Workflows for Advanced Users

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Description

This class promotes an in depth discussion on the usage of the various out-of-the-box SharePoint workflows as well as the varying approach of utilizing Designer 2007 customized and task specific workflows.


Class Syllabus



The following topics will be covered in the class as well as discussions on best practices:

  • Introduction to Workflows
  • Implementation of out-of-the-box Workflows
    • Approval   This workflow routes a document or item to a group of people for approval. By default, the Approval workflow is associated with the Document content type, and thus it is automatically available in document libraries. A version of the Approval workflow is also associated by default with the Pages library in a publishing site, and it can be used to manage the approval process for the publication of Web pages.
    • Collect Feedback   This workflow routes a document or item to a group of people for feedback. Reviewers can provide feedback, which is then compiled and sent to the person who initiated the workflow. By default, the Collect Feedback workflow is associated with the Document content type, and thus it is automatically available in document libraries.
    • Collect Signatures  This workflow routes a Microsoft Office document to a group of people to collect their digital signatures. This workflow must be started in a client program that is part of the 2007 Office release. Participants must complete their signature tasks by adding their digital signature to the document in the relevant Microsoft Office program. By default, the Collect Signatures workflow is associated with the Document content type, and thus it is automatically available in document libraries. However, the Collect Signatures workflow appears for a document in the document library only if that document contains one or more Microsoft Office Signature Lines.
    • Disposition Approval   This workflow, which supports records management processes, manages document expiration and retention by allowing participants to decide whether to retain or delete expired documents. The Disposition Approval workflow is intended for use primarily within a Records Center site.
    • Three-state   This workflow can be used to manage business processes that require organizations to track a high volume of issues or items, such as customer support issues, sales leads, or project tasks.
    • Group Approval   This workflow is similar to the Approval workflow, but it uses a designated document library and offers a personalized view of the approval processes in which a user is participating. This workflow provides a hierarchical organization chart from which to select the approvers and allows the approvers to use a stamp control instead of a signature. This solution is available only for East Asian versions of Office SharePoint Server 2007.
    • Translation Management  This workflow manages the manual document translation process by creating copies of the document to be translated and assigning translation tasks to translators. This workflow is available only for Translation Management libraries.
  • Create Customized Workflows using Designer 2007

Class Location

System Integration Center
MorseB732
9326 Spectrum Center Blvd, San Diego, CA 92123



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Class Notes