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Saturday 2 November 2013

How to Establish Efficient Workflows Using SharePoint?

SharePoint, as one of the most popular and preferred web application development platforms, is used by enterprises for a number of purposes. The latest version of this platform, that is, SharePoint2013 has a lot of benefits, out of which, establishing efficient workflows is definitely one.

Before we go into the discussion about how SharePoint portal development helps in accomplishment of tasks or in faster production of outcome, it is necessary to understand the concept in the very first place.

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What Do Workflows Mean?
With respect to the SharePoint products and technologies, workflow comes up as an automated movement of items as well as documents through a sequence of tasks related to the business processes. Now, the movement can be employed to manage the business processes well within an organization by allowing the organizations to logically treat the items or documents in a SP list or library. Business logic, on the other hand, comprises instructions that denote the actions while also controlling those actions that happen to a document or item.

Establishing Efficient System with SharePoint 2013
It is quite understandable by now that workflows have got a lot to do with the smooth flow of information. Organizations increasingly feel the need to communicate the right message to the right people at the right time. The establishment of efficient workflows with SharePoint 2013 begins with an automation along with management of the human workflow by means of using SP workflow tools. These tools automate the process to improve both individual as well as enterprise productivity.

Workflow Structure and Features
Workflow consists of the following components:
  • Events, more specifically, initiating events, as essential components, enable the movement to do something. Once the workflow is initiated, users can be given a form to gather data while eventually carrying out the workflow.
  • Then we have the steps, which consist of one or more actions and conditions and are considered the primary means of organization and structure within workflow.
  • Conditions form another essential part of the particular manner in which the automated movement carries out the processing of information.
  • After steps and conditions come the Actions, which can actually signify anything starting from working with items associated with the workflow to updating a data repository or sending email to some participant.
Steps Involved in Establishing Efficient Workflows
Using and establishing workflows with effectiveness must go through certain steps. Here is an overview of the process:

Addition to a Library, List or Content Type
Adding the automated movement to a list, library or content type ensures that it is made available for the items or documents in a specified location. One must have the permission to manage lists for the desired addition. In most instances, it is the site administrators that perform the task.

Beginning Workflows on Documents
Following an addition of the automated movement, it needs to be started on an item or document. The type of the automated movement needs to be selected and a form has to be filled out with the information that is required by the same. Customization of the same is also facilitated depending upon the way it was configured and designed.

Modification of Workflow in Progress
Changes to the automated movement can be made to alter the way it behaves. Modification is facilitated and this further paves the way for the efficient establishment of the movement.

Completing the Tasks
Any event that necessitates human interaction is represented by a certain task and in SharePoint, this task can be completed by the participants directly or by means of a client program, which is a part of the 2007 Office release.

Tracking the Workflow Status
The owners as well as the participants of the movement can track the progress of the same. This can be done by means of checking the status page, associated with the workflow.

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