SharePoint 2016 Site Owners Advanced

SharePoint 2016

Lesson 2 – Adding a Default Workflow

T OPIC B: A DDING A D EFAULT W ORKFLOW

P REDEFINED W ORKFLOWS SharePoint has several Predefined workflow built-in. They allow you to add workflows without having to build them from scratch. Some workflows are ready to use, others need to be enabled by the Site Collection administrator.

Figure 2 - Adding a Workflow

Here are a few examples of Predefined workflows.

WORKFLOW TYPE

DESCRIPTION

Disposition Approval

This workflow is often used by supervisors and managers by allowing them to control document expiration and retention. This means they have the ability to keep or delete documents that are defined as expired by organizational policy.

Three-State

This workflow is used to track items in a list.

C USTOM W ORKFLOW While predefined Workflows are great to get you started, they may not match the processes in your organization. When you need more flexibility from your workflows, custom workflows can be created from scratch using third party applications such as SharePoint Designer. W ORKFLOW S ETTINGS The Workflow Settings option enables a user to change the workflow option for a library or a list. You can add a workflow, modify an existing workflow, and remove a workflow. However, changes made to a workflow that is in progress will not be applied to the list.

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