- SharePoint Knowledge Base Solution Accelerator R2.0 or newer
- Workflow Conductor R1.6 or newer
- SharePoint Server and Foundation 2010
- MOSS 2007 and WSS v3.0
IMPORTANT: Set up the following workflow processes during off hours. Publishing the workflow templates requires the application pool to be recycled.
LIMITATIONS: To approve workflow tasks, users require the following permissions: Assignee, Initiator, Site Collection Administrator.
NOTE: To complete task forms and to view the Approve, Reject and Submit buttons, users must be able to:
- Read the workflow item that the workflow is running on and
- Edit items in the Workflow Tasks List that is associated with the workflow.
To create a workflow to approve and publish comments:
- Install and configure SharePoint Knowledge Base Solution Accelerator. See the KBSolution Accelerator for more information.
- Install and configure Workflow Conductor. See Workflow Conductor for more information.
- Configure the approval workflow for publishing comments following the steps below.
|Import and publish the workflow template|
From the KB Admin site, go to Site Actions > View All Site Content > Bamboo KB Articles List.
Workflow Conductor Studio opens.
|2.||Click Import from the Workflow Conductor Studio menu.|
Click Browse and navigate to the SharePoint Knowledge Base Solution Accelerator product extraction folder.
Open the misc folder and select SA05 Article Comment Approval.xoml.txt.
Click Open, then Import.
The workflow template is loaded into Workflow Conductor Studio.
In the workflow diagram pane, click on Submit to KB Comment Approval Team.
|5.||In the Widget Properties tab in the settings pane, enter the account(s) for the user(s) who will approve comments.|
If desired, modify the other widget properties:
Workflow Conductor updates the diagram.
|7.||Select Publish > Deploy from the Workflow Conductor Studio menu.||
IMPORTANT: This action will recycle the application pool, and users will receive a 500 error.
|8.||Click Yes to save the workflow as a template.||
The template is saved to the template gallery, and the application pool is recycled.
|9.||Configure the Workflow Start Feature. You can start a workflow using the out-of-the-box SharePoint button, located in the ribbon, or you can create your own buttons for the KB workflow approval process (available for SharePoint 2010 only). For SharePoint 2007, start a workflow using the out-of-the-box SharePoint button.
|10.||From the KB Admin site, navigate to Site Actions > Site Settings > Site Actions > Manage Site Features and activate the Workflow Start Feature.|
|11.||Return to the KB Admin site and select the Workflow Configuration List. Complete the following fields.||
Start a workflow to approve and publish comments:
To begin the workflow, an end user or a Knowledge Base Administrator submits a rating or a comment for an article and clicks Submit.
|16.||The approver receives an email notification with a link to the comment and a link to the form to Approve or Reject the comment.||
When the approver clicks the link, a form appears for approving or rejecting the comment.
If the approver has already rejected or approved the comment, the only available option is Cancel.
|17.||Return to the article in the KB Client site. The comment is now published.||
|18.||To close out workflow tasks, navigate to All Site Content > Lists > Workflow Tasks List.|
|19.||Approve the desired comments.||
The item’s status will change to Completed.