How to create workflow in SharePoint 2013 Phone Call Memo?

Dear EE experts,

Hi! We would like to ask for tech support on how to create workflow in SharePoint 2013 Phone Call Memo?
The easiest way... :)

We want once the operator input the details, the workflow will send an email alert to the recipient(s)...

Hope to hear soon...

Thank you!
Stiebel EltronAsked:
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Sushanta SahuPrincipal Specialist, Information ManagementCommented:
I'm assuming that you are storing the phone call memo in a SharePoint List.

Also tell us if you are using any workflow solutions or you are not aware of any e.g Nintex. If there are nothing as such you are using then you can create a SharePoint Designer workflow on that list with a condition to start the workflow which sends an email, whenever a new item is created in that list.

Let me know your expertise level with SharePoint Designer or any other workflow tools, so that I can suggest better.
Stiebel EltronAuthor Commented:
Hi there Sushanta!
Thank you for your response...

Re: SharePoint Designer, I'm just a newbies with this program, so my expertise level with it is just Beginner... :(
We haven't created any workflow yet with this SP2013, that's we're asking for help on how to start and where to start... :)
Rajendra ShekhawatSolution ArchitectCommented:
Hi Stiebel,

Creating simple workflows with SharePoint Designer is quite easy.

You can simply download SharePoint Designer, Connect to your SharePoint Site and create workflow by dragging dropping the activities, without any code. Publish your workflow and you are good.

Please refer to below articles for reference -


In case, if you still need some help, let me know,
We can do a quick skype call.


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Stiebel EltronAuthor Commented:
Hi there Rajendra,

Thank you for your advise...

But we really don't know how to construct with SP Designer...
We don't know how to start... :(

We just want when the receptionist receives a call and the recipient isn't available, they will just input the data then submit, and it will send an email to the recipient...

That's all... :)
Rajendra ShekhawatSolution ArchitectCommented:

How do we proceed ? Please let me know, if we want to have a skype call to demo how it is to be done ?
Please download SharePoint Designer before we start.

My Skype - rajendra.shekhawat

Stiebel EltronAuthor Commented:
Hi there Rajendra,

are you online now? do you want using Teamviewer? I have Teamviewer installed...
Rajendra ShekhawatSolution ArchitectCommented:

Sorry, I was not online, as work in Indian time zone.
Please add me to Skype . My Id - rajendra.shekhawat

I can quickly create a simple workflow and show it to you.
Please install SharePoint Designer on your local machine, before the call.

Rajendra ShekhawatSolution ArchitectCommented:

Thanks for your time for the call.
Hopefully, my skype call and demo for SP Designer workflow to send email, would have given you starting point on workflows.

Stiebel EltronAuthor Commented:
Excellent! Thanks for the support!
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