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SharePoint Designer 2013 Workflows – An Introduction

SharePoint Designer 2013 Workflows – An Introduction. Scott Shearer SharePoint Evangelist FlexPoint Technology. Thanks to our sponsors!. SharePint !. All that SharePoint goodness have you parched? Join us for SharePint at Paolo’s at Reston Town Center!. Who Am I?.

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SharePoint Designer 2013 Workflows – An Introduction

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  1. SharePoint Designer 2013 Workflows – An Introduction Scott Shearer SharePoint Evangelist FlexPoint Technology

  2. Thanks to our sponsors!

  3. SharePint! All that SharePoint goodness have you parched? Join us for SharePint at Paolo’s at Reston Town Center!

  4. Who Am I? SharePoint Evangelist and Consultant for FlexPoint Technology Based in Reston, VA Done everything from System Administration to C# development to helpdesk CPA Former Stock Broker Former Certified Financial Planner (CFP) Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNE Conference Speaker

  5. Contact Info @ScottJShearer on Twitter sshearer@flexpointtech.com http://spconcierge.wordpress.com

  6. Todays Agenda Types of Workflows Types of Designer Workflows What can you do with a Designer workflow Designer Workflow stages, steps, conditions and actions Demo DemoDemo

  7. Types of Workflows “Out of the Box” Workflows Approval Collect Feedback Three State Can be copied and used as the basis for a new workflow

  8. Types of Workflows (continued) Designer Workflows List “One Off” workflow that can be used with a single list Reusable Usually linked to a single content type Can be used wherever the content type is used Can be saved as a template and used in another site or site collection MUST BE A 2010 style workflow Site Not associated with any specific list or content type Manually started

  9. Types of Workflows (continued) Visual Studio Workflows Workflow written in a .Net language (C#, VB.Net, etc.) Can do virtually anything by using a Visual Studio workflow May need to be deployed as a farm solution

  10. Types of Workflows (continued) SharePoint 2013 vs SharePoint 2010 Workflows Choice of which to create Some features are no longer there http://msdn.microsoft.com/en-us/library/jj728659.aspx

  11. What Can You Do With a Designer Workflow? Send Email Update current list item Update entries in other lists Create new list items Delete list items Assign tasks Start an approval process Set list item permissions Much more…

  12. Workflow Components Stage A block of actions that can be executed as a group Step A logical block of actions Condition “If statement” that can determine if the actions that immediately follow it will run Actions Specific commands that are executed

  13. When Do Workflows Run? Manually When a new item is created When an item is changed Any combination of the above

  14. Demo List Workflow Simple Workflow Leave Calendar Example Reusable Workflow

  15. Questions?

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