Build SharePoint Workflow Use SharePoint 2007 Training
Please fill out the form below to provide information concerning your customized training needs. Once we receive your request, we will contact you to discuss agenda and scheduling details. If you have questions, please call us at 800-840-8050. Thank you for your interest in Workflow Ready.
Custom Course Builder Instructions
Select a checkbox next to each topic you require.
If you want to register for all topics, click here .
Click Submit at the bottom of the page when you're done.
Part 1: Understand and Plan Workflows
1.1 Workflows: Overview
Steps involved in using workflows
Add or change a workflow for a list, library, or content type
Start a workflow on a document or item
Modify a workflow in progress
Complete workflow tasks
Track the status of workflows: History and Tasks lists
1.2 Workflows Included in SharePoint 2007
Use an Approval workflow
Use a Collect Feedback workflow
Use a Collect Signatures workflow
Use a Disposition Approval workflow
Use a Three-state workflow
1.3 Plan for the Workflow Lifecycle
Plan the workflow business logic
Set appropriate permissions for all workflow participants
Document all conditions and actions in Visio or Excel
Test workflow email integration
Part 2: Build Three-state, Approval, or Collect Feedback Workflows
2.1 Create the Workflow
Set Document Library or List Workflow and Permissions settings
Select Task and History lists
Select Start options: Manually, when Created, when Changed
Specify Task Reassign and Change options
Specify Email delivery settings
2.2 Start the Workflow
Create a new item in the SharePoint List or Library
Create a new workflow from Microsoft Word, Excel, PowerPoint, Outlook
Details of Start options: Manually, when Created, when Changed
2.3 Complete a Workflow task
Complete the task directly from the Tasks list
Edit or complete a workflow task from Office 2007
Edit or complete a workflow task from Outlook 2007
2.4 Modify the Status or Review the History of a Workflow
Modify the Workflow Status page
Reassign or Change a Workflow task
Part 3: Add a Workflow to a Content Type
3.1 Understand and Create Content Types
Create a site content type
Add a content type to a list or library
Add a column to a content type
3.2 Add a Workflow to a Content Type
Add a workflow to the list or library content type
Configure the Tasks and History Lists
Configure the Start options
Customize workflow tasks: Parallel vs. serial assignment, reassign and change options
Configure Post-Completion workflow activities
Part 4: Additional Topics
Please list any additional SharePoint topics you would like to cover.
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