Sharepoint Workflow Boost is a workflow designer for businesses or IT professionals that simplifies work process by drag-and-drop feature for delegating tasks, deploying projects, email reminders, document flows and other business or IT-related procedures.
Workflow Boost is designed for managers, business or IT professionals who create business processes within a company. Users need not have programming skills, though it is recommended that the user have at least a basic grasp of SharePoint Foundation/Server 2010.
On BoostSolutions Workflow Settings,
Click Create a new list workflow
Before you create a new workflow, a window will pop up prompting you to choose which list you want to create a new workflow to.
After choosing a list, another window will prompt you to Set basic information about your workflow.
Tip: Name your workflow with words that are related to the workflow process. Don’t forget to type in a simple description so you can use this template in the furute.
Note: The workflow will be automaitcally saved after you click OK.
To the left of the web editor. there are 5 panel options you can choose to design your workflow operations: Commonly used, List Operations, Logic and Flow, Operations and User Interaction. Click on each panel to choose the activity.
To start using the the activity, drag an activity from the workflow activity panel and drop into the green add sign in the workflow designer.
During the course of each activity explained, Edit Label lets the user rename the activity title, rename the left label, right label as well as the bottom label of each activity instead of using the default title.
Tip: Double click the workflow activity box to quick-acess Edit tab.
To set number of loops, set the Maximum Look Count - the loop will stop after the number of times that is manually indicated in the count box. This setting prevents the infinite loop.
Condition - column value in the item, which matches this condition, will be stored. You can make another query in the match condition window to query some items from another list and then compare the item value among these lists. Through this function, you can make a query chain.
Set Variable – assign value to a variable. At least one workflow variable needs to be created for an action to be relevant. Either specify a value or use the Current Item Columns value to set the variable.
Approval – request one or more users to endorse and process an approval. Choice of approval involves All to approve or First response applies. An optional email may be set to be sent to approvers of the said activity.
Request Data – request a user to enter some data. To complete the activity, the user requested data from must provide a value for each data item specified in the action configuration. The workflow will wait for the task to be finished before continuing the workflow. Once the task is completed, the data that the user entered is available within the workflow.
Here is a sample demonstration on how to design a workflow for employees to use whenever they would ask for leave of absence. Instead of signing paper forms and passing it to higher authority for approval, Workflow Boost will do everything for you.
This is a sample scenario about an employee asking for leave from supervisor. By the end of this tutorial, you would be able to:
- Design a workflow
- Run the leave of absence workflow
- Have supervisor/manager approve or deny the leave form and send a notification email
Summary of “Leave of Absence” workflow scenario:
An employee submits leave request to his/her supervisor. If the supervisor approves the leave, system will send an email to both the employee and supervisor that the leave has been approved. Consequently, if the supervisor does not approve the leave, system will also send an email to the both parties informing the leave has been denied. Summarized workflow view below:
1. Use Query Data activity to search for the immediate supervisor of employee. Search senior manager in employee list based on position-related, then save to person or group type variable.
2. If the immediate supervisor-search is unsuccessful, workflow will send an email to employee and reject the “Leave of Absence” form.
To send an email, drag an email activity and fill up the * boxes and fill in the email message.
However, if the immediate supervisor-search is successful, workflow will continue with the activity (which is sending the supervisor Approval notification).
3. Configure the Approval activity:
4. The supervisor then have 2 choices: Approve or Deny “Leave of Absence” request.
If Denied, leave form will be updated that it is Rejected and an email will be sent. To set up the Update Item:
As for setting up the Update Item if “Leave of Absence” reuquest is denied:
5. To let the employee know if the “Leave of Absence” was approved or denied, an email will be sent whichever the result is.
To set up Email activity for denied leave request:
To set up Email activity for approved leave request:
6. After the activity, the workflow stops and ends. Users can see the progress of the “Leave of Absence” request activity in Leave Form list.