Building Workflows for SharePoint 2010 with SharePoint Designer and Visio
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Building Workflows for SharePoint 2010 with SharePoint Designer and Visio

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Workflow in SharePoint 2010 has been revamped with a new designer for building both reusable workflows and list-based workflows. Come and learn about the new possibilities for automating business ...

Workflow in SharePoint 2010 has been revamped with a new designer for building both reusable workflows and list-based workflows. Come and learn about the new possibilities for automating business processes in SharePoint 2010 with easy-to-use, no-code tools. This talk will describe the new workflow features and demonstrate how SharePoint 2010 can be used to create rich end-to-end workflows, cheaply and easily.

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  • MS Confidential : SharePoint 2010 Developer Workshop (Beta1)
  • MS Confidential : SharePoint 2010 Developer Workshop (Beta1)
  • Virtual Studio Connections / Architect Connections Updates will be available at http://www.devconnections.com/updates/LasVegas_Fall09/VS
  • 06/17/10 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. Microsoft SharePoint Conference 2009
  • MS Confidential : SharePoint 2010 Developer Workshop (Beta1)
  • 06/17/10 © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. Microsoft SharePoint Conference 2009
  • MS Confidential : SharePoint 2010 Developer Workshop (Beta1)

Building Workflows for SharePoint 2010 with SharePoint Designer and Visio Building Workflows for SharePoint 2010 with SharePoint Designer and Visio Presentation Transcript

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  • BUILDING WORKFLOWS FOR SHAREPOINT 2010 WITH SHAREPOINT DESIGNER AND VISIO
    • Eben Illingworth and Elaine van Bergen
    • Collaboration happens in SharePoint
      • People at work
      • Data they make and use
    • Workflows to manage it
    • Two flavours
      • System – move data in and out of SharePoint
      • Human – support people with long-running processes
  • HUMAN WORKFLOW EXAMPLES
    • Managing how people work
      • Document approval & feedback
      • Collaborative reviews & discussions
      • Gathering signatures
    • Business logic in action
      • Rules for SharePoint content
      • Applied automatically or on demand
      • “ Glue” used to build common business apps
  • HOW IT WORKS: THE “OFFICETASK” Workflow activity Approval activity (OfficeTask) Workflow activity
  • HOW IT WORKS: THE “OFFICETASK” Workflow activity Approval activity (OfficeTask) Workflow activity Approval start behavior Approval in progress Approval end behavior
  • HOW IT WORKS: THE “OFFICETASK” Workflow activity Approval activity (OfficeTask) Workflow activity Approval start behavior Approval in progress Approval end behavior Task start behavior Task in progress Task end behavior
  • HOW IT WORKS: THE “OFFICETASK” Workflow activity Workflow activity Approval start behavior Approval in progress Approval end behavior Task start behavior Task in progress Task end behavior ?
  • EXAMPLE: EXPENSE REPORTING Workflow activity Workflow activity Check metadata on uploaded report Approval in progress Set status to either Approved or Rejected, and notify submitter Task start behavior Send daily reminders when due date passes Task end behavior ?
    • A Gartner 2008 survey showed that:
    • 67% of companies that are "doing BPM" changed some of their business processes at least twice a year.
    • 18% needed to make changes on a monthly basis
    • 10% on a weekly basis and
    • 4% on a daily basis
  • WINDOWS WORKFLOW FOUNDATION
    • Workflow engine shipped as part of the .NET 3.0 Framework
    • Model workflows as state machines or sequential steps
    • Long-running and stateful
  • WINDOWS WORKFLOW FOUNDATION WORKFLOW SERVICES Workflow Workflow Workflow Workflow Runtime Scheduler Persistence Tracking Batching SharePoint CRM LOB
  • DECLARATIVE VS. CODE-BASED WORKFLOWS
    • Code-Based Workflows
    • Developed with .NET code
    • Compiled to template assemblies
    • Packaged as features
    • Deployed via WSP packages
    • Added to feature galleries
    • Activated per-site collection
    • Versioned like code
    • Can do all of the work in internal code and/or call activities
    • Declarative Workflows
    • Developed as XOML (eXtensible Orchestration Markup Language)
    • JIT compiled and run by a template assembly provided by SharePoint
    • Published to containers (lists, libraries, etc.)
    • Versionable like documents (with help)
    • Connect activities together, but the activities do the work
  • WORKFLOW SOLUTION SPECTRUM Increasing Functionality Browser Visual Studio SharePoint Designer
  • PROTOTYPE, DESIGN AND DEVELOP
    • SharePoint 2010 offers new development process
      • Envision workflows in Visio
      • Import into SharePoint Designer
        • Parameterize
      • Export to Visual Studio 2010
        • Add code
  • VISIO TO DESIGNER
  • DECLARATIVE WORKFLOWS
    • Performance improvements*
    • InfoPath forms for association, activation, tasks
    • Reusable workflows
      • Content types
      • Association columns
      • Promotable to “globally” reusable
      • Out-of-box workflows work this way now
    • Site workflows*
    • Workflows on document sets*
    • Impersonation steps*
    • Export to Visual Studio
    • * not just for declarative workflows; also for code-based workflows
  • REUSABLE WORKFLOWS
    • Not tightly coupled to specific lists
    • Associated with lists or content types
    • Association columns
    • Promotable to “globally” reusable
    • Out-of-box workflows work this way now
  • SHAREPOINT 2010 WORKFLOW TARGETS Site List Item
  • SITE WORKFLOWS
    • Bound to site, not to a list or content type
    • Started manually
    • Accessible from Site Actions menu
      • Go to View All Site Content to see them
    • Perfect for workflows that:
      • Work on groups of content
      • Work mostly on non-SharePoint content
  • CUSTOM ACTIVITIES
    • Plug in your own custom activities
      • Fully trusted deployment model
      • Sandboxed code in the user solution gallery
    • Build on top of existing activities
      • OfficeTask exposed in Visual Studio
    • Flexibility of custom code, reusable in code-based and declarative workflows alike
  • NEW AND IMPROVED OUT-OF-THE-BOX ACTIONS
    • User profile lookups
    • Document sets
    • Declare record
    • Set permissions
    • Read/write to external lists
    • Utility actions
    • Task Processes
      • e.g., Office Task
      • Composite activities
      • Design dialogs
  • TOOL ENHANCEMENTS
    • SharePoint Designer 2010
      • Big design interface improvements
        • Full screen, more available context data, import/export, nested logic
        • It’s what we’ve been using for all of the demos so far
    • Visio 2010
      • Allow business analysts to design workflows
      • Provide graphical workflow status (Visio Services)
  • VISUAL STUDIO
  • SUMMARY
    • SharePoint is a serious workflow platform
      • The perfect place for human workflow
      • The perfect stopover point for longer-running business-to-business and application-to-application processes
    • Declarative workflows’ limitations are nearly gone
    • Plenty of tool options exist
  • QUESTIONS?
  • Thank you to our Sponsors Platinum Media Gold Silver Bronze