Creating Workflows in MOSS

In addition to the three-state workflow, MOSS provides the additional built-in workflow templates listed in Table 8-1.

Table 8-1. Additional workflow templates available in MOSS

Workflow template

Use to

Approval

Route a document for approval. Approvers can approve or reject the document, reassign the approval task, or request changes to the document.

Collect feedback

Route a document for review. Reviewers can provide feedback, which is compiled and sent to the author when the workflow is complete.

Collect signatures

Gather signatures needed to complete a document. This workflow can be started only from InfoPath 2007.

Disposition approval

Allow workflow participants to decide whether to keep or delete expired documents.

Translation management

Route documents to translators. This workflow can only be used with the Translation Management library template.

These workflows are all variations of similar document management processes and offer these key advantages over the three-state workflow:

  • Parallel or serial review

  • Each review has due date with reminders

  • Rejecting can cancel workflow

Adding Document Management Workflows to a Library

The MOSS workflow templates are designed specifically to work with document libraries. They handle the most common tasks associated with document management: feedback, review, and approval. You can add more than one workflow to a library, so it is possible to have workflows handle all of those processes for a single set of documents.

To add the ...

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