5.3. Custom Workflows with SharePoint Designer
Although the templates you've seen thus far are quite useful for most processes your organization may have, you may find you need a workflow process that closely matches a unique business activity. You can do this using the SharePoint Designer application. This requires you to download the .NET Framework 3.0 from the Microsoft site. This framework features the Windows Workflow Foundation elements required to create a custom workflow solution.
For example, in the following Try It Out, you find there is no easy way to transition an advertising concept to production material. You therefore need to create a new column in the document library to flag client-approved concepts that are ready to become production material. Rather than create a custom view that flags items, you decide it's easier to copy the documents directly into the document library that stores production materials. From there, you can launch other SharePoint workflow processes, such as translation management.
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For this example, you need to create a process to promote a concept document to a production material. You use SharePoint Designer with its easy-to-use wizard tool to create a custom workflow to first copy the approved concept material from the concept library to the production library, and then notify account managers of the update. SharePoint populates the document's name in the message area of ... |
