advanced sharepoint designer 2013 workflows scott shearer sharepoint evangelist haystax technology

Advanced SharePoint Designer 2013 WorkflowsSCOTT SHEARER

SHAREPOINT EVANGELIST

HAYSTAX TECHNOLOGY

Thank you #SPSTC sponsors!

Who Am I?SharePoint Evangelist and Consultant for Haystax 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

Haystax Technology• SharePoint

• Development

• Migration

• Training

• Consulting

• Secure Cloud technologies

• Microsoft

• AWS

• Advanced Analytics

• Public Safety Cloud

• Advance Threat Detection

SPEasyForms• Codeplex Project

• https://speasyforms.codeplex.com/• No-code solution for

• Tabs

• Cascading Dropdowns

• Columns

• Conditional Column Visibility

• Accordions

• And More…..

• Currently in Beta (1st release within a month)

Contact Info• @ScottJShearer on Twitter• sshearer@haystax.com• scott.shearer@live.com• http://spconcierge.wordpress.com

Todays Agenda• App Steps and Impersonation Steps• Setting Permissions using a Workflow• Task Actions• Utility functions• Association Columns• Calling a SharePoint 2010 Workflow from a 2013 Workflow• Loops• Calling a web service from a workflow

Impersonation Step vs App Step Impersonation step

SharePoint 2010 Style Workflows Runs AS the account that published the workflow

Any changes to list items show as modified by the person who published the workflow

Someone with appropriate permissions should re-publish if original publisher loses permissions or account is disabled/removed

Additional actions included with Impersonation step include actions to set item permissions

App Step

Designer 2013 Workflow feature Has contribute access to all lists and libraries

in the site collection*

Demo

Impersonation Step App Step

Association Columns

Site Columns that are automatically added to a list when a workflow is associated with the list

SharePoint 2010 Style workflows only

Initiation Form Parameters

Variables created when a user is prompted for data when a workflow starts Default values needed if workflow can be run

automatically on new or change

Demo

Association Columns Initiation Form Parameters

Calling a SharePoint 2010 Workflow From a 2013 Workflow

Start a List Workflow action Allows for use of a 2010 workflow to access features

not supported in a 2013 workflow Demo

Web Service Call

Ability to interact with web services

Utility Actions

Primarily String Functions Zero Based

Task Actions

Start a Task Action

Todays Agenda• App Steps and Impersonation Steps• Setting Permissions using a Workflow• Task Actions• Utility functions• Association Columns• Calling a SharePoint 2010 Workflow from a 2013 Workflow• Loops• Calling a web service from a workflow

Questions?Questions?

Resources

Web Service Calls Serge Luca blog

http://sergeluca.wordpress.com/2013/04/09/calling-the-sharepoint-2013-rest-api-from-a-sharepoint-designer-workflow/

SharePoint Power Hour – Episode 22 http://www.youtube.com/watch?v=j4CU5UwtOBo

Task Actions Laura Rogers video

http://www.youtube.com/watch?v=ji5wxt4fcKc