Build SharePoint Workflow Use SharePoint Designer 2007 Training
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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: Design Workflows: Process
2.1 Understand Workflow Components and Processes
Events, actions, conditions and steps
Parallel vs. serial actions
Workflow forms
Check the status of a workflow
Create a workflow
Design the workflow
Delete or remove a workflow
2.2 Workflow Initiation Parameters
Single/Multiple lines of text
Number
Date and Time
Choice
Yes/No
2.3 Workflow Local Variables
Boolean
Date/Time
List Item ID
Number
String
Part 3: Understand and Implement Conditional Logic
3.1 How a Workflow Evaluates Steps
Steps with only actions and no conditions
Steps with conditional branches – how actions are executed when conditions are or are not satisfied
Steps with conditional branches – cycling through Else-If logic
3.2 Understand and Implement Specific Conditions
Compare fields
Compare any data source
Title field contains keywords
Modified in a specific date span
Modified by a specific person
Created in a specific date span
Created by a specific person
Part 4: Understand and Implement Workflow Actions
4.1 Items & Lists
Assign a To-do Item, Check In Item, Check Out Item, Copy List Item, Create List Item, Delete Item, Discard Check Out Item, Log to History List, Set Field in Current Item, Update List Item
4.2 Date/Time/Pause
Add Time to Date, Pause for Duration, Pause Until Date, Set Time Portion of Date/Time Field, Wait for Field Change in Current Item
4.3 Variables & Data
Collect Data from a User, Set Workflow Variable
4.4 Miscellaneous Actions
Assign a Form to Group, Build Dynamic String, Do Calculation, Stop Workflow
Part 5: Design Workflows: Example
5.1 Use SharePoint Designer 2007 to Create Workflows
1. Create, name, and assign a workflow
2. Define steps, conditions, and actions
3. Set the variables
4. Use variables to make decisions
5. Add ‘Else If’ conditional branching
6. Complete the workflow
7. Test the workflow
Part 6: Create a Custom Approval Workflow
6.1 Add Nodes to Capture User Input Information
Access the Data Source
Add fields and groups
Insert the Layout Table
Bind the fields to the data source
6.2 Add a Node to Capture Status Information
Add a status node to the form's data source
Bind a control to the node
Populate list choices from a SharePoint list or external data source
6.3 Promote Form Fields as SharePoint Columns
Select fields or groups to promote
Specify user-friendly column names
Add and configure functions
6.4 Publish the Form Template to a SharePoint Document Library
Specify the data connection
Specify whether to use InfoPath Forms Services
Create a new Document Library
Publish to the library and embed the form in an email
6.5 Define a New Workflow
Attach the new workflow to an existing site and library
Configure workflow start options
6.6 Specify Conditional Logic and Actions
Specify initial conditions
Specify multiple and Else-If conditions
Define and assign variable
Build dynamic strings
Perform Workflow Lookups
Define the email message which contains the lookup variables
Part 7: Additional Topics
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