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Understanding and Authoring
SharePoint Designer Workflows




  Learning Programs and Training for Microsoft SharePoint, Office 365 and Windows Azure
About Chris Beckett
               Solution Architect
              Learning Consultant
                  and Trainer
                                                  @sharepointbits


  MCM
  MCT
  MCSE
  MCPD
                24+10
     blog.sharepointbits.com        chris@newsteplearning.com
Agenda



   Workflow
   Technical
  Architecture
                 Workflow Features and   Authoring Workflow
                      Capabilities           Solutions
SharePoint 2010 Workflow
Architecture


                           Custom SharePoint
                           Workflow Runtime
                                 Host




                                Built upon
                           .NET 3.51 Workflow
                               Foundation
SharePoint 2013 Workflow
Architecture
                           Workflow Execution now
                            uses Windows Azure
                             Workflow (WAW)
2013 to 2010 Workflow Interop Bridge

                             Azure Workflow can
                             invoke a SharePoint
                               2010 Workflow
Out-of-Box Workflows
                         There are no 2013
                         Mode Workflows
                           included with
                          SharePoint 2013




                       2010 workflows are not
                        activated by default
Agenda



                 Workflow Features and
                      Capabilities
   Technical                             Authoring Workflow
  Architecture                               Solutions
Platform Type



                Choice of 2010 or
                 2013 Workflow
                  Architecture
Workflow Types
           List                    Reusable                        Site

• Published directly to a   • Published to a content     • Not bound to a specific
  list or library             type                         list or library
• No reusability            • Reusable across lists or   • No content item
• Full access to list         libraries supported by       context
  content types and           content Type               • Can only be started
  fields                    • No visibility of list-       manually
• Manual or Auto-Start        specific fields like
                              Created or Modified
                            • Manual or Auto-Start
Reusable Workflow Content Type



                       Reusable workflows
                      only bound to generic
                        content type only
                       in SharePoint 2013
Workflow Models
    SharePoint 2010   SharePoint 2013
Stages
         Stage names can
         now be used for
         Workflow Status



         Stages support
          transitioning
         to other Stages
Task-Related Actions
    SharePoint 2010    SharePoint 2013
SharePoint 2010 Task Events
    Process Events     Task Events
SharePoint 2013 Task Dialog
                      No Assignment
                          Stages

                         Optional Sync or
                         Asynch Behavior

                                Types of
                            Task Completion

                            Customize
                             Emails
                         Reminder
                        Notifications
                 Customize Task
                   Outcomes
Association and Initiation Forms
    SharePoint 2010     SharePoint 2013
Task Forms
    SharePoint 2010   SharePoint 2013
Workflow Notifications

                         Still not great!
Dictionaries                        Dictionaries can
                                     contain other
                                      Dictionaries




               Collection of Name
                and Value Pairs
Loops and Dictionaries    Dictionaries are
                           collections of
                         Name/Value Pairs


                          Loop ‘n’ Times
                                Or
                           Loop Until If
Call HTTP Web Service Action
                           RESTful Web
                           Services are
                            supported



                            HTTP Verbs
                           support REST
                            Operations
Calling a Web Service


                           Uses
                        Dictionary
                        Parameters
App Steps


                 App Step requires
                 activation of Site
                      Feature



            App Steps can be
            nested anywhere
            inside a Stage or
                  Step
Agenda



                                         Authoring Workflow
                                             Solutions
   Technical     Workflow Features and
  Architecture        Capabilities
Process Modeling   Cross-Functional
                   Workflow Template
                        in Visio


Identify
Stages?



                       Determine
                        Roles?
UX Design   Visio Wireframe
               Template




                    Forms,
                 Notifications,
                 Dashboards
Use Case Scenarios
Workflow Design
                  Visio SharePoint
                   2013 Template




 Support for
   Stages             Full Fidelity
  and Steps        Import and Export
                     with SPD2013
Architecture Considerations

               Business Rules            Task & Process
               & Configuration            Management




                Reporting &                 Enterprise
               Administration              Integration




                         Operations & Support
Logging Strategy


   Workflow History                Diagnostics              Performance Audit

Short simple user-friendly   Technical log for tracking   Process performance data
messages on what the         workflow internal state to   used for process
workflow has                 help with diagnosing         management reporting
accomplished                 errors or issues             and performance
                                                          indicators
SharePoint Designer 2013
More Information
TechNet Workflow Resource Center
http://technet.microsoft.com/en-US/sharepoint/jj556245

What’s New in SharePoint 2013 Workflow
http://msdn.microsoft.com/en-us/library/jj163177.aspx

Getting familiar with Visual Designer for Workflow in SharePoint Designer 2013
http://technet.microsoft.com/en-us/library/jj670177.aspx

How to work with Web Services in SharePoint Designer 2013
http://msdn.microsoft.com/en-us/library/fp179912.aspx

SharePoint 2013 Workflows and the HTTP Accept Header
http://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=35&mobile=0
Connect with New Step Learning
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     http://www.newsteplearning.com

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     http://www.newsteplearning.com/blog

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     Free Step-By-Step Demos and Tutorials
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Questions
Thank you for attending!

   chris@newsteplearning.com

   (425) 522-3727

   @sharepointbits

   blog.sharepointbits.com


Please complete your
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Getting Stuff Done! Managing Tasks with SharePoint Designer Workflows by Chris Beckett - SPTechCon

  • 1. info@newsteplearning.com www.newsteplearning.com (425) 522-3727 Understanding and Authoring SharePoint Designer Workflows Learning Programs and Training for Microsoft SharePoint, Office 365 and Windows Azure
  • 2. About Chris Beckett Solution Architect Learning Consultant and Trainer @sharepointbits MCM MCT MCSE MCPD 24+10 blog.sharepointbits.com chris@newsteplearning.com
  • 3. Agenda Workflow Technical Architecture Workflow Features and Authoring Workflow Capabilities Solutions
  • 4. SharePoint 2010 Workflow Architecture Custom SharePoint Workflow Runtime Host Built upon .NET 3.51 Workflow Foundation
  • 5. SharePoint 2013 Workflow Architecture Workflow Execution now uses Windows Azure Workflow (WAW)
  • 6. 2013 to 2010 Workflow Interop Bridge Azure Workflow can invoke a SharePoint 2010 Workflow
  • 7. Out-of-Box Workflows There are no 2013 Mode Workflows included with SharePoint 2013 2010 workflows are not activated by default
  • 8. Agenda Workflow Features and Capabilities Technical Authoring Workflow Architecture Solutions
  • 9. Platform Type Choice of 2010 or 2013 Workflow Architecture
  • 10. Workflow Types List Reusable Site • Published directly to a • Published to a content • Not bound to a specific list or library type list or library • No reusability • Reusable across lists or • No content item • Full access to list libraries supported by context content types and content Type • Can only be started fields • No visibility of list- manually • Manual or Auto-Start specific fields like Created or Modified • Manual or Auto-Start
  • 11. Reusable Workflow Content Type Reusable workflows only bound to generic content type only in SharePoint 2013
  • 12. Workflow Models SharePoint 2010 SharePoint 2013
  • 13. Stages Stage names can now be used for Workflow Status Stages support transitioning to other Stages
  • 14. Task-Related Actions SharePoint 2010 SharePoint 2013
  • 15. SharePoint 2010 Task Events Process Events Task Events
  • 16. SharePoint 2013 Task Dialog No Assignment Stages Optional Sync or Asynch Behavior Types of Task Completion Customize Emails Reminder Notifications Customize Task Outcomes
  • 17. Association and Initiation Forms SharePoint 2010 SharePoint 2013
  • 18. Task Forms SharePoint 2010 SharePoint 2013
  • 19. Workflow Notifications Still not great!
  • 20. Dictionaries Dictionaries can contain other Dictionaries Collection of Name and Value Pairs
  • 21. Loops and Dictionaries Dictionaries are collections of Name/Value Pairs Loop ‘n’ Times Or Loop Until If
  • 22. Call HTTP Web Service Action RESTful Web Services are supported HTTP Verbs support REST Operations
  • 23. Calling a Web Service Uses Dictionary Parameters
  • 24. App Steps App Step requires activation of Site Feature App Steps can be nested anywhere inside a Stage or Step
  • 25. Agenda Authoring Workflow Solutions Technical Workflow Features and Architecture Capabilities
  • 26. Process Modeling Cross-Functional Workflow Template in Visio Identify Stages? Determine Roles?
  • 27. UX Design Visio Wireframe Template Forms, Notifications, Dashboards
  • 29. Workflow Design Visio SharePoint 2013 Template Support for Stages Full Fidelity and Steps Import and Export with SPD2013
  • 30. Architecture Considerations Business Rules Task & Process & Configuration Management Reporting & Enterprise Administration Integration Operations & Support
  • 31. Logging Strategy Workflow History Diagnostics Performance Audit Short simple user-friendly Technical log for tracking Process performance data messages on what the workflow internal state to used for process workflow has help with diagnosing management reporting accomplished errors or issues and performance indicators
  • 33. More Information TechNet Workflow Resource Center http://technet.microsoft.com/en-US/sharepoint/jj556245 What’s New in SharePoint 2013 Workflow http://msdn.microsoft.com/en-us/library/jj163177.aspx Getting familiar with Visual Designer for Workflow in SharePoint Designer 2013 http://technet.microsoft.com/en-us/library/jj670177.aspx How to work with Web Services in SharePoint Designer 2013 http://msdn.microsoft.com/en-us/library/fp179912.aspx SharePoint 2013 Workflows and the HTTP Accept Header http://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=35&mobile=0
  • 34. Connect with New Step Learning Course Curriculums and Training Programs http://www.newsteplearning.com News, Events and Training Announcements http://www.newsteplearning.com/blog Webinar and Conference Presentations http://www.slideshare.net/newsteplearning Free Step-By-Step Demos and Tutorials https://www.youtube.com/user/newsteplearning
  • 35. Questions Thank you for attending! chris@newsteplearning.com (425) 522-3727 @sharepointbits blog.sharepointbits.com Please complete your evaluations. Your feedback is appreciated 