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Human Workflow with Info Path Visio and SharePoint Designer


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SharePoint Summit presentation on Human Workflow with InfoPath, Visio & SharePoint Designer

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Human Workflow with Info Path Visio and SharePoint Designer

  1. 1. Human Workflow with InfoPath, Visio & SharePoint Designer Cornelius J. van Dyk Jason Himmelstein Crayveon Corporation Sentri, Inc @cjvandyk @sharepointlhorn
  2. 2. WHO ARE WE? Cornelius J. van Dyk Jason Himmelstein Enterprise Architect SharePoint Practice Director Smithsonian Award Sentri, Inc. | 7x Microsoft MVP MCITP, MCTS, MCP MCITP, MCTS, MCP @sharepointlhorn @cjvandyk 2
  4. 4. CHARACTERISTICS OF A GOOD WORKFLOW Cost effective Save time Reduce paper Customization without modification Visualization 4
  5. 5. HUMAN WORKFLOW PRINCIPLES Easy, non-technical design Visio Fast implementation SharePoint Designer Consumer customizable SharePoint lists Paper reduction using eForms InfoPath Visualization Visio 5
  6. 6. HUMAN WORKFLOW TECHNICAL CONCEPTS Quorum approval Escalation services Consumer customization 6
  7. 7. QUORUM 7
  8. 8. QUORUM APPROVAL A quorum approval is an approval by committee process whereby a predetermined majority margin satisfies the quorum and passes the approval test. In workflow, a quorum approval would be any defined approval process that is sent to more than a single approver e.g. an approval may be sent to 3 executives in parallel and when 2 of the 3 approve the request, the workflow continues regardless of the outcome of the 3rd approval. 8
  9. 9. ESCALATION 9
  10. 10. ESCALATION SERVICES Escalation is defined as the elevation of priority for a request when action is not taken within a pre-defined period of time. In the context of workflow, escalation would happen when an approval workflow did not receive any action for a give period of time. The elevation of priority takes place when the request gets routed to the current actionee’s manager. 10
  11. 11. CONSUMER CUSTOMIZATION When the consumer of the service is empowered to customize the behavior of the service. In the context of workflow, the user of the workflow should have the ability to change the behavior of the workflow without affecting or being required to modify the technical underpinnings of the workflow itself. KISS – SharePoint lists 11
  12. 12. DESIGN – VISIO Create in Visio No technical or SharePoint skills required Validate the workflow Export to SharePoint 12
  13. 13. IMPLEMENTATION SharePoint source lists InfoPath form Import from Visio Integrating it all Export back to Visio 13
  14. 14. WHAT ARE WE GOING TO BUILD? InfoPath form for Expense Report SharePoint lists for control parameters Visio design of workflow SharePoint Designer build of the workflow Quorum approval (2/3) if over $1000 Escalation of approval after 7 days 14
  15. 15. DEMO TIME! 15
  16. 16. HANDY REFERENCE INFORMATION - Corné’s Blog @cjvandyk - Jason’s Blog @sharepointlhorn - Corné’s Open Source Toolbox - Jason’s Awesome Log Process Tool - THE Definitive SharePoint Versions list 16
  17. 17. YOUR FEEDBACK IS IMPORTANT TO US Please fill out your session evaluation forms!!! 17