22.3. A Workflow Scenario: Newsletters

Workflow Designer allows you to create workflows that can be used to collect information from one or more users. The information collected can then be processed based on the logical requirements of the process. This scenario illustrates the use of the workflow actions provided by Workflow Designer to gather information from users.

22.3.1. Understanding the scenario

The sales department publishes weekly newsletters consisting of content targeted for the employees in the department. Each week, information is collected from subdepartments Sales A, Sales B, and Sales C and is then collated to form a single newsletter that's sent to the entire department. Each subdepartment has a point of contact who's responsible for submitting newsletter content for that subdepartment. Once the newsletter content is collected, it's reviewed by a senior manager and, on approval, subsequently sent to the employees as an e-mail.

22.3.2. Implementing the scenario by using Workflow Designer

Open the SharePoint site where you want to create the list that the workflow uses to store and collate data collected from the users. To implement the preceding scenario using Workflow Designer, follow these steps:

  1. Choose Site Actions Create to open the Create page.

  2. In the Custom Lists section, click Custom List to open the New page, type NewsLetters in the Name text field, keep ...

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