Demonstration steps visio 2010 share point workflowDocument Transcript
Demonstration Steps – Visio 2010 SharePoint WorkflowSharePoint 2010 and Visio 2010 to make a powerful combination that allow business users to createfully functional workflows - with no code! This presentation will take you through a common businessproblem, an envisioned solution, design and build of a fully functional visual workflow that requires noprogramming skills. The ultimate solution will consist of these components: Business users model workflows in Visio Visio diagrams imported SharePoint Designer Forms to capture user information InfoPath SharePoint Designer Rules Applied Workflow Published to SharePoint 2010 Form is taken through Workflow Digital Signatures are captured No CodeSharePoint 2010 Form Library 1. Create Form Library (site actions -> More Options ->Form Library)InfoPath 2010 Designer 1. Show Excel Spreadsheet first 2. Show InfoPath form 3. Web services we use to determine reporting structure 4. Show preview of form, required fields and reporting structure 5. Publish form with full trust. Why? So we can run code and call web services. (File->Form Options) 6. Give it unique name! 7. Make sure to publish to new Form Library! – Data Connections Main Submit 8. Upload form and activate form. 9. To upload the form template to the server a. 1.Open the SharePoint 2010 Central Administration site. b. 2.Under General Application Settings, click the Manage form templates link. c. 3.Click the Upload form template link near the top of the page. d. 4.Click the Browse button to open a dialog box, and enter the path of the published form template. e. 5.Click the Verify button to verify that the form template has no errors. This step is optional. f. 6.Click the Upload button to upload the form template to the site. After uploading is finished, click the OK button. 10. Attach to the form library as a new content type. 11. Show Site Columns and discuss why publishing them
Visio 2010 Workflow 1. Create workflow (New Flowchart->Microsoft SharePoint Workflow) 2. Shapes you will need: a. Start b. End Terminator c. Send email to Submitter d. Compare Document Field (Request more than $10k?) i. No 1. Send email to Supervisor 2. Wait for Supervisor Review (wait field change) 3. Did Supervisor Approve? (compare document field) a. Yes i. Set Workflow Status Approved ii. Send email to Submitter b. No i. Set Workflow Status Rejected ii. Send email to Submitter ii. Yes 1. Send email to Submitter 2. Set Workflow Status as Too Much 3. Stop workflow 3. Connect all with the connector tool 4. Add decisions to each branch that needs them. 5. Validate your workflow (Process->Check workflow)
6. At the end you will have this: 7. Export workflowSharePoint 2010 Designer 1. Open the site where our form is 2. Click Workflows -> Import from Visio 3. Import workflow 4. Name the workflow 5. Email submitter (User who created current item) a. Subject: “Request Received” b. Body: “We received your request ‘Title’ and we are currently processing it.” 6. Configure Requisition Total rule. (IS Requisition Total field > 10000) 7. Email Submitter a. Requested Amount More than $10,000 b. Body: “Your request was more than $10,000. Please use Manager approval process.” 8. Set workflow status to “Requested Limit Exceeded” 9. Set the message to: “The requested limit is more than $10,000. Manager workflow should be used instead.” 10. Send email to Supervisor -> Workflow Lookup for a User. a. Subject: “New IS Requisition Request” b. Body: “Please review new IS Requisition from “Current Item Created By”. Please click here to review the request.” Here should be “Current Item Encoded Absolute URL”. 11. Wait for IS Supervisor Reviewed to “Yes” 12. Did Supervisor Approve “IS Supervisor Approval” = “Yes”
13. Set workflow status to “Approved” 14. Send email to submitter a. Subject: “Request Approved!” b. Body: “Your request ‘Title’ was approved by your supervisor!” 15. Set workflow status to “Rejected” 16. Send email to submitter a. Subject: “Your Request was Denied” b. Body: “Sorry, your request ‘title’ was denied by your Supervisor.” 17. Publish Workflow.SharePoint Form Library 1. Make sure to login to the Form Library as a valid user! 2. Submit a form. 3. Workflow should now show in Form Library workflow settings. 4. Start workflow on existing item. 5. Show the Workflow History. 6. Show emails generated. 7. Open the form and set me as Steve. 8. Approve the Request. 9. Show workflow approved!SharePoint Designer 1. Turn on Visualization and Automatically Start Workflow. (Workflow Settings) 2. Publish workflow. 3. Submit new form. 4. Now click In Progress and show visualization!