RoutingSlip in 2007, HOW ?

[Eldi Munggaran]

I have trouble to migrate from MS Office 2003 to MS Office 2007 in routing
slip feature which appears to be removed or replaced by something in Office
2007. Is/Are there any information regarding this issue ?

 

[Milly Staples [MVP - Outlook]]

Office 2007 defaults to using a Workflow involving SharePoint. No more
sending the document around anymore.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.
ALWAYS post your Outlook version.
How to ask a question: http://support.microsoft.com/KB/555375


After furious head scratching, Eldi Munggaran asked:

| I have trouble to migrate from MS Office 2003 to MS Office 2007 in
| routing slip feature which appears to be removed or replaced by
| something in Office 2007. Is/Are there any information regarding this
| issue ?

 

[Eldi Munggaran]

where I can read about SharePoint Workflow ?

 

[Milly Staples [MVP - Outlook]]

http://office.microsoft.com/en-us/sharepointdesigner/HA101005911033.aspx for
one place.

Google really is amazing... try it sometime.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.
ALWAYS post your Outlook version.
How to ask a question: http://support.microsoft.com/KB/555375


After furious head scratching, Eldi Munggaran asked:

| where I can read about SharePoint Workflow ?
|
|| Office 2007 defaults to using a Workflow involving SharePoint. No
|| more sending the document around anymore.
||
|| --
|| Milly Staples [MVP - Outlook]
||
|| Post all replies to the group to keep the discussion intact.
|| ALWAYS post your Outlook version.
|| How to ask a question: http://support.microsoft.com/KB/555375
||
||
|| After furious head scratching, Eldi Munggaran asked:
||
||| I have trouble to migrate from MS Office 2003 to MS Office 2007 in
||| routing slip feature which appears to be removed or replaced by
||| something in Office 2007. Is/Are there any information regarding
||| this issue ?

 

[Eldi Munggaran]

But, what I believe, Office 2007 has compatibility mode, which
"compatibility" means it works for xls (old office 2003) files (with all of
features of course) and well.. the fact is not compatible with routingslip,
so is this issue flagged as bug ?

I understand if MS focusing sharepoint for the workflow, but I need some
stepping stone procedure which is working with old application while working
the new one.

any suggestion ?

 

[Eliza_Andersen]

Sharepoint is nice but a bit of overhead in comparison to a routing slip
for IT staff to setup security, lists for multiple departments, train
people on how to use it, etc. With the routing slip you had a built in
way for business offices to route with no involvement from IT. We found
an add-in here that re-creates the routing slip approach of
2003...www.office-routing.com

 

[Milly Staples [MVP - Outlook]]

After the initial installation by IT, SharePoint is designed SPECIFICALLY to
require no IT intervention. It is completely configurable by the end user
with minimal training.

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.
ALWAYS post your Outlook version.
How to ask a question: http://support.microsoft.com/KB/555375


After furious head scratching, Eliza_Andersen asked:

| Sharepoint is nice but a bit of overhead in comparison to a routing
| slip for IT staff to setup security, lists for multiple departments,
| train people on how to use it, etc. With the routing slip you had a
| built in way for business offices to route with no involvement from
| IT. We found an add-in here that re-creates the routing slip
| approach of 2003...www.office-routing.com

 

[Eliza_Andersen]

that was not our experience at all. We use sharepoint "out of the box"
in the way you described for other purposes. But for multiple routing
requests (or worfklows) in an organization, we found that setting this
up would be difficult when it comes to permissions-you would have to
have each user be able to post to the document library you create--since
anyone in the organization can fill out the document. But then, you
need to ensure that each person can only see their own document in that
library and not others. Can't do it without writing special code to
figure out who the initiator was on each document and pin down
permissions on that document accordingly, dynamically. We contacted
Microsoft about this via opening a case with them and they confirmed
this can not be done out of the box. Also, you would have to figure out
a way to create the document libraries for every routing purpose in the
organization--i.e. do you create one enormous document library with all
routing type documents for the entire organization (a task that is
daunting in the IT office to even get this definitive list from all the
business offices) or do you create a document library for each
department and thereby have to setup a document library and a department
site for every dept in the organization? Keep in mind that even if you
do this (time consuming) you also will still have the permissions
problem I described above. There are 3rd party vendors out there that
are making a lot of money right now on these oversights from sharepoint.
I was just contacted by one the other day that specializes in things
like more granular permission control (and more intuitive permission
control) in sharepoint. Sharepoint is a great tool for many things but
it has a long ways to go to be able to use it out of the box for some
purposes. In the case of routing, IT offices did zero amount of work
for years when it came to supporting routing or creating an
infrastructure for it b/c there was an easy way built into the document
itself that users wanted to route right inside of Excel/Word. That's
why if you search the web right now hundreds of people are looking for
an add-in or the "hidden routing slip functionality" in Word/Excel--the
IT offices don't want to have to setup an infrastructure for something
that they never had to support for all these years.