What are the OOTB Workflows?
Although business needs vary with the organization, some business needs almost look the same across organizations. Let’s look at five SharePoint out-of-the-box (OOTB) workflow templates that can help meet business needs.
#1: Approval
Think about a document or a list item that needs to be approved before being made visible to many people in the organization. The Approval workflow helps automate this process in an effective manner. The authorized person can define the people who need to approve the content when attaching the workflow to the list. Once a person adds a list item, the workflow will start and request approval for each person defined earlier. The progress of approval can be monitored at any given time.
#2: Collect Feedback
Sometimes some content isn’t drafted in a single attempt or by a single person. In such scenarios, the Collect Feedback workflow provides support to get feedback and comments from several people within the organization.
When you create a document or a list item, SharePoint will initiate the workflow and assign tasks to the people specified in the workflow. Each person who opens the assigned task to provide feedback can interact with three actions:
Send feedback
Request change in an item
Reassign task
#3: Collect Signatures
Imagine a proposal within the organization that needs to be sent to management. People within the organization might or might not like to sign it. The Collect Signatures workflow provides the options to either sign or ignore upon the user preference.
#4: Publishing Approval
From the business process perspective, this might seem similar to the Approval workflow. But if we think about the purpose, the Publishing Approval workflow is designed to approve the changes made to pages in a publishing site. For example, imagine an employee adding a news page to the public-facing site.
#5: Three-State
A three-state workflow lets you track progress on a business process. It has the facility to have three states:
Active
Ready for Review
Complete
This template is mainly used for issue tracking using SharePoint. Still this can be customized and used for many other situations.
Although business needs vary with the organization, some business needs almost look the same across organizations. Let’s look at five SharePoint out-of-the-box (OOTB) workflow templates that can help meet business needs.
#1: Approval
Think about a document or a list item that needs to be approved before being made visible to many people in the organization. The Approval workflow helps automate this process in an effective manner. The authorized person can define the people who need to approve the content when attaching the workflow to the list. Once a person adds a list item, the workflow will start and request approval for each person defined earlier. The progress of approval can be monitored at any given time.
#2: Collect Feedback
Sometimes some content isn’t drafted in a single attempt or by a single person. In such scenarios, the Collect Feedback workflow provides support to get feedback and comments from several people within the organization.
When you create a document or a list item, SharePoint will initiate the workflow and assign tasks to the people specified in the workflow. Each person who opens the assigned task to provide feedback can interact with three actions:
Send feedback
Request change in an item
Reassign task
#3: Collect Signatures
Imagine a proposal within the organization that needs to be sent to management. People within the organization might or might not like to sign it. The Collect Signatures workflow provides the options to either sign or ignore upon the user preference.
#4: Publishing Approval
From the business process perspective, this might seem similar to the Approval workflow. But if we think about the purpose, the Publishing Approval workflow is designed to approve the changes made to pages in a publishing site. For example, imagine an employee adding a news page to the public-facing site.
#5: Three-State
A three-state workflow lets you track progress on a business process. It has the facility to have three states:
Active
Ready for Review
Complete
This template is mainly used for issue tracking using SharePoint. Still this can be customized and used for many other situations.
No comments:
Post a Comment