Home » SharePoint 2010 Workflow » Create a 2010 Workflow in SharePoint Designer 2013

Create a 2010 Workflow in SharePoint Designer 2013

In this post I am going to walk through how to create a 2010 workflow in SharePoint Designer 2013 that changes the list item permissions. I will show how to call a SharePoint Designer 2010 workflow from a SharePoint Designer 2013 workflow in a future post.

1. Start SharePoint Designer 2013

2. Navigate to the list or library that you would like to have this workflow associated to

3. In the ‘Workflows’ section of the list information, click New

img1

4. Enter a name and description for the workflow and change the ‘Platform Type’ to SharePoint 2010 Workflow.

img2

6. Rename ‘Step 1’ step container to ‘Start of Workflow’.

7. Add a ‘Log to History List’ action item. – Logging is helpful for times when you need to troubleshoot

8. Click on the ‘this message’ link in the ‘Log to History List’ action item

img3

9. Add a message similar to ‘Update Item Permissions workflow starting…’

10. Click outside of the first step box so that the ‘Impersonation Step’ button becomes active on the ribbon.

11. Click the ‘Impersonation Step’ button on the ribbon.

img4

12. Add the appropriate permissions steps. If you need to remove permissions, use the ‘Remove List Item Permissions’ action. If you need to add permissions, use the ‘Add List Item Permissions’ action. For my example, I am going to remove permissions from the current item that was just created.

13. Click on the ‘these permissions’ link on the ‘Remove List Item Permissions’ action.

img5

14. In the ‘Remove List Item Permissions’ dialog box, click Add.

img6

15. Select the users/groups that need to have their permissions removed by clicking on the ‘Choose…’ button.

img7

16. Select the users/groups that need their permissions removed. To access list the people and groups that currently have access to the SharePoint select the ‘People/Groups from SharePoint site..’ then click Add.

img8

17. A new dialog box will appear to allow you to search for the people/groups. Select the user that needs to have their permissions removed.

img9

18. Select OK and OK again on the Select Users dialog box

img10

19. In the permissions dialog box, choose what permissions need to be removed. In my example, ‘Contribute’ permissions need to be removed. Then select OK

img11

20. Select OK again on the ‘Remove List Item Permissions’ dialog box.

img12

21. Click on the ‘this list’ link in the ‘Remove List Item Permissions’ action.

img13

22. In the Choose List Item dialog box, select ‘Current Item’ and then select OK

img14

23. Add another log after your ‘Remove List Item Permissions’ action to save you some time when troubleshooting in the future.

img15

24. Check for Errors

25. Publish

img16

26. You will be prompted by the message shown below, click OK

img17

That’s it! Pretty simple, right?

Advertisements

One thought on “Create a 2010 Workflow in SharePoint Designer 2013

  1. Pingback: 2010 Workflow Features Not Available in the 2013 Workflow Platform | SharePoint Creations

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s