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Publishing Site Workflows

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This page is updated for SharePoint 2007.

If you would like to see Student Computing Services add content, you can request additions to this page.


Contents

What is a Workflow?

Here are a couple of definitions that might be useful in understanding the idea behind the term workflow.

Workflow - A term to describe the flow of work between people in an organization, allowing it to be defined and monitored. In document management terms, workflow is used in the context of monitoring the creation, distribution and retrieval of documents.

Workflow, Rules-Based - A programmed series of automated steps that route documents to different users on a multi-user document management system for review, input, electronic signature, etc.

Source: Go-Document-Management.com [1]

When using SharePoint 2007 and the Publishing Site option provided, users are given a rich set of options that include the ability to create automated workflows. These business processes can be used to share drafts of documents with relevant reviewers and require users to approve drafts before becoming public information in your mySite.

Important: This discussion pertains only to SharePoint 2007 Publishing Sites. Other types of SharePoint sites are not included though there may be similar ways to create workflows with TeamSites or Collaboration Sites.

Starting a Custom Workflow

Default Workflow Settings

Different Workflow for Different Content Types

Adding Collaborators/Reviewers

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