Step 4 : Build a workflow

Now that we have covered the basics of how to get started, let's look at how to build a list or site workflow.

1

Open the designer

  • On the Workflow Gallery page, click Create List Workflow or Create Site Workflow. The Designer page opens. The Designer page displays the designer canvas, toolbar, and actions toolbox.

      Note: The option that is available depends on how you open the Workflow Gallery. For example, if you open the gallery from Site Contents, you can only create a site workflow and Create Site Workflow is available.

2

Design the workflow

  • Drag the required workflow actions to the designer canvas from the actions toolbox and configure them.
  • For information about the actions toolbox and the workflow actions available, see Actions toolboxand Workflow actions.

    To see a solution story with step-by-step instructions about how to build a workflow to automate leave request notifications, see Automate Leave request notifications.

Next step:

Step 5 : Configure start options