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Knut wf 203 get started with designer workflows
The document presents a session on creating workflows using SharePoint Designer, covering its features, limitations in 2013 workflows, and essential tips for development. It outlines various workflow scenarios such as vacation approvals and document archiving, while also highlighting tools for extension and third-party solutions. The session aims to educate participants on building workflows while emphasizing the technical aspects and future resources for further learning.
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Knut wf 203 get started with designer workflows
- 1. WF 203 -Get Started with SharePoint DesignerWorkflows Workflow tips and tricks Knut Relbe-Moe
- 2. Office Server &Services MVP Nintex vTE (Virtual Technical Evangelist) SharePoint evangelist, mentor, speaker Migration Expert Educator for Glasspaper Microsoft Certified Trainer Product Evangelist & Partner Manager Valo Intranet Box @sharePTkarm (Twitter) Knut Relbe-Moe knutrelbemoe@outlook.com
- 3. About me BLOG LINKED IN TWITTER EMAIL MEMBEROF MEMBER OF WORKS FOR JOB TITLE Microsoft MVP Office Servers and Services Product Evangelist & Partner Manager https://linkedin.com/in/shareptkarm knut@valointranet.com / knut@knowledgepeople.no http://www.valointranet.com @shareptkarm NIWUG AWARDED AWARDED Nintex vTE Nintex Virtual Technical Evangelist Thanx to @atomicvee SharePoint Saturday Oslo http://sharepointblog.no WWW CTO
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- 5. Agenda 1 Introduction 2 Workflowin SharePoint Designer
- 6. Agenda 1 Introduction 2 Workflowin SharePoint Designer 3 So what is Missing from 2013 Workflows
- 7. Agenda 1 Introduction 2 Workflowin SharePoint Designer 3 So what is Missing from 2013 Workflows 4 What else can you do?
- 8. Agenda 1 Introduction 2 Workflowin SharePoint Designer 3 So what is Missing from 2013 Workflows 4 What else can you do? 5 Questions
- 9. • Get toknow how to create SharePoint Designer Workflows • Learn how to create SharePoint Designer workflows from the ground up Goal with today’s session
- 10. Why do weneedWorkflows?
- 11. Some workflow case scenarios •Asset check out system • Vacation approval • Expense Reimbursement • Onboarding • Publishing approval • Moving documents from one library to another • Issue reporting • Surveys
- 12. 2 workflow platforms •SharePoint Workflow Host • SharePoint 2010 Workflow • WF 3.5 • Workflows run inside SharePoint Workflow Manager SharePoint 2013 Workflow WF 4.5 Workflows run outside in remote service
- 13. Tools for Building Workflows •Browser • SharePoint Designer 2013 • Visio 2013 • Visual Studio 2012/2013 • 3rd PartyWorkflows
- 14. Create a workflowbutton Demos Time-Off-Request-Workflow Workflow to archive documents
- 15. Create a workflowbutton Demos Time-Off-Request-Workflow Workflow to archive documents
- 16. Create a workflowbutton Demos Time-Off-Request-Workflow Workflow to archive documents
- 17. So what ismissing?
- 18. Missing from 2013Workflows: Task Actions • Assign a Form to a Group • Assign aTo-Do Item • Collect Data from a User
- 19. Missing from 2013Workflows: AdvancedTask Actions* • Based on the approval workflows • Start Approval Process • Start Feedback Process • Start CustomTask Process (build your own) • Modify in SharePoint Designer • Included as Sub Process (within your workflow) • Your workflow pauses untilTask Action Completes *SharePoint Server only 19
- 20. Missing from 2013Workflows: Document Set-Related Actions • Capture a version of the Document Set • Send Document Set to Repository • Set Content Approval Status for the Document Set • Start Document Set Approval Process
- 21. Missing from 2013Workflows: Permission-Related Actions • Add List Item Permissions • Inherit List Item Parent Permissions • Remove List Item Permissions • Replace List Item Permissions
- 22. So what elsecan you do?
- 23. 3rd party tools Quick& Easy • Workflow for everyone • Reusable templates and modules • Rapid ROI Built on Sharepoint/Office 365 • Simple deployment and management • Easy adoption • No additional infrastructure costs Connected • Integration with cloud and on-premise apps Intelligent • Real-time workflow status Drag-and-drop workflow designer for Microsoft SharePoint and Office 365
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- 31. How to extendactions of SharePoint designer • Create new workflow actions usingVisual Studio • Acquire workflow actions through vendors • http://www.harepoint.com/Products/HarePoint WorkflowExtensions/Default.aspx • http://plumsail.com/workflow-actions-pack/
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- 36. Knut Relbe-Moe Product Evangelist& Partner Manager,Valo Intranet in a box knut@valointranet.com