Exercise 1: Creating Workflows by Using SharePoint Designer

Task 1: Open the site in SharePoint Designer 1. http://sharepoint. Site Actions Edit in SharePoint Designer. 2. Site Objects Lists and Libraries Employment Contracts.

3. Settings Require content approval for submitted items Save.

Task 2: Create a new workflow with initiation parameters and variables 1. Workflows New Name Approve Contract. Field name ApproverEmail Information type Person or Group. Next Finish..Add. Field nameMaxSalary Information type Number (1, 1.0, 100). Next Default value 120000. Finish OK. Name Salary. Type Number. OK OK. 2. Ribbon Variables Initiation Form Parameters Add.

3. Ribbon Local Variables Add.

Task 3: Add actions and decision-making to the workflow 1. Ribbon Action Set Workflow Variable. Workflow variable Variable: Salary. Value Define workflow lookup button. Data source Current Item. Field from source SalaryOK.

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2. Ribbon Condition If any value equals value. value Define workflow lookup button. Data source Workflow variables and parameters. Field from source Variable: Salary OK. equals linkclick is greater than. Second value Define workflow lookup button. Data source click Workflow variables and parameters. Field from source Parameter: MaxSalary OK.

3. Click (Start typing or use the Insert group in the Ribbon). Ribbon Action Set Field in Current Item. field Review Comments. value Auto-rejected: Salary reaches the current salary cap Enter this status link click Rejected. comments link type Rejected by workflow ENTER. Ribbon Action Set Content Approval Status. this status link Pending. comments link, type Awaiting review ENTER. Field link Reviewer. Value link Workflow Lookup for a User click Add. Data source Workflow variables and parameters. Field from source Parameter: ApproverEmail. Return field Email Address OK OK

4. RibbonActionSet Content Approval Status.

5. Ribbon Else-If Branch.

6. Ribbon Action Set Field in Current Item.

SavePublish.

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Task 4: Test the workflow in browser 1. http://sharepoint 2. Quick Launch bar Employment Contracts. 3. Ribbon Documents Upload Document. 4. Browse E:\Student\Lab07\Documents Employment Contract Bobby Moore.docx Open OK. 5. Title Bobby Moore. 6. Salary 130000. 7. Save. 8. In the list Employment Contract Bobby Moore Workflows Approve Contract. 9. ApproverEmail text box, type krishnas@sharepoint.com. 10. Check Names Click Start.

The workflow runs, and sets the Review comments and Approval Status columns appropriately for a rejected contract. 16. In the list, point to Employment Contract Bobby Moore, click the drop-down arrow, and then click Edit Properties. 17. Edit the Salary text box so that it contains 125000. 18. Delete the contents of the Review Comments text box. 19. Click Save. 20. In the list, point to Employment Contract Bobby Moore, click the drop-down arrow, and then click Workflows. 21. Click Approve Contract. 22. In the ApproverEmail text box, type krishnas@sharepoint.com. 23. Click Check Names. 24. Edit the MaxSalary text box so that it contains 125,500. 25. Click Start. The workflow runs, and sets the Approval Status to pending and the Reviewer to krishnas@sharepoint.com. 26. Close all applications.

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