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applying workflows to documents in a library

  Asked By: Staci    Date: Sep 09    Category: MOSS    Views: 962

I am not IT expert, but I have been asked to create a SharePoint site that will
be used for tracking progress on projects involving new product development. We
have a fairly well structured process with approval forms that need to be
signed-off by various managers at defined points in the project.

Up to now, we have been using hard-copy approval forms which are scanned after
sign-off and then stored in document library as PDFs. I would like convert to
an electronic process, and it appears that I should be able to do this by
applying a workflow to a document library where the forms are stored. We are
running Windows Sharepoint Services Version 3 without MOSS and I have no ability
to create a custom workflow. I have the standard three-state workflow
available, and I have been able to apply it to a list by following the
instructions in the book "SharePoint for Project Management" by Dux Raymond Sy.

However, when I try to apply the workflow to a document library, SharePoint
doesn't allow it. I can start the process and open the screens that configure
the workflow, but when I get to the end of the configuration, the "OK" button
that should complete the process is grayed out. All I can do is select
"Cancel." There are no error messages or other instructions. I have tried
following the instructions in the help system and those in the book "SharePoint
2007 How-To" by Ishai Sagi, but the screens shown in the book do not match what
I see on my screen. (What is described sounds perfect for my application.
E-mail approval of a docuement changes the status from draft to final.)

As I have worked with the SharePoint, I have come across many places where
things on my system don't work as described in the help system or in various
after-market books. I really begining to wonder if our IT people have done a
complete installation. I have asked for help, but our IT department don't seem
to know much about SharePoint.



1 Answer Found

Answer #1    Answered By: Carly Meyer     Answered On: Sep 09

I would imagine that you are running into an area that you do not have the
appropriate permissions to modify. I would also ask why you are not able to
utilize SharePoint Designer...? If you have the ability to get into the workflow
designer for your site then it stands to reason that you would be able to
install (FREE) SharePoint Designer 2007 on your desktop and create a workflow
for your site using that.

At any rate, I would ask your system administrator what permission level you
have on that site. I would ask for Design, at a minimum, to accomplish what you
want. I won't speak for others in this group, but I have not found an
appropriate place to use the Three-Stage Workflow once in my whole time working
with SharePoint.

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