Jean Paul's Blog

There are 2 types of People in the World, One who Likes SharePoint and..

    Advertisements
  • Microsoft MVP

  • MindCracker MVP

  • CodeProject MVP

  • eBook on SharePoint 2010

  • eBook on Design Patterns

  • eBook on Windows Azure

  • NLayers Framework @ CodePlex

  • MSDN Forums

  • .Net vs. Java

    Due to Public Demand
  • Advertisements

Posts Tagged ‘3 state’

Three-state Workflow with Email Notification

Posted by Paul on October 14, 2012

In this article we can explore the Three-state workflow of SharePoint 2010. Please note that this is an Out-of-the-box workflow also known as Built-in workflow.

image

Pre-Requisite

For viewing the email notifications generated by the workflow, you need to configure Development Machine with SMTP receiver tool.  Please view the following article to configure email.

Email

What is the purpose of Three-state workflow?

The three-state workflow can be used to track status of list items. There are 3 States involved in the whole process.  For each state change there will be Email Notification performed by this workflow.

For example, we can use this workflow to:

  1. Track Project Tasks
  2. Track Product Issues
  3. Track Reimbursement Reports

The Issue Tracking template of SharePoint is built to work with this workflow as it contains a Choice column with 3 different states.

Exploring the Workflow

For starting with create a new list using the Issue Tracking template as shown below:

clip_image002

After creating the list we need to Associate workflow with the list using List tab > Workflow Settings> Add a Workflow.

clip_image003

A wizard page will be started as shown below.

clip_image004

Select the Three-state workflow and enter a unique name for the workflow. In the bottom of the page you can see the Start Options. Check the Start this workflow when an item is created check box.

clip_image006

Click the Next button to continue.

Now you will be prompted with the second page of the Workflow as shown below:

clip_image008

Please note that the Three-state workflow requires a column with 3 states as the ‘Choice’ field. In this list the Issue Status column is selected as the ‘Choice’ field. The rest 3 drop down lists show the 3 different value selections for the Issue Status to set the Active / Resolved / Closed states.

Coming down to the page you can set Emailing options like Task Information, Email Subject and Body etc. Email Notifications are done to the involved persons.

clip_image010

Leave the default options and click the OK button.Now your workflow is ready to send email notifications on task creation.


Email Notification

For viewing the emails generated by the workflow you need to have:

· Emails Server configured in Central Administration

· E-mail Property set in User Profile

· Smtp4dev tool running

Please view the following article to configure email.

· Configuring Email for Development Server

Testing Workflow

Now let us test the workflow by creating a task. Create a Task and make sure you select a valid user having email for the Assigned To column.

clip_image012

Save the changes and you should see the smtp4dev tool caught the email as shown below.

clip_image014

You can see that the IDvalue is being highlighted. This concludes our experiment with Three-state workflow.

Editing the Workflow

We can associate multiple workflows with a list or library. To edit an existing association use the Workflow Settings > Workflow Settings menu item.

clip_image015

In the appearing page you can view the existing workflows associated and edit the settings.

clip_image017

The Workflows in Progress column displays the number of workflow instances currently active.

There are additional links to Add / Remove workflows, View workflow reports too.

Where should I apply this Workflow?

We can use this workflow for the following requirement scenarios:

· Product or Project approval process where a new product idea can be traversed through different stages of approval before acceptance.

· Issue tracking system where a customer can create an issue item, the support team updates it to resolved, Customer can change the status to Closed or Active again.

· Bug tracking system where the QA can create a task item, developer can change it to Resolved, QA can reopen it.

The effective use of Three-state workflow should decrease the delivery time for a tracking system with email notifications. We can also use custom lists with transition properties for using the Three-state workflow.

Advantage

This workflow provides a quick solution for the state tracking scenario.

image

Otherwise, the same functionality requires multiple days of development with state, email integration, deployment & management hassles.  Thanks to SharePoint as it gives us the same functionality in minutes. 🙂

References

http://tinyurl.com/sp2010-3statwf

Summary

In this article we had explored the Three-state workflow of SharePoint 2010. Following are the point’s worth to be summarized:

· Three-state workflow tracks status changes

· A Choice column is required for the list / library to use this Workflow

· Choice column requires at least 3 fields

· Issue Tracking list template is apt for this workflow

· Association of Three-state workflow with list instance is required

· Email notification is enabled for Three-state workflow

Advertisements

Posted in SharePoint | Tagged: , , , , , | 2 Comments »