SharePoint Tutorials > Creating 5 Step Workflow in SharePoint Designer 2010

In this tutorial we are covering how to create standard 5 step based workflow using SharePoint designer 2010.
Open SharePoint designer and follow the steps below.

Steps :
1. select : File>new>workflow
2. Name your workflow and then choose the list to attach it to.
3. choose how to start the workflow. For this example –all options are ok.
4. click the new button to proceed.
5. For step one we need to select a condition in the list and the action to take if that condition is met.
6. Now choose the field from the listed and associated value.
7. Now if the "status " field in our list of items opportunities in set to :contacted"
8. there are many options- (for this example the list send us an update email.)
9. click address book icon to delete someone from your sharepoint site.
10. In this case choose "GroupName" which is a group of sharepoints users (this may be diffrent for your sharepoint so choose appropriate group name).
11. For the body of the email lets use the "Add lookup to body" feature.
12. choose the source as the current list item(the row that triggered the action) and choose the field to disply.
13. After clicking ok the code that will display the associated list information will be inserted into the e-mail.

14. we can add another lookup to the body of the email-when you are finished click ok button.
15. Now the first step is finished-we can add another by clicking the add workflow step link.
16. again we can set a condition by choosing a column and associate field value.
17. Then choose what action to take if the defined conditions are met-we can choose to change the value of a field.
18. now if the status field is set to "unqualified" the status field changes to "closed".
19. choose your conditions in the list that you want to trigger an action.
20. Add the action you want to take place if your conditions are met.
21. choose which site users or group you want to send the notification email to.
22. choose your lookups to customize the contents of the email message-we can choose the tittle of item and a user.
23. to add another step click the "add workflow step"
24. select conditions you want to trigger your workflow action.
25. use the directory to select which user or group should receive the email.
26. give your email title, then add the body of the email message including any look ups.
27. Again we are selecting a field from the current row(the row that triggered the workflow event)
28. lets add more step by clicking the "add workflow step".
29. set and select conditions you want to trigger an action.
30. Now click the finish button to validate and save the workflow.
31 .This progress popup will appear.
32. now the workflow has been created it is visible in the contents of your site.
33. click file > close site to finish.

Related Reading :

1. SharePoint 2010 Full Feature list

2. SharePoint 2010 vs SharePoint 2007

3. SharePoint Product Group

4. SharePoint Designer : Create 5 step workflow