Sharepoint BPM

Microsoft Office SharePoint Server includes document management features that you can use to control the life cycles of documents in your organization — how they are created, reviewed, published, secured, and consumed, and how they are ultimately disposed of or retained.

Business Process Management and Document Management have always been two closely related applications. In a world where business offices are striving to become greener and paperless, process and workflow automation are becoming ever more popular. However many workflows still have a requirement for documentation collaboration which raises the challenge of how to pass documents between users in a workflow while still remaining paperless.

There are various different document management systems on the market. One particular application which features a powerful DMS within its core is MS Sharepoint.

Sharepoint Triggers

ProcessMaker features a preset list of Sharepoint triggers within its trigger list to allow BPM administrators to connect ProcessMaker and Sharepoint, the outcome becoming what some would call Sharepoint BPM. These triggers work with Sharepoint 2007 version and later.

The document management functionality of Sharepoint can be utilized to replace the native DMS of ProcessMaker with the use of these triggers. Documents can be uploaded and retrieved from the Sharepoint repository order for users to access or edit said documents. These triggers can also retrieve other information from the repository such as document Metadata as well as creating or deleting folders within the DMS.

For information on how to use the Sharepoint BPM triggers, see our Sharepoint BPM Trigger wiki page entry.

BPM Sharepoint triggers