SharePoint 2013 Designer - Intermediate
Use SharePoint Designer 2013 to connect to a site, manage lists, libraries and site columns, then design list, reusable and site workflows with actions such as Build Dictionary and Do Calculation.
About this course
Use SharePoint Designer 2013 to connect to a site, manage lists, libraries and site columns, then design list, reusable and site workflows with actions such as Build Dictionary and Do Calculation.
Curriculum
- Introduction
- What is SharePoint Designer
- Who Can Use SharePoint Designer
- Connecting to a SharePoint Site
- Exploring the Interface
- Working in Designer
- Using Designer Best Practices
- Creating a List or Library
- Reviewing List or Library Settings
- Deleting a List or Library
- Managing List or Library Permissions
- Changing the Name of a List or Library
- Changing List or Library Settings
- Creating a Column for a List or Library
- Adding Existing Site Columns to a List
- Modifying a Column for a List
- Creating a List Form
- Adding Existing Content Types to a List
- Modifying Site Settings
- Creating Site Columns
- Modifying Site Columns
- Deleting Site Columns
- Creating Content Types
- Adding Site Columns to a Content Type
- Modifying Content Type Settings
- Deleting Content Types
- Understanding Groups
- Creating Groups
- Adding Users to a Group
- Removing Users from a Group
- Modifying Group Settings
- Deleting a Group
- What is a Workflow
- Components of a Workflow
- Understanding Workflow Permissions
- Using Workflow Best Practices
- Differences between 2010 and 2013 Platforms
- Creating a List Workflow
- Creating a Reusable Workflow
- Creating a Site Workflow
- Editing Workflow Steps
- Using Workflow Views
- Adding Stages
- Adding Steps
- Naming a Stage or Step
- Creating an Impersonation Step
- Creating an App Step
- Creating a Loop
- Understanding Workflow Settings
- Creating a Variable
- Adding and Configuring an Action
- Adding and Configuring a Condition
- Deleting an Action or Condition
- Cutting or Copying within a Workflow
- Saving a Workflow
- Checking a Workflow for Errors
- Publishing a Workflow
- Removing a Workflow
- Exporting a Workflow
- Importing a Workflow
- Using Start a List Workflow
- Using Build Dictionary
- Using Do Calculation
- Using Log to History
- Using Pause for Duration
- Using Pause until Date
- Using Send an Email
- Using Set Workflow Status
- Using Set Workflow Variable
- Using Check in and Check Out
- Copying a Document
- Using Delete Item
- Using Set Content Approval Status
- Using Set Field in Current Item
- Using Update List Item
- Using Wait for Even List Item
- Using Wait for Field Change in Current Item
- Using Assign a Task
- Using Replace List Item Permissions
- Using Add List Item Permissions
- Using Remove List Item Permissions
- Creating a Complete List Workflow
- Course Recap
Who it's for
Site owners and power users who automate business processes in SharePoint 2013.
Before you start
No formal prerequisites. Bring curiosity and a willingness to practise.
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