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Tutorial 1–Step 1: Create a form workflow site

Tutorial 1: Creating a Time Off Request Form

Tutorial overview

  1. Creating a form workflow site
  2. Creating the form solution
  3. Creating development profiles
  4. Creating the workflow
  5. Submitting solutions for approval
  6. Publishing the Solution
  7. Starting a new form and process
  8. Completing the task assignment
  9. Viewing task history
  10. Assigning unique form names
  11. Adding requester name and date
  12. Adding email notifications
  13. Configuring autopost

A Workflow site is a SharePoint site where your forms will reside. For this example, you will need to create a Workflow site for AlphaOne Bank called HR Forms. This is the site where the Time Off Request form will reside.

Creating the form workflow site:

  1. Sign in to the SharePoint site under which you want to create a Form Workflow site as Steve Designer.
  2. Under Site Actions, click New Site.
  3. Under Web Pages, click Sites and Workspaces. The New SharePoint Site page appears.
  4. In the Title box, type HR Forms.
  5. In the Description area, type Human Resources department forms.
  6. In the URL name box, type hrforms.
  7. In the Select a template area, click the Custom tab, and then select Process Controlled Form Workspace.
  8. In the Permissions, Navigation, and Navigation Inheritance sections, select the appropriate options for your environment. (Refer to your SharePoint documentation/help for details on these options.)
  9. Click Create.

Your new Form Workflow site appears. It uses a forms template, including the relevant Web Parts for Form Workflow.