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SharePoint 2010 : An Overview of Other Standard Workflows

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3/27/2011 9:03:30 PM
Microsoft’s decision to make this available in SharePoint Foundation 2010 but not the other standard SharePoint Server 2010 workflows is somewhat mysterious. For organizations using SharePoint Server 2010, the following additional workflows should be tested and may well prove to be more useful than the Three-State workflow:
  • Approval— An Approval workflow routes a document for approval. Approvers can approve or reject the document, reassign the approval task, or request changes to the document.

  • Collect Feedback— This routes a document for review to reviewers who can provide feedback, which is compiled and sent to the person who initiated the workflow.

  • Collect Signatures— This workflow routes a Microsoft Office document to a group of people to collect their digital signatures and must be started in an Office application that is part of the Office 2007 or 2010 family. Figure 1 shows an example of a Word 2007 document that was included in a Collect Signatures workflow after User1 has opened it and added a signature to the document by executing the task which then provides the interface for adding the signature. The signature is a graphic image User1 created and then added to the document. The process of signing the document also marks it as Final, and any changes will invalidate the signature, so the signing process is more complex than simply adding a graphic image to the Word document.

    Figure 1. Adding a signature to a document in a Collect Signatures workflow.
  • Translation Management— This workflow manages the manual document translation process by creating copies of the document to be translated and assigning translation tasks to translators. This workflow is available only for Translation Management libraries.

  • Disposition Approval— This manages document expiration and retention by allowing participants to decide whether to retain or delete expired documents.

The Approval, Collect Feedback, and Collect Signatures workflows are available for editing when Designer 2010 is used to open a site, and listed in the Globally Reusable Workflow section. Figure 2 shows the settings page for the Approval workflow. Note that there is an Edit Workflow link available, as well as the ability to disable different Start Options, and the actual InfoPath forms can be accessed and edited. 

Figure 2. Modifying a Collect Feedback workflow in Designer 2010.


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