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| | | Forum Newbie
 
Group: Forum Members
Last Login: Friday, April 18, 2008
Posts: 1, Visits: 2 |
| | We have a knowledgebase that is used by staff from throughout the organisation and stored in SharePoint (MOSS). I am trying to put together a workflow to manage the ongoing review processes for documents within that knowledgebase. Basically, as a minimum requirements documents need to be reviewed on an annual basis, but a document may live in the knowledgebase indefinately, and so workflow is required to manage the lifecycle of these documents. I have been advised that the way to handle this would be to have a scheduler that, say on a weekly basis scans all documents in the knowledgebase, identifies items that are past their review date, changes their status in SharePoint to Review required, and then notifies the responsible officer. Escalations will hang off this too if review does not occur within a specified timeframe - but we'll cross that bridge when we can satisfy the first part of the workflow. I have tried a number of variations on this iterating workflow and can't seem to crack it. So this is basically a cry for help - though I apologise if I'm clueless - as we were only trained in Skelta last week and I still have my "L" plates on. I have attached some screenshots to show what I have done so far - so far the workflow only seems to get as far as the List Navigator step and then it grinds to a halt. Can you please provide some advice? With thanks, Meagan
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| | | Forum Newbie
Group: Forum Members
Last Login: Friday, April 18, 2008
Posts: 3, Visits: 5 |
| | Hi Meagan, Greetings!! I have attached an workflow which is something similar to what you are looking for. I have associate this to an item added event of a document library. i.e. it will execute the workflow when any item gets added to the the document library. I am checking for the column value of "Department" to be "HR". If so, I will update the Status to "Review". Hope this helps The attachment is in .txt format. Rename it to .XML. Regards, Anantha Shankar TR
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