share point designer 2010 workflow case study_laura rogers_spsnola

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    By Laura Derbes Rogers

    SharePoint911

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    SharePoint911 was established in 2004 to draw on ShaneYoungs extensive experience with systems administrationand with consulting for clients on SharePoint issues. Over

    the past several years, SharePoint911 has expanded andevolved. While our ability to respond quickly to specificneeds makes us unique, we also offer comprehensiveconsulting services. Not only do we have extensive, realworld experience, but our consultants also teach, writeabout, and speak on various SharePoint topics.

    We truly are The SharePoint Authority.http://www.sharepoint911.com

    http://www.sharepoint911.com/http://www.sharepoint911.com/
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    Laura Rogers, MCSE, MCTS

    Grew up in Metairie, Luling,and Baton Rouge, and went to LSU

    Contributing Author, Microsoft Office SharePointServer 2007 Administrators Companion.

    Wrote Chapter 29, about the Out-of-Box WebParts

    My blog: sharepoint911.com/blogs/Laura

    Everyones tweeting about SharePoint. Follow me

    on twitter. @WonderLaura

    http://twitter.com/WonderLaurahttp://twitter.com/WonderLaura
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    Introduction to basicworkflow concepts

    Types of Workflows in SharePoint

    Demonstration of a Travel RequestWorkflow in SharePoint Designer 2010.

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    Triggers

    Manual, on Creation, on Change

    Conditions

    IfWHATthen do something

    Actions

    This is the something that happens according tothe condition

    Steps

    The order of progression of the workflow

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    SharePoint out-of-boxNot customizable

    Simplistic

    SharePoint DesignerCustomizable in easy interface

    Not scalableVisual Studio

    Requires developer resources, but is scalable

    3rd Party

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    SharePoint out-of-boxCustomizable now

    Simplistic

    SharePoint DesignerCustomizable in easy interface

    Scalable nowVisual Studio

    Requires developer resources, highly customizable

    3rd Party

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    Travel Request Submitted

    Departmental Approval

    Travel Officer Approval

    Completion

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    Travel RequestsThis is the main list for the requests themselves.

    Workflow is based on this list.TravelersFor your first request, fill out information such asfrequent flier and airplane seat preferences

    TasksThese are assigned to approvers throughout theworkflow

    DepartmentsEach company department has a person in charge of

    approving travel requests for their department.

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    Travel Request Workflow Demonstration

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    Dont forget to visit my blog:http://sharepoint911.com/blogs/Laura

    Check out my Data View Web Part series onendusersharepoint.com

    Catch me on Stump the Panel on

    endusersharepoint.com, and on MicrosoftsSharePoint forums.

    http://sharepoint911.com/blogs/Laurahttp://sharepoint911.com/blogs/Laurahttp://sharepoint911.com/blogs/Laura