![]() If the addresses will change frequently, it is a better practice to use workflow lookups in the To and Cc fields. If you supply static addresses in the To and Cc fields of your email, then any time that you need to change the recipients, you must open the workflow in the Workflow Designer and make the changes manually. Top of Page Dynamically select users or groups to receive the message In the large box under the Subject field, enter or paste the body text of the email.įor more advanced options to modify the contents of the email, see the following sections. Note: For the workflow to compile correctly, you must make some entry in the Subject field. These workflow components are available in the SharePoint Designer 2013 ribbon. Now that the workflow is created, you can add Actions, Conditions, Stages, Steps and Loops to build your workflow. On the Create List Workflow dialog, enter a name and description for the workflow, and then make sure to set the Platform Type to SharePoint 2013 Workflow. Select the list that you want to associate with the new workflow. In the New section of the Workflows tab, select the List Workflow dropdown. (If security is not integrated with the computer you signed in, you are prompted to enter your credentials.) Make sure to use credentials that have access to the SharePoint site.Ĭreate a List workflow based on the SharePoint Workflow platform On the SharePoint Designer 2013 start page, select Open Site.Įnter the SharePoint site that you want to connect to, for example, . Select Start icon> All Programs> Microsoft Office 2013> SharePoint Designer 2013. To open SharePoint Designer 2013, select it on the Start menu. To open SharePoint Designer 2013 and connect to a SharePoint site, follow these steps: SharePoint Designer 2013 installs as an Office 2013 app. Open SharePoint Designer 2013 and connect to a SharePoint site Download SharePoint Designer 2013 from the Microsoft Download Center. For more information, see See Also. And, for all version after SharePoint Server 2010, including SharePoint Server 2016 and SharePoint in Microsoft 365, use SharePoint Designer 2013. For example, for SharePoint Server 2010 use SharePoint Designer 2010. Use the version of SharePoint Designer that matches your SharePoint Server version. In this example, you will set up your workflow to send you an email notification each time that it starts to run on a new item. For more info about outgoing email settings, see the See Also section. If you are unsure about the server's current email settings, check with your server administrator. Note: Outgoing email settings must be configured on the server before your workflow can send emails. You can use the Send an Email action to generate many kinds of emails, including notifications when the workflow reaches specified stages or performs specified actions (including the overall starting and stopping of the workflow) and reminders about tasks that are not complete by their due date. ![]() These fields can contain both static text and text that is generated dynamically from workflow lookups. The available fields for an email are To, CC, Subject, and Body. Include information about the current itemīy using the Send an Email action in the Workflow Designer, you can set up your custom workflow to send emails to you or to any other specified user or group. Send a basic email message from a workflowĭynamically select users or groups to receive the message For more info, see SharePoint 2010 workflow retirement. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate or other supported solutions. Note: SharePoint 2010 workflows have been retired since Augfor new tenants and removed from existing tenants on November 1, 2020.
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