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Common Scenarios - Simple Workflow
In this scenario we are going to use SharePoint Reminder to help drive a
simple workflow. Our particular example uses a Document Library but you can use
the same principals with any type of list that has Content Approval enabled or a
custom state field setup.
This is only very simple, manual
workflow and doesn't include features that you would expect with a full
Business Process Management package such as controlling who can make
changes at different steps in the workflow, multiple approval paths,
escalation, integration capabilities etc. We are simply
using SharePoint Reminder to send an email to the next person in the
business process.
Simple as this may be there are still many uses in a typical
organisation, some examples include :-
- Expenses Claims - Employee
submits a pending claim, email is sent to manager who reviews and
approves, email is then sent to finance who process and pay
employee.
- Vacation Requests - Employee
submits a request, email is sent to manager who reviews and
approves, email confirming approval is sent back to employee and
email is sent to HR to enter vacation in their files.
- Helpdesk - User submits a ticket,
email is sent to helpdesk staff informing them of new ticket. If
ticket is not resolved within a certain time an email is sent to
helpdesk team leader to escalate it. Once ticket is resolved an
email is returned to user.
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We will assume that your site already has a suitable
Document Library with Content Approval enabled or a suitable
state field (for example you could setup a field that can
contain Received, Processed and Dispatched states. You would
then setup a view for each state filtering out matching
items. You would then setup a Reminder web part for each
view.) Tip - if you need to keep a version
history of who made changes and when then customise an
Issues List.
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For this example Robert King has uploaded 3 documents,
one of which is waiting approval, one of which has been
Approved by Nancy Diavalo and one of which has been Rejected
by Nancy. |
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Create a
new web part page to hold the Reminder Web Parts for
this workflow.
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Add the
first Reminder web part to the page and configure it as follows
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Select your Document library (or other list) This is
for the pending step of the workflow so select pending.
(If you are using a custom state then select the appropriate
view)
Enter the email address or addresses of the people who are
responsible for the next step in this process (approving or
rejecting the document) Tip -
There are several different options for choosing who to
email. For example you could have a field in the list called
'Manager' and then dynamically pickup the manager
responsible for approving this document. See the
FAQ for
more details. |
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Enter a suitable Subject and Message. Tip
- Use the format [Field Name] to insert the data from a
particular field into the subject or message, i.e.
"[Created By] has submitted a document for approval"
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Set Send When to Always as we want an email to
be sent regardless of any dates. Set Send Email to
Once as we only want one email to be sent for each
'state'.
Set Check List
to an appropriate value for on your circumstances. |
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Add a further Reminder web part to the page for each state
in your workflow Choose the appropriate view and set the
Email To, Subject and Message
accordingly.
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