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Creating Workflows with SharePoint Designer 257<br />

The Workflow Settings page is displayed. Each workflow has a collection of settings<br />

that you can view and manage via the Workflow Settings page. The page contains<br />

five areas:<br />

❍❍<br />

❍❍<br />

❍❍<br />

❍❍<br />

❍❍<br />

Workflow Information Use this area to change the name and description<br />

of the workflow. This area also displays the workflow type (list, site, or reusable)<br />

and the associated item. When you view a list workflow, the associated<br />

item is the list. When you view a reusable workflow, the associated item is the<br />

content type the workflow is attached to, and when you view a site workflow,<br />

there is no associated item.<br />

Customization This area contains links to the workflow editor and, depending<br />

on the type of workflow, links to the list settings page of the associated<br />

list, task list, or history list.<br />

Settings Use this area to create a new task list or to select a list you want to<br />

use as a task list. You also use this area to create or select a list to be used to<br />

store the history of the workflow. The Settings area for a reusable workflow<br />

can be used to select the language the workflow applies to. When the Show<br />

Workflow Visualization On Status Page option is enabled, the SharePoint status<br />

page in the browser displays a Visio diagram (generated by using Visio<br />

services).<br />

Start Options This area is used differently for each type of workflow. For a<br />

list workflow, use it to allow a workflow to be started manually, automatically<br />

when an item is created, or automatically when an item is changed. For a site<br />

workflow, the list item options are not available, which makes sense because<br />

site workflows don’t operate on the list-item level. The only option available<br />

for a site workflow lets you specify whether to start the workflow manually.<br />

For a reusable workflow, this area allows you to explicitly disable one or more<br />

of the list start options.<br />

Forms This area lists forms used in the workflow.<br />

See Also More information on workflow forms can be found in Chapter 9.<br />

4. If your site was created on an installation that uses the Enterprise edition of<br />

SharePoint Server 2010, in the Settings area, select the Show workflow visualization<br />

on status page check box.<br />

5. In the Start Options area, clear the Allow this workflow to be manually started<br />

check box, and select Start workflow automatically when an item is created.

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