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254 Chapter 8 Understanding Workflows workflow editor, depending on your permission level and whether the SharePoint server administrator has enabled user-defined workflows through the SharePoint 2010 Central Administration site. See Also For a list of steps that a SharePoint administrator can use to create a site collection, see Appendix C on page 503. You create a workflow in Backstage view or on the site settings page. Click List Workflow or Reusable Workflow on the Site tab, or click Workflows in the Navigation pane, and then use the ribbon. The following type of workflows can be created by using SharePoint Designer: ●● ●● ●● ●● List workflow Allows you to create a workflow process that is attached to a single list or library within the site. This is the only type of workflow you can create in SharePoint Designer 2007, and it will still probably be the most popular type in SharePoint Designer 2010. Reusable workflow Allows you to create a workflow template that can be attached to a content type. Workflows of this type can be used in different lists or libraries. Site workflow Allows you to create a workflow process that operates on the sitelevel context itself. Import Visio workflow Allows you to import and export workflow processes between Visio Premium 2010 and SharePoint Designer 2010. In this exercise, you create a list workflow in SharePoint Designer and associate it with a specific library. SET UP Using SharePoint Designer, open the site you created from the SBSSPDPracticeSite_Starter.wsp practice file. 1. On the Site tab, click List Workflow in the New group, and then click a document library, such as JobApplication, where you’d like to create a list workflow. List Workflow Troubleshooting If you cannot see your list or library in the drop-down list, click the Refresh icon on the Quick Access Toolbar. If your list or library still does not appear, check that you have opened the correct site in SharePoint Designer.
Creating Workflows with SharePoint Designer 255 The Create List Workflow—Shared Documents dialog box opens. 2. In the Name box, type the name of your workflow, such as JobApplicationWorkflow, and in the Description box, type A simplified job application workflow. Click OK. Warning The name of your workflow is used to create a new column in your library. Be sure that a column with this name does not already exist. A Downloading Data dialog box briefly appears as information is downloaded from the SharePoint server. A new tab labeled JobApplicationWorkflow opens, with an asterisk indicating that the workflow has not been saved. This is the workflow editor. In the Step 1 area, an orange horizontal line flashes.
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Microsoft® SharePoint® Designer 2
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Published with the authorization of
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Contents Part 1 Acknowledgments . .
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Contents ix Attaching a Master Page
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Contents xi Part 4 Advanced Customi
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Contents xiii B Creating a New Appr
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Is This the Right SharePoint Book f
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xx Introduction Your Companion eBoo
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xxii Using the Practice Files Chapt
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xxiv Using the Practice Files Clien
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xxvi Using the Practice Files SET U
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xxviii Using the Practice Files Not
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Features and Conventions of This Bo
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Part 1 Getting Started with Microso
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1 Exploring SharePoint Designer 201
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Understanding SharePoint Designer 2
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Using SharePoint Designer to Carry
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Understanding What’s New in Share
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Creating Sites with SharePoint Desi
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Creating Sites with SharePoint Desi
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Exploring the SharePoint Designer S
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Using SharePoint Designer to Explor
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Using Task Panes 27 Compatibility H
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Using Task Panes 29 7. Click Find A
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Using Task Panes 31 Close 18. In th
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Key Points 33 3. Under Site Collect
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Chapter at a Glance Create a site h
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38 Chapter 2 Working with SharePoin
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Part 2 Working with Information 3 W
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3 Working with Lists and Libraries
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Creating Lists and Libraries 71 Aft
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Creating Lists and Libraries 73 Sav
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Creating an Issue Tracking List 75
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Working with List Columns 77 6. On
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Working with List Columns 79 4. Cli
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Using Column Validation 81 5. Click
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Creating an XSLT List View Web Part
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Creating an XSLT List View Web Part
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Customizing an XSLT List View Web P
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Adding Custom Actions 89 3. On the
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Adding Custom Actions 91 3. Navigat
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Creating Server Ribbon Custom Actio
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Creating Site Columns 95 In this ex
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Using Site Columns 97 Edit Columns
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Creating Content Types 99 Content t
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Adding a Document Template to a Con
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Associating Content Types with List
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Deleting SharePoint Objects 105 CLE
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Key Points 107 Key Points ●●
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4 Creating and Modifying Web Pages
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Inserting Text, ScreenTips, Hyperli
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Inserting Text, ScreenTips, Hyperli
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Working with Web Parts 115 A common
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Working with Web Parts 117 5. Click
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Changing the Home Page for a Web Si
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Modifying a List View Page 121 6. U
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Creating List View Pages 123 The wo
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Creating and Modifying a List Form
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Creating an ASP.NET Page 131 If you
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Inserting a Web Part Zone 133 SET U
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Attaching a Master Page 135 In this
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Managing Web Pages 137 Managing Web
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Managing Web Pages 139 Check Out Ch
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Key Points 141 ●● ●● ●●
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5 Working with Data Views In this c
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Creating a Data View 145 In this ex
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Creating a Data View 147 8. Under L
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Customizing Data Views 149 Customiz
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Customizing Data Views 151 Note The
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Inline Editing 153 SET UP Using Sha
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Applying Conditional Formatting 155
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Showing and Hiding Content 157 9. U
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Showing and Hiding Content 159 Tip
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Using XSLT 161 See Also For an exce
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Using Formula Columns 163 Save 10.
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Working with XPath Expressions 165
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Working with XPath Expressions 167
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Deploying Web Parts 169 When you ed
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Key Points 171 Key Points ●●
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6 Working with Data Sources In this
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Using Data Sources 175 SharePoint D
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Using Data Sources 177 Caution When
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Using Data Sources 179 The XML file
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Working with XML Data 181 3. Naviga
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Connecting to an RSS Feed XML File
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Connecting to an RSS Feed Server-Si
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Connecting to an RSS Feed Server-Si
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Connecting to SOAP Services 189 2.
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Connecting to REST Services 191 See
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Connecting to a Database 193 use th
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Connecting to a Database 195 Warnin
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Using Linked Sources 197 CLEAN UP L
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Using Linked Sources 199 5. Click J
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Using Linked Sources 201 12. Under
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Page 271 and 272: Creating a Profile Page 235 SET UP
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Chapter at a Glance Identify styles
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328 Chapter 10 Branding SharePoint
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11 Working with Master Pages In thi
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Understanding Master Pages 369 Logo
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Understanding Master Pages 371 fold
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Understanding Master Pages 373 that
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Understanding Master Pages 375 Find
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Copying and Saving a Master Page 37
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Customizing a Master Page 379 Save
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Customizing a Master Page 381 3. In
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Customizing a Master Page 383 9. Cl
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Changing the Default Master Page 38
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Managing Content Placeholders 387 T
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Managing Content Placeholders 389 3
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Creating a Web Page from a Master P
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Creating a Web Page from a Master P
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Exporting Master Pages 395 Two of t
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Resetting a Master Page to the Site
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Chapter at a Glance 1 RESEARCH, CON
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402 Chapter 12 Understanding Usabil
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Chapter at a Glance Page Layout Ima
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430 Chapter 13 Managing Web Content
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14 Using Controls in Web Pages In t
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Working with the Ribbon and Tag Pro
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Working with the Ribbon and Tag Pro
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Using a Standard ASP.NET Server Con
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Validating User Data Entry 467 2. O
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Using ASP.NET Validation Controls 4
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Using ASP.NET Validation Controls 4
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Using SharePoint Data View Controls
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Testing an ASP.NET Form 475 Save 10
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Using SharePoint Server Controls 47
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Key Points 479 8. Click OK to close
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482 Appendix A SharePoint Designer
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492 Appendix B Creating a New Appro
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C Administrative Tasks Using ShareP
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Installing SharePoint Foundation 20
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Enabling All Site Templates on a Sh
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Restricting the Use of SharePoint D
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Configuring the External Content Ty
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Enabling or Disabling User-Defined
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516 Glossary customized Web page A
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518 Glossary master page A special
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520 Glossary XML Web services Compu
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522 actions, task behavior actions,
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524 calculated columns C calculated
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526 connections connections (contin
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528 customized pages customized pag
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530 dialog boxes dialog boxes (cont
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532 Enterprise Wiki Page content ty
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534 galleries G galleries All Files
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536 legislation legislation (contin
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538 master pages master pages (cont
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540 pages pages (continued) Content
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542 Publishing Approval template Pu
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544 Server Error dialog box Server
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546 sites sites (continued) root cr
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548 task panes task panes (continue
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550 v4.master V v4.master 334, 370-
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552 Web Parts Web Parts (continued)
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554 XLV Web Parts X XLV Web Parts 8
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How To Download Your eBook Thank yo
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