Development Steps

The following guidelines are designed to help you design a workflow process using the Workflow Designer in the Microsoft Development Environment.

To design a workflow process

1. Identify the business processes associated with the information you are tracking in your folder. For example, you might have a folder that contains information about employee issues and resolutions. The business process to track this information might be defined as a system for initiating, commenting, and resolving employee issues.
2. Identify the steps in your business process, and determine the events and conditions, such as routing and mail services, you want to associate with each step. For example, when an issue is entered and set to Active, a message can be sent to the manager indicating there is a new, Active issue. When the issue is resolved, the employee who entered the issue could receive e-mail indicating the issue resolution.
3. Create a new workflow process in the Workflow Designer, and add states and events. The steps you identified in Step 2 become the states when you determine the events and conditions required for your business process — for example, Active, Resolved, and Closed.
4. Add script as required to the workflow events associated with an event. For example, you can write a script that directs the Close event to trigger the sending of e-mail to the employee who entered the issue.

See Also

Planning an Exchange Workflow Process for Exchange Server | Permissions Checklist