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Understanding and Authoring SharePoint Designer Workflows

Understanding and Authoring SharePoint Designer Workflows. Learning Programs and Training for Microsoft SharePoint, Office 365 and Windows Azure. About Chris Beckett. 24+10. MCM MCT MCSE MCPD. Solution Architect Learning Consultant and Trainer. chris@newsteplearning.com. @sharepointbits.

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Understanding and Authoring SharePoint Designer Workflows

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  1. Understanding and AuthoringSharePoint Designer Workflows Learning Programs and Training for Microsoft SharePoint, Office 365 and Windows Azure

  2. About Chris Beckett 24+10 MCMMCTMCSEMCPD Solution ArchitectLearning Consultantand Trainer chris@newsteplearning.com @sharepointbits blog.sharepointbits.com

  3. Agenda WorkflowTechnicalArchitecture Workflow Features and Capabilities Authoring WorkflowSolutions

  4. SharePoint 2010 Workflow Architecture Custom SharePointWorkflow RuntimeHost Built upon .NET 3.51 WorkflowFoundation

  5. SharePoint 2013 Workflow Architecture Workflow Execution now uses Windows Azure Workflow (WAW)

  6. 2013 to 2010 Workflow Interop Bridge Azure Workflow can invoke a SharePoint 2010 Workflow

  7. Out-of-Box Workflows There are no 2013 Mode Workflows included with SharePoint 2013 2010 workflows are not activated by default

  8. Agenda TechnicalArchitecture Workflow Features and Capabilities Authoring WorkflowSolutions

  9. Platform Type Choice of 2010 or 2013 Workflow Architecture

  10. Workflow Types List Reusable Site Published directly to a list or library No reusability Full access to list content types and fields Manual or Auto-Start Published to a content type Reusable across lists or libraries supported by content Type No visibility of list-specific fields like Created or Modified Manual or Auto-Start Not bound to a specific list or library No content item context Can only be started manually

  11. Reusable Workflow Content Type Reusable workflows only bound to generic content type only in SharePoint 2013

  12. Workflow Models SharePoint 2010 SharePoint 2013

  13. Stages Stage names can now be used for Workflow Status Stages support transitioning to other Stages

  14. Task-Related Actions SharePoint 2010 SharePoint 2013

  15. SharePoint 2010 Task Events Process Events Task Events

  16. SharePoint 2013 Task Dialog No Assignment Stages Optional Sync or AsynchBehavior Types of Task Completion CustomizeEmails Reminder Notifications Customize TaskOutcomes

  17. Association and Initiation Forms SharePoint 2010 SharePoint 2013

  18. Task Forms SharePoint 2010 SharePoint 2013

  19. Workflow Notifications Still not great!

  20. Dictionaries Dictionaries can contain other Dictionaries Collection of Name and Value Pairs

  21. Loops and Dictionaries Dictionaries are collections ofName/Value Pairs Loop ‘n’ Times Or Loop Until If

  22. Call HTTP Web Service Action RESTful Web Services are supported HTTP Verbs support REST Operations

  23. Calling a Web Service Uses Dictionary Parameters

  24. App Steps App Step requires activation of Site Feature App Steps can be nested anywhere inside a Stage or Step

  25. Agenda TechnicalArchitecture Workflow Features and Capabilities Authoring WorkflowSolutions

  26. Process Modeling Cross-Functional Workflow Template in Visio IdentifyStages? Determine Roles?

  27. UX Design Visio Wireframe Template Forms, Notifications, Dashboards

  28. Use Case Scenarios

  29. Workflow Design Visio SharePoint 2013 Template Support for Stagesand Steps Full Fidelity Import and Export with SPD2013

  30. Architecture Considerations Business Rules& Configuration Operations & Support Reporting &Administration Task & ProcessManagement EnterpriseIntegration

  31. Logging Strategy Short simple user-friendly messages on what the workflow has accomplished Technical log for tracking workflow internal state to help with diagnosing errors or issues Process performance data used for process management reporting and performance indicators Workflow History Diagnostics Performance Audit

  32. SharePoint Designer 2013

  33. More Information TechNet Workflow Resource Centerhttp://technet.microsoft.com/en-US/sharepoint/jj556245 What’s New in SharePoint 2013 Workflowhttp://msdn.microsoft.com/en-us/library/jj163177.aspx Getting familiar with Visual Designer for Workflow in SharePoint Designer 2013http://technet.microsoft.com/en-us/library/jj670177.aspx How to work with Web Services in SharePoint Designer 2013http://msdn.microsoft.com/en-us/library/fp179912.aspx SharePoint 2013 Workflows and the HTTP Accept Headerhttp://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=35&mobile=0

  34. Connect with New Step Learning Course Curriculums and Training Programshttp://www.newsteplearning.com Webinar and Conference Presentationshttp://www.slideshare.net/newsteplearning News, Events and Training Announcementshttp://www.newsteplearning.com/blog Free Step-By-Step Demos and Tutorialshttps://www.youtube.com/user/newsteplearning

  35. Questions Thank you for attending! Please complete your evaluations. Your feedback is appreciated  chris@newsteplearning.com (425) 522-3727 @sharepointbits blog.sharepointbits.com

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