Date: 2017_09_14
Event: SharePoint User Group of Washington DC September 2017 meetup
Title: Writing Futuristic Workflows in Office 365 SharePoint 2013/2016 On-Premise
How to develop maintainable custom workflows in office 365 share point online?
Event: Federal SP User Group & Women in SharePoint DC User Group
Date : 19 May 2016
Title :Advanced Office365 Sharepoint online Workflows
Event: Capital Area .NET SharePoint Special Interest Group
Url: http://www.meetup.com/CapArea-NET-SPSIG/events/229709059/
Date : 18 May 2016
How to develop maintainable custom workflows in office 365 share point online?
Event: Federal SP User Group & Women in SharePoint DC User Group
Date : 19 May 2016
Title :Advanced Office365 Sharepoint online Workflows
Event: Capital Area .NET SharePoint Special Interest Group
Url: http://www.meetup.com/CapArea-NET-SPSIG/events/229709059/
Date : 18 May 2016
Title: Getting started with SharePoint REST API in Nintex Workflows for Office 365 InspireX 2017.
Event: The talk at Nintex Conference InspireX 2017 at New Orleans in Louisiana
Date: 13 February 2017
Slide Deck of the session "Getting Started with SharePoint 2013 Workflows"
Date : 25 October 2014
Event : SPSEvents Washington DC Reston
Place : Microsoft Technology Center, 12012 Sunset Hills Road, Reston , Virginia USA 20190
Twitter Handle: #SPSDC
Build scalable SharePoint 2013 Staged Workflows to run locally and in the CloudBrian Culver
SharePoint 2013 now supports two workflow platforms. We will walk through using the two workflow platforms and how they are different. We will configure the SharePoint 2013 Workflow Manager and build a workflow that can run locally and in the Azure cloud seamlessly.
Attendee Takeaways:
Understanding both of the SharePoint 2013 Workflow architectures.
Learn to setup and configure the SharePoint 2013 Workflow Manager.
Learn to build staged workflows and run them in the local or the Microsoft Azure cloud
Title: Building Business Applications for Office 365 SharePoint Online using Azure Machine Learning
Event: SharePoint Fest Chicago 2017
Date : 08 December 2017
In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.
Workflow allow you to automate your business processes
SharePoint Workflow
A Real Example of Workflow
SP Designer VS Visual Studio
SharePoint Designer 2013
Develop Workflow using SharePoint Designer
Demo: Developing SharePoint Designer 2013 Workflow
Create Workflow using Visual Studio 2012
Speakers: Saša Tomičić, Ivan Popek;
This session will introduce an interesting set of new features and capabilities of the SharePoint Server 2013 workflow engine powered by .NET Framework 4.5. We will show which platforms you can use to develop your workflows and show the SharePoint Designer workflow enhancements. Beside that you will see new Windows Azure Workflow capabilities and, last but not least, a few Windows PowerShell cmdlets that manage workflow.
Learn how to create SharePoint Designer workflows from the ground up. This session is full of live demos designed to provide a solid foundation for creating workflows. List workflows, reusable workflows and site workflows will all be discussed and created live. Learn how easy it is to automate processes by using SharePoint Designer workflows.
This session will also highlight new features in SharePoint 2013 Designer workflows and differences from Designer 2010 workflows.
Come to this session to learn all about how to get started with SharePoint Designer workflows. During this session we will start with creating an easy workflow to archive documents, and we will also create a workflow for Time Off Request with integration with a SharePoint List.
LearnCome to this session to learn all about how to get started with SharePoint Designer workflows. During this session we will start with creating an easy workflow to archive documents, and we will also create a workflow for Time Off Request with integration with a SharePoint List.
Learn how easy it is to automate processes by using SharePoint Designer workflows. how easy it is to automate processes by using SharePoint Designer workflows.
Title: Getting started with SharePoint REST API in Nintex Workflows for Office 365 InspireX 2017.
Event: The talk at Nintex Conference InspireX 2017 at New Orleans in Louisiana
Date: 13 February 2017
Slide Deck of the session "Getting Started with SharePoint 2013 Workflows"
Date : 25 October 2014
Event : SPSEvents Washington DC Reston
Place : Microsoft Technology Center, 12012 Sunset Hills Road, Reston , Virginia USA 20190
Twitter Handle: #SPSDC
Build scalable SharePoint 2013 Staged Workflows to run locally and in the CloudBrian Culver
SharePoint 2013 now supports two workflow platforms. We will walk through using the two workflow platforms and how they are different. We will configure the SharePoint 2013 Workflow Manager and build a workflow that can run locally and in the Azure cloud seamlessly.
Attendee Takeaways:
Understanding both of the SharePoint 2013 Workflow architectures.
Learn to setup and configure the SharePoint 2013 Workflow Manager.
Learn to build staged workflows and run them in the local or the Microsoft Azure cloud
Title: Building Business Applications for Office 365 SharePoint Online using Azure Machine Learning
Event: SharePoint Fest Chicago 2017
Date : 08 December 2017
In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.
Workflow allow you to automate your business processes
SharePoint Workflow
A Real Example of Workflow
SP Designer VS Visual Studio
SharePoint Designer 2013
Develop Workflow using SharePoint Designer
Demo: Developing SharePoint Designer 2013 Workflow
Create Workflow using Visual Studio 2012
Speakers: Saša Tomičić, Ivan Popek;
This session will introduce an interesting set of new features and capabilities of the SharePoint Server 2013 workflow engine powered by .NET Framework 4.5. We will show which platforms you can use to develop your workflows and show the SharePoint Designer workflow enhancements. Beside that you will see new Windows Azure Workflow capabilities and, last but not least, a few Windows PowerShell cmdlets that manage workflow.
Learn how to create SharePoint Designer workflows from the ground up. This session is full of live demos designed to provide a solid foundation for creating workflows. List workflows, reusable workflows and site workflows will all be discussed and created live. Learn how easy it is to automate processes by using SharePoint Designer workflows.
This session will also highlight new features in SharePoint 2013 Designer workflows and differences from Designer 2010 workflows.
Come to this session to learn all about how to get started with SharePoint Designer workflows. During this session we will start with creating an easy workflow to archive documents, and we will also create a workflow for Time Off Request with integration with a SharePoint List.
LearnCome to this session to learn all about how to get started with SharePoint Designer workflows. During this session we will start with creating an easy workflow to archive documents, and we will also create a workflow for Time Off Request with integration with a SharePoint List.
Learn how easy it is to automate processes by using SharePoint Designer workflows. how easy it is to automate processes by using SharePoint Designer workflows.
SPSBoise - SharePoint and Workflows: And Introduction and OverviewSteve Dark
Slidedeck from SPSBoise 2013: Discusses using SharePoint as a platform for workflows and business process automation. What are SharePoint's workflow capabilities, where are its limits, and what does it take to get started?
15 tips for bullet proof requirements analysis on SharePoint projectsDocFluix, LLC
Success or failure of any significant SharePoint project depends on having well defined business and technical requirements before the project starts. With this presentation, learn concrete, repeatable techniques for ensuring that the requirements for your SharePoint project are well defined.
Assessing the Health of Your SharePoint Farm with SPDocKitSummit 7 Systems
How well do you know your SharePoint Farm? Get to know it better with SPDocKit. Jay Simcox shows you how. View webinar recording with demo: https://attendee.gotowebinar.com/recording/3655800667057550849
SharePoint Designer Workflows - Nuts, Bolts and ExamplesDrew Madelung
This session will touch on all different aspects of SharePoint Designer workflows. Whether you are just getting started with your first workflow or want to see some cool complex examples, this session is for you!
The key areas this session will cover are:
• Differences between SharePoint 2010 and 2013 workflows
• Getting started with SharePoint Designer workflows
• Great workflow features you might not be using
• My handy tips and tricks
• Real world examples of when you can use workflows
Practical Tips for Migrating SharePoint Customizations to Office 365Haniel Croitoru
When planning a migration of SharePoint on-premises environment to Office 365, the first thing that comes to mind is organizations often focus mainly on their content - all the documents and items stored across their libraries and lists. Of course, why wouldn't they? It's the reason that they started using SharePoint anyways. But in many cases, the SharePoint environment that has been well adopted and his highly use will include some level of customizations to help meet specific business needs. These may include forms and workflows, scheduled timer jobs, custom look and feel, business logic to interface with other line of business solutions, to name a few.
This presentation takes a look at ways to create a SharePoint Online environment that will provide a similar experience for your users. We will look are various technologies, including CSOM Scripting, Microsoft Flow, PowerApps, Forms, LogicApps, and Azure Functions.
Slides of my session on SharePoint 2010 Timer Jobs at SPSDC 2013 in Room 5182A at 12:45 PM.
Location:
Microsoft Chevy Chase
5404 Wisconsin Ave
Chevy Chase, MD 20815
Slide Deck of the session "Introduction to SharePoint 2013 Out of the Box WebParts"
Date : 25 October 2014
Event : SPSEvents Washington DC Reston
Place : Microsoft Technology Center, 12012 Sunset Hills Road, Reston , Virginia USA 20190
Twitter Handle: #SPSDC
UK Community day 20180427 Microsoft Flow hackathonPenny Coventry
The slides are from the UK Community Day Microsoft Flow hackathon. The day commence with several introductory sessions from MVPs and #SUGUK local regional leads, with guest appearance from the Microsoft Flow team.
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Event : SPTechCon Austin 2019, Austin, TX USA
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Title : Introduction to Artificial Intellegence and Cognitive Services for Office 365 Developers
Event : Azure Boot Camp Reston, VA USA
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Title: Getting started with office 365 developers patterns and practices provisioning engine
Event: SPTechCon Washington DC 2017
Date : 15 November 2017
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
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JMeter webinar - integration with InfluxDB and GrafanaRTTS
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The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
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Writing Futuristic Workflows in Office 365 SharePoint 2013 2016 on premise
1. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH
1
SM
@pgbhoyar#SUGDC
Writing Futuristic Workflows in Office 365/ SharePoint Online/
SharePoint 2013/2016 On Premise
Prashant G Bhoyar
SharePoint User Group of DC https://www.meetup.com/SUG-DC/events/243122163/
14 September 2017
2. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH
2
SM
@pgbhoyar#SUGDC
Who AM I ?
• Born and raised in India
• Came to United States of America in 2007 for studies
• University of Maryland College Park Alumni
• Co-Author of the book “PowerShell for Office 365”
• Technical Reviewer of the book “Pro : SharePoint 2013 Administration”
• Organizer of SharePoint Saturday Baltimore (SPSBMORE)
➢ http://www.spsevents.org/city/baltimore/baltimoretecc
• Organizer of SharePoint Saturday DC ( SPSDC )
➢ http://www.spsevents.org/city/DC/summer2017
• Founder and Organizer of DC-Metro Office 365 User Group
➢ Monthly in person & online event
➢ http://www.meetup.com/DC-Metro-Office-365-User-Group/
• Recipient of Antarctic Service Medal
• Microsoft MVP ( Most Valuable Professional)
• Senior Consultant at Withum Smith and Brown PC
➢ http://www.portalsolutions.net/
➢ Former Portal Solutions
➢ Focus on Microsoft Solutions and Services
Prashant G Bhoyar
(PGB)
3. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH
3
SM
@pgbhoyar#SUGDC
• 300 Level Session
• Contents are applicable for SharePoint 2013 and 2016 On
Premise as well
• Future
• Tips for writing futuristic workflows
• Throttling Limits in Office 365
• Limitations of SharePoint Workflows
• Demos
• Key Takeaways
• Q&A
Agenda
6. #SUGDC @pgbhoyar
Audience Poll
• How many of you are IT pros?
• How many of you are Developers?
• How many of you are Power Users?
• How many of you are Business Users?
• How many of you are in charge of maintaining the workflows?
• What are the challenges you face while maintaining the
workflows?
6
10. #SUGDC @pgbhoyar
10
• The development/testing experience is
slow
➢ Because of platform’s architecture
➢ In general Workflow development is slow
process
▪ Analogy : Public Transportation System
• Difficult to gather all the requirements
before start of the development
➢ Be ready for multiple revisions
• Versioning Of SharePoint Workflows
➢ Updates does not get applied to running
workflows
Lessons Learned
12. #SUGDC @pgbhoyar
Recent Announcements
• There will NOT be SharePoint Designer 2016
➢ http://sharepoint-community.net/forum/topics/what-s-happening-to-sharepoint-designer-in-
sharepoint-2016-is-it
➢ SharePoint 2013 Designer will be supported till 2026
• Microsoft Flow
➢ https://powerapps.microsoft.com/en-us/blog/introducing-microsoft-flow-and-announcing-the-
public-preview-of-powerapps/
12
13. #SUGDC @pgbhoyar
What does this mean?
• SharePoint Workflows most probably will have same fate as
InfoPath forms services
➢ Microsoft will continue to support
➢ No future enhancements
• Time to explore other options
➢ Microsoft Flow
▪ https://flow.microsoft.com
➢ Logic Apps
▪ https://azure.microsoft.com/en-us/services/logic-apps/
➢ Visual Studio Workflows
▪ Can deploy them only as “App”
➢ Other Third Party Products
13
14. #SUGDC @pgbhoyar
Tips we will cover today helps in these situations
• Fixing Bugs
• Implementing Changes in Requirements
• Migration
• Move to new workflow Products/Services
14
15. #SUGDC @pgbhoyar
• Browser
• Visio 2013
• SharePoint 2013 Designer
• Visual Studio
2012/2013/2015/2017
• Flow/Logic Apps
• Third Party Tools
Office 365 /SharePoint
Online Workflow Tools
17. #SUGDC @pgbhoyar
Typical SharePoint Workflow Life Cycle
Initiation
• When the workflow instance is started on list/library item
Running
• User Interaction via tasks ( optional)
• Status page reflects the status of the workflows
Termination • End of the workflow instance
Association
• When the workflow is associated with List/Library
20. #SUGDC @pgbhoyar
Top Tip 01
• Have flow chart of the workflow handy
➢ Microsoft Visio - Recommended
➢ Pen and Paper works too ☺
➢ SharePoint Designer 2013- Export to Visio
23. #SUGDC @pgbhoyar
• Use activity “Add a comment” to write
informative comments in the workflow
➢ End users will not see these comments
unlike workflow history list logs
Top Tip 02
24. #SUGDC @pgbhoyar
Top Tip 03 – Most Important
• Implement the logic to stop/start at a particular stage
➢ Helps to update the business logic gracefully
➢ Helpful in case the workflow instance gets terminated
➢ Helpful during migration
➢ Helps in quick testing of the changes
25. #SUGDC @pgbhoyar
Top Tip 04
• Save the Workflow status in a separate field
➢ Avoid default workflow name
➢ Helps to divide workflow into multiple workflows
➢ Helps if you use other products or services for workflow development in
future
➢ In SharePoint Online Workflow status info gets deleted after 30 days
26. #SUGDC @pgbhoyar
Top Tip 05
• If possible Break down the workflows in multiple WFs
➢ Helps a lot in development and maintenance
➢ We can start SharePoint 2010 workflows from SharePoint 2013 only
➢ We can not start SharePoint 2013 workflows from SharePoint 2013
workflows using OOTB Action
▪ You can use “Wait for field change in current item” to trigger the workflows
27. #SUGDC @pgbhoyar
Other Tips for developing maintainable custom workflows
• Naming Convention for Custom Workflows
➢ Use the naming convention that works best for you and your
organization
➢ For example, List or Library + ListName + Purpose
• Using If condition and a custom variable, we can pick and
choose the additional logging
➢ Similar to #if debug directive in C#
➢ The workflow will be long, but it can save a lot of
troubleshooting/development time
➢ End users will not see additional comments in Production ☺
28. #SUGDC @pgbhoyar
Tips for developing maintainable custom workflows
• Don’t create the variable if you don’t have to
➢ 50 is the limit
• Use SharePoint groups to assign the tasks/send emails instead of
individual users
• Do not modify the OOTB global workflows
➢ Create copy and then modify
29. #SUGDC @pgbhoyar
Tips for developing maintainable custom workflows
• Log information in the History List
➢ Log variables, important info that will be helpful during debugging/troubleshooting
➢ End users can see the logs ☺
• Use new Task List and History list for each workflow
➢ To create the new tasks list and history list, we can use
▪ Workflow Settings page
▪ SharePoint Designer
▪ SharePoint UI
➢ OOTB “Workflow Tasks” List has additional notifications
▪ To turn off -> List Settings – Advanced Settings -> Uncheck “Send e-mail when ownership is assigned?”
30. #SUGDC @pgbhoyar
Tips for developing maintainable custom workflows
• Review the workflow starting logic
➢ Limit how many times the workflow gets started
➢ Make sure they won’t start unnecessarily after the workflow is ended
successfully
• Create a separate Workflow status field as text
➢ Gives the ability of filtering and sorting
➢ Gives you the ability to generate dashboards based on status field
▪ Approvers love this option
• Capture the dates of various approval steps
➢ Helps to generate audit logs/reports
31. #SUGDC @pgbhoyar
Tips for developing maintainable custom workflows
• Create custom task content types for tasks with only one logical
outcome
• Pay extra attention while modifying the Custom Task content
types
➢ Task outcome field must be the last field
• Restrict the access
• Keep workflow initiation activity to minimum
• For large lists, don’t remove the workflow, but set to no new
instance
➢ Do it in non business hours
33. #SUGDC @pgbhoyar
Throttling Limits in Office 365
• In Office 365 workflow manager has strict throttling limits for SharePoint 2013 Style
workflows
• The instance has exceeded the outbound http request quota for a 1.00:00:00 time period. The 5000
request limit was reached in <time>.
➢ The request quota of 5000 request limits is per workflow per site collection in 24 hours
➢ Analogy credit score
• Workflow instances can get suspended and we need to wait 24 hours to resume the
suspended workflow instance by
➢ clicking Resume for the workflow or
➢ by using the SharePoint Workflow Client Object Model
• Suspended workflow instances will be terminated after 10 days.
Source : https://support.microsoft.com/en-us/kb/3076399
35. #SUGDC @pgbhoyar
Throttling Limits in Office 365
• There is no OOTB email alert if the workflow get suspended
• We can find the suspended workflows on the page
/_layouts/15/WorkflowServiceHealth.aspx
• If we develop workflow as an “App” these throttling limitations
do not apply
➢ We have to use Visual Studio to develop the workflow as an App
36. #SUGDC @pgbhoyar
Throttling Limits in Office 365 – Design Consideration
• Avoid infinite loops
➢ We may use “Wait for field change in current item”
• Avoid using a workflow to execute complex algorithms
➢ Workflows are intended to manage document-driven, human
processes and not to dispatch significant computational tasks.
• Avoid the use of the “Wait for Event in List Item" activity
Source : https://support.microsoft.com/en-us/kb/3076399
38. #SUGDC @pgbhoyar
38
Limitations
▪ We can not start workflows on delete
event
▪ 50 variable limit
▪ No source control for SPD workflows
▪ String functions are limited
▪ For advance implementations you
may need to involve devs/architects
▪ SharePoint 2013 Style workflows
throttling
40. #SUGDC @pgbhoyar
40
How to get Personal Office 365
Development Tenant?
▪ Sign up for Office 365 Developer
Program at http://dev.office.com/
▪ Get 1 year of Office 365 subscription for
free
▪ Excellent for personal development use
▪ 1 Month Trial
▪ https://products.office.com/en-
us/business/compare-office-365-for-
business-plans
42. #SUGDC @pgbhoyar
Which one to use?
• For new workflows I recommend
➢ Flow ( First Option)
➢ Logic Apps ( For Developers )
➢ SharePoint 2013 Style Workflows
➢ SharePoint 2010 Style Workflows
42
43. #SUGDC @pgbhoyar
Key Takeaways
• Hopefully the contents we covered today convince you to use
best practices while creating workflows in SharePoint ☺
• Sign up for Developer Program using https://dev.office.com/
• Implement the logic to start/stop workflow at any stage