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Add a workflow to a content type for records

Office 2007

Updated: January 24, 2008

Applies To: Office SharePoint Server 2007

 

Topic Last Modified: 2008-01-28

Workflows implement business processes on documents, Web pages, forms, and list items in Microsoft Office SharePoint Server 2007. In records management, use workflows to implement records management processes, such as adding as new record or destroying a record. By adding a workflow to a content type, you ensure that the process implemented by the workflow is available to run on records of that content type.

NoteNote:
For a workflow to be available for use, it must be installed on the server farm and activated in the site collection.
ImportantImportant:
Membership in the Owners group for the Records Center site is the minimum required to complete this procedure.

Use this procedure to add a workflow to a content type for records.

Add a workflow to a content type for records
  1. On the home page for the Records Center, on the Site Actions menu, click Site Settings.

  2. On the Site Settings page, in the Galleries column, click Site content types.

  3. Click the name of the site content type for which you want to add a workflow.

  4. On the Site Content Page for the site content type that you selected, in the Settings section, click Workflow settings.

  5. On the Change Workflow Settings page, click Add a workflow.

  6. On the Add a Workflow page, in the Workflow section, in the Select a workflow template list, select the name of the workflow that you want to use.

  7. In the Name section, type a unique name for the workflow. This name will be used to identify the workflow to site users.

  8. In the Task List section, specify a tasks list to use with this workflow.

    NoteNote:
    You can use the default tasks list or you can create a new one. If you use the default tasks list, workflow participants can find and view their workflow tasks easily by using the My Tasks view of the Tasks list. If the tasks for this workflow will reveal sensitive or confidential data that you want to keep separate from the default tasks list, you should create a new tasks list.
  9. In the History List section, select a history list to use with this workflow. The history list displays all of the events that occur during each instance of the workflow.

    NoteNote:
    You can use the default history list or you can create a new one. If your organization will have numerous workflows, consider creating a separate history list for each workflow.
  10. In the Start Options section, specify how, when, or by whom a workflow can be started. Note that the available start options are determined by the workflow template and will differ from one workflow to another.

  11. In the Update List and Site Content Types section, specify whether you want to add this workflow to all content types that inherit from this content type.

  12. Depending on the workflow template, there might be additional workflow-specific configurations options. Click Next to configure workflow-specific settings.

  13. After you have configured workflow-specific settings, click OK to finish adding a workflow to a content type.

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