The ShareVis Designer provides an easy to use drag-and-drop industrial strength workflow designer that combines the power of programming in Visual Studio with the ease of using Visio. Combined with ShareVis DocEx and FormEx, the ShareVis Designer provides the SharePoint community out-of-the-box document control and process automation previously only available in costly high-end solutions.

Use ShareVis Designer to:

• Industrial-strength workflow designer that extends SharePoint with workflow capabilities, leveraging permissions, attributes, and user profile information.

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• Easy to use swim-lane-based graphical design environment that supports drag-and-drop functionality:
• Easy to learn and use for subject matter experts, yet powerful and extensible for programmers and consultants.
• Make incremental modifications and enhancements as process requirements change.
• Add off-the-shelf ShareVis Plugins or let your programmer write their own to interface to other systems or to extend functionality.
• Boolean operations, looping/sub processes, and conditional branching:
• Leverage document meta-data (SharePoint columns) or form fields to control the workflow.
• Use the workflow to automatically set attributes such as status, document number, and other meta-data.
• Let the workflow automatically complete and record information in forms.
• Start processes from other applications and vice versa.
• Built in functionality for task assignment, dispositions, and monitoring, including extensive role-based monitoring and management of assignments, reminders, and reassignments:
• Know how did what, when, and why.
• Monitor assignments with over due notifications and escalations.
• Easily cancel processes, force approvals, and reassignments.
• Automatically have tasks reassigned and forwarded to someone else instead of sending reminders. Can be good for one’s career in case process participants like the CFO or CEO are late.
• Assign people interactively or via group assignees based on some criteria, such as product number or document type.
• Assign people by lookups in external data sources, Active Directory, or SharePoint lists.
• Incrementally assign people in a process. For example, a customer support person might receive a complaint form, and he would assign the subsequent workflow participants in the process.
• Modify and re-publish workflow processes without worrying about corrupting already running processes.
• Ad hoc routing review/approval of SharePoint "list items" and unanimous/vote/percentage surveys

Workflow Nested Loop SharePoint Field Control

Customizable Plugins:
ShareVis “Plugins” extend the process with user-defined customizable activities, allowing you to go beyond a human-to-human workflow process with human-to-system or system-to-system activities.

Get started with ShareVis ‘off-the-shelf’ template driven Plugins that:

• Exchange information between SharePoint and legacy systems.
• Update external systems at certain steps in the process, such as passing information to PLM or ERP systems.
• Invoke ShareVis processes based on externally triggered events, e.g., support requests, order entry forms.
• Generate the next unique “document number.”
• Change the “revision.”
• Set the “effective date.”
• Generate a PDF version of a document.
• Copy a released document to another library.
• Copy a completed form to another library.
• Update a record/listing in another list.
• Update a column value in another list.
• Copy listings in a repeating group to another list.
• Copy attachments to another library.
• Rename a Document.
• Rename a Process.
• Automatically launch another process.
• Integrate with a Web Service.
• Send bulk email notifications.
• Execute a command line.

Customizable Plugin 1 Customizable Plugin 2

How does ShareVis Designer compare/extend functionality provided with SharePoint 2007?

Microsoft has extended SharePoint version 3 with built in workflow, which provides easy to use functionality for serial and parallel workflow tasks, which should minimize the need for emailing attachments. The optional SharePoint Designer for SharePoint version 3 or 2007 offers power users additional functionality. The final option, in case SharePoint Designer is not enough, is the option of programming the workflow using Visual Studio. Implementing in SharePoint version 3 or 2007 workflows of the caliber most ShareVis users have deployed will require highly skilled programming in Visual Studio. The good part of using Visual Studio is that it gives the programmer full control of the process. The bad is that every time anything changes a programmer will have to be involved to make the change.

In contrast, the ShareVis Designer provides an easy to use and learn, yet very capable, environment without the need to do any programming. Workflows can start small and can be configured by a subject matter expert, then later extended and modified, making the processes increasingly more capable within the same use model. Changes that would otherwise require a programmer or consultant can easily be made by power users and re-published within minutes.

Furthermore, ShareVis provides advanced management of workflow processes with robust monitoring, auditing, and versioning of workflows, which enables easy modifications of already running processes alleviating the need to cancel and restart processes.