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Project Creation - Manual Steps

1. Activate the required workflow feature in site settings. 2. Copy and modify reusable workflows using SharePoint Designer, giving them new names and associating them with appropriate content types. 3. Save and publish the reusable workflows. 4. Add existing columns to the relevant lists using the 'Add WF Existing Columns' option. 5. Attach the workflows to lists by selecting the appropriate content type, workflow template, and task list. 6. Verify the workflow names in the m-keyvalue list match those provided when attaching workflows.

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sanjaya 黄保元
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44 views6 pages

Project Creation - Manual Steps

1. Activate the required workflow feature in site settings. 2. Copy and modify reusable workflows using SharePoint Designer, giving them new names and associating them with appropriate content types. 3. Save and publish the reusable workflows. 4. Add existing columns to the relevant lists using the 'Add WF Existing Columns' option. 5. Attach the workflows to lists by selecting the appropriate content type, workflow template, and task list. 6. Verify the workflow names in the m-keyvalue list match those provided when attaching workflows.

Uploaded by

sanjaya 黄保元
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Follow Steps after Project Creation

1. Activate Feature:-

Go to setting ( )->site setting

Now select “Manage site feature” in Site Actions template then you will see the list of
feature
Activate given figure feature.

2. Copy and Modify reusable workflow :-

Go to SharePoint designer and open site now you will select site objects-
>Workflows

Right click on reusable workflow and select “Copy and Modify” option and give
the new name and choose content type in below workflows.
Workflow Content Type
MDRClientApproval_RWF CT_MDRInternalfileds
MDRContractorApproval_RWF CT_MDRInternalfileds
MDRInternalApproval_RWF CT_MDRInternalfileds
SMDRClientApproval_RWF CT_SMDRInternalfileds
SMDRContractorApproval_RWF CT_SMDRInternalfileds
SMDRCVendorApproval_RWF CT_SMDRInternalfileds
Transmittal_RWF CT_Transmittal
3. Save and Publish Reusable Workflow
4. Add existing column:-
Browser the site and select Utility-> Add WF Existing Columns on site menu.

Now Select one by one workflow name and click to add.

5. Attach workflow to list:-

Browse to site and go to “/Lists/MDRInternalfields”,”/Lists/SMDRInternalfields”


and “/Lists/Transmittal” lists select “Workflow settings”

Select content type, click add a workflow


Then select a workflow template, write workflow unique name and select a task
list. Below are list to select task list

Workflow Template (With sample Name) Task List Name


MDRClientApproval_RWF DocumentWFTasks
MDRContractorApproval_RWF DocumentWFTasks
MDRInternalApproval_RWF DocumentWFTasks
SMDRClientApproval_RWF DocumentWFTasks
SMDRContractorApproval_RWF DocumentWFTasks
SMDRCVendorApproval_RWF DocumentWFTasks
Transmittal_RWF TransmittalTasks

6. Check m-keyvalue list to check workflow name:-


Check the workflow name that is given by you at point 5 (Attach workflow to list)
and change if not same as you given, below is key to check.
Key Name

1. MDRClientApprovalWF
2. MDRContractorApprovalWF
3. MDRInternalApprovalWF
4. SMDRClientApprovalWF
5. SMDRContractorApprovalWF
6. SMDRVendorApprovalWF
7. TransmittalWF

That’s it ……. Now a new project is ready to use……..

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