A SharePoint Workflows tutorial by Peter Kalmström
SharePoint to automate the distribution of phone messages
within an organization. In the demo below Peter Kalmstrom,
CEO and Systems Designer of kalmstrom.com Business Solutions,
creates a workflow for a simple SharePoint list app for
The workflow Peter creates sends an e-mail message to the
person who has been called. The message contains info about
who called and who received the call. It also has the telephone
number, so if you receive the message in a mobile you can
just click to call back.
Peter uses the default SharePoint 2013 workflow in the demo,
but you can use a SharePoint 2010 workflow also. The steps
are a bit different, but the most important difference is
that you have to end the SharePoint 2013 workflow. The other
actions are similar.
List Workflow for phone messages
Open the site in SharePoint Designer 2013.
Go into Lists and Libraries and click on the Phone
Messages list to open its summary page. Click on the
'New' button at Workflows.
Give the workflow a name.
At Transition to stage, type go and press Enter.
Click on the stage and select End of Workflow.
Go back to the workflow settings and set the workflow
to start automatically when an item is created. You
can also set it to be possible to start manually.
Edit the workflow again and select the Action 'Send
Click on 'these users' and select a Workflow Lookup
for a User .
Select the 'Called' field from source and the Return
field 'Email Address'.
Enter a subject and a body text for the e-mail.
Peter adds a Lookup for Name in the subject. In the
body he adds lookups for the Phone number, the created
time and the e-mail address of the person who received