WF 202 Advanced Workflow Solutions
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SharePoint Fest Denver WF 202 Business Process Automation Advanced Workflow Solutions for SharePoint. June 1 2017
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WF 202 Advanced Workflow Solutions
- 1. #SPFestDenver #SPFestBPA Business Process Automation: Advanced Workflow Solutions
- 2. #SPFestDenver #SPFestBPA Andy Huneycutt • Charlotte, NC • IT Trainer • Consultant • Courseware Developer • SharePoint | Office 365 • MCITP, MCTS andy@williamhuneycuttconsulting.onmicrosoft.com andy@upskilltech.com Twitter - @andyhuneycutt | LinkedIn – William Huneycutt
- 4. #SPFestDenver #SPFestBPA Previously… Business Process Automation for SharePoint: Increasing efficiency in the workplace • Enterprise Content Management • Forms • Workflows • Page Design • Composite solutions
- 5. #SPFestDenver #SPFestBPA What’s in it for me? • Maximizing your investment in SharePoint • Out-of-the-box tools • Empowering business users • Automation • Transparency • No code solutions! • (Okay maybe a little…)
- 6. #SPFestDenver #SPFestBPA Agenda In this seminar you'll learn how to implement workflows in SharePoint Designer 2013 to increase efficiency in the workplace. • Necessary components • Workflows • Demo • Q & A
- 7. #SPFestDenver #SPFestBPA Custom workflow solutions
- 8. #SPFestDenver #SPFestBPA What are Workflows
- 9. #SPFestDenver #SPFestBPA SharePoint 2013 Workflow Platforms
- 12. #SPFestDenver #SPFestBPA Learning Resources • Books • Websites • Blogs • Just do it • Reverse engineer it
- 13. #SPFestDenver #SPFestBPA Homework • Analyze the business process • Who, What, Why, When, How • Document, document, document • Not just for you, for the next person… • Be consistent
- 14. #SPFestDenver #SPFestBPA Creating a Workflow
- 15. #SPFestDenver #SPFestBPA Out-of-the-box Templates • Approval • Feedback • Three-State • Disposition Approval • Publishing Approval • Collect Digital Signatures Built in Solutions 80/20 Rule Customization OOTB
- 16. #SPFestDenver #SPFestBPA SharePoint Designer 2013 Custom Workflows
- 20. #SPFestDenver #SPFestBPA Learn from the architects
- 22. #SPFestDenver #SPFestBPA OOTB Workflows Condition If value equals value Actions Set Variable Data Source Field Set Variable Data Source Field Repeat Condition Actions
- 23. #SPFestDenver #SPFestBPA If, Else, and Else If Branches 2010 2013
- 26. #SPFestDenver #SPFestBPA OOTB Workflows Action Send an Email To: Data Source Current Item Field Created By
- 27. #SPFestDenver #SPFestBPA Eventing Actions • Wait for Event in List Item: Used to wait for a new item to be created or an item to be changed. • Wait for Project Event: Used to wait for a project to be checked in, committed, or submitted. • Wait for Field Change in Current Item: Used to wait for a field to be changed in the current item.
- 30. #SPFestDenver #SPFestBPA Assign a To-do Item 2010
- 31. #SPFestDenver #SPFestBPA Custom Task Process
- 32. #SPFestDenver #SPFestBPA Assign a Task 2013
- 33. #SPFestDenver #SPFestBPA Start a Task Process 2013
- 35. #SPFestDenver #SPFestBPA Custom Workflow Task (SharePoint 2013) Required fields: % complete, Task Status and the Task Outcome
- 36. #SPFestDenver #SPFestBPA Task Outcome Column
- 38. #SPFestDenver #SPFestBPA Demo Creating Custom Workflows for Business Process Automation in SharePoint Designer
- 40. #SPFestDenver #SPFestBPA Workflow Variables • A variable is a data storage location or cache inside a workflow that contains data associated with a workflow. • Two types of workflow data are available • Local Variables and Initiation Parameters • You can think of workflow data as a data source that is a list of variables where each variable holds a single value of a particular data type.
- 41. #SPFestDenver #SPFestBPA Variables and Initiation Parameters
- 44. #SPFestDenver #SPFestBPA What is an an Initiation Form?
- 45. #SPFestDenver #SPFestBPA Initiation Form Parameters
- 46. #SPFestDenver #SPFestBPA Initiation Form Fields • Single line of text • Multiple lines of text • Number (1, 1.0, 100) • Date and Time • Choice (menu to choose from) • Yes/No (check box) • Person or Group • Hyperlink or Picture • Assignment Stages
- 47. #SPFestDenver #SPFestBPA Default Values When you design the initiation form, you choose whether or not to supply a default value for each of the parameters that you define. If you supply a default value for a parameter, and the person starting the workflow does not replace the default value with another value, then the workflow will use the default value.
- 48. #SPFestDenver #SPFestBPA Initiation form fields to update values in the current list.
- 49. #SPFestDenver #SPFestBPA Adding Users to Workflow
- 52. #SPFestDenver #SPFestBPA Demo Creating Custom Workflows for Business Process Automation in SharePoint
- 58. #SPFestDenver #SPFestBPA Tips and Tricks • Give specific instructions for your users. • Insert images to show users what to do. • Insert direct links to what you expect users to complete.
- 59. #SPFestDenver #SPFestBPA Demo Creating Custom Workflows for Business Process Automation in SharePoint
- 63. #SPFestDenver #SPFestBPA Get started quickly with over a hundred useful templates
- 64. #SPFestDenver #SPFestBPA Integrate the systems you’re already using… even custom APIs.
- 65. #SPFestDenver #SPFestBPA Triggers • Some of them are events in your connected web services, such as when a certain user sends a tweet or a file is saved to your Dropbox account. • Other triggers are built-in, such as running a flow on a recurring schedule or running a flow in response to a web request. • Finally, there are manual triggers, such as launching a flow by clicking a button in Microsoft Flow or Microsoft PowerApps. Triggers often pass information about the event that happened to actions in your flow.
- 66. #SPFestDenver #SPFestBPA Is Microsoft Flow the direct replacement for SharePoint Workflows? • No. Microsoft Flow is the evolution of business process management allowing you to build elegant solutions which have the ability to orchestrate data across various line of business applications leveraging “clicks” and not code.
- 67. #SPFestDenver #SPFestBPA “Hi folks, Merwan here from the Microsoft Flow team. I think it's fair to say that Flow targets many of the same scenarios that Workflow designer did and we'd like your feedback to make sure that we truly succeed in doing so. However, Flow is not necessarily a "replacement" for SharePoint Designer, it is more of an "evolution." SharePoint Designer will be continued to be supported until 2026. With Flow, our focus is on empowering business users to create workflows for their everyday business needs through connectivity to many services such as SharePoint, Dynamics CRM, O365 Email, Dropbox, Twittter, Trello, etc. - for the capabilities you mentioned, today we support HTTP actions and have workflow level logging, but we are working on identifying gaps such as variable types, item level permissions, etc. Brent and others, if you're available next week, I'd like to do a call with you to get a better understanding of the types of workflows you're building today with the Designer and how Flow can help.”
- 71. #SPFestDenver #SPFestBPA Business Process Automation for SharePoint Coming to a city near you – ASPE Training ASPEtraining.com http://aspetraining.com/courses/sharepoint-for-business-process-automation
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