sharepoint designer 2013 workflows

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SharePoint Designer 2013 Workflows Scott Shearer SharePoint Evangelist Haystax Technology

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SharePoint Designer 2013 Workflows. Scott Shearer SharePoint Evangelist Haystax Technology. Speaker Feedback: SPSCSM.COM. Who Am I?. SharePoint Evangelist and Consultant for Haystax Technology Based in Reston, VA Done everything from System Administration to C# development to helpdesk - PowerPoint PPT Presentation

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Page 1: SharePoint Designer 2013  Workflows

SharePoint Designer 2013 Workflows

Scott ShearerSharePoint EvangelistHaystax Technology

Page 2: SharePoint Designer 2013  Workflows

SharePoint Saturday Chicago Suburbs 2

Speaker Feedback: SPSCSM.COM

Page 3: SharePoint Designer 2013  Workflows

Who Am I?SharePoint Evangelist and Consultant for Haystax TechnologyBased in Reston, VADone everything from System Administration to C# development to helpdeskCPAFormer Stock BrokerFormer Certified Financial Planner (CFP)Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNEConference Speaker

Page 4: SharePoint Designer 2013  Workflows

Haystax Technology• Advanced Analytics• Public Safety Cloud• Advance Threat Detection• Cloud technologies

• Microsoft• AWS

• SharePoint • Development• Migration• Training• Consulting

Page 5: SharePoint Designer 2013  Workflows

Contact Info• @ScottJShearer on Twitter• [email protected][email protected]• http://spconcierge.wordpress.com

Page 6: SharePoint Designer 2013  Workflows

Todays Agenda• Types of Workflows• Types of Designer Workflows• What can you do with a Designer workflow• Designer Workflow stages, steps, conditions and actions• Demo Demo Demo

Page 7: SharePoint Designer 2013  Workflows

Types of SharePoint Workflows• “Out of the Box” Workflows

• Approval• Collect Feedback• Three State• 2010 Style can be copied and used as the basis for a new workflow• Use these if you can!

Page 8: SharePoint Designer 2013  Workflows

Types of Workflows (continued)• Designer Workflows• List

• “One Off” workflow that can be used with a single list• Reusable

• Usually linked to a single content type (2010 Workflow)• Can be used wherever the content type is used• Can be saved as a template and used in another site or site

collection• Almost always a 2010 style workflow

Page 9: SharePoint Designer 2013  Workflows

Types of Workflows (continued)• Site

• Not associated with any specific list or content type• Manually started

• Visual Studio Workflows• Workflow written in a .Net language (C#, VB.Net, etc.)• Can do virtually anything by using a Visual Studio workflow• Deployment Issues?• Link to Visual Studio vs Designer Workflows

• http://msdn.microsoft.com/en-us/library/office/jj163199(v=office.15).aspx

Page 10: SharePoint Designer 2013  Workflows

Types of Workflows (continued)• SharePoint 2013 vs SharePoint 2010 Workflows

• Choice of which to create• Use 2013 style workflows unless you need to use a 2010 style workflow

• Can call a 2010 workflow from a 2013 workflow• Link to discontinued features in 2013 workflows

• http://msdn.microsoft.com/en-us/library/jj728659.aspx

Page 11: SharePoint Designer 2013  Workflows

What Can You Do With a Designer Workflow?• Send Email• Update current list item• Update entries in other lists• Create new list items• Delete list items• Assign tasks• Start an approval process• Set list item permissions• Much more…

Page 12: SharePoint Designer 2013  Workflows

Workflow ComponentsStage• A block of actions that can be executed as a groupStep• A logical block of actionsCondition• “If statement” that can determine if the actions that

immediately follow it will runActions• Specific commands that are executed

Page 13: SharePoint Designer 2013  Workflows

When Do Workflows Run?• Manually• When a new item is created• When an item is changed• When called from another workflow• Any combination of the above

Page 14: SharePoint Designer 2013  Workflows

Demo Demo Demo

Page 15: SharePoint Designer 2013  Workflows

SharePoint Saturday Chicago Suburbs

15

Speaker Feedback: SPSCSM.COM

Page 16: SharePoint Designer 2013  Workflows

Questions?

Page 17: SharePoint Designer 2013  Workflows

Additional Info

How to enable app step http://msdn.microsoft.com/en-us/library/office/jj822159(v=office.15).aspx