#SPSVB @PGBhoyar
Presented By: Prashant G Bhoyar
SharePoint Workflows
Everything You Need to Know
05 January 2013
#SPSVB @PGBhoyar
Who am I?
#SPSVB @PGBhoyar
What Will We Cover Today?
• Evaluating SharePoint Workflow Options
• OOTB SharePoint Workflows
• SharePoi...
#SPSVB @PGBhoyar
Why
Workflows?
#SPSVB @PGBhoyar
Important Concepts
LessComplexity
Why Workflows in SharePoint?
• Reliable -last machine reboots
• Visuali...
#SPSVB @PGBhoyar
SharePoint Workflow Life Cycle
#SPSVB @PGBhoyar
#SPSVB @PGBhoyar
OOTB Workflows in SharePoint
2010
#SPSVB @PGBhoyar
OOTB Workflows
List and Libraries:
• Approval
• Collect Feedback
• Collect Signature
• Disposition Approv...
#SPSVB @PGBhoyar
OOTB Workflows
Approval Workflows
• Good for business processes requiring approvals
• Set up to a list, l...
#SPSVB @PGBhoyar
OOTB Workflows
Approval Order Serial/Parallel
• Participants in serial order
• Participants in parallel o...
#SPSVB @PGBhoyar
DEMO
#SPSVB @PGBhoyar
SharePoint Designer
Customize OOTB Workflows
• Customize appearance, behavior and result of the
workflow
...
#SPSVB @PGBhoyar
SharePoint Designer
Features
• Edit OOTB Workflows
• Apply Business logic
• Save the custom workflow as t...
#SPSVB @PGBhoyar
DEMO
#SPSVB @PGBhoyar
Evaluating
Workflow Forms
#SPSVB @PGBhoyar
Workflow Forms
Forms
• Out of the Box
• InfoPath
• Custom .aspx pages
#SPSVB @PGBhoyar
DEMO
#SPSVB @PGBhoyar
Evaluating
Visual Studio Workflows
#SPSVB @PGBhoyar
Visual Studio Workflows
Features
• Add SharePoint Designer Missing Action
• Add Custom Data or Action
• U...
#SPSVB @PGBhoyar
Visual Studio Workflows
Two Types
• Sequential Workflow
• State Machine Workflow
#SPSVB @PGBhoyar
Visual Studio Workflows
Warnings
• Steep learning curve
• Deployment Risks
• Costly Bugs
• Management/Res...
#SPSVB @PGBhoyar
DEMO
#SPSVB @PGBhoyar
Third Party Tools You Can Use
#SPSVB @PGBhoyar
Third Party Products
Two Major Players
#SPSVB @PGBhoyar
Third Party Tools
Rich Visual Designer
#SPSVB @PGBhoyar
Third Party Tools
Nintex
• Small Installation Footprints
• Tightly Integrated in SharePoint
• Non tech/de...
#SPSVB @PGBhoyar
K2 Products
K2 BlackPearl and K2 BlackPoint
#SPSVB @PGBhoyar
K2 Products
K2 Features
• UI can be InfoPath or SharePoint Tasks Forms
• Reporting and Analysis
#SPSVB @PGBhoyar
K2 Products
Short Comings (Personal
Thoughts)
• Steep Learning Curve
• Work Outside SharePoint
• Extensiv...
#SPSVB @PGBhoyar
The Outcome
Factors to Consider
• Limitations
• Requirements
• Life Cycle
• Functionality
• Budget/Resour...
#SPSVB @PGBhoyar
References
Appendix/Resources
Building Solutions for SharePoint 2010 ( By: Sahil Malik)
SharePoint 2010 E...
#SPSVB @PGBhoyar
#SPSVB @PGBhoyar
Questions? Feedback? Contact me:
 Twitter: @PGBhoyar
 Blog: http://pgbhoyar.wordpress.com( limited cont...
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SPSVB 2013 Everything About SharePoint 2010 Workflows

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Slides of my session on SharePoint 2010 Workflows at SPSVB 2013
Location:
Va Beach Advanced Technology Center
1800 College Cresent,
Va Beach, VA 23453

Published in: Education, Technology
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  • Automation of Business Processes : Approvals, Escalations, History, Reports and AuditsWorkflows are important for the success of SharePoint Implementation
  • This is common scenario for the developersChanging the approach in the middle of the project leaves huge impact on the schedule and budgetAlways go to drawing room, study the requirements and analyze the pros and cons and then take a decision
  • Sequential : Automation Tasks, less human interactions , Sequential Flow ChartsState Machine : Long Pauses between the steps, human interaction or external system interaction. Example Support System Queue.
  • Build workflows and process-driven applications without code
  • Expand workflows beyond SharePoint DesignerRich visual designer from SharePointLot of OOTB Activities
  • Small installation footprintStart in SharePoint, stay in SharePoint
  • Reporting & Analysis – Process automation enables efficiency and analysis. Process status is presented graphically and by table summary reports.
  • Steep Learning CurveWork Outside SharePointExtensive use of K2 SupportK2 Experts are rare commodity
  • IT LimitationsRequirements (State Machine Vs Sequential)FunctionalityBudgetDon’t attempt to fully automate every step of every business process. Evaluate which steps are appropriate and stop there. Take the time to analyze potential ROI from process automation
  • SPSVB 2013 Everything About SharePoint 2010 Workflows

    1. 1. #SPSVB @PGBhoyar Presented By: Prashant G Bhoyar SharePoint Workflows Everything You Need to Know 05 January 2013
    2. 2. #SPSVB @PGBhoyar Who am I?
    3. 3. #SPSVB @PGBhoyar What Will We Cover Today? • Evaluating SharePoint Workflow Options • OOTB SharePoint Workflows • SharePoint Designer Workflows • Visual Studio SharePoint Workflows • Third Party SharePoint Workflow Products
    4. 4. #SPSVB @PGBhoyar Why Workflows?
    5. 5. #SPSVB @PGBhoyar Important Concepts LessComplexity Why Workflows in SharePoint? • Reliable -last machine reboots • Visualize Workflows Graphically • Reporting is supported • Reusable Workflows • Export Workflows into Visual Studio and Third Party Products
    6. 6. #SPSVB @PGBhoyar SharePoint Workflow Life Cycle
    7. 7. #SPSVB @PGBhoyar
    8. 8. #SPSVB @PGBhoyar OOTB Workflows in SharePoint 2010
    9. 9. #SPSVB @PGBhoyar OOTB Workflows List and Libraries: • Approval • Collect Feedback • Collect Signature • Disposition Approval Lists : • Three State (available in Foundation)
    10. 10. #SPSVB @PGBhoyar OOTB Workflows Approval Workflows • Good for business processes requiring approvals • Set up to a list, library, or content type • Manual/Automatic (Creation/Change/Deletion) • Stop/Terminate • Tight Integration with Office
    11. 11. #SPSVB @PGBhoyar OOTB Workflows Approval Order Serial/Parallel • Participants in serial order • Participants in parallel order
    12. 12. #SPSVB @PGBhoyar DEMO
    13. 13. #SPSVB @PGBhoyar SharePoint Designer Customize OOTB Workflows • Customize appearance, behavior and result of the workflow • Two Methods of Edit • Directly Edit – Not Recommended • Copy and Edit
    14. 14. #SPSVB @PGBhoyar SharePoint Designer Features • Edit OOTB Workflows • Apply Business logic • Save the custom workflow as template • Publish workflows globally • No Code Drop • Export to Visual Studio
    15. 15. #SPSVB @PGBhoyar DEMO
    16. 16. #SPSVB @PGBhoyar Evaluating Workflow Forms
    17. 17. #SPSVB @PGBhoyar Workflow Forms Forms • Out of the Box • InfoPath • Custom .aspx pages
    18. 18. #SPSVB @PGBhoyar DEMO
    19. 19. #SPSVB @PGBhoyar Evaluating Visual Studio Workflows
    20. 20. #SPSVB @PGBhoyar Visual Studio Workflows Features • Add SharePoint Designer Missing Action • Add Custom Data or Action • Use of Event Receivers and Timer Jobs • Exposes full power of .NET
    21. 21. #SPSVB @PGBhoyar Visual Studio Workflows Two Types • Sequential Workflow • State Machine Workflow
    22. 22. #SPSVB @PGBhoyar Visual Studio Workflows Warnings • Steep learning curve • Deployment Risks • Costly Bugs • Management/Resourcing
    23. 23. #SPSVB @PGBhoyar DEMO
    24. 24. #SPSVB @PGBhoyar Third Party Tools You Can Use
    25. 25. #SPSVB @PGBhoyar Third Party Products Two Major Players
    26. 26. #SPSVB @PGBhoyar Third Party Tools Rich Visual Designer
    27. 27. #SPSVB @PGBhoyar Third Party Tools Nintex • Small Installation Footprints • Tightly Integrated in SharePoint • Non tech/developers can create workflows
    28. 28. #SPSVB @PGBhoyar K2 Products K2 BlackPearl and K2 BlackPoint
    29. 29. #SPSVB @PGBhoyar K2 Products K2 Features • UI can be InfoPath or SharePoint Tasks Forms • Reporting and Analysis
    30. 30. #SPSVB @PGBhoyar K2 Products Short Comings (Personal Thoughts) • Steep Learning Curve • Work Outside SharePoint • Extensive Use of K2 Support • K2 Experts are Rare Commodity
    31. 31. #SPSVB @PGBhoyar The Outcome Factors to Consider • Limitations • Requirements • Life Cycle • Functionality • Budget/Resources
    32. 32. #SPSVB @PGBhoyar References Appendix/Resources Building Solutions for SharePoint 2010 ( By: Sahil Malik) SharePoint 2010 Enterprise Architect's Guidebook By: Brian Wilson; Reza Alirezaei; Bill Baer; Martin Kearn MSDN: http://msdn.microsoft.com/en-us/sharepoint/default.aspx ‘SharePoint Designer Help’ for SharePoint 2010 (Office.com): http://office.microsoft.com/en-us/sharepoint-designer-help/ K2: http://www.k2.com Nintex: http://www.nintex.com
    33. 33. #SPSVB @PGBhoyar
    34. 34. #SPSVB @PGBhoyar Questions? Feedback? Contact me:  Twitter: @PGBhoyar  Blog: http://pgbhoyar.wordpress.com( limited contents)  Email: pgbhoyar@gmail.com Thank You Organizers, Sponsors and You for Making this Possible.
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