Datapolis guest Vlad Catrinescu presents a webinar on 3 must-have SharePoint workflows: holiday approval, purchase approval, and onboarding process. Learn how to create such workflows in SharePoint designer or using 3rd party solutions. Join the follow-up discussion: http://sharepoint-community.net/forum/topics/follow-up-questions-three-must-have-sharepoint-workflows-guest-ex?xg_source=activity

1. Three Must-Have SharePoint Workflows
Vlad Catrinescu

2. Vlad Catrinescu
• Independent SharePoint Consultant from Montreal
• PowerShell and Automation Fan
• 6 Years in IT, 4 with SharePoint
• Blog: www.absolute-sharepoint.com

3. SUMMARY
BEGIN
Demo
2
END
Theory
Demo
3
Demo
1
Theory
Datapolis
Demo
Theory
Workflows
Intro
Purchase
Approval
Workflow
$
Q & A
?
Holiday
Approval
*
OnBoarding
Workflow

4. Workflows
Introduction
Workflows 101

5. What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that
streamline and automate a wide variety of business processes — from
collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint
workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.

6. What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that
streamline and automate a wide variety of business processes — from
collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint
workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.

7. What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that
streamline and automate a wide variety of business processes — from
collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint
workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.

8. What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that
streamline and automate a wide variety of business processes — from
collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint
workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.

9. What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that
streamline and automate a wide variety of business processes — from
collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint
workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.

10. SharePoint
Designer
Visual
Studio
Third
Party
What tools do I need?

11. What is SharePoint Designer?
SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and
developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety
of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows,
leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a
quick start on SharePoint development projects.

12. What is SharePoint Designer?
SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and
developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety
of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows,
leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a
quick start on SharePoint development projects.

13. What is SharePoint Designer?
SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and
developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety
of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows,
leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a
quick start on SharePoint development projects.

14. What is SharePoint Designer?
SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and
developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety
of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows,
leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a
quick start on SharePoint development projects.

15. What is SharePoint Designer?
SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and
developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety
of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows,
leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a
quick start on SharePoint development projects.

16. What is SharePoint Designer?
SharePoint Designer 2013 is the tool of choice for,
advanced users who can rapidly create SharePoint
solutions in response to business needs. Advanced users
can compose no-code solutions by leveraging the
building blocks available in SharePoint in an easy to use
environment.

17. SharePoint
2010
SharePoint
2013
SharePoint
Online
Where can I apply what we learn today?

18. Workflows 101
Actions
 Create task
 Update task
 Delete task
 Send email
 Prompt for values
 Change item Status
Conditions
 If
 Created by
 File type
 Advanced Condition

19. Workflows 101
Start
 On item creation
 On item Modification
 Manually
Types
 Reusable Workflow
 List Workflow
 Site Workflow

20. Workflow
1
The Holiday Approval
Workflow
*

21. Why a Holiday Approval workflow?
Everybody needs some time off 

22. Information and Constraints
Who approves it
 Manager
Constraints
 Who will replace
 Do I still have enough
people working?
 How do I easily view all
current Holiday requests?

23. Basic SharePoint Workflow way to do it
Lookup manager of a
user
Start approval process Stop workflow

24. Workflow
2
Site Creation
Workflow
$

25. Why a Purchase Approval Workflow?
Every Company has to buy stuff, and sometimes
it’s tough to get approvals.

26. Information and Constraints
Who approves it
 Depending on amount
 Not always de same amount
of approvals needed.
Constraints
 How do I set my limits to be
dynamic?
 Where do I get the approval
information from?

27. Our Workflow
Amount is ..
Start approval process
with Manager
Start approval process
with Manager &
Manager of Manager
Start approval process
with Manager &
Manager of Manager &
his/her Manager
0-5000$
5000-20000
20000$+

28. Workflow
3
Onboarding
Workflow

29. Why an Onboarding workflow.
Getting all the required stuff for new employees
can sometimes be a hassle.

30. Information and Constraints
Who is involved
 HR
 Accounting
 Operations
 IT
 Etc…
Constraints
 How do I get all my
departments to fill in the
information
 How do I make it easy for
people to fill in
information?

31. Our Workflow
Collect Data from HR Collect Data from IT
Update Item with Data
from IT
Collect Data from
Operations
Update Item with Data
from Operations

32. Thank You
Questions & Answers
@vladcatrinescu
http://ca.linkedin.com/in/vladcatrinescu
www.absolute-sharepoint.com
vlad@vnext.solutions