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Workflows and sharepoint designer

  Asked By: Jakob    Date: Mar 18    Category: MOSS    Views: 1312

I am new to this, and have looked an my mindsharp books and they are
not helping, I am trying to create a workflow from designer 2007 using
a document library. The workflow is a typical review process of
document that has to go through several stages, Does anyone know of any
other how to books or webcast that may help?

I am able to start the workflow assign an email and place items in the
body, but am not able to have a link in the email for the person to
kick of the next task, etc.

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6 Answers Found

 
Answer #1    Answered By: Iris Ballard     Answered On: Mar 18

Don't put a link in the email to kick off the next workflow. Simply make the
last action a "Wait for change in current item" action and set it to wait till
the task is complete. Then add a new step and use the Collect Data from user to
generate the next task and send an email to that user.

 
Answer #2    Answered By: Jamila Guthrie     Answered On: Mar 18

In my action i have send email, then i choose wait for action.... but there
is no option to wait to taks is complete. Our you saying for the next step for
the first action to collect data from the user. When i use sharepoint  out of
the box approver workfow the user gets a message with somthing like complete the
task and it then shows a nice form to fill out and choose the button. Not sure
what you mean by within designer  to have collect data from user as the first
action in the 2nd step.

 
Answer #3    Answered By: Kalpana Ghatge     Answered On: Mar 18

Step 1 should be a Collect Data from User Action without a condition. That will
create and email a Task to the user. Then in Step 2 use a condition of Wait for
Action and set it to wait until the Task in Step #1 is complete. Do whatever
action is necessary to process the first task. Then in Step 3 & 4 repeat the
process for Step 1 & 2 for the next task. After that repeat as necessary.

The OOB workflows  are built in Visual Studio and use InfoPath forms for tasks.
That is what you see in Outlook when you respond to a task from the OOB forms.
SPD can't use InfoPath forms, but if you create  a task it will email the user a
link to the ASPX form for the task. That is what the Collect Data From User
action does. It creates a task and sends an email alert to the assigned user.

 
Answer #4    Answered By: Bobbie Rodgers     Answered On: Mar 18

I did add a 2nd action for the 1st step, but it is still not kicking off the
2nd step.

The last action i entered in the souce text box task
, field %Complete, in the 2nd half of the find the list item i chhose field:
task%complete and value i tired to enter 100 but it keeps going back to task:ID

 
Answer #5    Answered By: Bhumi Gokhale     Answered On: Mar 18

I have added wait for change in curent item, but then it ask to choose an
item and then a value, what item am i looking to select. This is a basic
document library and the workflow  is triggered when a new item is added to the
list.

 
Answer #6    Answered By: Davon Henson     Answered On: Mar 18

Instead of Sending an email as your first action you need to do a Collect Data
from User action. This generates a task and sends an email with a link to the
task to the user. Then the wait for change is hooked to the status of the task
that was created. You keep track of the task by saving the Task ID as a
workflow variable.

 
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