The document provides an introduction to creating workflows using SharePoint Designer 2013, highlighting essential tools, missing features, and case scenarios for effective workflow creation. Key topics include the structure of SharePoint workflows, what is lacking in 2013 workflows, and the integration of third-party tools for enhanced functionality. The session aims to equip participants with the knowledge to build workflows and understand the limitations and capabilities within SharePoint Designer.

1. WF 101 - SharePoint Designer 2013 Workflows: An
Introduction
Knut Relbe-Moe, Product Evangelist & Partner Manager, Valo Intranet in a box

2. Thanks to our sponsors

3. 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

4. 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

5. Valo Intranet
Ready to go Social
Intranet
Valo

6. Visit our booth #213
Looking for new partners

7. Agenda
1 Introduction

8. Agenda
1 Introduction
2 Workflow in SharePoint Designer

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

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

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

12. • 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

14. 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

15. 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

16. Tools for Building Workflows
• Browser
• SharePoint Designer 2013
• Visio 2013
• Visual Studio 2012/2013
• 3rd Party Workflows

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

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

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

21. Missing from 2013 Workflows:
Task Actions
 Assign a Form to a Group
 Assign a To-Do Item
 Collect Data from a User

22. Missing from 2013 Workflows:
Advanced Task Actions*
 Based on the approval workflows
 Start Approval Process
 Start Feedback Process
 Start Custom Task Process (build your own)
 Modify in SharePoint Designer
 Included as Sub Process (within your workflow)
 Your workflow pauses until Task Action Completes
*SharePoint Server only
22

23. 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

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

26. 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

27. 3rd party tools

28. 3rd party tools

29. 3rd party tools

30. 3rd party tools

31. 3rd party tools

34. How to extend actions of SharePoint designer
 Create new workflow actions using Visual Studio
 Acquire workflow actions through vendors
 http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx
 http://plumsail.com/workflow-actions-pack/

35. Next steps

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

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

39. Questions?
@shareptkarm
Office Server &
Services

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