SharePoint workflow by nature is document centric in that you have to have a 'thing'; A object for the workflow to run on. This object can be a document, form or simple list item but this thing has to exist as the anchor and context of the workflow.
What I've started thinking about is a more abstract sort of workflow and how it would be useful in SharePoint. Workflows are user driven processes after all but the workflow or business process might want to trigger on an event instead of a user needing something done. So perhaps an accident happens for example. The event might be manual or automatic creation of an accident list item. Now the process will need to have a set of official forms filled in by various people. This is where I find SharePoint limiting me with it's document centric nature.
Typical workflows are about the document, like getting it approved or reviewed or some such. In this case the workflow needs to create new documents, InfoPath forms perhaps. Using task forms within the workflow gets part of the way in getting users to complete the forms. The problem here is that the forms are tucked away in a task list now and referenced only within the workflow summery. These are official documents in their own right and need to be easily accessible. So perhaps copy these completed documents into separate libraries but then some link will need to exist back to help the user find other related documents generated in the workflow.
I find that all this rapidly gets messy in trying to retrofit this different type of workflow into SharePoint. There are ways and means but I can't find anything ideal, or even just something I'm semi happy with. I'm hoping that people could answer with ways they can think of for using a workflow to drive further document creation and have the trail and links between these documents clearly visable to any particular user but accessible outside to the business outside the context of the workflow if needs be.
I've created a custom approval workflow using SharePoint Designer 2007. The workflow is attached to a Forms library where InfoPath 2007 forms will be stored. The workflow is getting triggered under... is submitted for approval. But the workflow is progressing only if the creator is given Full Control for the Forms library as well as the list item. I've three levels of approval. Both the approvers and the creator need to have Full Control on the Tasks list and the Forms library. This also poses a permission issue to give Full Control to the approvers and creator. Does any one know as how to impersonate
We have a InfoPath Form Library with Visual Studio Workflows on an MOSS 2007. Now to some of the form we're missing tasks in the tasklist and there isn't a status in the column of the workflow. But the workflow had been started ... we're noticing, that all the affected forms have in common that the workflow (and the tasks of course) was finished. Has somebody an idea what happened? Is there maybe a process or a setting that "cleans up" finished tasks and workflows?
Using WSS 3.0 running on SBS2008. I have an Infopath form library, to which I have used SharePoint Designer 2007 to attach a custom workflow. It's a pretty normal workflow which updates a property.../. I have contradictory observations: When John adds an item to the library while working from W2, the workflow is initiated but goes to Stopped status, and the other list is not updated. When John... is configured to allow the workflows to be initiated. I cannot seem to find any aspect of SP groups or users or permissions which would affect a user's ability to initiate workflow from one
I have an InfoPath form that starts a workflow (on item created). The business requirement is that after submission form must be read-only (no changes to the initial request can be made). However workflow must change certain properties of the form (e.g. approval time, approval phase etc.). By default SharePoint workflows run under initiator account, however I am wondering would you recommend creating an event handler that is going to kick start a workflow under system account. Workflow would than be able to revoke all the contribute privileges but still be able to update the form during
My organization is in the process of converting our intranet over to a SharePoint solution. Part of this intranet will be the movement and organization of all our internal documents. Currently, we have 11 pages of document links, each with its own subheadings. So far I have it set where each document has a custom field called "Page" with a check box list of all the document pages..., but these are the requirements I have been given for the project. NOTE2: It's also entirely possible that I am going about this the entirely wrong way (I'm new to SharePoint). If anyone could point me in the right
I'm about to start developing a custom business application on top of Sharepoint 2010. I haven't done anything on this product but client insists on it so I don't have a choice. Application info I... on the BCS level within Sharepoint then, but I'd still need my rich custom controls, that would display data in unusual ways. What about sandboxed solutions? Is this something I should use... different user access levels (admins, managers and users). Every business process will have at least one screen, but most probably more than just one. For instance I will have something similar
not have MOSS so we cannot consider it an option for now. EDIT It seems that by mentioning "out-of-the-box", I am implying that I'd prefer something quick and simple. Let's dispel that. I do a lot of heavy work in the object model. I only mentioned the Export to Spreadsheet because that's the only available method I know of off-hand, and its options are limitted. So I am comfortable with all manner...We have a SharePoint 2007 deployment which will have a substantially large document library. My client wants the ability to export this library to an Excel spreadsheet, but specifically wants
I'm pretty new to sharepoint-development, so I thought I'd check real quick with the gurus in here. I've been given the task of building a replacement for the built-in Alert Me feature. The main reason for this is to allow for alerting members of a role with a forms authenticated sharepoint. This is where you guys come in. I know you can build an immediate Alert Me function by creating list item event receivers. However, if I wanted to create the summary-feature (daily/weekly notifications) - what would be the best way to go about this? With very limited knowledge, all I could think
" status. There are no errors or warnings in the Windows event log, and none that I can find in the SharePoint trace logs. Of the 42 PDF files in this folder, all are less than 5MB in size and most are less than 1MB. Can anyone offer some tips on troubleshooting this issue? Update: It looks like SharePoint is indexing the title metadata for these PDFs, just not the content. There is text content in the PDFs -- Adobe Reader's Find command works fine within a given document. What could be causing the content not to be indexed?