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SharePoint Workflow Discussion

SharePoint Workflow Discussion. Agenda. Workflow basics/terminology Examples Tips/Lessons Learned Q&A. Workflow Objects. Workflow Template: desc the forms and assembly, developed in VS Association: connect list/CT to template Workflow Instance: an instance of the association Tasks.

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SharePoint Workflow Discussion

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  1. SharePoint Workflow Discussion

  2. Agenda • Workflow basics/terminology • Examples • Tips/Lessons Learned • Q&A

  3. Workflow Objects • Workflow Template: desc the forms and assembly, developed in VS • Association: connect list/CT to template • Workflow Instance: an instance of the association • Tasks

  4. WF Life Cycle Associate Initiate Modify Complete

  5. Workflow Forms • Association: default values for initiation • Initiation: manual start • Task Edit: change task status • Modification: modification in process • InfoPath vs. ASPX

  6. Development Process • Model the workflow • Create and bind the forms • Code • Deploy • Debug

  7. Tools of the Trade • VS: WSP Builder • SharePoint Designer • K2 • MetaStorm • ascentn AgilePoint • etc

  8. Examples • Back-end processes • Setting item permissions • Syncing lists • Person-to-person • Simple: single approvals, notifications • Medium: User access requests, extranet creation, Invoice process • Complex: Expense reimbursement, Matter intake process

  9. Invoice Process

  10. New Matter Process

  11. External User Access Request

  12. Tips • Correlation Token: GUID that the WF engine can use to map events and actions to object. • Workflows run as System account. • SPD vs. VS • Custom actions for reuse • Upgrade long running WF

  13. Lessons Learned • Testing complexity • Start small, build often • Build for the real-world • Business analysis • Ask why (more than once) • Understand what client needs, not what they ask for

  14. Q&A

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