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Easy to follow. No jargon. Pictures helped. Didn't match my screen. Incorrect instructions. Each step may contain any number of conditions and actions. Your workflow can be designed as a sequence of actions in a step or a substep. The rules in one step are processed to conclusion before going on to the next step, so you want to group in the same step any rules necessary to effect the specific action or actions that you want. Steps can also be used as a way to organize your workflow, especially if it has numerous actions and very few conditions.

Workflows often contain forms that allow you to collect information from workflow participants at predefined times in the workflow. They also allow participants to interact with the tasks associated with a workflow. In a workflow, you can design initiation forms to gather information from users when they start the workflow, association forms to associate the workflow with a list or content type, forms for custom tasks associated with the Tasks list.

When designing forms, you can use the native ASP. NET-based forms. InfoPath offers much more in customization and branding for your workflow forms. A variable is a data storage location or cache inside a workflow. Using variables, you can store different types of data in a workflow and at a later point, reference that data using workflow lookups. There are many types of variables you can use in a workflow.

You can use, for example, variables generated by initiation form parameters and local variables, which hold data associated with the current workflow. After you create a variable and set it to a value, you can reference that variable in a condition or action later in the workflow. The final area of customization provided by SharePoint Designer is design and brand—that is, taking your corporate look and feel and applying it to your SharePoint site. You can incorporate a company logo, color scheme, headers and footers, supporting graphics, custom navigation, and more.

As a result, every page on the site can be immediately recognized as being part of a larger corporate site. In SharePoint Designer , you design and brand SharePoint sites using master pages, page layouts, and cascading style sheets. Designing and branding a site is different from the other pillars of customization, where the focus is on creating custom business solutions.

Branding is something you generally perform less often and at the top of a site collection—for example, an Intranet or Internet-facing portal. That custom brand is then inherited by the subsites created below it.

The branding effort is also likely to be performed by a web designer rather than a solution creator. For these reasons, master pages, page layouts, and cascading style sheets are all disabled by default for all users except site collection administrators. This way, only those responsible for the site brand have access to these powerful, yet sensitive files. You can, of course, re-enable them for specific users.

As a site designer, here are the ways you can create a custom brand for your sites using SharePoint Designer Master pages are a feature of ASP. The master page defines the common layout and navigation which typically make up the left, top, and bottom portions of the page. The content page supplies page-specific content. SharePoint Designer provides a rich set of page editing tools that you can use to customize your master pages and share them with others.

Page layouts serve as templates for the publishing pages created by users in your organization. In addition to the master page, they provide granular control and structure for a publishing page, such as designating where a title, body text, and graphics can be placed on a page.

Publishing pages use the publishing infrastructure in SharePoint, and they help you streamline browser-based content authoring and publishing without all the overhead typically associated with the process. Like most web sites and web applications, SharePoint uses cascading style sheets CSS to apply colors, graphics, and positioning to the various objects that make up the pages on a site. In many cases, there are multiple style sheets applied to a page.

To customize these styles, you can modify them directly in the master page, page layout, or site page, or modify the styles directly in the CSS file attached to the page — both of which you can do using the powerful CSS editing tools in SharePoint Designer Everything up to this point has focused on how you can use SharePoint Designer to create real business solutions.

But now you need to do something with your solutions — such as deploying it to another server or across the enterprise, opening it in Visual Studio for additional customization, or saving it offline to take it on the road with you.

You need a way to turn your solution into a package, and this is where the Save as Template option comes in. The ability to save a solution as a template is a powerful feature of SharePoint. The template is saved as a web Solution Package a. Templates are granular too. You might be working on one specific part of the site, like a list, a view, or a workflow.

You can save these as individual components as templates too, which presents a whole new way to collaborate on solution development. As you spend more time in SharePoint Designer , you quickly realize that you can do much more than basic site customization. You can create real business solutions that contain data connections, data-rich user interfaces, custom workflows, and complete site branding.

You can build it all on SharePoint, and you can follow an application development lifecycle that ends with a deployable solution. You no longer need to guess because I can help you demystify what it can and cannot do.

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Search the community and support articles Windows Windows 10 Search Community member. Bob JD. This thread is locked. Version 1. Operating Systems. Additional Requirements None. Total Downloads 68, Downloads Last Week Report Software. Related Software. Microsoft OneNote Free to try. Get organized in notebooks you can divide into sections and pages. Workflow Designer Free. Create business procedures and workflows, document BPM and workflow automation. Instant Quote Professional Free to try.