The SharePoint Customization Wizard appears. In the Name box, enter MySharePointWorkflow and then choose the OK button. In the Templates pane, choose the SharePoint 2010 Project template. On the menu bar, choose File > New > Project to display the New Project dialog box.Įxpand the SharePoint node under either Visual C# or Visual Basic, and then choose the 2010 node. To create a SharePoint sequential workflow project The workflow wizard lets you associate the workflow with either the site definition or the list definition and lets you determine when the workflow will start. In this procedure, we create a sequential workflow that will apply to our Shared Documents list. If it is not, change it to No and then choose the OK button.Ĭreate a SharePoint sequential workflow projectĪ sequential workflow is a set of steps that executes in order until the last activity finishes. Verify that the setting for Require documents to be checked out before they can be edited is No. In the General Settings section, choose the Versioning Settings link to display the Versioning Settings page. On the Library Tools ribbon, choose the Library tab, and then choose the Library Settings button to display the Document Library Settings page. On the QuickLaunch bar, choose the Shared Documents link. To enable documents to be edited without checking them out In the next procedure, you configure the SharePoint site to enable that. It is easier to test the workflow template when you can edit the documents without having to check them out. Set the Assignee column type as a single line of text, and the Review Comments column type as multiple lines of text.Įnable documents to be edited without requiring a check out Name the column Document Status, set its type to Choice (menu to choose from), specify the following three choices, and then choose the OK button:Ĭreate two more columns and name them Assignee and Review Comments. On the QuickLaunch bar, choose SharedDocuments.Ĭhoose Library on the Library Tools ribbon and then choose the Create Column button on the ribbon to create a new column. Open a SharePoint site, such as in a Web browser. To add properties to the SharePoint shared documents library We define these properties in the Shared Documents library. To track the review status of documents in the Shared Documents library, we will create three new properties for shared documents on our SharePoint site: Status, Assignee, and Review Comments. Supported editions of Microsoft Windows and SharePoint.Īdd properties to the SharePoint shared documents library You need the following components to complete this walkthrough: For more information, see Personalize the Visual Studio IDE. The Visual Studio edition that you have and the settings that you use determine these elements. Although this walkthrough uses a sequential workflow project, the process is identical for a state machine workflow project.Īlso, your computer might show different names or locations for some of the Visual Studio user interface elements in the following instructions.
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