sharepoint designer 2013 workflows - sp intersection
DESCRIPTION
Features and benefits of creating workflows using SharePoint Designer 2013TRANSCRIPT
Create Powerful SharePoint Designer 2013 Workflows in
Office 365 & On-Premises
Asif RehmaniSharePoint MVP and MCT
SharePoint-Videos.com
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Asif Rehmani
CEO and FounderVisualSP / SharePoint-Videos.com ChicagoUSA
Contact
Author
Trainer and Consultant
SharePoint MVP, MCT
Conference Speaker
SPCTechEdSPTechConSP ConnectionsSP FestDev IntersectionAnd many more…
VisualSP Help Systemwww.VisualSP.com
in-context and on-demand Help for SharePoint users –SharePoint 2010, 2013, Online
Context sensitive Help items:
• Videos • Images/Screenshots
• Documents • Links
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Giveaways for today’s session
1 Year access to
890+ SharePoint Video Tutorials
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Target audience for this session:
Intranet/Web Content Manager Portal Solutions Manager SharePoint Guy/Gal
Session level:
250 – Intermediate
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Session focus
To understand how to rapidly build no-code workflows using SharePoint Designer 2013
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Workflow tools
Browser SharePoint Designer 2013 Visio 2013 Visual Studio 2012/2013
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Out of the box workflow templates
Only the legacy ones from SharePoint 2010
No new workflow templates introduced with SharePoint 2013
DemoOut of the box workflow templates
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SharePoint Designer Workflow Types
Attached directly to List
Associated to Lists/Content
Types
Site based – not associated to List or Content Type
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2010 and 2013 style workflowsSharePoint Designer
2010
2013
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Workflow Manager 1.0
SharePoint 2013 workflow processing moved to Workflow Manager (WM)
Workflow no longer runs in the SharePoint content farm / servers
SharePoint farm & Workflow Manager farm can be on same / different servers
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New Workflow Activities & Actions
New Actions & ActivitiesMicrosoft Project Specific Actions
Assign a Task Get Property from [Dictionary/DynamicValue]
Create a Project from Current Item
Start a Task Process Count Items in [Dictionary/DynamicValue]
Set the current project stage status to this value
Go to This Stage Trim String Set the status field in the idea list item to this value
Call HTTP Web Service Find Substring in String Wait for Project Event
Start a List Workflow Replace Substring in String Set this field in the project to this value
Start a Site Workflow Translate Document
Build [Dictionary/DynamicValue]
Set Workflow Status
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The ‘New Stuff’ Stages• New base level concept of
stages
Visual Designer• Direct Visio incorporation• Stage-Level Diagrams
New Task Actions• Quick and easy to create
tasks and approval processes
Web Services• Able to call into Rest/HTTP
web services
Loops!• Able now to loop indirectly
with stages or directly with the new Loop actions
Copy/Cut and Paste• Core copy/cut and paste
abilities now introduced
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DemoSharePoint Designer Workflows
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Creating / Acquiring new Workflow actions
Create new workflow actions using Visual Studio
Acquire workflow actions through vendors:http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx
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What will happen to my workflows when we upgrade from SharePoint 2010 to 2013?
They will get transferred as SharePoint 2010 workflows
You can modify them with almost* the same type of environment as in 2010
* With the added ability to use copy/paste functions
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Copying a workflow to another List or Site
Save as workflow template
Export to Visio
Copy / Paste stages
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Packaging a workflow
SharePoint Designer 2010: Only reusable workflows can be packaged
SharePoint Designer 2013: List workflows, Reusable workflows and Site workflows can all be
packaged as a wsp
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SharePoint Composites Showcasecreated by Mark Gillis from Microsoft
http://technet.microsoft.com/en-us/sharepoint/dn594430
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Example of fairly advanced workflow
http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer-2013-workflow/
Example of using:
• Stage
• Loop
• Web service
• Workflow variables
• Dictionary variable
• XML to JSON
• Calculation
• Creating items
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How do I practice my ideas and concepts?
Watch free videos at: http://sharepoint-videos.com/video-categories/all-free-videos/ http://www.youtube.com/watch?v=0cgs-7APLJ0&list=UUGLppoZbffV8Spxr
GV8TYZA&index=1
Get a sandbox environment for practicing Build your own dev VM Get 30 day Office 365 trial
or Try the templates available at CloudShare –
http://www.cloudshare.com
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Call to Action
Learn more about SharePoint Designer workflows by watching the videos
Dive into it to understand how it can benefit your organization
Questions?
Thank you!Asif Rehmani@[email protected]
Don’t forget to enter your evaluation of this session using EventBoard!