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I am trying to make a workflow for a specific list content type. Unfortunately, there seems to be no option to do so. I can create a list workflow in SP Designer but can't find an option to associate with one of that lists' content types. Moreover, if I go straight to the content type I want to associate the workflow to, there is no option to actually create a workflow in SP Designer for that content type, although I can see a blank window for "a list of workflows associated with this content type".

Finally, if I get out of Designer and go to the content type in SharePoint, I can indeed "Add" a workflow to the list content type, but it will only allow me to select from about 5 stock default workflows and I cannot create a new one. If I try to create a new one that is "globally reusable", the button to promote to global is also grayed out.

So far all dead ends. Any advice for what I'm missing here?

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You need to go to the top level and create a "Reusable Workflow" and from there you can add it to a content type of your choice. This is because content types are at the root of the site collection.

Look at the instructions here: http://technet.microsoft.com/en-us/library/ff608128(v=office.14).aspx

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  • I also tried that, and what happens is that I cannot associate it with the content type that I want. I can see a list of available content types and the one from my list is not there. The closest it gets is a content type that is the parent of the one I want. Why is this?
    – Alex
    Dec 27, 2012 at 21:33
  • Is your content type on the root level? That's probably why you can't see it. Make the content type not on a site or sub site but on the site collection level.
    – Mike
    Dec 27, 2012 at 22:01
  • The content type is for only a particular list, so no. I could re-create it at the root level but I thought that would defeat the purpose of having it be part of my list. I also have an InfoPath form that uses it so it would probably require redesigning all of that.
    – Alex
    Dec 27, 2012 at 22:11
  • What purpose is it for creating this workflow for a content type if you only need it for a specific list?
    – Mike
    Dec 27, 2012 at 22:12
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    Using site-level content types will fix your problem.
    – Mike
    Dec 28, 2012 at 1:58

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