Thank you all for an incredible response! The microsoft website was particularly useful. There was no way for me to rummage up a workflow at short notice.. so with some negotiation, I am going on a Sharepoint Designer course in London in July :) Yipppeee! Uzma
Subject: RE: [OzMOSS] 3 Step WorkflowDate: Fri, 23 May 2008 09:35:43 +1000From: [EMAIL PROTECTED]: [email protected] You should get everything you need to learn from this article. It’s very detailed, involves several core SharePoint methodologies, and can all be achieved OOTB with a little help from SP Designer. http://office.microsoft.com/en-us/sharepointdesigner/HA102564171033.aspx Regards,Paul Online Developer, ICTCEO Sydney From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tamlyn KempSent: Friday, 23 May 2008 9:32 AMTo: [EMAIL PROTECTED]: RE: [OzMOSS] 3 Step Workflow Hi. This sounds like something that SPD could do quite well, and OOTB. However you’ll have to use it to create tasks using the Collect Data From a User action. This uses a tasklist. You then need to tell the workflow in subsequent steps to reference the outcome of the task field and use the List Item ID which is outputted to a workflow variable to interrogate the result of the task. In the first step you’d create a Collect Data From a User task, assigned to the value of ‘Reviewer1’ which you set up as a person field. In the second step you have a conditional branch. If it’s fine you update the Approval field with something and then carry on to the next step of Approval. If it needs work you can send an email to the ‘user who created the current item’ with the comments from the reviewer. Then stop the workflow. Once they’ve updated they can manually re-start it. In the third step, if it has been given the thumbs up by Reveiwer1, you could have a Reviewer2, or whatever. You could even ask reviewer 1 to assign a Reviewer2. Then if it’s got a value get them to review it, if it’s null skip it. Eventually you can get to the actually approver. Send them a task, and based on the outcome of that set the ‘Approved’ field in the document library, and send an email to the Person Who Created The Current Item. Done. Drawbacks: SPD doesn’t do loops, if you want that then Nintex is good and lightif you’re thinking no-code, otherwise K2 but that’s pretty heavy. Using the content of a task in the workflow requires using the Workflow Variable (accessible through Workflow Data) to do the match. It can be confusing getting it to work for the first time. The only way to surface information gathered in a task is through an email. You can’t insert it into a later task. But hey, it’ll get you 80% of the way there with no code at all. If this is really confusing, let me know and I’ll have a play and send some screenshots. Tamlyn From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Matthew CosierSent: Friday, 23 May 2008 10:19 a.m.To: [EMAIL PROTECTED]: RE: [OzMOSS] 3 Step Workflow If it’s purely workflow related, you would be better off going to a WF course and learning how to build them properly, outside of SharePoint designer. That is, if you’re a developer. Matthew CosierDev Centre Lead M: +61 401 932 250 | E: [EMAIL PROTECTED] Blog: http://cosier.wordpress.com From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Uzma NazSent: Friday, 23 May 2008 5:08 AMTo: [EMAIL PROTECTED]: [OzMOSS] 3 Step Workflow Hey all, Thank you so much for all the support you guys have given me so far. I have had 2 weeks instensive one to one training on Sharepoint and I had my first "solo flight" with the system and I am just amazed with what I can do with this product. There is a requirement in another portal that is created that a document needs to go through a 3 part workflow. For example: Author creates a document and once happy with the document, checks it into MOSS. The document is now in Draft Approval state. The author then starts the approval workflow, which sends the file to a particular person for a peer review. The peer reviewer looks at the document, suggests changes etc. and it is sent back to the author. The author then sends the document to their manager (would be a normal approver), to get the document published as "Approved". I have had a look at the out of the box workflow, the 3 step workflow and Heather Solomon's blog and cannot get to where I want. I have everything else perfected, content types, security... but this is the biggest snag. I have Sharepoint Designer and understand some basics. Can anyone help me with this? I know it's quite a lot to ask, as I have an important presentation in about 12 hours time. It would give me great brownie points to have this workflow almost there, not totally complete, but at least started. If I can get this done, I'll be able to go to a 5 day residential Sharepoint Designer course and save the company £75K (according to the Project Manager!)... Will appreciate any help. Uzma Get Started! ______________________________________________________________________This email has been scanned by the MessageLabs Email Security System.For more information please visit http://www.messagelabs.com/email ______________________________________________________________________ ------------------------------------------------------------------- OzMOSS.com - to unsubscribe from this list, send a message back to the list with 'unsubscribe' as the subject.Powered by mailenable.com ______________________________________________________________________This email has been scanned by the MessageLabs Email Security System.For more information please visit http://www.messagelabs.com/email ______________________________________________________________________ ------------------------------------------------------------------- OzMOSS.com - to unsubscribe from this list, send a message back to the list with 'unsubscribe' as the subject.Powered by mailenable.com ------------------------------------------------------------------- OzMOSS.com - to unsubscribe from this list, send a message back to the list with 'unsubscribe' as the subject.Powered by mailenable.com ____________________________________________________________________________This e-mail is intended for the use of the addressed recipient(s) only and may contain confidential and privileged information. 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