getting stuff done! managing tasks with sharepoint designer workflows by chris beckett - sptechcon
DESCRIPTION
Technical Class: Monday, March 4TRANSCRIPT
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[email protected](425) 522-3727
Learning Programs and Training for Microsoft SharePoint, Office 365 and Windows Azure
Understanding and AuthoringSharePoint Designer Workflows
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About Chris Beckett
24+10MCMMCT
MCSEMCPD
Solution ArchitectLearning Consultant
and Trainer
@sharepointbits
blog.sharepointbits.com
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Agenda
WorkflowTechnical
ArchitectureWorkflow Features and
CapabilitiesAuthoring Workflow
Solutions
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SharePoint 2010 Workflow Architecture
Custom SharePointWorkflow Runtime
Host
Built upon.NET 3.51 Workflow
Foundation
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SharePoint 2013 Workflow Architecture
Workflow Execution now uses Windows
Azure Workflow (WAW)
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2013 to 2010 Workflow Interop Bridge
Azure Workflow can invoke a SharePoint
2010 Workflow
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Out-of-Box Workflows
2010 workflows are not activated by
default
There are no 2013 Mode Workflows
included with SharePoint 2013
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Agenda
TechnicalArchitecture
Workflow Features and Capabilities
Authoring WorkflowSolutions
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Platform Type
Choice of 2010 or 2013
Workflow Architecture
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Workflow Types
• Published directly to a list or library
• No reusability
• Full access to list content types and fields
• Manual or Auto-Start
• Published to a content type
• Reusable across lists or libraries supported by content Type
• No visibility of list-specific fields like Created or Modified
• Manual or Auto-Start
• Not bound to a specific list or library
• No content item context
• Can only be started manually
List Reusable Site
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Reusable Workflow Content Type
Reusable workflows only bound to
generic content type only
in SharePoint 2013
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Workflow Models
SharePoint 2010 SharePoint 2013
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StagesStage names can now be used for Workflow Status
Stages support transitioning
to other Stages
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Task-Related Actions
SharePoint 2010 SharePoint 2013
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SharePoint 2010 Task Events
Process Events Task Events
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SharePoint 2013 Task Dialog
Optional Sync or Asynch Behavior
CustomizeEmails
Reminder Notifications
No AssignmentStages
Types ofTask
Completion
Customize TaskOutcomes
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Association and Initiation Forms
SharePoint 2010 SharePoint 2013
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Task Forms
SharePoint 2010 SharePoint 2013
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Workflow Notifications
Still not great!
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Dictionaries
Collection of Name and Value
Pairs
Dictionaries can contain other Dictionaries
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Loops and Dictionaries
Loop ‘n’ TimesOr
Loop Until If
Dictionaries are collections ofName/Value
Pairs
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Call HTTP Web Service Action
RESTful Web Services are supported
HTTP Verbs support REST Operations
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Calling a Web Service
UsesDictionary
Parameters
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App Steps
App Step requires
activation of Site Feature
App Steps can be nested anywhere inside a Stage or
Step
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Agenda
TechnicalArchitecture
Workflow Features and Capabilities
Authoring WorkflowSolutions
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Process Modeling Cross-Functional Workflow
Template in Visio
Determine Roles?
IdentifyStages?
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UX DesignVisio Wireframe
Template
Forms, Notifications, Dashboards
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Use Case Scenarios
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Workflow DesignVisio SharePoint 2013 Template
Support for Stages
and Steps
Full Fidelity Import and Export with
SPD2013
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Architecture Considerations
Business Rules& Configuration
Operations & Support
Reporting &Administration
Task & ProcessManagement
EnterpriseIntegration
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Logging Strategy
Short simple user-friendly messages on what the workflow has accomplished
Technical log for tracking workflow internal state to help with diagnosing errors or issues
Process performance data used for process management reporting and performance indicators
Workflow History Diagnostics Performance Audit
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SharePoint Designer 2013
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More InformationTechNet Workflow Resource Centerhttp://technet.microsoft.com/en-US/sharepoint/jj556245
What’s New in SharePoint 2013 Workflowhttp://msdn.microsoft.com/en-us/library/jj163177.aspx
Getting familiar with Visual Designer for Workflow in SharePoint Designer 2013http://technet.microsoft.com/en-us/library/jj670177.aspx
How to work with Web Services in SharePoint Designer 2013http://msdn.microsoft.com/en-us/library/fp179912.aspx
SharePoint 2013 Workflows and the HTTP Accept Headerhttp://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=35&mobile=0
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Questions
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chris@newsteplearning.
com
(425) 522-3727
@sharepointbits
blog.sharepointbits.co
m