Visio diagram and site template from Office Online workflow videos

Visio diagram and site template from Office Online workflow videos

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Hello all, Stephen here again. Awhile back I recorded a series of workflow videos that were posted on Office Online:

Watch this: Design a document review workflow solution

Many of you have submitted comments asking if I could make available both the Visio diagram shown in the videos and the solution itself.

I’m happy to oblige (and apologies for the delay), so please find attached to this blog post a .zip file containing the site template (.stp file) and Visio diagram (.vsd file).

A few notes:

  • The solution uses the Document Center site template found in SharePoint Server 2007 (not Windows SharePoint Services), so it must be deployed to a SharePoint Server environment.

  • The site template includes WorkflowDashboard.aspx, but the Data View on that page must be re-created by following the steps in the Part 12 video and the Part 13 video.

  • The URLs used in the e-mail messages in the workflows must be updated to reflect the path of the new site, as mentioned in the Part 14 video.

Hope you find this helpful.

Workflow diagram

Attachment: Diagram and Solution from Document Review Videos.zip
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  • After uploading the .stp file to the site template, when I try to create a site using the custom template, the following error message is displayed "The template you have chosen is invalid or cannot be found".  Using MOSS 2007.

  • Stephen,

    I would like to assign tasks to a group instead of an individual What would be the best way to do this?

    For example:  I would like to assign a document review task to "Initial Reviewers" instead of "Reviewer 1 Reviewer 2" and get comments or response from each person in that group.  

    Hope this make sense.

    Jay

  • I just want to clarify the statement about the Document Center site template.  This template can only be used with sharepoint server 2007 or can I use it with WSS 3.0 by uploading the template.

  • I just want to clarify that the Document Center site template is to be used by sharepoint server 2007.  I want to use it with WSS 3.0.  But, I want to make sure it usable with WSS 3.0.

  • Hi there,

    Tried deploying this template and got error message:

    Error  

    The template you have chosen is invalid or cannot be found.

    Troubleshoot issues with Windows SharePoint Services.

    This was done by uploading the stp to the site collection site template gallery and choosing new site -> custom -> Solution from Document Review Videos.

    Anyone else had this problem?

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  • Great project example. Is there any way to download the videos and this example to use offline? Also, where to I find the Visio status icons used for conditional formatting?

  • Just finished an article about displaying these kinds of Visio diagrams in a SharePoint site - all using standard features, but pretty neat stuff...

    http://sharepointmakesmecry.blogspot.com/2009/03/visio-diagrams-in-sharepoint.html

    .davros.

  • I am trying to get in touch via email with Stephen Howard who posted a Workflow document review examples. I have a question regarding tasks which are locking up stating it is being locked by another workflow so it does not let me complete a task. Can someone help me get in touch with Stephen who was very helpful.

  • Hello Stan,

    Installing the latest cumulative updates should fix these issues where tasks are "locked for editing."

    This post on the main SharePoint blog has good info and links to the updates:

    http://blogs.msdn.com/sharepoint/archive/2009/03/09/uber-packages-of-february-cumulative-update-are-ready.aspx

    Hope this helps.

    Stephen

  • Stephen,

    GREAT SOLUTION!  In part 4, you reference Pausing the workflow before kicking off the secondary workflow; however, you never specify how to do it in the workflow step.  Is this by design (to make us think -smile), or an oversight?

  • Melissa,

    When you use a task action (Collect Data from a User, Assign a Form to a Group, Assign a To-Do Item), the workflow automatically pauses until that task is marked complete. So you don't need to explicitly make the workflow pause.

    You can check out this article for more info:

    http://office.microsoft.com/en-us/sharepointdesigner/HA102098081033.aspx

    Stephen

  • Hi Stephen,

    Did you end up providing a resolution for Debbie who said "After uploading the .stp file to the site template, when I try to create a site using the custom template, the following error message is displayed "The template you have chosen is invalid or cannot be found".  Using MOSS 2007."

    I'm getting the same problem.

    Thanks in advance,

    Alex

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