This document summarizes new features in SharePoint 2010 workflows. It discusses out-of-the-box workflows, new capabilities in SharePoint Designer workflows like parallel steps and new actions. Visio workflows published to SharePoint are introduced. The document also compares sequential and state machine workflows, and the strengths of building workflows with SharePoint Designer, Visio and Visual Studio. It concludes with demonstrations of a Visio workflow published to SharePoint and sequential/state machine workflows in Visual Studio.

1. SharePoint 2010 Workflows
Phil Wicklund

2. About Me…
• Working with SP since
2004
• Started as a trainer for
Mindsharp
• Now consulting
through RBA in MN
• Blog: philwicklund.com
• Writing a 2010 book:

3. Agenda
• Out of the box workflows
• What’s new in SP 2010?
• Tools used in building custom workflows
• Types of Workflows
• Office Visio workflow demo
• SharePoint Designer workflow demo
• Visual Studio workflow demo

4. Out of box workflows
• Three State Workflow
• Approval Workflow
• Collect Feedback Workflow
• Collect Signatures Workflow
• Disposition Approval Workflow
• Translation Management Workflow

5. What’s new with 2010?
• Office Visio 2010 Workflows:

6. What’s new with 2010?
• Site Workflows and Reusable workflows:

7. What’s new with 2010?
• Customizing the out of box workflows:

8. What’s new with 2010?
• New actions in SPD WFs:
APPROVAL ACTIONS
You can start a new Approval workflow instance on this item, or
Assign Item For Approval
a new/different.
You can start a new Feedback workflow instance on this item,
Assign Item For Feedback
or a new/different.
General Task Process Seems to do the same thing as Assign Item For Approval
CORE ACTIONS
Add a comment Similar to "Log to History List"
Set Workflow Status You can use this action to set a custom workflow status column
LIST ACTIONS
Used to declare an item/document as a record for Records
Declare Record
management.
Inherit List Item Parent With this action you can set the permissions to inherit from its
Permissions parent list or folder (first unique ancestor)
Remove List Item This action clears all permissions set on this list item – no
Permissions access for non-site collection admins
Replace List Item This action deletes all the permissions on the item (or breaks
Permissions inheritance) and assigned NEW permissions to that object.
Undeclare Record See note on "Declare Record"
RELATIONAL ACTIONS
This action will look at a user's profile and return that user's
Lookup Manager of a User
manager from within their profile
Utility Actions

9. What’s new with 2010?
• Parallel steps in SPD:

10. What’s new with 2010?
• Task Process Customization:

11. What’s new with 2010?
• Workflow statuses with Visio Services:

12. What’s new with 2010?
• Workflow Templates:

13. What’s new with 2010?
• New Workflow event handlers:

14. What’s new with 2010?
• Pluggable workflow services:

15. Tools used in Building
Custom Workflows
• Office Visio 2010
• SharePoint Designer
• Visual Studio
• Forms
– Out of the box forms
– ASP.NET
– InfoPath
• Workflow Object Model
SharePoint FREEWARE SharePoint CONSULTING
www.PhilWicklund.com www.RBAconsulting.com

16. Types of Workflows
• List Workflows
• Content Type Workflows
• Site Workflows
• Publishable to:
– Site, Site Collection, Web Application, Farm
• Sequential vs. State machines (next slide)

17. Types of Workflows
• Sequential vs. State Machine

18. Types of Workflows
• State Machine:

19. Types of Workflows
SharePoint Designer Visual Studio
• Strengths: • Strengths:
– Full development experience
– Workflow automatically
– Supports both sequential
deployed to target and state-machine
– Custom Forms automatically – Typical Visual Studio
generated and deployed debugging techniques
• Weaknesses: – Can be used across any
number of lists any number
– Code free editor of times
– Sequential workflows only – Easier connection to
external LOB Apps
– NO DEBUGING
• Weaknesses:
– Bound to a specific list at – Deployment Overhead
design time – Custom Forms Overhead
Office Visio Workflow????

20. Demo: Office Visio & SPD WFs
1. New Visio workflow diagram (Expense Report System)
2. Publish to SharePoint Designer
3. Fill in details
4. Publish to SharePoint

21. Demo: Visual Studio Workflows
1. Demo Sequential workflow
2. Discuss State machine workflow

22. Questions?