Brainlitter ยป SharePoint Workflows – Listed and linked

SharePoint Workflows – Listed and linked

I couldn’t find this information in one place, so decided to do it myself.

Workflows built into MOSS (Microsoft Office SharePoint Server 2007/$$$) and WSS (Windows SharePoint Services 3.0/free):

WSS 3.0 Only

  • Three-state: The Three-state workflow is designed to track the status of a list item through three states (phases). It can be used to manage business processes that require organizations to track a high volume of issues or items, such as customer support issues, sales leads, or project tasks.

    The Three-state workflow supports business processes that require organizations to track the status of an issue or item through three different states and two transitions between the states. With each transition between states, the workflow assigns a task to a person and sends that person an e-mail alert about the task. When this task is completed, the workflow updates the status of the item and progresses to the next state. The Three-state workflow is designed to work with the Issue Tracking list template, but it can be used with any list that is set up to contain a Choice column with three or more values. The values in this Choice column serve as the states that the workflow tracks. More: http://office.microsoft.com/en-us/sharepointserver/HA101544311033.aspx?pid=CH101760531033

MOSS 2007

  • Three-state (see WSS)

  • Approval: The Approval workflow routes a document or item that is saved to a list or library to a group of people for approval. By default, the Approval workflow is associated with the Document content type and it is thus automatically available in document libraries.

    The Approval workflow supports business processes that involve sending a document or item to colleagues or managers for approval. The Approval workflow makes an approval business process more efficient by managing and tracking all of the human tasks involved with the process and by providing a record of the process after it is completed. More: http://office.microsoft.com/en-us/sharepointserver/HA101544251033.aspx

  • Collect Feedback: The Collect Feedback workflow routes a document or item that is saved to a list or library to a group of people to collect their review feedback. By default, the Collect Feedback workflow is associated with the Document content type and it is thus automatically available in document libraries.

    The Collect Feedback workflow supports business processes that involve sending a document or item to a group of people to collect review feedback. The Collect Feedback workflow makes a review business process more efficient by managing and tracking all of the human tasks involved with the process. After it is completed, the Collect Feedback workflow consolidates all of the feedback from reviewers for the workflow owner and it provides record of the review process. More: http://office.microsoft.com/en-us/sharepointserver/HA101544261033.aspx?pid=CH101782961033

  • Collect Signatures: The Collect Signatures workflow routes a Microsoft Office document that is saved to a list or library to a group of people to collect their digital signatures. The Collect Signatures workflow works only with Microsoft Office Word 2007 or Microsoft Office Excel 2007 documents that contain one or more Microsoft Office Signature Lines. By default, the Collect Signatures workflow is associated with the Document content type and it is thus automatically available in document libraries for documents or workbooks that contain Microsoft Office Signature Lines.

    The Collect Signatures workflow supports a business process that involves sending a document to a group of people to collect signatures. The Collect Signatures workflow makes the digital signature process more efficient by managing and tracking all of the human tasks involved with the signature process and by providing a record of the signature process after it is complete. More: http://office.microsoft.com/en-us/sharepointserver/HA101544281033.aspx?pid=CH101782961033

  • Disposition Approval: The Disposition Approval workflow is designed to support records management needs within an organization. This workflow manages the document expiration and retention process by allowing participants to decide whether to retain or delete expired documents or items.

    The Disposition Approval workflow supports both records management and document management processes by providing organizations with a way to manage and track the process by which expired or out-of-date content is evaluated and deleted. Users can manually start the Disposition Approval workflow on individual documents or items. For greater consistency in managing expired content, organizations can configure the Disposition Approval workflow to work in conjunction with the Expiration policy feature of an information management policy, so that the workflow starts automatically when documents or items on a site expire. Although the Disposition Approval workflow can be used for any list, library, or content type on a Microsoft Office SharePoint Server 2007 site, it can be used specifically on a Records Center site to support records management needs and an organization’s document retention policies. More: http://office.microsoft.com/en-us/sharepointserver/HA101544291033.aspx?pid=CH101782961033