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Workflows

Assign a form to a group in a workflow

Article Your workflow can collect and store information from many people by assigning them a task to fill out a custom form. Those submitted values are stored in...

Assign a to-do item in a workflow

Article When you design a workflow, you often want to assign work to a participant in the workflow. The simplest scenario is when you don't require any information...

Collect data from a user in a workflow

Article When you design a workflow, you often want to collect information from a participant in the workflow, and then use that information for making further decisions...

Create a secondary workflow

Article When a workflow that runs on one list adds or changes an item in a second list, you can create a second workflow that is triggered by that addition or change...

Create a workflow

Article With Microsoft Office SharePoint Designer 2007 , you can design workflows that add application logic to your site or application without having to write...

Create a workflow initiation form

Article You may want your workflow to collect information from the person who starts it, and then reference this information later in the workflow. For example...

Define a workflow lookup

Article Lookups empower your workflow to display dynamic data. When a workflow runs, the lookups in that workflow can retrieve data from different data sources...

Delete or remove a workflow

Article When a workflow is no longer in use, you can delete it from the server to make room for other workflows. You do this in Microsoft Office SharePoint Designer...

Introduction to designing and customizing workflows

Article Across your enterprise, teams use Microsoft SharePoint sites to collaborate on documents and share information. You want to build SharePoint solutions that...

Introduction to workflows

Article Across your enterprise, teams use Microsoft SharePoint sites to collaborate on documents and share information. You want to build a SharePoint application...

Send e-mail in a workflow

Article You may want your workflow to send an e-mail message for any of a wide variety of purposes. For example, you might want the workflow to send you a notification...

Troubleshoot workflow errors

Article Office SharePoint Designer 2007 is one of the tools among SharePoint Products and Technologies that you can use to create workflows. One of the unique features...

Use variables in workflows

Article Workflows retrieve data from a data source at run time, and you want to be able to store this data somewhere in order to use it in the conditions and actions...

Watch this: Design a document review workflow solution

Article March 21, 2008 Stephen Howard Learn how to design a document review workflow and a custom Workflow Dashboard that shows you at a glance the status of all...

Watch this: Run a workflow when a specific field changes

Article July 1, 2008 Stephen Howard Learn how to design a workflow that runs when a specific field changes. In this example, when the Document Owner field changes...

Workflow example: Create a task from a discussion item

Article Your team uses the Team Discussion list to work on issues and problems that the team must address. Often in the course of discussion, an issue or work item...

Workflow example: Route an expense report for review

Article Your team fills out monthly expense reports that are forms designed with Microsoft Office InfoPath 2007. Your team fills out and stores these forms in a...

Workflow example: Send a notification message

Article Your team uses the Shared Documents library to collaborate on documents, and your team uses the Assigned To column to track whom documents are assigned...