Using Microsoft Visio 2010 to model a SharePoint workflow

SharePoint 2010 workflows can now be modeled in Microsoft Visio 2010. In this recipe we take the custom workflow created in the Creating a list workflow using SharePoint Designer 2010 recipe, export it to Visio, and enhance it. We then send it back to SharePoint Designer where it can be further configured before being published back to SharePoint.

Getting ready

This recipe works for:

  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • Office 365 (SharePoint Online)

You will need the Design or Full Control permission level to run this recipe.

You will need SharePoint Designer 2010 installed on your client machine.

You will need Visio 2010 Premium Edition installed on your client ...

Get Microsoft SharePoint 2010 Power User Cookbook now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.