are you thinking about the...
TRANSCRIPT
![Page 1: Are you thinking about the following?nellisconsultingllc.com/Resources/SPTechConSF2016Slides...Publishing approval Moving documents from one library to another Issue reporting Surveys](https://reader036.vdocuments.site/reader036/viewer/2022071008/5fc6559d0058ae1ae4150a60/html5/thumbnails/1.jpg)
Areyouthinkingaboutthefollowing?WhattypesofWorkflowscanbebuiltwithoutcodeinSharePoint2013/2016/Online?
Howdoyoupackageaworkflow?
CanImigrate/movemyworkflowsfromenvironmenttoenvironment?
What’sthefutureofno-codeworkflowsinSharePoint?
IfYes,Great!ThissessionisforYou!(thisisnotaFlowsession)
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CreatePowerfulSharePointDesignerWorkflowsinOffice365&On-Premises
AsifRehmaniSharePointMVP
VisualSP
Downloadmypresentationsat:http://bit.ly/asifconference
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Aboutme- AsifRehmaniTrainerFounderandCEOVisualSPChicago,USA
Contact:
Author
TrainerandConsultant
SharePointMVP,MCT
ConferenceSpeaker
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WhichversionofSharePointareyouon?
2010 20162013
Online
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Agenda
ExploreworkflowcapabilitiesinSharePoint
Examplesofafewsimpletocomplexworkflows
Guidanceonpackaging,migrating,andupgradingworkflows
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Aboutourcompany- VisualSPTwoSolutions
HelpSystem TrainingCenter
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SharePointtopicscoveredEndUser SharePointSiteAdministration
InfoPath SharePointDesigner
Workflows Branding
Projectmanagement MetadataManagement
AccessandAccessServices RecordsManagement
Business Connectivity Services Search
Reporting JavaScript customizations
• HundredsofSharePointvideotutorials
• FullynarratedbySharePointexperts
SharePoint‘No-Code’TrainingCenter
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VisualSPHelpSystemIn-contextSharePointHelpforendusers!
HelpforenduserswhenThey needitmost!
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In-context SharePoint Help for end users
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Comevisitusatourbooth
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WhydoweneedWorkflows?
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Someworkflowcasescenarios
AssetcheckoutsystemVacationapprovalExpenseReimbursementOnboardingPublishingapprovalMovingdocumentsfromonelibrarytoanotherIssuereportingSurveys
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AvailableSharePointworkflowtools
§Browser§SharePointDesigner2013§Visio2013§Flow§VisualStudio2012/2013§3rd PartyWorkflows
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Outoftheboxworkflowtemplates
NonewworkflowtemplatesintroducedwithSharePoint2013or2016
LegacyonesfromSharePoint2010stillavailable
![Page 15: Are you thinking about the following?nellisconsultingllc.com/Resources/SPTechConSF2016Slides...Publishing approval Moving documents from one library to another Issue reporting Surveys](https://reader036.vdocuments.site/reader036/viewer/2022071008/5fc6559d0058ae1ae4150a60/html5/thumbnails/15.jpg)
DemoOutoftheboxworkflowtemplates
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SharePoint2013- WorkflowManager1.0introduced
SharePointworkflowprocessingmovedtoWorkflowManager(WM)
WorkflownolongerrunsintheSharePointcontentfarm/servers
SharePointfarm&WorkflowManagerfarmcanbeonsame/differentservers
![Page 17: Are you thinking about the following?nellisconsultingllc.com/Resources/SPTechConSF2016Slides...Publishing approval Moving documents from one library to another Issue reporting Surveys](https://reader036.vdocuments.site/reader036/viewer/2022071008/5fc6559d0058ae1ae4150a60/html5/thumbnails/17.jpg)
The‘NewStuff’Stages• Newbaselevelconceptof
stages
VisualDesigner• DirectVisioincorporation• Stage-LevelDiagrams
NewTaskActions• Quickandeasytocreate
tasksandapprovalprocesses
WebServices• AbletocallintoRest/HTTP
webservices
Loops!• Ablenowtoloopindirectly
withstagesordirectlywiththenewLoopactions
Copy/CutandPaste• Corecopy/cutandpaste
abilitiesnowintroduced
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2010and2013/2016styleworkflowsSharePointDesigner
2010
2013/2016
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NewWorkflowActivities&ActionsNewActions&Activities MicrosoftProjectSpecific
ActionsAssign aTask GetPropertyfrom
[Dictionary/DynamicValue]CreateaProjectfromCurrentItem
StartaTaskProcess CountItemsin[Dictionary/DynamicValue]
Setthecurrentprojectstagestatustothisvalue
GotoThisStage TrimString Setthestatusfieldintheidealistitemtothisvalue
CallHTTPWebService Find SubstringinString WaitforProjectEvent
StartaListWorkflow ReplaceSubstringinString Setthisfieldintheprojecttothisvalue
StartaSiteWorkflow TranslateDocument
Build[Dictionary/DynamicValue] SetWorkflow Status
![Page 20: Are you thinking about the following?nellisconsultingllc.com/Resources/SPTechConSF2016Slides...Publishing approval Moving documents from one library to another Issue reporting Surveys](https://reader036.vdocuments.site/reader036/viewer/2022071008/5fc6559d0058ae1ae4150a60/html5/thumbnails/20.jpg)
![Page 21: Are you thinking about the following?nellisconsultingllc.com/Resources/SPTechConSF2016Slides...Publishing approval Moving documents from one library to another Issue reporting Surveys](https://reader036.vdocuments.site/reader036/viewer/2022071008/5fc6559d0058ae1ae4150a60/html5/thumbnails/21.jpg)
DemoSharePointDesignerWorkflows
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Creating/AcquiringnewWorkflowactions
CreatenewworkflowactionsusingVisualStudio
Acquireworkflowactionsthroughvendors
http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspxhttp://plumsail.com/workflow-actions-pack/
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WhatwillhappentomyworkflowswhenweupgradefromSharePoint2010to2013to2016?
Theywillgettransferredwithoutaproblem
Youcanmodifythemwithalmost*thesametypeofenvironmentasin2010
*Withtheaddedabilitytousecopy/pastefunctions
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CopyingaworkflowtoanotherListorSite
Saveasworkflowtemplate
ExporttoVisio
Copy/Pastestages
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Packagingaworkflow
SharePointDesigner2010:Onlyreusableworkflowscanbepackaged
SharePointDesigner2013:Listworkflows,ReusableworkflowsandSiteworkflowscanallbe
packagedasawsp
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Exampleoffairlyadvancedworkflow
https://www.visualsp.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer-2013-workflow/
Exampleofusing:
• Stage
• Loop
• Webservice
• Workflowvariables
• Dictionaryvariable
• XMLtoJSON
• Calculation
• Creatingitems
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MicrosoftFlowinsideSharePoint
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HowdoIpracticemyideasandconcepts?
Watchfreevideosat:https://www.visualsp.com/video-categories/all-free-videos/http://www.youtube.com/watch?v=0cgs-7APLJ0&list=UUGLppoZbffV8SpxrGV8TYZA&index=1
Getasandboxenvironmentforpracticing:Buildyourowndev VM
OrTrythetemplatesavailableatCloudShare –http://www.cloudshare.com
OrOffice365Trial 28
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CalltoAction
Downloadmypresentationsat:http://bit.ly/asifconference
Watchvideotutorialsat:VisualSP.com
ThankYou!@[email protected]