Stage shapes are visualized by using container shapes. A Stage shape requires that an Enter and an Exit shape be added to the edges of the container to define the paths in and out of the stage. Visio and the Visual Designer in SharePoint Designer add the Enter and Exit shapes for you when you first drop the container. All diagrams must have at least one stage. When you add a new stage to the drawing canvas, Visio will add Start and End connectors when the stage is dropped.
Stages cannot have any connectors coming in or going out other than through the Enter and Exit shapes. Stage containers cannot be nested. If you want to nest another sub-process within a stage, use a step.
An explicit Start shape is required outside of the stage for the entire diagram. An explicit Terminate shape outside of the stage is not required. At the top level, the workflow can contain only stages, conditional shapes, and Start and Terminate terminators. All other shapes must be contained within a stage. Loops are a series of connected shapes that will execute as a loop, returning from the last shape in the series to the first, until a condition is satisfied.
Like stages, loops are represented by a container shape that includes an Enter and Exit shape added when the shape is dropped on the drawing canvas.
A Loop shape also requires that an Enter and Exit shape be added to the edges of the container to define the paths in and out of the loop.
Visio and SharePoint Designer support two types of loops: loop n times and loop until value1 equals value2. Steps represent a grouped series of sequential actions. Steps must be contained by a stage. A step shape must also have an Enter and Exit shape to define the paths in and out of the shape. Both shapes are added by default when the shape is dropped onto the canvas. All of the master shapes in the SharePoint Workflow stencils correspond to actions, conditions, and other logical constructs within a SharePoint workflow.
To build a workflow, you can drag shapes onto the drawing canvas, just like any other flowchart in Visio. After you have finished building the workflow in Visio , save the workflow before SharePoint Designer can open it.
The template opens and the drawing canvas is prepopulated with Start, and Stage shapes. The Stage shape contains an Enter and an Exit shape, joined by a single connector. With the SharePoint Workflow template open, drag actions, conditions, and other shapes onto the drawing canvas to design a workflow.
For more information about individual shapes and what they mean, see the article Shapes in the SharePoint Server workflow template in Visio. Tip: When designing a workflow, keep the following additional considerations in mind:. Validating the workflow in Visio is like validating any other connected diagram: Visio checks the diagram against a set of rules and returns a list of errors that it found in the diagram. See the article Troubleshooting SharePoint Server workflow validation errors in Visio to learn how to resolve validation issues.
If any errors are found in the workflow, the Issues pane opens below the diagram. Choose each item in the list to select the shape in the diagram that caused the error.
Resolve each validation error listed in the Issues list. Once all of the errors have been addressed, choose Check Diagram again. For more information about how to resolve validation issues in Visio , see the article Troubleshooting SharePoint Server workflow validation errors in Visio.
If no errors are found in the workflow, Visio displays a message stating that the diagram validation is complete and that no issues were found. After you do this for each of the actions, you can then set the conditions for each of the decision shapes:. The new Visio lets you design a SharePoint workflow from an outline to a finished diagram using simple drag and drop and basic editing. You can share and collaborate on the diagram to work with your team to perfect and finalize the workflow.
Since SharePoint Designer now supports visual design using the Visio diagramming engine, editing and parameterizing can now be done with a visual interface.
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Any image, link, or discussion related to child pornography, child nudity, or other child abuse or exploitation. Details required : characters remaining Cancel Submit. Was this reply helpful? Yes No. Sorry this didn't help. Thanks for your feedback. Hi Winni, the version is Visio standard, I can see the template but I do not get any stencils or shapes when I open it. Unfortunately, the SharePoint workflow template is not supported in Visio Standard
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