Microsoft SharePoint uses workflows to automate business operations. Let’s check out 5 different workflows that are used in the automation process.
The Approval Workflow
Using this workflow, you can create and optimize the approval process of documents like - invoices, policies, contacts, and so on. It enables organizations to effectively structure the lists and library records.
You can also specify the workflow participants that will play their approval at different stages of the entire process. For example – In companies, the employee’s hierarchy is like Executive, Sr. Executive, Team Lead, Assistant Manager, Manager, CEO. So, if any executive needs approval on specific documents, he’ll have to set different levels of approvals accordingly.
The Publishing Workflow
The Publishing Workflow defines the authorization of specific people to review and approve the documents, lists, or libraries. This is an automated process that publishes the content to the website after receiving approval.
The Signature Workflow
The Signature Workflow keeps the collection of digital signatures in a Microsoft Word Document or an Excel Spreadsheet. You can decide the specific documents that would need to add a digital signature to it. For example – This workflow ensures the auto-adding of the signature to invoices after its finalization.
The Feedback Workflow
For the projects that require teamwork, this workflow proves to be a useful asset. It helps users track documents, lists, and libraries and attach their comments, reviews, or queries to the same. However, the comments, queries, & feedback can be accessed within a significant list to ensure easy search.
The Three-state Workflow
This workflow effectively manages the documents’ status, lists, or libraries by going through three different stages.
When an IT team is assigned with a bug, it needs to go through three stages– ticket creation, work in progress, and completed. The Three-state workflow will automatically alert the owner about the approaching of the file throughout every phase.
Other than the above-listed 5 workflows, with Microsoft SharePoint, you can also create customized workflows for specific business processes.
Examples of customized workflow demonstration -
- The workflow customized for weather forecasting workflow will enable automatic weather determination on a regular basis.
- A tax collection workflow will help you evaluate the sales taxes on the products based on the prices.
Business process automation has become one of the most valuable processes to make your business stand out. Embrace our Microsoft SharePoint Automation Consulting services to enhance your business process automation. Connect with our experts to know more.