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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


Technical Class: …

Technical Class:
Monday, March 4

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  • 1. (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
  • 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 Center’s New in SharePoint 2013 Workflow familiar with Visual Designer for Workflow in SharePoint Designer 2013 to work with Web Services in SharePoint Designer 2013 2013 Workflows and the HTTP Accept Header
  • 34. Connect with New Step Learning Course Curriculums and Training Programs News, Events and Training Announcements Webinar and Conference Presentations Free Step-By-Step Demos and Tutorials
  • 35. QuestionsThank you for attending! (425) 522-3727 @sharepointbits blog.sharepointbits.comPlease complete yourevaluations. Your feedback isappreciated 