Microsoft office workflows

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Showing results for. Show only Search instead for. Did you mean:. Sign In. Publishing Approval This workflow is similar to the Approval workflow in that it automates the routing of content to subject matter experts and stakeholders for review and approval. Three-state This workflow 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.

Each of the above workflows can be customized for your organization in several ways. For example, when you add a workflow to a list, library, or content type to make it available for use on documents or items, you can customize the tasks lists and history lists where information about the workflow is stored. When a site user starts a workflow on a document or item, the user may have the option to further customize the workflow by specifying the list of participants, a due date, and task instructions.

Although the built-in workflows can be customized somewhat to meet different needs, your organization may choose to design and develop workflows that are unique to the business processes in the organization. Workflows can be as simple or complex as the business processes require.

Developers can create workflows that are started by people who use a site, or they can create workflows that start automatically based on an event, such as when a list item is created or changed. If your organization has developed and deployed custom workflows, these workflows may be available in addition to or instead of the built-in workflows already described. Power users can design no-code workflows for use in a specific list or library by using Microsoft SharePoint Designer and Office Visio SharePoint Designer workflows are created from a list of available workflow activities, and the person who creates the workflow can deploy the workflows directly to the list or library where they will be used.

SharePoint Designer also works hand-in-hand with Visio to provide a visual workflow development experience to build diagrams by using shapes and connectors. You can also import workflows from Visio into SharePoint Designer , and vice versa. Professional software developers can create workflows by using Visual Studio or later These workflows contain custom code and workflow activities. After a professional developer creates custom workflows, a server administrator can deploy them across multiple sites.

There are several steps involved in using a workflow on a document or list item. Each step can be completed by individuals in different roles. For example, a site administrator can make a workflow available for use in a document library, a content creator can start a workflow or modify a workflow in progress, and a third person for example, a document reviewer or an approver can complete the workflow task.

Before a workflow can be used, it must be added to a list, library, or content type to make it available for documents or items in a specific location. You must have the Manage Lists permission to add a workflow to a list, library, or content type. In most cases, the site administrators or individuals who manage specific lists or libraries perform this task.

If you add a workflow directly to a list or library, it is available only for items in that list or library. If you add a workflow to a list content type an instance of a site content type that was added to a specific list or library , it is available only for items of that content type in the specific list or library with which that content type is associated.

If you add a workflow to a site content type, that workflow is available for any items of that content type in every list and library to which an instance of that site content type was added. If you want a workflow to be widely available across lists or libraries in a site, you can create a site workflow.

When you add a workflow to a list, library, or content type, you can customize the workflow for its specific location by specifying various options:. Additional options that are specific to the individual workflow, for example, how tasks are routed to participants, what circumstances complete the workflow, and what actions occur after the workflow is completed. When you add a workflow to a list, library, or content type, you make it available for documents or items in a specific location; you do not start the actual workflow.

After a workflow is added to a list, library, or content type and thereby made available for use, you can start this workflow on a document or item if the workflow is configured to allow it to be started manually.

The Workflow page opens for a new workflow containing all the information of the selected template. Proceed to create the workflow by editing the workflow steps or add new steps.

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