Home > MOSS, MS SharePoint Sever > Workflows in Office SharePoint Server 2007

Workflows in Office SharePoint Server 2007

SharePoint Server 2007 uses WSS 3.0 for workflow development. You can use InfoPath 2007 to create forms that can be hosted inside of Microsoft Office client applications such as Word, Excel, PowerPoint as well as on the server.

You can create workflows using the following two applications:

  • For workflows that include custom code and employ forms, use the Windows Workflow Foundation (WWF) Designer in Visual Studio 2005.If you use Visual Studio 2005, you can also use forms technologies, such as Microsoft ASP.NET, to create forms that can gather information from the users.
  • Rules-based workflows that contain no code and that are developed against a specific SharePoint site, use SharePoint Designer 2007.

SharePoint Server 2007 allows us to use InfoPath 2007 to create forms that can be hosted both within office client applications and on the server. InfoPath 2007 gives you the ability to create symmetrical forms i.e. forms that look and operate exactly the same way whether they are displayed in the SharePoint Server 2007 Web interface or within an office client application such as Word, Excel, or PowerPoint.

Designing an InfoPath Form for a Workflow in SharePoint Server 2007:

Here are a few steps that you need to design an InfoPath 2007 form for use with SharePoint Server 2007 workflow:

  1. Design your form.
  2. Data-bind the controls on your form, so that your form can receive data and send data to SharePoint server and the workflow instance.
  3. Add and configure a button that submits your form data to SharePoint server.
  4. Set the form’s security level to Domain.
  5. Publish the form. 

Designing a form that submits data to SharePoint Server 2007:

  1. In Office InfoPath 2007, drop a button onto your form.
  2. Right-click the button, and then select Button Properties.
  3. In the Button Properties dialog box, on the General tab, click Rules, and then click Add.
  4. Click Add Action, click Submit Data Connection, and then click Add.
  5. In the Data Connection Wizard, select Create a new connection to and submit data, and then click Next.
  6. Select To the hosting environment, click Next, and then click Finish.
  7. Add another rule: In the Rules dialog box, click Add, and then click Add Action.
  8. In the list of predefined actions, select Close the Form.
  9. Click OK.

Creating a form that runs in a Web browser and office client applications

  1. In Office InfoPath 2007, in Design Checker, select Compatibility.
  2. In the Forms Options dialog box, with the Compatibility category selected, select Design a form that runs in a Web browser and in InfoPath.
  3. Click OK.

Publishing an InfoPath form for an office workflow in SharePoint Server

  1. In Office InfoPath 2007, on the File menu, click Publish.
  2. In the Publishing Wizard, select network location, browse to the location to which you want to publish the forms, and then click Next. 
  1. ARetopergiko
    December 13, 2007 at 6:57 am

    106891793458029217 http://www.rpa.ie/?id=78

  1. March 16, 2008 at 6:46 am

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