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SharePoint Workflows

SharePoint Workflows. A home for workflows. Jeremy Sublett, SharePoint MVP, MCSD, MCT jsublett@composablesystems.net Composable Systems, LLC - Louisville, KY. Agenda. Intro Workflow Foundation (WF) Fundamentals Using SharePoint Workflows Building SharePoint Workflows Tools

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SharePoint Workflows

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  1. SharePoint Workflows A home for workflows. Jeremy Sublett, SharePoint MVP, MCSD, MCT jsublett@composablesystems.net Composable Systems, LLC - Louisville, KY

  2. Agenda • Intro • Workflow Foundation (WF) Fundamentals • Using SharePoint Workflows • Building SharePoint Workflows • Tools • SharePoint Designer vs. Visual Studio • Forms

  3. What is Workflow Foundation? • A framework for building business process workflow into applications • Single workflow technology for Windows • Extensible framework & toolset (designer) • Not an application or server by itself - Not BizTalk • Separate from SharePoint

  4. Types of Workflows • Workflows model real-world business processes • System-oriented and human-oriented Sequential State Machine

  5. Activities • Workflows are composed of activities • Activities are reusable functionality • Many activities out of the box • Custom activities • Activities exist for: • Standard WF Workflows • SharePoint Workflows (General) • SharePoint Task Lists Encrypt Document Send Email

  6. Where do Workflows Live? • WF workflows require a host • Windows (desktop) applications • Console Applications • Windows Services • SharePoint

  7. Demo • Simple WF

  8. WF Architecture Host Process My Custom Workflow Workflow Foundation Core Services Persistence Communication Tracking …

  9. Enter Humans • Users need to interact with a workflow – that’s the whole idea • Users may take days/weeks to respond to a process • SharePoint provides a means for users to interact with workflows

  10. What is a Workflow in SharePoint? • Revolves around items document libraries/lists • Users are assigned tasks and are notified via email • Manual or automatic workflows • SharePoint provides other user interfaces: • Status/History • Setup/Initiation Forms (customized per workflow) • Task forms

  11. Workflow-Aware Applications • Browser • Office Client Applications (Word, Excel, PowerPoint) • Outlook • SharePoint Designer • Access

  12. Demo • OOTB SharePoint Workflows

  13. OOTB SharePoint Workflows • WSS: • Three-State • MOSS: • Approval • Parallel Approval • Disposition Approval • Collect Feedback • Translation workflows

  14. Workflow Hosting with WSS SharePoint as a Host My Custom SharePoint Workflow SharePoint Activity Library Workflow Foundation Core Services SharePoint Content Database Persistence Communication Tracking …

  15. Building Your Own Workflows • SharePoint Designer • Replaces FrontPage • Wizard-based workflow creation tool • Attached to a document library when created • Can’t be moved (easily) from that document library • Visual Studio • Maximum control • Increased complexity • Visual designer

  16. Tools • Power User • SharePoint Designer • Developer • VS.NET • STSDEV – CodePlex tool for SP Development • WSS3Workflow Tools – CodePlex tool for workflow forms

  17. Building Workflows • Demo VS2008 with STSDEV • SharePoint Designer

  18. Workflow Forms Setup: Associate to List List Task: User Completes Task Workflow List Item Task List Item Start: Create Instance Assign Task to User

  19. Forms A little easier More difficult

  20. Thanks! Jeremy Sublett Composable Systems, LLC jsublett@composablesystems.net http://jeremysublett.com

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