SharePoint Workflow Examples

The most common case of SharePoint workflow examples is an approval workflow, when some items or documents in SharePoint require approval from a user or from a list of users. This may be any request related to your business processes, requiring the task completion.

SharePoint workflow examples 8

The range of SharePoint workflow examples can be really huge. Document management, permissions on the site, list or item level, work with e-mails and e-mail attachments, confirmation of completed steps, automatic assignment of tasks/work are only the few, mostly used SharePoint workflow examples.

SharePoint workflow examples 1

Many organizations regardless of their size or business processes face time-consuming problems with repetitive tasks. The approving of simple tasks requires often lots of paid hours. SharePoint workflows can help automate document management with all its time spending benefits.

The most companies leveraging SharePoint 2013 workflows find out-of-the-box functionality lacking. And the extending of custom SharePoint workflows by the company’s power users can be quite expensive. A ready-to-use commercial solution can be the best option in this case.

SharePoint Workflow Activities Extensions Kit by Virto offers you a no-code set of 250+ SharePoint extensions for creating custom SharePoint Workflows 2013, 2010 and 2007 using SharePoint Workflow Designer.

SharePoint workflow examples. SharePoint 2010 workflows.

Example of SharePoint workflow: Send Twitter Message 

This activity updates the authenticating user's status. This way you are able to send a Twitter message automatically. 

SharePoint workflow examples 2

Example of SharePoint workflow: Receive Html

This activity receives html content from specified url and stores it in variable. Both http and https requests are supported. Activity impersonates SharePoint account when getting request.

SharePoint workflow examples 3

Also, you can use this activity to post SMS (SMS Gateways supports SMS gateway via HTTP/S) or call web service method. 

Example of SharePoint workflow: Generate Report

This activity allows generating a text report from filtered list items as a data source.

The activity loads selected items from the list, creates text report and stores the result in text variable. You can use HTML tags to format report.

SharePoint workflow examples 4

The activity can be useful in many scenarios:
  • Create user’s active jobs report, add report into email body and send email.
  • Create client incidents report, add report into email body and send email to client.
  • Create administrator’s warnings report, add report into SMS message and send SMS.
  • Create dynamic CAML queries.
  • Create dynamic email, SMS, instant message contact list.
  • Create any text-based (HTML, XML and so on) documents.

SharePoint workflow examples. SharePoint 2013 workflows.

Example of SharePoint workflow: Convert InfoPath to PDF

This activity allows user to Convert InfoPath to PDF and save to document library.

SharePoint workflow examples 5

Example of SharePoint workflow: Add user to SharePoint group

This activity adds user to existing SharePoint group.

SharePoint workflow examples 6

Example of SharePoint workflow: Grant Permission on list

This activity grants permission on the list. You can override or append user or group grant permissions. Value of permission field by default can be one of the following values:

  • Full Control
  • Design
  • Contribute
  • Read
SharePoint workflow examples 7

In addition to these SharePoint workflow examples, Virto SharePoint Workflow Activities Extensions Kit contains over 250 activities for creating custom SharePoint workflows. It allows you to manage SharePoint sites and lists, send e-mail and sms, work with Active Directory groups, set permissions, and more. SharePoint Workflow Activities Extensions Kit works in both SharePoint 2010 and SharePoint 2013. You can learn more about all SharePoint workflow activities on our site.

In this article, you can find more information about SharePoint workflow basics.
And read the tutorial how to create SharePoint Designer 2013 workflow step by step