Come to this session to learn all about how to get started with SharePoint Designer workflows. During this session we will start with creating an easy workflow to archive documents, and we will also create a workflow for Time Off Request with integration with a SharePoint List. LearnCome to this session to learn all about how to get started with SharePoint Designer workflows. During this session we will start with creating an easy workflow to archive documents, and we will also create a workflow for Time Off Request with integration with a SharePoint List. Learn how easy it is to automate processes by using SharePoint Designer workflows. how easy it is to automate processes by using SharePoint 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
MEMBER OF
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

4. Agenda
1 Introduction

5. Agenda
1 Introduction
2 Workflow in SharePoint Designer

6. Agenda
1 Introduction
2 Workflow in SharePoint Designer
3 So what is Missing from 2013 Workflows

7. Agenda
1 Introduction
2 Workflow in SharePoint Designer
3 So what is Missing from 2013 Workflows
4 What else can you do?

8. Agenda
1 Introduction
2 Workflow in SharePoint Designer
3 So what is Missing from 2013 Workflows
4 What else can you do?
5 Questions

9. • Get to know 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 we needWorkflows?

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 workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents

15. Create a workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents

16. Create a workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents

17. So what is missing?

18. Missing from 2013 Workflows:
Task Actions
• Assign a Form to a Group
• Assign aTo-Do Item
• Collect Data from a User

19. Missing from 2013 Workflows:
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 2013 Workflows:
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 2013 Workflows:
Permission-Related Actions
• Add List Item Permissions
• Inherit List Item Parent Permissions
• Remove List Item Permissions
• Replace List Item Permissions

22. So what else can 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

24. 3rd party tools

25. 3rd party tools

26. 3rd party tools

27. 3rd party tools

28. 3rd party tools

31. How to extend actions 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/

32. Next steps

33. https://www.pluralsight.com/courses/sharepoint-work-creating-workflow-sharepoint-
designer

34. https://www.webucator.com/tutorial/advanced-microsoft-sharepoint/creating-custom-
workflows-with-sharepoint-designer-2013/creating-custom-list-workflows-
exercise.cfm#tutorial

35. Questions?
@shareptkarm
Office Server
& Services

36. Knut Relbe-Moe
Product Evangelist & Partner Manager,Valo Intranet in a box
knut@valointranet.com