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Sharepoint 2013 : Automating tasks with workflows - Importing Visio workflows into SharePoint Designer

12/21/2013 2:47:38 AM
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Another option for users is to create complex workflows offline in Visio 2013 and import those workflows into SharePoint 2013 at a later time. However, when a Visio-created workflow is imported for the first time, you need to modify the items that refer to SharePoint site-specific data prior to publishing the workflow. For example, if the workflow modifies data on associated files, you will only be able to enter the specific columns that are modified after you have imported the workflow. This is due to the fact that the Visio application does not have visibility into the site columns defined on a particular list or library until the file has already been imported into SharePoint Designer.

Import a Visio workflow into SharePoint Designer

  1. Open the SharePoint Designer 2013 window that is already connected to the SharePoint site that you will be using. In the Navigation pane, under Site Objects, click the Workflows option.

  2. On the ribbon, click the Workflows tab. Then, in the Manage group, click the drop-down arrow at the bottom of the Import From Visio button.

  3. Select which version of Visio (2010 or 2013) was used to create the file you will be importing.

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    Tip

    If you forget to modify properties on actions that are missing site-specific data, when you attempt to publish the workflow for the first time, a warning will appear showing which properties are missing.

  4. Navigate to the Visio file by using the browser.

  5. Click Open.

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  6. In the Create Workflow dialog box, enter a local title and description for the workflow.

  7. Choose the Workflow Type (List, Reusable, or Site).

  8. If you have chosen to import a List Workflow, you must choose which list on this site will have this workflow associated with it.

  9. Click OK to import the workflow from the Visio file.

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