Create a Reusable Workflow

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Create a Reusable Workflow

  1. 1. Create a Reusable Workflow You don’t need to repeat yourself
  2. 2. Who am I?• Technical Instructor at Mindsharp – SharePoint 2007 Power End User – SharePoint 2010 Power End User – SharePoint Designer 2010 – UserVersity Minion• Code Free…Unless you count Copy and Paste• Business User Perspective• SharePoint Junkie• Dog Mom
  3. 3. Poll – Raise Your Hand If…• Use SharePoint• Use WSS 3.0 or MOSS 2007• Use SharePoint Designer 2007• Use SharePoint Foundation or Server 2010• Use SharePoint Designer 2010
  4. 4. Visio 2010 Premium• Diagram a workflow• Export to SharePoint Designer• Import from SharePoint Designer
  5. 5. SharePoint Designer Interface• Ribbon• Workspace• Galleries• Setting Pages
  6. 6. SharePoint Designer Workflows• Copy and Modify OOB Workflows• List, Reusable and Site• Save and Publish = Site• Publish Globally = Site Collection• Publish Template = Farm
  7. 7. Reusable Workflow• Available as template in browser• Globally Reusable Workflow – Approval – Collect Feedback – Collect Signature – Publishing• Single Content Type• All Content Types• Use Site Columns
  8. 8. Walk Through Then Lab
  9. 9. Lab• Change permission on an item• Create a Reusable Workflow in SPD 2010• Publish Reusable Workflow to Site• Create instance of Workflow• Test WorkflowInstructions for Lab athttp://sharepoint.mindsharpblogs.com/Tamara/
  10. 10. Contact InformationTamara BredemusEmail: Tamara@mindsharp.comTwitter: @TamaraBredBlog: http://sharepoint.mindsharpblogs.com/Tamara/

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