info@newsteplearning.com                                                                            www.newsteplearning.co...
About Chris Beckett               Solution Architect              Learning Consultant                  and Trainer        ...
Agenda   Workflow   Technical  Architecture                 Workflow Features and   Authoring Workflow                    ...
SharePoint 2010 WorkflowArchitecture                           Custom SharePoint                           Workflow Runtim...
SharePoint 2013 WorkflowArchitecture                           Workflow Execution now                            uses Wind...
2013 to 2010 Workflow Interop Bridge                             Azure Workflow can                             invoke a S...
Out-of-Box Workflows                         There are no 2013                         Mode Workflows                     ...
Agenda                 Workflow Features and                      Capabilities   Technical                             Aut...
Platform Type                Choice of 2010 or                 2013 Workflow                  Architecture
Workflow Types           List                    Reusable                        Site• Published directly to a   • Publish...
Reusable Workflow Content Type                       Reusable workflows                      only bound to generic        ...
Workflow Models    SharePoint 2010   SharePoint 2013
Stages         Stage names can         now be used for         Workflow Status         Stages support          transitioni...
Task-Related Actions    SharePoint 2010    SharePoint 2013
SharePoint 2010 Task Events    Process Events     Task Events
SharePoint 2013 Task Dialog                      No Assignment                          Stages                         Opt...
Association and Initiation Forms    SharePoint 2010     SharePoint 2013
Task Forms    SharePoint 2010   SharePoint 2013
Workflow Notifications                         Still not great!
Dictionaries                        Dictionaries can                                     contain other                    ...
Loops and Dictionaries    Dictionaries are                           collections of                         Name/Value Pai...
Call HTTP Web Service Action                           RESTful Web                           Services are                 ...
Calling a Web Service                           Uses                        Dictionary                        Parameters
App Steps                 App Step requires                 activation of Site                      Feature            App...
Agenda                                         Authoring Workflow                                             Solutions   ...
Process Modeling   Cross-Functional                   Workflow Template                        in VisioIdentifyStages?    ...
UX Design   Visio Wireframe               Template                    Forms,                 Notifications,               ...
Use Case Scenarios
Workflow Design                  Visio SharePoint                   2013 Template Support for   Stages             Full Fi...
Architecture Considerations               Business Rules            Task & Process               & Configuration          ...
Logging Strategy   Workflow History                Diagnostics              Performance AuditShort simple user-friendly   ...
SharePoint Designer 2013
More InformationTechNet Workflow Resource Centerhttp://technet.microsoft.com/en-US/sharepoint/jj556245What’s New in ShareP...
Connect with New Step Learning     Course Curriculums and Training Programs     http://www.newsteplearning.com     News, E...
QuestionsThank you for attending!   chris@newsteplearning.com   (425) 522-3727   @sharepointbits   blog.sharepointbits.com...
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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

  1. 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. 2. About Chris Beckett Solution Architect Learning Consultant and Trainer @sharepointbits MCM MCT MCSE MCPD 24+10 blog.sharepointbits.com chris@newsteplearning.com
  3. 3. Agenda Workflow Technical Architecture Workflow Features and Authoring Workflow Capabilities Solutions
  4. 4. SharePoint 2010 WorkflowArchitecture Custom SharePoint Workflow Runtime Host Built upon .NET 3.51 Workflow Foundation
  5. 5. SharePoint 2013 WorkflowArchitecture Workflow Execution now uses Windows Azure Workflow (WAW)
  6. 6. 2013 to 2010 Workflow Interop Bridge Azure Workflow can invoke a SharePoint 2010 Workflow
  7. 7. Out-of-Box Workflows There are no 2013 Mode Workflows included with SharePoint 2013 2010 workflows are not activated by default
  8. 8. Agenda Workflow Features and Capabilities Technical Authoring Workflow Architecture Solutions
  9. 9. Platform Type Choice of 2010 or 2013 Workflow Architecture
  10. 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. 11. Reusable Workflow Content Type Reusable workflows only bound to generic content type only in SharePoint 2013
  12. 12. Workflow Models SharePoint 2010 SharePoint 2013
  13. 13. Stages Stage names can now be used for Workflow Status Stages support transitioning to other Stages
  14. 14. Task-Related Actions SharePoint 2010 SharePoint 2013
  15. 15. SharePoint 2010 Task Events Process Events Task Events
  16. 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. 17. Association and Initiation Forms SharePoint 2010 SharePoint 2013
  18. 18. Task Forms SharePoint 2010 SharePoint 2013
  19. 19. Workflow Notifications Still not great!
  20. 20. Dictionaries Dictionaries can contain other Dictionaries Collection of Name and Value Pairs
  21. 21. Loops and Dictionaries Dictionaries are collections of Name/Value Pairs Loop ‘n’ Times Or Loop Until If
  22. 22. Call HTTP Web Service Action RESTful Web Services are supported HTTP Verbs support REST Operations
  23. 23. Calling a Web Service Uses Dictionary Parameters
  24. 24. App Steps App Step requires activation of Site Feature App Steps can be nested anywhere inside a Stage or Step
  25. 25. Agenda Authoring Workflow Solutions Technical Workflow Features and Architecture Capabilities
  26. 26. Process Modeling Cross-Functional Workflow Template in VisioIdentifyStages? Determine Roles?
  27. 27. UX Design Visio Wireframe Template Forms, Notifications, Dashboards
  28. 28. Use Case Scenarios
  29. 29. Workflow Design Visio SharePoint 2013 Template Support for Stages Full Fidelity and Steps Import and Export with SPD2013
  30. 30. Architecture Considerations Business Rules Task & Process & Configuration Management Reporting & Enterprise Administration Integration Operations & Support
  31. 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. 32. SharePoint Designer 2013
  33. 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. 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. 35. QuestionsThank you for attending! chris@newsteplearning.com (425) 522-3727 @sharepointbits blog.sharepointbits.comPlease complete yourevaluations. Your feedback isappreciated 

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