SharePoint University

I need help setting up a workflow in sharepoint designer because I am clueless.  I attemped to create my own workflow today but it was unsuccessful.

Background Info:  The Accountant needs to go to several subsites and enter invoices into the Accounting Document Library. The managers then will review the document if the document needs changes they can state that within the workflow; if the document is ok they can approve the document in the workflow.

1.  If the accountant uploads a document; then the managers need to receive an e-mail requesting them to approve the document.

2.  If the manager request changes to te document; then, an e-mail needs to be sent to the accontant and managers.

3.  If the manager approves the document; then an e-mail needs to be sent to the accountant

4.  if the accountant makes changes; then the cycle needs to repeat and an e-mail needs to be sent out to the managers requestiong approval.

This video on working with workflows does almost exactly what you are trying to do.

Hope it helps,

darkagn 

The workflow which is described by John Jansen in the demo video of sharepoint designer is so simple. Most organizations require using advanced workflows in order to achieve their goals. My suggestion is to use Visual studio to design workflows and code everything you like!

But if you are in love with sharepoint designer, you can use the variables in the workflow designer box in order to control the flow of your workflow. You can define a state variable and based on the branch of workflow different values are assigned to this state variable and you can read this variable and decide where your next hop is!

I am writing an article about this and I want to place it in my sharepoint blog, whenever it completes, I let you know

;)

Best

Farshid