Workflow can be used to initiate action on a document or item. For example, one can collect feedback on a document or route it for approval etc. Workflow can also be associated with a list. The workflow can be manually started or setup to automatically start on item creation. Setting up a workflow involves the following:

Due Date: Specify Due Date parameters

• Enter 'Tasks are due by' field for parallel workflows. This field will be inactive if you had selected serial in the 'workflow tasks' region earlier
• For serial workflows, enter in days or weeks the time required for each person to finish their task
• Optionally, choose to notify others of the workflow

Enter completion options:

• For parallel workflow, you can choose to complete the workflow when 'x' number of tasks are completed (The checkbox will be greyed out for serial workflow)
• Optionally, choose cancellation options: Either when the document is rejected or document is changed.
• Choose to update the approval status after completion. This updates the approval status to 'Completed' from 'In Progress'
• Click <OK> to complete

Create a custom list and associate this workflow

Creating a custom list plus associating a workflow to that list can be very useful. For example, one can create an approval form (as a list) and route it for approval

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