Integrating Workflow with SharePoint Designer

The following steps show how to use SharePoint Designer and the "Copy Document to Jive" workflow activity to create a custom workflow. Once finished, you should be able to execute the workflow as designed to copy documents into a Jive space, project, or group.

1. Launch the SharePoint Designer application (this is typically installed as a separate application, but grouped with Microsoft Office).
2. Open the SharePoint site where you want to create the custom workflow.
3. Click New... > Workflow...
   
   
4. Choose a specific SharePoint document library that you want to associate to the workflow and click Next.
   
   
5. Configure the workflow step conditions and click the Actions dropdown.
   
   
6. Set the Category to "Jive Actions" and select the "Copy Document to Jive" workflow action (activity), then click Add.
   
   
7. Configure the "Copy Document to Jive" action parameters (this document, Jive Instance Name, Jive Place Type, and Jive Place Name).
   
   
8. Click Finish.