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Creating SharePoint 2013
PENNY COVENTRY, PPP CONSULTING LTD
Workflows

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013
ZA...
sponsors
Speaker Bio
• Independent Consultant
• Microsoft MVP SharePoint Server
• MCSE: SharePoint 2013
• Author/Co-author of 10+ S...
Agenda

REST /
Dictionary /
Loops
Agenda

REST /
Dictionary /
Loops
SharePoint 2013 Has Two Workflow
Platforms
SharePoint
Workflow Host

Workflow
Manager

•
•
•
•

•
•
•
•

a.k.a. “Legacy”
S...
Goals and Challenges
2010

2013

•
•
•
•

•
•
•
•

On-Premises focus
Full-trust extensions
Limited scale
Limited robustnes...
Tools for Building Workflows
• Tools from Microsoft
• SharePoint Designer 2013
• Visual Studio 2012

• Both can target 201...
Agenda

REST /
Dictionary /
Loops
Design surfaces - Views
• Text Based Designer
• Visual Designer
•
•
•
•
•

New design surface in SharePoint Designer 2013
...
Stages
• Break workflow into logical blocks
• Navigate between blocks based on conditions
Control Actions
• Start a List Workflow
• Start a Site Workflow
• Go to Stage
• Wait for Event in List Item
• Call HTTP We...
Loops & App-Only Steps
• Loop
• Loop n times
• Loop with Condition

• App-Only Step
• Actions (activities) run as App ID p...
Copy & Paste
• Workflow logics can be copied and pasted
• Pasted into Word & Notepad
Packaging
• Not only reusable workflow but also list/site workflow can be
packaged
SharePoint 2013 Workflow: Project
Server
• Demand Management
• PWA Sites
• Stages
• Actions
BUILDING A SHAREPOINT 2013 WORKFLOW:
SHAREPOINT DESIGNER 2013 : INTRODUCING THE NEW
WORKFLOW BUILDING BLOCKS
Agenda

REST /
Dictionary /
Loops
Conditions
CONDITIO
N
CATEGOR
Y

CONDITIONS THAT CAN BE
USED IN BOTH
SHAREPOINT 2013 AND
SHAREPOINT 2010
WORKFLOWS

SHAREP...
Missing from 2013 Workflows:
Task Actions
• Assign a Form to a Group
• Assign a To-Do Item
• Collect Data from a User
Missing from 2013 Workflows:
Advanced Task Actions*
• Based on the approval workflows

• Start Approval Process
• Start Fe...
SharePoint 2013 Workflow - Equivalence
• Task and Approval Actions
• Assign a Task
• Start a Task Process
Missing from 2013 Workflows:
Document Set-Related Actions
• Capture a version of the Document Set
• Send Document Set to R...
Missing from 2013 Workflows:
Permission-Related Actions
• Add List Item Permissions
• Inherit List Item Parent Permissions...
Missing from 2013 Workflows: Visio Visualization
• Not available for WF 4.5
Missing from 2013 Workflows: Miscellaneous
• Reusable workflows on content types
• Workflow templates
• Lookup Manager of ...
Mitigate the Feature Gap
• SharePoint Designer 2013
• Become very familiar with the REST API
• Call SharePoint 2010 workfl...
BUILDING A SHAREPOINT 2013 WORKFLOW:
STARTING SHAREPOINT 2010 WORKFLOWS
Agenda

REST /
Dictionary /
Loops
New Variable Type: Dictionary
• Container
• A Collection of other Variables

• Actions
• Build Dictionary
• Count Items In...
BUILDING A SHAREPOINT 2013 WORKFLOW:
WEB SERVICE, LOOPS AND DICTIONARY SUPPORT
Useful Links
• Workflows in SharePoint 2013
• http://technet.microsoft.com/en-us/sharepoint/jj556245.aspx
• http://msdn.mi...
questions?
WWW.SHAREPOINTDESIGNERSTEPBYSTEP.COM/
BLOG

@PJCOV
thank you.
SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013
ZAGREB, NOVEMBER 27-28 2013
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Creating SharePoint 2013 Workflows

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In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.

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  • In this session Mike/Penny will introduce the new workflow features of SPD 2013 & Visio Professional 2013.Building a solutions using SPD 2013 and the inbuilt visual designer to cover the new actions, e.g., call web services, the dictionary variable, start workflow.
  • In Project Server 2010, Project developers were empowered to create governance workflows in Visual Studio that enabled complex lifecycles for the demands. Ms have taken major steps to significantly improve this experience in the 2013 release: SharePoint Designer: You can now create Project workflows in SharePoint Designer in addition to Visual Studio. Project Online: Ms are enabling Workflow Controlled Projects on both on-premises and online PWA instances.
  • Transcript of "Creating SharePoint 2013 Workflows"

    1. 1. Creating SharePoint 2013 PENNY COVENTRY, PPP CONSULTING LTD Workflows SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013
    2. 2. sponsors
    3. 3. Speaker Bio • Independent Consultant • Microsoft MVP SharePoint Server • MCSE: SharePoint 2013 • Author/Co-author of 10+ SharePoint Books • Trainer • Worked with SharePoint since 2001 • Based in UK, work in Europe & US • Blogs/Web Site • http://www.sharepointdesignerstepbystep.com/ • Twitter: @pjcov
    4. 4. Agenda REST / Dictionary / Loops
    5. 5. Agenda REST / Dictionary / Loops
    6. 6. SharePoint 2013 Has Two Workflow Platforms SharePoint Workflow Host Workflow Manager • • • • • • • • a.k.a. “Legacy” SharePoint 2010 Workflow WF 3.5 Workflows run inside SharePoint a.k.a. “New” SharePoint 2013 Workflow WF 4.5 Workflows run outside in remote service
    7. 7. Goals and Challenges 2010 2013 • • • • • • • • On-Premises focus Full-trust extensions Limited scale Limited robustness Cloud ≈ On-Premises CSOM/REST/OAuth Flexible scale More robust
    8. 8. Tools for Building Workflows • Tools from Microsoft • SharePoint Designer 2013 • Visual Studio 2012 • Both can target 2010 and 2013 workflows
    9. 9. Agenda REST / Dictionary / Loops
    10. 10. Design surfaces - Views • Text Based Designer • Visual Designer • • • • • New design surface in SharePoint Designer 2013 Creating and editing SharePoint 2013 workflows Based off the Visio design surface Requires Visio Professional 2013 Click & drag experience for creating/editing workflows • Fully integrated experience between Business Analyst and Workflow Developer • SPD and Visio both use the same VSDX file • Stage View for flow-level view
    11. 11. Stages • Break workflow into logical blocks • Navigate between blocks based on conditions
    12. 12. Control Actions • Start a List Workflow • Start a Site Workflow • Go to Stage • Wait for Event in List Item • Call HTTP Web Service
    13. 13. Loops & App-Only Steps • Loop • Loop n times • Loop with Condition • App-Only Step • Actions (activities) run as App ID permission • Not restricted to permissions of initiator • Parallel Block • „CompletionCondition‟ for short-circuit of exit
    14. 14. Copy & Paste • Workflow logics can be copied and pasted • Pasted into Word & Notepad
    15. 15. Packaging • Not only reusable workflow but also list/site workflow can be packaged
    16. 16. SharePoint 2013 Workflow: Project Server • Demand Management • PWA Sites • Stages • Actions
    17. 17. BUILDING A SHAREPOINT 2013 WORKFLOW: SHAREPOINT DESIGNER 2013 : INTRODUCING THE NEW WORKFLOW BUILDING BLOCKS
    18. 18. Agenda REST / Dictionary / Loops
    19. 19. Conditions CONDITIO N CATEGOR Y CONDITIONS THAT CAN BE USED IN BOTH SHAREPOINT 2013 AND SHAREPOINT 2010 WORKFLOWS SHAREPOINT 2010 ONLY CONDITIONS Common If Any Value Equals Value If Current Item Field Equals Value Other Created By A Specific Person Check List Item Permission Levels (only available within an Impersonation Step) Created In A Specific Date Span Modified By A Specific Person Modified in A Specific Date Span Person Is A Valid SharePoint User Title Field Contains Keywords Check List Item Permissions (only available within an Impersonation Step) The File Size In A Specific Range Kilobytes The File Is A Specific Type
    20. 20. Missing from 2013 Workflows: Task Actions • Assign a Form to a Group • Assign a To-Do Item • Collect Data from a User
    21. 21. Missing from 2013 Workflows: Advanced Task Actions* • Based on the approval workflows • Start Approval Process • Start Feedback Process • Start Custom Task Process (build your own) • Modify in SharePoint Designer • Included as Sub Process (within your workflow) • Your workflow pauses until Task Action Completes *SharePoint Server only 21
    22. 22. SharePoint 2013 Workflow - Equivalence • Task and Approval Actions • Assign a Task • Start a Task Process
    23. 23. Missing from 2013 Workflows: Document Set-Related Actions • Capture a version of the Document Set • Send Document Set to Repository • Set Content Approval Status for the Document Set • Start Document Set Approval Process
    24. 24. Missing from 2013 Workflows: Permission-Related Actions • Add List Item Permissions • Inherit List Item Parent Permissions • Remove List Item Permissions • Replace List Item Permissions
    25. 25. Missing from 2013 Workflows: Visio Visualization • Not available for WF 4.5
    26. 26. Missing from 2013 Workflows: Miscellaneous • Reusable workflows on content types • Workflow templates • Lookup Manager of a User • Declare Record • Set Content Approval Status • Wait for Field Change in Current Item • Impersonation Step (Block) • InfoPath support • Excel Workflow Reports
    27. 27. Mitigate the Feature Gap • SharePoint Designer 2013 • Become very familiar with the REST API • Call SharePoint 2010 workflows as sub workflows • Use Visual Studio 2013 • • • • Declarative Workflows Custom Activities Workflow Object Model SharePoint Apps
    28. 28. BUILDING A SHAREPOINT 2013 WORKFLOW: STARTING SHAREPOINT 2010 WORKFLOWS
    29. 29. Agenda REST / Dictionary / Loops
    30. 30. New Variable Type: Dictionary • Container • A Collection of other Variables • Actions • Build Dictionary • Count Items In A Dictionary • Get An Item From A Dictionary • Critical when using Call HTTP Web Services
    31. 31. BUILDING A SHAREPOINT 2013 WORKFLOW: WEB SERVICE, LOOPS AND DICTIONARY SUPPORT
    32. 32. Useful Links • Workflows in SharePoint 2013 • http://technet.microsoft.com/en-us/sharepoint/jj556245.aspx • http://msdn.microsoft.com/en-us/library/jj163986.aspx • SharePoint 2013 workflows in Visio • http://blogs.office.com/b/visio/archive/2012/11/12/sharepoint-2013-workflows-in-visio.aspx • How to create a SharePoint Designer 2013 workflow with app step • http://blogs.msdn.com/b/sharepointdesigner/archive/2012/11/22/example-workflow-withapp-step-usage.aspx • Demand Management, Now with SharePoint Designer • http://blogs.office.com/b/project/archive/2012/09/18/demand-management-sharepointdesigner-project-server.aspx • What‟s new in Microsoft Office Developer Tools for Visual Studio 2012, from a workflow development perspective • http://www.sharepoint-reference.com/Blog/Lists/Posts/Post.aspx?ID=28 • Getting started developing Project Server 2013 workflows • http://msdn.microsoft.com/en-us/library/office/ee767694.aspx
    33. 33. questions? WWW.SHAREPOINTDESIGNERSTEPBYSTEP.COM/ BLOG @PJCOV
    34. 34. thank you. SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013
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