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SharePoint Saturday 5/8/2010

SharePoint Saturday 5/8/2010

Sharepoint Designer

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  • 05/08/10 BPIO University Module 3: Selling EPM

The true power of share point designer for workflows philly The true power of share point designer for workflows philly Presentation Transcript

    • Presented By
    • Peter Ward - Business Collaboration Manager
    • May 8th 2010
    • Q&A – We will have time at the end of the presentation for questions
    • A copy of this presentation can be sent to you
    • SharePoint (2010 & 2007)
      • Administrators
      • Developers
      • IT Pros
    • Architect Council after every meeting
    • Meetings: Second Tuesday of the month, 6-9 PM
    • WEB : www.TriStateSharePoint.com
    • CONTACT : [email_address]
    • TWITTER : @tristateSP
  • Platinum Event Organizers Gold SWAG
  •  
  •  
  • Level 1 Level 3 Level 2
    • Only talking about SharePoint
    • Not car insurance
    • Terminology
    • Your SharePoint environment
    • Limits of SharePoint Designer
    • Pitfalls
    • Easter eggs
    • Other workflow options
    • SharePoint Designer 2010
    • Approval
    • Workflow
    • Department
    • Expense Claims
    • Vacation Request
    • Monthly Report
    • News Release
    • Hiring Request (Web)
    • Interview Process
    • Hiring/Intake Process
    • “ On-Exit” Process
    • Helpdesk Process
    • Financial Planning
    • Proposal/Sales Process
    • Contract Approval
    • Localization / Globalization
    • Corporate
    • Content Management/Approval
    • Order Fulfillment
    • Inventory Management
    • Logistics
    • Wills / Estates / Incorporations
    • Quotation & Contract Costing
    • Exploration & Appraisal
    • Check Request Approval
    • Real Estate Buy/Sell
    • Collections
    • Internal Audit
    • Purchase Orders
    • Pharmaceutical Trial
    • Enterprise
    • Quality Management
    • Resource Planning
    • Procurement & subcontracts
    • Initial Public Offering
    • Enrollment & Administration
    • ISO 9000/9001 Control
    • Safety & Regulation Control
    • Cataloging & Distribution
    • Product Engineering
    • Claims Processing
    • Facilities Management
    • Bill Consolidation & Control
    • Succession Planning
    • Inter - Enterprise
    • Press Release
    • Drug Discovery
    • Treasury / Cash Management
    • Supply Chain Management
    • Customer Acquisition
    • Mergers and Acquisition
    • Trade Show Process
    • Airline Operation Maintenance
    • Contract Risk Mitigation
    • Harmonized Tariff Scheduling
    • Federal Audit Control
    • Cataloging & Distribution
    • Advertising Collection & Control
    SharePoint 2010
    • Out of the box
    • Browser based
    • SharePoint Designer
    • Replacement to FrontPage
    • Can handle more complex workflows
    • K2 – No code solutions
    • Custom development
  • SharePoint customers face a challenge
    • SharePoint Designer is not for business users, power user experience.
    • Our network administrator is coding the workflows
    • The transition from SharePoint Designer t2007 o Visual Studio is too great a leap.
    Workflows should not be a haphazard undertaking There’s no such thing as a simple workflow
    • Support the ability to move “Back” within a workflow
    SharePoint Designer 2007 DO ES NOT have a simple solution for this basic requirement. START Declined Approval Approved Rework START Declined Approved Rework Approval START Declined Approved Approval Rework START Declined Approved Approval Rework START Declined Rework Approval Approved START
    • The ability to model business logic as part of the workflow decision making
    Parallel approval SharePoint Designer 2007 DOES NOT have easy solutions to basic business requirements. Approval Serial approval Declined Approved Approved Declined Approved Declined 3 people in the group select “Approved” 1 person in the group selects “Declined” OR Incorporate business rules Declined Approved Rework All users in a group must select “Approved,” one after another Incorporate business rules
  • … can become quite complicated Medium Approval High Approval Low Approval < 2K > 8K Declined Approved START (Serial) START $$ > 2K $$ < 8K False True Low Approval Declined Approved Clean up Update List False True Medium Approval Declined Approved Clean up Update List High Approval Declined Clean up Approved Update List
    • Conditions limited to “True” or “False”
    • Approval limited to “Approved” or “Declined”
    • Duplication of business logic
    • Processes not representing the business problem
    • Manual creation of workflow user interfaces
    Limited to “True” or “False” Limited to “Approved” or “Declined” Duplication of business logic >> Maintenance nightmare >> Reporting no longer accurate >> Expensive!! START $$ > 2K $$ < 8K False True Low Approval Declined Approved Clean up Update List False True Medium Approval Declined Approved Clean up Update List High Approval Declined Clean up Approved Update List
    • Once you have chosen the list, it’s difficult to change it
    • Workflows is front end activity
    • Empty field values ?????
    • Can not copy and paste between steps
    • Nested conditionals
    • Space characters – e.g. space in URL
    • Works on list/library items, not sites
    • A group of users submits a change request and it requires approval from another member of the group.
    • Copy Person / type fields to another list for security
    • Codeplex - www.codeplex.com - First name , Last Name
    • perform a search on Lookup user info
    • http://spdactivities.codeplex.com/
    • Parsing of list item information http://www.codeplex.com/spdwfextensions
  • Open source, not supported
    • Codeplex - www.codeplex.com - First name , Last Name
    • perform a search on Lookup user info
    • http://spdactivities.codeplex.com/
    • Parsing of list item information http://www.codeplex.com/spdwfextensions
    • -Dynamic url in the email body
    • -Mixing workflow and Alerts
      • Workflows are event driven
      • Alerts can be timely
    • Security- Copy an item from one list to another
    • Use the task list for approvals
    • Email an issue list
  • When there’s a submission, have an acknowledgement sent Good naming conventions for the variables strRequester noCount
  •  
      • Graphical workflow-design experience for business and technical users (one size does not fit all)
      • The ability to create applications that are not list, site, server or farm bound
      • The ability to apply custom workflows to content types, critical to ECM needs.
      • The ability to easily model and manage rework scenarios (eg. Send back for comments)
      • Ability to model serial approval steps
      • Custom actions based on rules (eg. Amount based approval) or roles
      • The need for  Escalation scenarios -  working hours, time zones , out-of-office,
      • Parent / Child processing, share of information between processes
        • – (eg. Special Approval)
      • Version control on both process and associate forms
      • Synchronous and Asynchronous
    • ASSEMBLE WORKFLOWS THAT SOLVE BUSINESS PROBLEMS
    • CREATE RICH INFOPATH-BASED WORKFLOW SOLUTIONS WITH FORM SERVICES
    • MANAGE AND MONITOR PROCESSES THROUGHOUT THEIR LIFECYCLES
  •  
    • List Workflow
    • Reusable Workflow
    • Site Workflow
  •  
  •  
  • List events A list is being added A list is being deleted A list was added A list was deleted List Workflow Events   A workflow is starting A workflow was started A workflow was postponed A workflow was completed List Email Events   The list received an e-mail message Web Events   Site Provisioning
    • Re packaging .wsp is the way to go.
    • The Workflow editor full screen, and uses lots of contextual ribbons
    • Site workflows do not require a &quot;trigger&quot; to get started.
  •  
    • Terminology
    • Your SharePoint environment
    • Limits of SharePoint Designer
    • Pitfalls
    • Easter Eggs
    • Other workflow options
    • SharePoint 2010 Workflows
    • 1 day workflow / form intensive
    • Plenty of code examples to work from
    • [email_address]
    • b-www.wardpeter.com
    • p- 862 220 6080
    Be part of the experience http://cadbury.horizonextranet.com/ Questions?