, choose “Reusable Workflow” and select the<br />

Document Library “CustomerProfiles” as shown below –<br />

1) Customer Profiles.<br />

2) Customer Profiles Status.<br />

Now let’s open SharePoint Designer 2013 and open the<br />

SharePoint site in which we have created the Document Libraries.<br />

On the left pane “Navigation”, click on “Workflows” as shown<br />

here –<br />

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