SharePoint Designer 2013

Install and connect SharePoint Designer to your SharePoint 2013 site as a standalone program. Create custom workflows and modify site aspects, with access limited to site owners or administrators.

Identify who can use Sharepoint designer: downloading is open to all, but actual site use requires a site admin or site collection admin, enabled via top level site settings.

Connect to a SharePoint site by copying the site URL or using the open site option in SharePoint Designer, then adjust the URL to the site root for future access.

Explore the SharePoint Designer interface with the contextual ribbon, navigation pane, and middle tabs. See how the ribbon changes for site, lists and libraries, and site pages.

Explore how SharePoint Designer 2013 handles structure and setup, not content, letting you edit site columns and workflows while changes may not save instantly to the server.

Create, modify, and publish custom workflows in SharePoint Designer, while using the browser for instant saves and relying on it for quick tasks like adding a column.

Open SharePoint Designer 2013, open your site, and use the site tab to create a new list or library, choose its type, name it simply, and click OK.

Open the list or library settings in SharePoint Designer, review list information, edit columns and permissions, add content types, and configure forms, workflows, and custom actions, then save changes.

Delete a list or library in SharePoint Designer 2013, and recover only via the browser recycle bin; use right-click, top menu, or settings delete options, then confirm.

Manage permissions for a list or library in SharePoint Designer by stopping inheritance to create unique permissions, then adjust the visitors group's access to contribute or limited contribute.

Rename a SharePoint Designer 2013 list or library by editing its name and description, then save to finalize changes, following the best practice of starting with a short initial name.

Adjust list and library settings in SharePoint Designer 2013, including name, description, display options, attachments, content approval, and versioning, with browser versus designer access notes.

Create a column in a SharePoint Designer list or library by selecting the column type, naming it, and saving to apply changes; use metadata to support views and filtering.

Open the list or library in SharePoint Designer 2013 and modify a column by editing its name, description, or type, noting that changing the type can affect existing data.

Create additional forms in SharePoint Designer beyond browser capabilities, including custom display, new, and edit forms, set a default, and edit the form code in SharePoint Designer to customize fields.

Use SharePoint Designer to add existing content types to a list or library, set default and new menu options, and manage columns and settings at the list level.

Modify specific site settings with SharePoint Designer, including title and description, while avoiding folder name changes. Use the browser for most settings like quick launch, treeview, RSS, and administration.

Create and name site columns in SharePoint Designer 2013, choosing types like single line of text, multi-line of text, or choice, assign a group, and save to update the server.

Modify site columns within the human resources site using SharePoint Designer, edit names, groups, and descriptions, adjust validation and deletion settings, and save to propagate changes to lists and libraries.

Delete your own site columns in SharePoint Designer 2013, check that they aren’t used elsewhere in lists or libraries, and save changes after deletion.

Create a new content type in SharePoint Designer from the content type area, choosing a parent content type to define its fields and ensure top-level site columns propagate to subsites.

Open the content type, add existing site columns one at a time, then configure each as required, optional, or hidden and save.

Modify content type settings in SharePoint designer by editing name, description, and group, and adjust columns, forms, and reusable workflows before saving.

Delete content types in the correct site using the delete button or right-click, confirm, then it syncs with the server and cannot be recovered from the recycle bin.

Organize people into collectives with sharepoint groups to simplify permissions across sites, libraries, and files, and use designer to bulk create or delete them or constrain person or group choices.

Create a new SharePoint group in the site groups section, assign the site owners group as the group owner, and ensure only owners can edit membership.

Add users to SharePoint groups with the designer's add button, typing names or using the address book, including multiple users and Active Directory groups; nesting is not allowed.

Learn how to remove users from a SharePoint group to revoke access by opening the site groups, selecting a group, and choosing remove user from group, with no save required.

Modify SharePoint group settings by updating name, description, and owner; control membership visibility, who can edit membership, and join or leave requests.

Delete single or multiple SharePoint groups quickly with SharePoint Designer 2013, using the group tab, ribbon, or right-click, while mindful of permissions and potential impacts.

Discover how to create workflows in SharePoint Designer 2013, using actions, conditions, and triggers to automate tasks, with three types: list/library, reusable content-type workflows, and site workflows.

Explore the components of SharePoint Designer 2013 workflows, including stages, steps, and impersonation steps, and learn how conditions, actions, variables, and loops structure automated processes.

Understand how workflow permissions in SharePoint Designer 2013 depend on the trigger's permissions, and learn when to use impersonation steps or app steps to run with higher access.

Plan your SharePoint designer workflows first by defining data triggers and required columns, including hidden ones. Test thoroughly on non-live lists with others to prevent loops and ensure proper permissions.

Compare the SharePoint 2010 and 2013 workflow platforms in SharePoint Designer 2013, noting that 2010 workflows can run in 2013, while 2013 adds stages and parallel actions.

Learn to create a list workflow in SharePoint Designer 2013 from browser or designer, with unique names, descriptions, and platform choices (2013 or 2010).

Create a reusable workflow in SharePoint Designer that can attach to multiple lists or libraries, optionally limited by content type, via browser or Designer, using unique names.

Create the least used site workflow in SharePoint Designer 2013, not event-triggered and manually triggered from the site workflows area; name it and choose the 2010 or 2013 platform.

Access the workflow section to edit steps, actions, and conditions, then open the workflow name to modify steps and save or publish.

Explore SharePoint designer 2013 workflow views, switching between the text based designer and the visual designer with Vizio professional 2013, using stencils, paths, and proper setup.

Explore how stages organize complex SharePoint designer 2013 workflows, using transitions, actions, and conditions to route between stages, with no nested conditions and the option to delete stages.

Organize SharePoint designer workflows with steps and stages to group actions and conditions, insert or delete nested steps, and track current stage across 2010 and 2013 workflows.

Rename stages or steps in SharePoint Designer 2013 to organize workflows and reflect progress in the workflow column. Click the name, type the new label, and press Enter to save.

Master impersonation steps in SharePoint Designer 2013 to run workflow actions with higher permissions than the triggering user, enabling access to hidden lists and restricted records.

Enable the 'workflows can use app permissions' feature at the top level site to activate app steps inside a stage in SharePoint 2013 workflows.

Explore loops in SharePoint 2013 workflow, where a loop container repeats actions a set number of times or until a condition is met, with caveats about versioning and performance.

Learn to configure SharePoint Designer 2013 workflow settings, including naming, description, and associated task and history lists, and decide when to auto-start on item creation or edit.

Create local variables in a SharePoint Designer 2013 workflow by naming them and choosing a type (date/time, string, number, dictionary), save to use in calculations or clean a lookup column.

Insert actions in your SharePoint Designer 2013 workflow, configure them with fields and strings using the string builder, and ensure blue underlined prompts are completed before publishing.

Configure workflow conditions in SharePoint Designer 2013 to trigger actions based on specific field values, using equals, not equals, and conditional branches including else paths.

Learn how to delete actions or conditions in a SharePoint Designer 2013 workflow by selecting, pressing delete, or using the dropdown, with tips on undo and saving.

Enhance workflow design by cutting and copying actions, conditions, stages, and steps in SharePoint Designer 2013; reuse components with paste or ctrl+v while watching for unique identifiers that block publishing.

Save your workflow at key points in SharePoint Designer 2013 using right-click save or the save button, then publish to activate on your site and re-publish after testing.

Use the check for errors tool in SharePoint Designer 2013 to identify issues before publishing; red indicators flag missing recipients or stage settings, and publishing remains blocked until fixed.

Publish your workflow to make it live on the list or library after checking for errors and confirming settings, then test and republish as needed.

Learn to unpublish and stop new workflow instances in SharePoint Designer 2013 by using workflow settings to remove blocks, keep the workflow for editing, and republish later.

Export your SharePoint Designer 2013 workflow as a Visio file to reuse on other sites or projects. On import, reconnect and reconfigure all actions and conditions for the workflow.

Export workflows from SharePoint designer 2013 using Vizio pro 2013 and save as Vizio drawings, then import them into another site and configure connections, steps, and conditions for reuse.

Learn how to use the start a list workflow action in SharePoint designer 2013 to trigger a 2010 workflow, configure parameters, and run on the current item.

Create dictionary variables in SharePoint 2013 workflows, build a multi-variable dictionary with string fields such as name, email, and mobile number, and output to a single dictionary variable.

learn to use the do calculation action in sharepoint designer 2013 to perform math in your workflow, convert dates to numbers, and store results in a variable for later use.

Learn how to use the log to history list action in SharePoint Designer 2013 to record messages in the workflow history, aiding testing and review of item workflows.

Pause for duration allows a SharePoint Designer 2013 workflow to pause for a specified time, using fixed values or fields, resuming when the wait ends while conserving resources.

Trigger a SharePoint Designer 2013 workflow to pause until a specific date using the pause until date action, then resume after the target reminder date.

Learn to configure a dynamic send email action in SharePoint Designer 2013, using current item fields and workflow lookups for to, cc, and a subject with hyperlinks and encoded URLs.

Set the workflow status in SharePoint Designer 2013 by using the set workflow status action to display stage messages, including completed or failed, on list or library items.

Master setting the set workflow variable action in SharePoint Designer 2013 to drive fields and emails by assigning calculated values, using lookups, and mitigating lookup column issues with variables.

Explore how to use check out and check in in SharePoint Designer 2013 workflows to manage edits in a library, including comments and automated checks.

Learn to use the copy document action in SharePoint Designer 2013 workflows to copy a document from one library to another, selecting the source and destination libraries within the site.

Learn to use the delete item action in SharePoint Designer 2013 workflows, including deleting the current item or items in other lists, while recognizing risks to data integrity.

Automate content approval in SharePoint lists and libraries using the set content approval status action in a workflow, selecting current item and setting the status to approve, rejected, or pending.

Set field in current item updates a workflow item by choosing a field to set and its value, excluding auto-generated fields, using a dropdown or string builder, then pressing enter.

Use the update list item action to update a related list from a current item, mapping due date to the start date. Ensure uniqueness with employee id to tie records.

Use the wait for event in list item action to pause a SharePoint Designer 2013 workflow until a list item is added or changed, then output to a variable.

Insert the wait for field change in current item action, specify the field and target value (for example, approval status equals approved), and let the workflow resume when it changes.

Learn to use the assign a task action in SharePoint Designer 2013 to create tasks. Set title, description, due date, and track the outcome and task ID.

Learn how to replace list item permissions in SharePoint Designer 2013 by using an impersonation step to assign access by user or group, set item ownership, and enforce per-item permissions.

Add list item permissions in a SharePoint 2010 workflow with an impersonation step to affect the current item without changing other permissions.

Learn to remove a user’s item permissions in a SharePoint 2010 workflow with an impersonation step, a feature not in 2013. Consider replacing action or splitting lists to simplify permissions.

Create a complete time off approval workflow in SharePoint Designer 2013, using stages and conditional transitions, and send emails for automatic or manager approvals.

This course recap covers SharePoint Designer 2013 basics, including creating and managing lists and libraries, building workflows with their components and actions, and editing web pages and master pages.