We have a list called Asset Inventory with a list of items. Each of them has a…unique Asset Number, a Title, and a Quantity.…And so we want to create an easy workflow that would allow a user to walk around…the business and count things and actually update this list pretty easily.…So let's go ahead and create this update list workflow, and we can create this from anywhere.…Remember that the List Actions allow us to take action on the current list but…also on other lists as well.…So we could put this just about anywhere we would like to, but I'm going to go…ahead and connected to this particular list.…
Let's switch over into SharePoint Designer, and here's our Asset Inventory.…Let's just go ahead and create an Update Workflow.…And all we really want to be able to update is the Quantity, and this is an…Inventory reconciliation for physical inventory.…And so what we are going to do is we are going to Update the Quantity on Hand.…To do that, we're going to go to Update List Item.…
We are going to update an item in this list, and we are actually updating the current list.…
Author
Gini von Courter
Released
8/9/2012- Understanding workflows
- Documenting workflows with Excel, Visio, and the Office Drawing Tools
- Running the built-in workflows in SharePoint
- Understanding actions and conditions
- Working with if-then and if-then-else conditions
- Managing workflow messages with Outlook rules
- Pausing and stopping workflows with core actions
- Maintaining workflows with email aliases, workflow logs, and error traps
- Creating custom content types
- Creating a site workflow
- Exporting and publishing workflows
Skill Level Intermediate
Duration
Views
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Welcome
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Welcome58s
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What you need to know5m 35s
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1. Understanding Workflows
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What's a workflow?2m 58s
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2. Documenting Workflows for Automation
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3. Running SharePoint Built-In Workflows
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Setting workflow options6m 1s
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4. Getting Started with SharePoint Designer
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5. Using Workflow Actions and Conditions
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Understanding workflow steps2m 19s
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Using parallel blocks3m 41s
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6. Creating a Simple Form for Your Workflow
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7. Using Email Notifications
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8. Using Core Actions in Workflows
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Pausing a workflow2m 30s
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Creating workflow variables2m 40s
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Using Do Calculation2m 20s
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Setting workflow status2m 6s
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Stopping a workflow2m 4s
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9. Using List and Utility Actions in Workflows
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Creating a new list item6m 51s
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Checking items in and out3m 47s
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Setting field values5m 44s
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Finding an interval6m 41s
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Updating list items3m 5s
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Extracting substrings7m 51s
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10. Getting Data from Users
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11. Creating Easy-to-Maintain Workflows
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Adding a comment2m 20s
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Writing to the workflow log3m 28s
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Checking workflow logs3m 37s
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Removing workflow instances4m 30s
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12. Creating Reusable Workflows
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Creating a reusable workflow3m 29s
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Creating a site workflow7m 37s
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13. Using Visio Premium 2010 for Visual Workflow Design
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Conclusion
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What's next?2m 39s
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Video: Updating list items