这是一个基本的工作流程任务 [英] Is this a basic workflow task

问题描述

Very vanilla sharepoint 2013" document library"。

Very vanilla sharepoint 2013 "document library".

我们有一个模板文字文件（只读） 高级职员在希望工作人员加入他们的小组时填写。目前，他们打开一个word文件（在sharepoint网站上保存），填写（例如工作人员姓名，电子邮件，持续时间），将它保存到c：驱动器（作为"name.docx"）上传
它位于同一个sharepoint网站的不同区域。

We have a template word document (read only)  that senior staff fill in when they want a staff member to join their group. Currently they open a word file (held on the sharepoint site), fill it in (e.g. name of staff member, email, duration), save it to the c: drive (as "name.docx") upload it to a different area of the same sharepoint site.

我知道我们做错了，必须有更好的方法来保存然后上传。

I know we are doing this wrong and there must be a better way of saving then uploading.

然而人们一直告诉我这应该作为一个工作流程或任务来完成。我已经完成了一些阅读，但看不到有人证明这些功能正在以这种方式使用。

HOWEVER people keep telling me this should be done as a workflow or task. I've done some reading, but can't see anyone demonstrating these features being used in this way.

 

 

推荐答案

你好Joe。

执行此类操作的正确方法取决于您的要求。

可以使用Word打开文档并直接保存到SharePoint站点，而无需通过本地计算机的磁盘;作为替代方案，您可以考虑设置Office Web Apps 2013，从而允许直接在浏览器中编辑Office文件。

您还可以考虑实施每次添加一名工作人员时发送通知的工作流程到SharePoint列表并将任务分配给负责填写该Word文档并将其保存到SharePoint的高级员工：只需
a即可找到最合适有效的方法来实现此类流程，但这是推动实施的过程本身。

The right way to perform such an operation depends on your requirements.
The document can be opened using Word and saved directly to the SharePoint site, without passing through a local computer's disk; as an alternative, you could consider setting up Office Web Apps 2013, thus allowing editing Office files directly in the browser.
You could also consider implementing a workflow that sends a notification every time one staff member is added to a SharePoint list and assigns a task to the senior staff who is in charge of filling in that Word document and saving it to SharePoint: it's just a matter of finding the most appropriate and efficient way for you to implement such a process, but it's the process itself that drives the implementation.

再见。

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