Tri-State SharePoint July 2016
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Slides from Tri-State SharePoint User Group Workflow session
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Tri-State SharePoint July 2016
- 2. JULY 12, 2016 Confidential Jennifer Kenderdine SharePoint Product Application Lead Integrating Business Processes in SharePoint
- 3. Confidential ● trellist.com ● 7/12/2016 ● 3 Jennifer Kenderdine • A SharePoint professional since Jan 2007, working with MOSS 2007, SharePoint 2010, SharePoint 2013 and Office365. • Integration of business processes through Forms and Workflow. • Client side development (XSLT, JavaScript, HTML) and design to enhance UI and UX • Twitter: @j_kdine • Email: jkenderdine@trellist.com
- 4. Confidential ● trellist.com ● 7/12/2016 ● 4 Agenda - Integrating Business Processes in SharePoint • Workflow in SharePoint / Office 365 • Workflow Engine • SharePoint Designer • Basic Workflows • SharePoint 2010 vs SharePoint 2013 workflow • Advanced Techniques • Visual Studio • Future
- 5. Confidential ● trellist.com ● 7/12/2016 ● 5 Why? • Every company has a flow to day to day business. • The more you automate the flow: • Streamlines the business • Tools are easier for end users • Less prone to errors and missed steps • Better information flow • Better understanding of work style
- 6. Confidential ● trellist.com ● 7/12/2016 ● 6 Introduction to Workflow in SharePoint / Office 365 • A way to organize a work process with conditions and actions • Sequential flow from start to end • Steps • Stages (2013) • Loops • Includes interaction with people or the SharePoint environment • Automatic or Manual initiation • Requires “trigger” events • Item is created • Item is changed • Workflow participant clicks start button
- 7. Confidential ● trellist.com ● 7/12/2016 ● 7 Workflow Engine & Features • The SharePoint 2010 Workflow platform has been carried forward to SharePoint Server 2013. • Installed automatically with the product • SharePoint Server 2013 can use a new workflow service called Workflow Manager • Workflow Manager is a separate download and install • Workflow Manager must be configured to communication with the SharePoint 2013 farm • Site Collection / Site Features
- 8. Confidential ● trellist.com ● 7/12/2016 ● 8 SharePoint Designer • Designer version must match current SharePoint Version unless using SharePoint 2013 and above / Office 365.
- 9. Confidential ● trellist.com ● 7/12/2016 ● 9 Basic Workflow • OOB Global Workflows • Approval • Collect Feedback • Collect Signatures • DEMO – Create basic workflow
- 10. Confidential ● trellist.com ● 7/12/2016 ● 10 SharePoint 2010 Workflows vs. SharePoint 2013 Workflows • DEMO
- 11. Confidential ● trellist.com ● 7/12/2016 ● 11 Advanced Workflow Techniques • DEMO
- 12. Confidential ● trellist.com ● 7/12/2016 ● 12 Visual Studio Workflow • Sequential • Series of steps one after another until complete • State Machine • Asynchronous set of states, transitions and actions • Triggered by actions and states, not in specific order
- 13. Confidential ● trellist.com ● 7/12/2016 ● 13 Future • Microsoft PowerApps • Introduction: http://blogs.microsoft.com/blog/2015/11/30/introducing-microsoft- powerapps/#sm.001vbay8d1cotfnxqso21gsz0cmg7 • Tutorial: https://powerapps.microsoft.com/en-us/tutorials/get-started-logic-flow/
- 14. Confidential ● trellist.com ● 7/12/2016 ● 14 Reference Links • Getting started with SharePoint 2013 Workflow • Workflow Loops • Elevated Permissions (App Step) • Workflow Development in SharePoint Designer and Visio • Develop SharePoint Workflows with Visual Studio • Create SharePoint Workflows with Visual Studio • Power Apps • Microsoft Flow • What’s New in SharePoint 2013 Workflow
- 15. Confidential ● trellist.com ● 7/12/2016 ● 15 Thank You Jennifer Kenderdine jkenderdine@trellist.com
- 16. Thank You