Posts Tagged "Workflow"
6 ways to create workflows in SharePoint
SharePoint is a great platform for collaboration and sharing. However, anytime you need some sort of approval or business process to occur, you need to engage the workflow capability. There are several ways for you to create workflows in SharePoint, and today I would like to go over and explain all of the available options. Option 1: No workflow Yep, it is… keep reading >
4 things to do before creating a workflow in SharePoint and Office 365
SharePoint and Office 365 provide you with a myriad of options to build workflows. From OOTB workflows to SharePoint Designer and Microsoft Flow, you have choices. With that being said, I suggest before you start using any of the tools, that you do proper analysis and prep work to make life easier for yourself. Let me explain. I spent close to 20… keep reading >
How to create a Vacation Request Approval workflow in SharePoint
Vacation Request or PTO (Paid Time Off) is a common type of request in every organization. Hey, we all need vacations from time to time. 🙂  While some firms have special software in place to request vacations, for the most part, many rely on the back and forth email. With this post, I would like to explain how you can build a… keep reading >
2 ways to approve requests and documents in Microsoft Flow
Based on my experience, I would say that majority of business processes within organizations revolve around some sort of approval. It could be a simple vacation request approval or a document review. Most of the time, we just want to have a simple outcome of either Approval or Rejection. SharePoint by itself has a very simple Content Approval mechanism that can easily… keep reading >
3 major components of Microsoft Flow
I just love Microsoft Flow! Having worked with Out of the Box SharePoint workflows as well as SharePoint Designer workflows in the past, Microsoft Flow provides the most intuitive way for users out there to build custom business processes. Of course, Microsoft Flow is new and can’t yet replace SharePoint Designer, but new functionality is added daily and the day when Flow… keep reading >
What is Microsoft Flow?
SharePoint is a great platform to store and collaborate on documents and content. However, it is not just about the static content. Any business, small or large, depends on business processes. These business processes could range from simple document or form approvals (think vacation request forms) to complicated processes, spanning multiple systems and applications (think hiring/onboarding business process or purchase orders/financial transactions).… keep reading >
How to approve documents without building a workflow
Quite often, my clients are asking me to build an approval workflow for them. For some complicated parallel or serial approvals, you have to either use SharePoint Designer or Microsoft Flow or some 3rd party workflow tool. However, most just require a simple approval process for documentation. The scenario I am talking about here is users uploading documents to a document library… keep reading >
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