Workflow Solutions for Business Users and Knowledge Workers November 30th, 2010 Brendan Giles, PMP, MCP

Overview Workflows Out-of-the-box Windows Sharepoint Services 3.0 Microsoft Office Sharepoint Server 2007 Custom Workflow Creation Internet Explorer Microsoft Office Sharepoint Designer Events, Actions, Conditions and Steps Microsoft Visual Studio Questions and Wrap-up Slide 2

MPUG? Sharepoint is a large component of Microsoft Enterprise Project Management solutions. Slide 3 Microsoft Office Project Web Access 2007 is a Sharepoint web site with workflow capabilities. Project Managers rely on Sharepoint workflows with Sharepoint Project Workspaces as part of their document approval process. Workflows are run against documents or list items within Sharepoint lists and libraries.

Workflows Out-of-the-Box Windows Sharepoint Services 3.0 (WSS) Three State Workflow Microsoft Office Sharepoint Server 2007 (MOSS) Approval Collect Feedback Collect Signatures Disposition Approval Group Approval (Some Languages) Translation Management (Language based) Slide 4

Workflows Out-of-the-Box Three State Workflow Easily Created in a Web Browser Simple 3 state process Pending Approved Rejected Common usage Simple Document Review Process Software development process Slide 5

Three State Workflow Slide 6

Three State Workflow Slide 7

Three State Workflow Slide 8

Workflows Out-of-the-Box Approval Routing of an item for approval Individuals Groups Tasks created in a special task list Serial or Parallel Approval Tasks notifications sent Workflow history kept Approve, reject or request changes Disposition notice to workflow initiator at completion Slide 9

Approval Workflow

Workflows Out-of-the-Box Collect Feedback Assign Multiple Tasks to Multiple Recipients Run Serially or in Parallel Terminate when all or one recipient responds Can set expiration dates Slide 12

Collect Feedback Slide 13

Collect Feedback Slide 14

Collect Feedback Slide 15

Workflows Out-of-the-Box Collect Signatures Route Documents for digital signature Works with Word 2007 documents or Excel 2007 spreadsheets with digital signature lines Slide 16

Collect Signatures Slide 17

Workflows Out-of-the-Box Collect Signatures Route Documents for digital signature Works with Word 2007 documents or Excel 2007 spreadsheets with digital signature lines Slide 18

Workflows Out-of-the-Box Disposition Approval Allows for expiration of content using information management policies User invokes an information management policy on a document and then can kick off a disposition workflow Owner can then delete or archive the document. Slide 19

Disposition Approval Slide 20

Custom Workflow Browser Allows for expiration of content using information management policies User invokes an information management policy on a document and then can kick off a disposition workflow Slide 21

Custom Workflow Microsoft Office Sharepoint Designer Choose from a series of actions and events Slide 22

Custom Workflow Microsoft Office Sharepoint Designer A wizard style logic builder Slide 23

Custom Workflow Microsoft Office Sharepoint Designer Access to all Sharepoint Site Lists and Libraries Slide 24

Custom Workflow Microsoft Office Sharepoint Designer A demonstration Slide 25

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Custom Workflow Microsoft Office Sharepoint Designer Examples at : help/CH aspx Slide 27

Custom Workflow Visual Studio Deploy workflow templates Slide 28

Questions and Answers Slide 29