Integrating Workflow with SharePoint Designer

Integrating Workflow with SharePoint 2007

Launch the SharePoint Designer application (this is typically installed as a separate application, but grouped with Microsoft Office).
Open the SharePoint site where you want to create the custom workflow.
Click File > New > Workflow.
In the Workflow Designer, under Define your new workflow, enter a new for your workflow and choose a SharePoint document library that you want to associate to the workflow.
Click Next.
On the next screen, enter a step name, configure the workflow step conditions, click the Actions dropdown.
In the Workflow Actions dialog box, under Select a Category, select Jive Actions, the select the Copy Document to Jive workflow action (activity).
Click Add.
Configure the Copy Document to Jive action parameters (this document, Jive Instance Name, Jive Place Type, and Jive Place Name).
Click Finish.

Integrating Workflow with SharePoint 2010

Launch the SharePoint Designer application (this is typically installed as a separate application, but grouped with Microsoft Office).
Open the SharePoint site where you want to create the custom workflow.
Click File > New > Workflow.
Decide whether your workflow is going to be associated to a single SharePoint document library, or whether it can be reused and associated to multiple document libraries or a content type. The sections below describe each option.
- Creating a Workflow that is Associated to a Single SharePoint Document Library
  1. Click List Workflow, then choose a document library in your site to associate your workflow to the document library.
  2. Under Add a new workflow to your list, enter the name for the workflow. You can optionally enter a description.
  3. Build the workflow with as many steps as you like. In one step, add the Copy Document to Jive Action.
    1. Click Action > Copy Document to Jive.
    2. Specify the action properties. You will need to change the Jive Instance Name to what is defined in central administration (an administrator may need to help you or you can use one of the web parts to show you the instance name in the web part properties). You also must select the Jive Place Type (space, project, group) and type the name of the Jive place to copy the document.
  4. Click Publish to save your workflow and publish it to the chosen SharePoint document library.
- Creating a Reusable Workflow
  1. Click Reusable Workflow.
  2. In the Create Reusable Workflow dialog box, under Add a new reusable workflow to your site, enter a name for your workflow and choose a content type (you can optionally add a description). The content type should be Document or some content type that inherits from Document (the Copy to Jive action does not work for list items).
  3. Build the workflow with as many steps as you like. In one step, add the Copy Document to Jive Action.
    1. Click Action > Copy Document to Jive.
    2. Specify the action properties. You will need to change the Jive Instance Name to what is defined in central administration (an administrator may need to help you or you can use one of the web parts to show you the instance name in the web part properties). You also must select the Jive Place Type (space, project, group) and type the name of the Jive place to copy the document.
  4. Click Publish to save your workflow and publish it to SharePoint.
  5. Associate your workflow to a content type or a list. This will take you into the SharePoint UI and let you perform the association.