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HOWTO: Associate a Workflow Conductor workflow to a content type
Created on: 19-Jul-10. Print Article
Last Modified on: 11-Nov-10. Email Article
Skill Level: Intermediate.
Article has been viewed: 4885 times.
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KB.12507

Applies to:

  • Workflow Conductor 1.0 and higher
  • Windows SharePoint Services 3.0
  • Microsoft Office SharePoint Server 2007


Workflow Conductor workflows can be associated to specific content types in SharePoint, including site content types, just like any other SharePoint workflow. You may want to associate a workflow to a content type if your workflow is only applicable to items created using that content type, or if you have different versions of a workflow depending on the content type of the item.

When you deploy a workflow in Workflow Conductor Studio, it will automatically be associated with the list or library you launched Conductor Studio from. The workflow will be available for all content types for that list. To restrict the workflow to a specific content type, remove its association from the list or library and associate it with just the content type.

You can perform these two actions (removing the workflow's association from the list and adding the content type association) in any order.

 

To remove the workflow association for the list or library:

  1. In the list or library, go to Settings > Associated Workflows.
  2. Find the workflow in the list and click the Delete link.

 

To associate the workflow to a Content Type IN A LIST:

  1. In the list or library, go to Settings > List Settings (or Settings > Library Settings).
  2. In the Content Types section of the Settings page, click on the name of the content type you want to associate the workflow to.



  3. In the Settings section of the List Content Type page, click Workflow settings.



  4. In the Change Workflow Settings page, click Add a workflow.



  5. In the Add a Workflow page, select the workflow you want to add and configure workflow settings.



    Note: The default Task List for Workflow Conductor is Workflow Tasks. You can change this in the Workflow Conductor Control Panel General Settings page.


  6. Click OK.

The workflow is now associated to the content type, and will be in the list of available workflows for items created with that content type. If a user clicks the Workflow option for an item that uses a different content type, that workflow will not appear in the list of available workflows.

Note: Associating a workflow to a content type at the list level only affects the content type for that list. To associate a workflow to a site content type and make it available wherever that content type is used in the site or site collection, associate the workflow to the content type in the Site Content Type Gallery instead:

To associate a workflow to a SITE CONTENT TYPE:

  1. If you want to associate the workflow to a site content type at the individual site level, go to Site Home > Site Actions > Site Settings > Site content types. If you want to associate the workflow to a site content type at the site collection level, go to Top Level Site Home > Site Settings > Modify All Site Settings > Site content types.
  2. In the Site Content Type Gallery, click the name of the site content type you want to associate the workflow to.
  3. In the Settings section of the Site Content Type page, click Workflow settings.
  4. In the Change Workflow Settings page, click Add a workflow.
  5. In the Add a Workflow page, select the workflow you want to add and configure workflow settings.
  6. Click OK.

If you want to use the same workflow for multiple content types and branch the workflow depending on the content type, see KB.12508 - HOWTO: Branch a Workflow Conductor workflow depending on an item's Content Type.

Note: Since the workflow is associated only to the content type and not to the list, the workflow will not appear in the Settings > Associated Workflows list or in the Settings > List/Library Settings > Workflow settings page. To manage the workflow, you must go to the Workflow settings page for the content type or site content type.

 

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Q12508 - HOWTO: Branch a Workflow Conductor workflow depending on an item''s Content Type

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