SharePoint Tutorial: How to Create a SharePoint Employee In & Out Board, Part II
In the previous SharePoint tutorial (Part I), you created the In & Out Board and Employee Status lists. In Part II, we will build the custom workflow that will be used to update the Employee Status list. To perform these steps, you will need to know the location of the two lists created in the previous tutorial, and you will need SharePoint Designer 2013 to create the workflow.
Create the Update Employee Status Workflow
Create the Update or Insert, Create, and Update Stages
Build out the Update or Status Stage
Build out the CREATE stage
Build out the Update stage
Finish Configuring the Workflow
Testing the Workflow
In this section, you will test the workflow. You will create two entries in the IOBoard list. The first entry should trigger the CREATE stage in the workflow and create a list item in the Employee Status list. The second entry should trigger the UPDATE stage in the workflow and update the previously created item in the Employee Status List.
The Employee Status list should only have one (1) entry per unique person. If the workflow does not find a corresponding entry in the Employee Status list for the person’s name, the workflow will create an entry. If the workflow finds an existing Employee Status entry for the person, the workflow will update the existing entry with the information submitted in the IOBoard list.
Having the ability to lookup information in other lists is an advanced function of SharePoint 2013 workflows, and something I use on a daily basis.
Until next time, Happy SharePoint’ing.
Proceed to Part III.
Or go back and check out Part I.
Author: Eric Stepek, one of Accelebrate’s SharePoint instructors