Create a Workflow for a List in a Single Step
- Last UpdatedJun 25, 2024
- 2 minute read
The List workflow option in the Workflow Ribbon bar helps to create and associate a workflow to a list in a single step.
To create a workflow for a list
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Login to the Enterprise Console and create a list.
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Click the Enterprise Console menu on the top and select Workflows from the drop-down list. The Workflows page appears.
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Click List on the Ribbon Bar. The New List Workflow dialog box appears.
Field
Description
New List Workflow
Title
Enter a title of workflow for the List in this field.
Description
Enter a description for the workflow in this field.
Associate to List Event - This can also be done using the ‘Associate’ icon in the Workflow List Menu.
List
Select a list id by clicking the List button. The List Explorer screen opens. Select the list name from the drop-down list and click Submit.
Event
Select an event from this drop-down list.
The available options are OnCreate, OnDelete, OnPublish, OnUnPublish, and OnVersionChange.
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Enter the appropriate details.
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Click Save and Continue. The Workflow Options dialog box appears.
Note: You can perform four tasks – provision the workflow, start the Workflow Wizard, design the Workflow, or just perform no task at all.
The 'start the Workflow Wizard' option is not applicable. -
Select the required task by clicking the corresponding radio button and click Finish.
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Using List workflow there are three incidents taken place.
Workflow Creation
When you click Finish, a workflow is created for the selected list. You can open this workflow by either by selecting Design the Workflow now from tasks or using Design Workflow in context menu of the workflow item.
List XML Variable
An XML variable of XML List type is also created by default and the list name is used as the variable name. To view the XML Variable, go to the workflow designer screen. Right click the Start activity, select Activity Properties from the options and then select the Xml Variables icon from the Activity Properties.
You can notice that, the variable is created with scope as Current , which means, this variable is responsible to give the information of the list item which initiates the workflow. The XML variables displayed in tree-view are the XML nodes that are mapped to the controls while creating the list.
System nodes are also created automatically for internal use. This helps you to save the list item in to another version as published or draft and also helps to save the item as folder for the list item.
List Event Association
This workflow is associated to the list event that you have selected at the time of execution. To view the associations, select the workflow, right click and select View Associations from the options.