Workflows roadmap

  • Article

Applies To: Office SharePoint Server 2007

This Office product will reach end of support on October 10, 2017. To stay supported, you will need to upgrade. For more information, see , Resources to help you upgrade your Office 2007 servers and clients.

 

Topic Last Modified: 2017-01-25

In this article:

  • Before you begin

  • Configure the workflows included with Office SharePoint Server 2007

  • Design custom workflows in Office SharePoint Designer 2007

  • Design custom workflow forms in Office InfoPath 2007

  • Develop custom workflows in Visual Studio 2005

  • Use partner workflow tools

Businesses depend on business processes, and the most important business processes often depend on people. By using software to automate interactions among the people who participate in a business process, you can improve how a workflow functions, increase its efficiency, and reduce its error rate.

Workflows in Microsoft Office SharePoint Server 2007 can reduce the cost and time required to coordinate common business processes — for example, project approval or document review — by managing and tracking the human tasks involved with these processes. You can attach workflows to items in lists and libraries. A workflow enables you to control almost any aspect of an item, up to its entire life cycle.

This roadmap page provides links to Web articles, white papers, training, blog entries, and tools to help guide you in implementing workflows in Office SharePoint Server 2007.

Before you begin

Before you implement workflows in your SharePoint site, review the following overview topics, which describe the workflow design and customization options available to information workers, site designers, and developers:

Configure the workflows included with Office SharePoint Server 2007

Workflows help people to collaborate on documents and to manage project tasks by implementing business processes on documents and other items in a Office SharePoint Server 2007 site. Office SharePoint Server 2007 includes several workflows that address common business scenarios, such as collecting feedback, getting approval, and digitally signing a document. Additionally, the workflow functionality in Office SharePoint Server 2007 is tightly integrated with the 2007 Microsoft Office system.

For information about configuring and using the workflow features included in Office SharePoint Server 2007, see the following resources:

Design custom workflows in Office SharePoint Designer 2007

By using Microsoft Office SharePoint Designer 2007, you can design workflows that add application logic to your site or application without having to write custom code. By using the Workflow Designer, you create rules that associate conditions and actions with items in lists and libraries. In this way, changes to items in lists or libraries trigger actions in the workflow.

For information about designing custom workflows in Office SharePoint Designer 2007, see the following resources:

Design custom workflow forms in Office InfoPath 2007

Office SharePoint Server 2007 employs the workflow functionality in Windows SharePoint Services 3.0 and extends that functionality through integration with InfoPath forms. Microsoft Office InfoPath 2007 gives you the ability to create symmetrical forms — that is, forms that look and operate exactly the same whether they are displayed in the Office SharePoint Server 2007 browser interface or within a Microsoft Office client application such as Word, Excel, or PowerPoint. This provides a richer experience in which the user can interact with the workflow directly in the client application.

For information about designing custom workflow forms in Office InfoPath 2007, see the following resources:

Develop custom workflows in Visual Studio 2005

Developers can use Visual Studio 2005 Designer for Windows Workflow Foundation to create custom workflows, workflow templates, and custom workflow activities. You can include custom code in your workflow, and you can design forms — for example, ASP.NET forms — to be used by the workflow to communicate with the workflow users during association and run time. You can even create custom activities to be used in other workflows.

For information about developing custom workflows by using the Visual Studio 2005 Designer for Windows Workflow Foundation, see the following resources:

Use partner workflow tools

The following list gives examples of a few of the many Microsoft Certified Partners who offer workflow-related tools and products.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Downloadable books for Office SharePoint Server 2007.

See Also

Other Resources

Workflow Resource Center
Windows Workflow Foundation