Add a workflow to a content type for active documents

Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2008-03-24

Workflows implement business processes on documents, Web pages, forms, and list items in Microsoft Office SharePoint Server 2007. In document management, use workflows to route documents from person to person so that they can each complete their document management tasks, such as reviewing documents, approving their publication, or managing their disposition. Add a workflow to a content type so that the process that is implemented by the workflow is available to run on content of that content type.

Note that, for a workflow to be available for use, it must be installed on the server farm and activated in the site collection.

To add a workflow to a content type for active documents

Use this procedure to add a workflow to a content type for active documents.

Add a workflow to a content type for active documents

1. On the home page for the site collection, on the Site Actions menu, point to Site Settings, and then click Modify All Site Settings.

2. In the Galleries section, click Site content types.

3. Click the name of the site content type for which you want to add a workflow, and then click Workflow settings.

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

5. In the Workflow section, click the name of the workflow that you want to use.

6. In the Name section, type a name for the workflow. This name identifies the workflow to site users.

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

   Note

   You can use the default Tasks list or a new one will be created based on the name you enter in the Enter a task list name box. If you use the default Tasks list, workflow participants will be able to 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 general Tasks list, you should create a new tasks list.

8. 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.

   Note

   You can use the default History list or a new one will be created based on the name you enter in the Enter a history list name box. If your organization will have many workflows, consider creating a separate history list for each workflow.

9. 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.

10. 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.

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

12. Click OK to finish adding a workflow to a content type.

See Also

Concepts

Create content types for active documents
Create a new content type for active documents
Create a site column for active documents
Add a column to a content type for active documents
Add an expiration policy feature to a content type
Add an auditing policy feature to a content type
Associate a content type with a document library
Install a custom workflow for transporting records
Activate a workflow for transporting records
What are workflows?