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3 Click on the Workflow1 project item folder and open the Properties window
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4 Change the value of the Auto Associate property from True to False We do this because we want to associate the workflow with a content type ourselves, we don t want to do it automatically on F5 5 Press F5 to build, package, and deploy the project 6 In the browser, click Site Actions in the upper left corner and choose the Site Settings item from the menu 7 Click the Site Content Types link under the Galleries section 8 Under Document Content Types, click the Document content type The Document content type page will be displayed as shown in Figure 8-11
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Figure 8-11: Document content type page
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9 Click the Workflow settings link The Workflow settings page is displayed; here you can add a workflow to a content type
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10 Click the Add a Workflow link The Add a Workflow page is displayed as shown in Figure 8-12 This page contains all the settings required to associate the workflow
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Figure 8-12: Associating a workflow with a content type
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11 Select My First Workflow from the list of workflow templates 12 Type My First Content Type Workflow in the unique workflow name textbox 13 Under Start Options, check the Start this workflow when a new item is created checkbox 14 Click OK to associate the workflow with the content type
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The settings displayed in Figure 8-12 are essentially the same settings you supply through the workflow wizard But since we didn t automatically associate the workflow during deployment we need to set these using the SharePoint web UI when we associate the workflow to the content type Now that the workflow is associated to the Document content type it should be available in every list that uses the Document content type (the Shared Documents library, for example) To verify that the workflow still creates a task when associated with a content type, navigate back to the Shared Documents library and upload a document to start the workflow You could call a content type workflow a multi-list workflow; because every list that uses a content type that has a workflow associated with it can leverage that workflow functionality Even though there are a few basic settings you can set when a workflow is associated, such as name and description, it would be really nice if there was a way to add additional information when the workflow is associated, or even gather data from users and then use it to configure the workflow upon association Well, guess what there s a way to do that! Not only can you gather data at association time, you can also do it right before workflow is initiated
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Imagine you are developing an expense report workflow and you want to automatically approve all expense reports with expenses that are below a fixed amount let s say $100 Why hard code $100 into the workflow Instead of hard-coding this value, wouldn t it be nice if there was a way to establish it as part of the association of the workflow and then use it throughout This would also allow you to associate the workflow with a different list maybe a list of expense reports for senior executives and set the minimum approval value to a higher amount for expense reports submitted to that list An association form is a regular ASPX form that gets deployed together with your workflow and is displayed to the person who is responsible for
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associating the workflow Note that end users usually won t be the ones who associate workflows; this is typically done by a site owner or administrator In addition to association forms that allow for input when the workflow is associated with a list, site, or content type, SharePoint workflows also support an initiation form that allows the workflow to gather input each time the workflow is started Initiation forms are only displayed when a workflow is started manually by a user, not when a workflow is automatically started when an item is added or updated in a list A workflow can only have one association form and one initiation form These workflow forms are linked to the workflow using the Elementsxml file s AssociationUrl and InstantiationUrl attributes Those two attributes point to the ASPX form that is to be displayed on workflow association and instantiation To demonstrate how to use association forms, let s modify the sample workflow we created at the beginning of this chapter Currently, the sample workflow is associated with a list and once a document is uploaded it immediately creates a task What we want to do is to create a task for approval only if an expense is greater than a value specified at workflow initiation time (like $100) and write a message to the history list if an expense report doesn t require approval We are going to start by adding an association form to the project Open the workflow project you created at the beginning of this chapter and follow these steps 1 Right click the Workflow1 project item folder, remember that it does not have a normal folder icon but an icon that represents the workflow, and select Add > New Item The Add New Item dialog opens 2 Select the Workflow Association Form from the list of templates and click Add An ASPX association form is added to the project and opened in the designer A nice thing the project system does for us is it automatically updates the Elementsxml file to set the AssociationUrl for us Since visual designer support is not available in Visual Studio for workflow association forms, we will have to work using the source view
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