Using Workflows in SharePoint 2010
About Me


           Amit Vasu, Sr. SharePoint Consultant

                 Speaker, Contributor, Blogger
                    www.amitvasu.com/blog

                            Twitter: @amitvasu

                                Love SharePint
Agenda

ď‚´SharePoint 2010 Workflow
What’s new in SharePoint 2010
ď‚´Creating Workflows in SharePoint 2010 using different
 Tools (Visio 2010, SPD 2010 and VS 2010)
How workflows initiated in SharePoint
2010
Workflow Improvements
ď‚´ For the end-user
   ď‚´ Improved OOB workflow
   ď‚´ New targets to run a workflow
   ď‚´ Visio visualization of running workflows

ď‚´ For the power-user
   ď‚´ Improved designer and nested logic
   ď‚´ Reusable declarative workflows
   ď‚´ Customizable OOB workflows
   ď‚´ Visio Workflows

ď‚´ For the developer
   ď‚´ Visual Studio 2010 SharePoint tools
   ď‚´ Workflow Events
   ď‚´ Pluggable External Data Exchange Services
SharePoint Workflow Tools



Business Analyst/Process          Designer/IW/Power User          Professional developer
        Designer
                                        Declarative
                                        Workflows

                                                           .wsp



                           .vwi
Creating Workflows in Visio 2010

ď‚´ New SharePoint Workflow template
   ď‚´ Allows you to create workflow design in Visio
   ď‚´ Workflow can be exported to SharePoint Designer
Designing Workflows in
SharePoint designer 2010
SharePoint Designer 2010


ď‚´ New declarative workflow designer
ď‚´ New Types of Workflows
ď‚´ New Actions/Activities
ď‚´ Task Process Designer
ď‚´ Visio Visualization
ď‚´ Support for Sandboxed Custom Activities
SharePoint Designer Workflows

ď‚´ New declarative workflow designer
SPD 2010 – Impersonation
ď‚´ Now you can Impersonate the workflow Owner
   ď‚´ Separate actions available for Impersonation Step
SPD 2010 – Parallel Block
ď‚´ Now you can run the Parallel activity.
Types of Workflows

ď‚´ List Workflow
   ď‚´ Associated with a list
   ď‚´ Much like MOSS 2007 Workflows
   ď‚´ Can be created in SPD 2010
   ď‚´ Can be imported/exported from Visio
ď‚´ Reusable Workflow
   ď‚´ Can be assigned to content type
   ď‚´ Can be exported to .wsp for use in other sites
   ď‚´ Can be imported/exported from Visio
   ď‚´ Can be created in SPD 2010 & VS2010
ď‚´ Site Workflow
   ď‚´ Not bound by a list
   ď‚´ Manually Started or via OM
   ď‚´ Can be created in SPD 2010 & VS2010
Visio Visualization
ď‚´ Visualize a single workflow instance
   ď‚´ Not for aggregation, reporting or auditing
   ď‚´ Only for SharePoint Designer
Developing Workflows
with Visual Studio 2010
What’s new in Visual Studio 2010


ď‚´ Site Workflows
ď‚´ Import Reusable Workflows
ď‚´ ASP.NET Form Templates
ď‚´ Workflow Events
ď‚´ Sandboxed Custom Activities
ď‚´ External Data Exchange Services
Developing Site Workflows

ď‚´ Site Workflows
   ď‚´ List / Item activation properties are null
   ď‚´ No auto-start
Import Reusable Workflows
ASP.NET Workflow Form Templates


ď‚´ Generates the
  required code
ď‚´ Updates the
  elements.xml file
ď‚´ Available
   ď‚´ Association
   ď‚´ Initiation
InfoPath Workflow Form Templates


ď‚´ Design form Outside of Visual Studio Using InfoPath form
  designer
ď‚´ Get displayed using Form Services Web Part
ď‚´ Works with SharePoint Server Standard License and CAL
ď‚´ Available form types
   ď‚´ Association
   ď‚´ Initiation
   ď‚´ Modification
   ď‚´ Edit Task
Sequential workflow

ď‚´ A sequential workflow executes a
  series of predefined steps to
  accomplish a task.

ď‚´ Works like a flowchart

ď‚´ One way for approval or rejection

ď‚´ Workflow controls the flow
State Machine workflow
ď‚´ State-machine workflows
  work in event-driven
  scenarios.


ď‚´ Connected States

ď‚´ Driven by an Event

ď‚´ User drives the flow
Workflow Event Receivers


ď‚´ Similar to List Event Receivers
ď‚´ Applies to Site, Root Web, Web, List, or List Template scope
ď‚´ Support built into VS 2010 SharePoint Tools
    ď‚´ EventReceiver Project or Item Template
ď‚´ Scenarios
    ď‚´ Call sub-workflows and wait for completion
    ď‚´ Provide more elaborate reporting
Workflow Event Receivers - Example

Using workflows in share point 2010

  • 1.
    Using Workflows inSharePoint 2010
  • 2.
    About Me Amit Vasu, Sr. SharePoint Consultant Speaker, Contributor, Blogger www.amitvasu.com/blog Twitter: @amitvasu Love SharePint
  • 3.
    Agenda SharePoint 2010 Workflow What’snew in SharePoint 2010 Creating Workflows in SharePoint 2010 using different Tools (Visio 2010, SPD 2010 and VS 2010)
  • 4.
    How workflows initiatedin SharePoint 2010
  • 5.
    Workflow Improvements ď‚´ Forthe end-user ď‚´ Improved OOB workflow ď‚´ New targets to run a workflow ď‚´ Visio visualization of running workflows ď‚´ For the power-user ď‚´ Improved designer and nested logic ď‚´ Reusable declarative workflows ď‚´ Customizable OOB workflows ď‚´ Visio Workflows ď‚´ For the developer ď‚´ Visual Studio 2010 SharePoint tools ď‚´ Workflow Events ď‚´ Pluggable External Data Exchange Services
  • 6.
    SharePoint Workflow Tools BusinessAnalyst/Process Designer/IW/Power User Professional developer Designer Declarative Workflows .wsp .vwi
  • 7.
    Creating Workflows inVisio 2010 ď‚´ New SharePoint Workflow template ď‚´ Allows you to create workflow design in Visio ď‚´ Workflow can be exported to SharePoint Designer
  • 8.
  • 9.
    SharePoint Designer 2010 ď‚´New declarative workflow designer ď‚´ New Types of Workflows ď‚´ New Actions/Activities ď‚´ Task Process Designer ď‚´ Visio Visualization ď‚´ Support for Sandboxed Custom Activities
  • 10.
    SharePoint Designer Workflows ď‚´New declarative workflow designer
  • 11.
    SPD 2010 –Impersonation  Now you can Impersonate the workflow Owner  Separate actions available for Impersonation Step
  • 12.
    SPD 2010 –Parallel Block  Now you can run the Parallel activity.
  • 13.
    Types of Workflows ď‚´List Workflow ď‚´ Associated with a list ď‚´ Much like MOSS 2007 Workflows ď‚´ Can be created in SPD 2010 ď‚´ Can be imported/exported from Visio ď‚´ Reusable Workflow ď‚´ Can be assigned to content type ď‚´ Can be exported to .wsp for use in other sites ď‚´ Can be imported/exported from Visio ď‚´ Can be created in SPD 2010 & VS2010 ď‚´ Site Workflow ď‚´ Not bound by a list ď‚´ Manually Started or via OM ď‚´ Can be created in SPD 2010 & VS2010
  • 14.
    Visio Visualization ď‚´ Visualizea single workflow instance ď‚´ Not for aggregation, reporting or auditing ď‚´ Only for SharePoint Designer
  • 15.
  • 16.
    What’s new inVisual Studio 2010  Site Workflows  Import Reusable Workflows  ASP.NET Form Templates  Workflow Events  Sandboxed Custom Activities  External Data Exchange Services
  • 17.
    Developing Site Workflows ď‚´Site Workflows ď‚´ List / Item activation properties are null ď‚´ No auto-start
  • 18.
  • 19.
    ASP.NET Workflow FormTemplates ď‚´ Generates the required code ď‚´ Updates the elements.xml file ď‚´ Available ď‚´ Association ď‚´ Initiation
  • 20.
    InfoPath Workflow FormTemplates ď‚´ Design form Outside of Visual Studio Using InfoPath form designer ď‚´ Get displayed using Form Services Web Part ď‚´ Works with SharePoint Server Standard License and CAL ď‚´ Available form types ď‚´ Association ď‚´ Initiation ď‚´ Modification ď‚´ Edit Task
  • 21.
    Sequential workflow ď‚´ Asequential workflow executes a series of predefined steps to accomplish a task. ď‚´ Works like a flowchart ď‚´ One way for approval or rejection ď‚´ Workflow controls the flow
  • 22.
    State Machine workflow ď‚´State-machine workflows work in event-driven scenarios. ď‚´ Connected States ď‚´ Driven by an Event ď‚´ User drives the flow
  • 23.
    Workflow Event Receivers ď‚´Similar to List Event Receivers ď‚´ Applies to Site, Root Web, Web, List, or List Template scope ď‚´ Support built into VS 2010 SharePoint Tools ď‚´ EventReceiver Project or Item Template ď‚´ Scenarios ď‚´ Call sub-workflows and wait for completion ď‚´ Provide more elaborate reporting
  • 24.