In Part 1 of the Workshop series, I focused on how to get your Development Environment configured and how to build a basic document workflow for SharePoint using Visual Studio.  In Part 2, I am expanding on the subject by tackling the subject of "getting information into the workflow."

This workshop covers a type of Workflow form called an "Association Form."  Association forms are used to get/set the "default behavior" of the workflow.  For example: If you wanted to configure a document workflow to follow a prescribed set of steps or start off with a initial set of parameters, you would use an Association Form (Association as in "When you Associate the workflow to the SharePoint List/Document Library"). 

When someone (most likely a site or portal administrator) connects a document workflow to a SharePoint List or Document Library the Association Form will fire (if you have one), asking them for the Default Behavior/Initial Values of the workflow.  Now, even though those values can be set when the workflow is connected to the Document Library, you can still prompt the user for the same or different data when the workflow starts.  That's called an Initiation Form (aka., Instantiation Form) and will be discussed in Part 3.

This series of workshops are filled with:

  • Step-by-Step examples
  • Screen shots of almost every step that I take (so that you'll never get lost :) )
  • Code (downloadable and shown in the document),
  • Comments in the code (rare to find those anymore these days :))
  • details about which options I chose (why and the alternative options)
  • References to books, blogs, webs sites that I used to learn how to do this

Download location: Click here 

~ Robert Shelton