Work with snippets

This topic describes how to create, insert, and delete workflow snippets.

Snippets allow you to reuse predefined, pre-ordered sets of actions in workflows within a site collection. You can save workflows and action sets as snippets.

To save the current workflow as a snippet

  1. On the Workflow designer ribbon, under Save, select Save As Snippet to display the Save as Snippet dialog box.
  2. Enter a name for the snippet and then click Submit.

    The snippet is automatically added to the action group "My snippets." 

To save an action set as a snippet

  1. Click the arrow to the right of the top label of the action set and then select Save as Snippet to display the Save as Snippet dialog box.
  2. Enter a name for the snippet and then click Submit.

    The snippet is automatically added to the action group "My snippets." 

To add a snippet to the current workflow

  • In the action toolbox, under the Core tab, expand the group "My snippets" and then drag and drop the snippet onto a drop zone on the design canvas.

    The snippet is rendered as the predefined set of workflow actions (the snippet icon does not appear on the design canvas).

To delete a snippet

  • In the action toolbox, under the Core tab, expand the group "My snippets," right-click the snippet, and then select Delete.