Included in Office Live Small Business applications is a workflow technology that helps you automate new and existing business processes. You can think of a workflow as a series of task that produce an outcome. To create workflows in Office Live, Microsoft Office SharePoint Designer 2007
In this article, we will discuss how to create a workflow in SharePoint Designer to send a confirmation email to users who have completed a Office Live Web Form.
I’ll assume you’re already familiar with creating forms using Office Live, if not click here to read my blog post from earlier this year on how to build a form in Office live.
1. To get started, launch SharePoint Designer.
2. In the menu bar, click File, New and then click Workflow to start the Workflow Designer wizard.
3. In the Give a name to this workflow text box, type: SendEmailConfirmation.
4. In the What SharePoint list should this workflow be attached to? list, click the list used to build your form in Office Live (e.g. FeedbackForm).
5. Check the box next to Allow this workflow to be manually started from an item.
6. Click Next to display the second step of the wizard.
7. In the Step Name text box, type SendEmail.
8. In the Conditions list, click Compare “YourWebFormlist” (e.g. FeedbackForm) field. The text If Field equals Value appears to the right of the Conditions button.
9. Click field to display a list of columns in the Office Live list chosen (e.g. FeedbackForm).
10. Scroll down and click the E-Mail column.
11. Click value and enter the @ symbol.
12. Click the Actions button, and then click Send an Email.
13. Click this message link to modify the email message sent to users.
14. Click the Address Book next to the To box.
15. Double-click the Workflow Lookup. Make sure the source is selected to Current Item and the E-Mail is selected for the Field.
16. In the Subject field, type – Thank you for your submission.
17. Place your cursor in the body of the email. Click the Add Lookup to Body button towards the bottom.
18. Make sure Current Item is the source and the field is First Name. Click Ok.
19. Next, type the message you want given to users and/or add additional lookup fields to display their form submission.
20. Click the Finish button.
21. Test your workflow by using the web form on your website and verify that you received an confirmation email.
