Getting Stuff Done! Managing Tasks with SharePoint Designer Workflows by Chris Beckett - SPTechCon
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The document provides an overview and agenda for a training on understanding and authoring SharePoint Designer workflows. It summarizes the key differences between SharePoint 2010 and 2013 workflow platforms, and covers features like workflow types, stages, tasks, notifications, loops and dictionaries. It also discusses considerations for workflow design, architecture, and logging strategies. The training is intended to help attendees get familiar with workflow authoring tools in SharePoint Designer 2013.
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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