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Getting Stuff Done! Managing Tasks with SharePoint Designer Workflows by Chris Beckett - SPTechCon
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Getting Stuff Done! Managing Tasks with SharePoint Designer Workflows by Chris Beckett - SPTechCon

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Technical Class:
Monday, March 4

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  • 1. info@newsteplearning.com www.newsteplearning.com (425) 522-3727Understanding and AuthoringSharePoint Designer Workflows Learning Programs and Training for Microsoft SharePoint, Office 365 and Windows Azure
  • 2. About Chris Beckett Solution Architect Learning Consultant and Trainer @sharepointbits MCM MCT MCSE MCPD 24+10 blog.sharepointbits.com chris@newsteplearning.com
  • 3. Agenda Workflow Technical Architecture Workflow Features and Authoring Workflow Capabilities Solutions
  • 4. SharePoint 2010 WorkflowArchitecture Custom SharePoint Workflow Runtime Host Built upon .NET 3.51 Workflow Foundation
  • 5. SharePoint 2013 WorkflowArchitecture Workflow Execution now uses Windows Azure Workflow (WAW)
  • 6. 2013 to 2010 Workflow Interop Bridge Azure Workflow can invoke a SharePoint 2010 Workflow
  • 7. Out-of-Box Workflows There are no 2013 Mode Workflows included with SharePoint 2013 2010 workflows are not activated by default
  • 8. Agenda Workflow Features and Capabilities Technical Authoring Workflow Architecture Solutions
  • 9. Platform Type Choice of 2010 or 2013 Workflow Architecture
  • 10. Workflow Types List Reusable Site• Published directly to a • Published to a content • Not bound to a specific list or library type list or library• No reusability • Reusable across lists or • No content item• Full access to list libraries supported by context content types and content Type • Can only be started fields • No visibility of list- manually• Manual or Auto-Start specific fields like Created or Modified • Manual or Auto-Start
  • 11. Reusable Workflow Content Type Reusable workflows only bound to generic content type only in SharePoint 2013
  • 12. Workflow Models SharePoint 2010 SharePoint 2013
  • 13. Stages Stage names can now be used for Workflow Status Stages support transitioning to other Stages
  • 14. Task-Related Actions SharePoint 2010 SharePoint 2013
  • 15. SharePoint 2010 Task Events Process Events Task Events
  • 16. SharePoint 2013 Task Dialog No Assignment Stages Optional Sync or Asynch Behavior Types of Task Completion Customize Emails Reminder Notifications Customize Task Outcomes
  • 17. Association and Initiation Forms SharePoint 2010 SharePoint 2013
  • 18. Task Forms SharePoint 2010 SharePoint 2013
  • 19. Workflow Notifications Still not great!
  • 20. Dictionaries Dictionaries can contain other Dictionaries Collection of Name and Value Pairs
  • 21. Loops and Dictionaries Dictionaries are collections of Name/Value Pairs Loop ‘n’ Times Or Loop Until If
  • 22. Call HTTP Web Service Action RESTful Web Services are supported HTTP Verbs support REST Operations
  • 23. Calling a Web Service Uses Dictionary Parameters
  • 24. App Steps App Step requires activation of Site Feature App Steps can be nested anywhere inside a Stage or Step
  • 25. Agenda Authoring Workflow Solutions Technical Workflow Features and Architecture Capabilities
  • 26. Process Modeling Cross-Functional Workflow Template in VisioIdentifyStages? Determine Roles?
  • 27. UX Design Visio Wireframe Template Forms, Notifications, Dashboards
  • 28. Use Case Scenarios
  • 29. Workflow Design Visio SharePoint 2013 Template Support for Stages Full Fidelity and Steps Import and Export with SPD2013
  • 30. Architecture Considerations Business Rules Task & Process & Configuration Management Reporting & Enterprise Administration Integration Operations & Support
  • 31. Logging Strategy Workflow History Diagnostics Performance AuditShort simple user-friendly Technical log for tracking Process performance datamessages on what the workflow internal state to used for processworkflow has help with diagnosing management reportingaccomplished errors or issues and performance indicators
  • 32. SharePoint Designer 2013
  • 33. More InformationTechNet Workflow Resource Centerhttp://technet.microsoft.com/en-US/sharepoint/jj556245What’s New in SharePoint 2013 Workflowhttp://msdn.microsoft.com/en-us/library/jj163177.aspxGetting familiar with Visual Designer for Workflow in SharePoint Designer 2013http://technet.microsoft.com/en-us/library/jj670177.aspxHow to work with Web Services in SharePoint Designer 2013http://msdn.microsoft.com/en-us/library/fp179912.aspxSharePoint 2013 Workflows and the HTTP Accept Headerhttp://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=35&mobile=0
  • 34. Connect with New Step Learning Course Curriculums and Training Programs http://www.newsteplearning.com News, Events and Training Announcements http://www.newsteplearning.com/blog Webinar and Conference Presentations http://www.slideshare.net/newsteplearning Free Step-By-Step Demos and Tutorials https://www.youtube.com/user/newsteplearning
  • 35. QuestionsThank you for attending! chris@newsteplearning.com (425) 522-3727 @sharepointbits blog.sharepointbits.comPlease complete yourevaluations. Your feedback isappreciated 