Create a Reusable Workflow




               You don’t need to repeat
               yourself
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
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
Visio 2010 Premium

• Diagram a workflow
• Export to SharePoint Designer
• Import from SharePoint Designer
SharePoint Designer Interface

•   Ribbon
•   Workspace
•   Galleries
•   Setting Pages
SharePoint Designer Workflows

•   Copy and Modify OOB Workflows
•   List, Reusable and Site
•   Save and Publish = Site
•   Publish Globally = Site Collection
•   Publish Template = Farm
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
Walk Through Then Lab
Lab

•   Change permission on an item
•   Create a Reusable Workflow in SPD 2010
•   Publish Reusable Workflow to Site
•   Create instance of Workflow
•   Test Workflow



Instructions for Lab at
http://sharepoint.mindsharpblogs.com/Tamara/
Contact Information
Tamara Bredemus

Email: Tamara@mindsharp.com
Twitter: @TamaraBred
Blog: http://sharepoint.mindsharpblogs.com/Tamara/

Create a Reusable Workflow

  • 1.
    Create a ReusableWorkflow You don’t need to repeat yourself
  • 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.
    Poll – RaiseYour 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.
    Visio 2010 Premium •Diagram a workflow • Export to SharePoint Designer • Import from SharePoint Designer
  • 5.
    SharePoint Designer Interface • Ribbon • Workspace • Galleries • Setting Pages
  • 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.
    Reusable Workflow • Availableas template in browser • Globally Reusable Workflow – Approval – Collect Feedback – Collect Signature – Publishing • Single Content Type • All Content Types • Use Site Columns
  • 8.
  • 9.
    Lab • Change permission on an item • Create a Reusable Workflow in SPD 2010 • Publish Reusable Workflow to Site • Create instance of Workflow • Test Workflow Instructions for Lab at http://sharepoint.mindsharpblogs.com/Tamara/
  • 11.
    Contact Information Tamara Bredemus Email:Tamara@mindsharp.com Twitter: @TamaraBred Blog: http://sharepoint.mindsharpblogs.com/Tamara/