I decided to put together a simple Workflow in MOSS 2007 to help other get a quick introduction to them. Workflows are not some mythical creature in SharePoint, although sometimes they can seem a bit tricky. :) Below I have screenshots for the step by step of creating a simple workflow on a document library.
Here is what we want this workflow for:
- Notify for new document
- Collect feedback from a "Reviewer" on the new document
1) Go to your Document Library, and go to Settings > Document Library Settings
2) In the Settings page, choose Workflow Settings.
3) Click "Create a new Workflow"
4) For this walkthrough, I'm collecting feedback for all new documents.
5) For testing purposes, you can add yourself as the sole reviewer on the 2nd screen when setting up a workflow. This way, you will receive the email notifications.
6) After saving the new workflow, return to the document library, and create a new document.
7) When you first save your new document (i.e. in "Word"), you will be prompted about checking in the document. Don't worry, this is normal SharePoint behavior.
8) After you save the document and go to close it, you will be greeted with the following prompts notifiying you of "Offline Editing" and checking in your document again. Go ahead and click through these screens.
9) Once a new document is saved and checked in, you should receive an email similar to the image below (because you are a "Reviewer" in the workflow):
10) This is a screenshot of the workflow in progress. From here, you will want to "Edit" the task assigned to you. In this case, I'll add some feedback for the new document created.
11) The screenshot below shows the workflow as completed and all the tasks done.
Congratulations on making your first workflow. Hopefully this has helped get your gears turning!
Cheers.
