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Workflow type checklist

This article describes the steps that are required to create a new workflow type. Workflow types are used to create configurations for a workflow.

Workflow type checklist

  1. If an existing category isn't appropriate, create a new workflow category to use for the workflow type. For more information, see Create a workflow category.
  2. Create a query that accesses the document that the new workflow type is being created for. For more information, see Create a query for a workflow type.
  3. Create a workflow type in Application Explorer. Typically, you complete this step by using the Workflow wizard. For more information, see Create a new workflow type.

We recommend that you use the Workflow wizard to create a workflow type. The wizard performs the following tasks. In some cases, you must add more code for your workflow type. Links are provided so that you can see the details of the actions that the wizard performs and the additional steps that you must perform to complete your workflow type.

  1. Create a workflow document class, and then bind the query that is used for the workflow to the class. For more information, see Create a workflow document class.
  2. Bind the workflow document class to the workflow type. For more information, see Associate a workflow document class with a workflow type.
  3. Create workflow event handlers for started, completed, configuration change, and canceled events, and then bind event handlers to the workflow type. For more information, see Create a workflow event handler.
  4. Create a class for SubmitToWorkflowMenuItem. Optionally create a class for CancelMenuItem. Bind the classes to the action menu items that you will create in the next step. For more information, see Classes and methods.
  5. Create an action menu item for the SubmitToWorkflowMenuItem workflow property. Optionally create an action menu item for the CancelMenuItem property. Bind the actions to the workflow type. For more information, see Create a new workflow type.

Next steps

After you create a workflow type, you can add tasks, automated tasks, and approvals.

See also

Configure workflow properties

Configure manual tasks in a workflow

Configure automated tasks in a workflow

Configure approval processes in a workflow