Workflow for Declaring Record

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn the previous demo Peter Kalmstrom, Peter Kalmstrom, CEO and Systems Designer of Business Solutions, showed how to make it possible to declare records on files in in a SharePoint library. The process involves several steps, so in the demo below Peter shows how to create a workflow that takes care of the process.

Create a workflow that declares record when a file changes

  1. Open the SharePoint site in SharePoint Designer 2013.
  2. Open the site where you want to declare records.
  3. Create a new SharePoint 2010 workflow. (The Action "Declare  record" is not yet available in SharePoint 2013 workflows.)
  4. On the workflow summary page, set the workflow to start when an item is created and changed.
  5. Click on the Edit workflow link.
  6. Set the condition 'If current field equals value', and set the field, equal condition and value you wish to use. (Peter changes "equals" into "not equals" and uses the field Status and the value Under Review).
  7. Set the action to Declare record.
  8. Check for Errors, and Publish the workflow if there are no errors.

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