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Programming the Power Behind SharePoint Designer Workflow by Chris Beckett - SPTechCon

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  • 1. info@newsteplearning.com www.newsteplearning.com (425) 522-3727Understanding and ExtendingSharePoint Designer Workflows
  • 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 Technical Architecture Extending Workflow with Workflow Features and Custom Activities and Capabilities Web Services
  • 4. SharePoint 2010 WorkflowArchitecture Custom SharePoint Workflow Runtime Host Built upon .NET 3.51 Workflow Foundation
  • 5. Workflow Architecture Workflow Execution now uses Windows Azure Workflow (WAW)
  • 6. Workflow Interop Bridge Azure Workflow can invoke a SharePoint 2010 Workflow
  • 7. Activating Workflow Features There are no 2013 Mode Workflows included with SharePoint 2013 2010 workflows are not activated by default
  • 8. Agenda Workflow Features and Capabilities Extending Workflow with Technical Custom Activities and Architecture Web Services
  • 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
  • 12. Stages Stage names can now be used for Workflow Status Stages support transitioning to other Stages
  • 13. App Steps App Step requires activation of Site Feature App Steps can be nested anywhere inside a Stage or Step
  • 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. Agenda Extending Workflow with Custom Activities and Web Services Technical Workflow Features and Architecture Capabilities
  • 25. Workflow Extension Options Full-Trust Code Activities (2010/2013) Sandbox Code Activities (2010) Pluggable Workflow Services (2010) Declarative Workflow Activities (2013) Call HTTP Web Service Action (2013)
  • 26. Actions and Activities Activity Actions• Activity is a reusable unit of • Wraps an activity with sentence workflow execution interface• Typically parameter driven • Maps activity parameters to• Declarative or Coded SharePoint designer types• Declarative recommended for • Many workflow actions can map SharePoint 2013 to a single workflow activity• Coded only supported On- • Located under: Premises – Requires Custom ..##Template1033Workflow Deployment
  • 27. Activity Types Custom Activities SharePoint Activities Project Activities (Microsoft.SharePoint.WorkflowServices.Activities) (Microsoft.Office.Project.Server.WorkflowActivities) Workflow Manager Activities (Microsoft.Activities) Workflow Foundation 4.5 Activities (System.Activities)
  • 28. Workflow Actions Element Add parameter to indicate Sandbox Rule Designer defines User Experience Parameters map to Fields and Method Interface
  • 29. Workflow Extensions Platform Support On-Premises 2010 On-Premises 2013 Office 365 SharePoint AppsFull Trust Code ActivitiesSandbox Code ActivitiesPluggable Workflow ServicesDeclarative ActivitiesCall HTTP Web Service Action
  • 30. Code Activity (2010) Subclass of Workflow Activity Base Public Properties for Parameters Override Execute Method
  • 31. Code Activity (2013) Subclass of Workflow Activity Base In and Out Arguments for Parameters Override Execute Method
  • 32. Sandbox Activity (2010) Public Class and Static Methods Context and additional Parameters Hashtable is used for return values
  • 33. Pluggable Workflow Services • Introduced in SharePoint 2010 • Allows workflow to send and receive asynchronous messages from external services • Full Trust Solution • Fairly Complex to Code / Test • Requires web.config modification • Supported for 2010 Mode Workflows on SharePoint 2013 • No longer supported in SharePoint 2013 Workflow
  • 34. Declarative Activity (2013) Rich Set of DynamicValue Native supports Activities complex data exchange Call Web Services to Extend
  • 35. Recommended Extensibility Model Activities Web Services Full Trust 2010 Declarative 2013
  • 36. 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.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=0How to: Build and Deploy Custom Workflow Actionshttp://msdn.microsoft.com/en-us/library/jj163911.aspxWorkflow Actions Schema Referencehttp://msdn.microsoft.com/en-us/library/jj583378(v=office.15).aspx
  • 37. 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
  • 38. QuestionsThank you for attending! chris@newsteplearning.com (425) 522-3727 @sharepointbits blog.sharepointbits.comPlease complete yourevaluations. Your feedback isappreciated 

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