create a reusable workflow
TRANSCRIPT
Create a Reusable Workflow
You don’t need to repeat yourself
Who am I?
• Technical Instructor at Mindsharp– SharePoint 2007 Power End User– SharePoint 2010 Power End User– SharePoint Designer 2010– UserVersity Minion
• Code Free…Unless you count Copy and Paste
• Business User Perspective• SharePoint Junkie• Dog Mom
Poll – Raise Your Hand If…
• Use SharePoint
• Use WSS 3.0 or MOSS 2007
• Use SharePoint Designer 2007
• Use SharePoint Foundation or Server 2010
• Use SharePoint Designer 2010
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Visio 2010 Premium
• Diagram a workflow• Export to SharePoint Designer• Import from SharePoint Designer
SharePoint Designer Interface
• Ribbon• Workspace• Galleries• Setting Pages
SharePoint Designer Workflows
• Copy and Modify OOB Workflows• List, Reusable and Site• Save and Publish = Site• Publish Globally = Site Collection• Publish Template = Farm
Reusable Workflow
• Available as template in browser• Globally Reusable Workflow– Approval– Collect Feedback– Collect Signature– Publishing
• Single Content Type• All Content Types• Use Site Columns
Walk Through Then Lab
Lab
• Change permission on an item• Create a Reusable Workflow in SPD 2010• Publish Reusable Workflow to Site• Create instance of Workflow• Test Workflow
Instructions for Lab at http://sharepoint.mindsharpblogs.com/Tamara/
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Contact Information
Tamara Bredemus
Email: [email protected]: @TamaraBredBlog: http://sharepoint.mindsharpblogs.com/Tamara/