SharePoint Fest Seattle - Three Must-Have Workflows with Microsoft Flow
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Are you on Office 365 or planning to move soon? Learn how to automate business processes with Microsoft’s latest workflow tool: Microsoft Flow! In this session, we will earn the basic of workflows, how Flow works and create a few awesome examples!
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SharePoint Fest Seattle - Three Must-Have Workflows with Microsoft Flow
- 1. @vladcatrinescu https://absolute-sharepoint.com OFFICE SERVERS AND SERVICES MVP Vlad Catrinescu Three Must-Have Workflows with Microsoft Flow
- 2. There are many variations of passages of lorem ipsum available, but the majority have suffered alteration in some form, by injected humour THE KEY IS ALWAYS YOU! PLURALSIGHT AUTHOR Creating video content for one of the most popular and best quality online training sites. 5 YEAR OFFICE SERVICES AND APPS MVP Focusing on SharePoint & Office 365 since 2013 About Vlad Catrinescu @vladcatrinescu absolute-sharepoint.com AUTHOR Author of the book “Deploying SharePoint 2016” & “Essential PowerShell for Office 365” for Apress PRODUCT EVANGELIST Working for Valo Intranet
- 3. Session Plan Start Flow Basics What Terms Holiday Approval Why Demo Approval With Reminder Other Options Demo Incoming Email Attachem ents Demo END
- 4. Workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. Workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis. Workflows
- 5. Workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. Workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis. Workflows
- 6. Workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. Workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that perform on a regular basis. Workflows
- 7. Workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. Workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that perform on a regular basis. Workflows
- 8. SharePoint Designer How Do We Create SharePoint Workflows? Visual Studio 3rd Party Applications Microsoft Flow
- 10. Microsoft Flow helps non-developers work smarter by automating workflows across services Get notifications Copy files Collect data Automate approvals
- 11. What makes up a Flow? Trigger – the event that kicks off the flow: • manually • on a schedule • on an event in the cloud Example: Notification Flow Actions – what the flow does Can use data from the trigger
- 12. Connect to cloud and on premises data Over 170 out of the box connectors with new connectors every week Use Custom Connectors to connect to any custom REST endpoint Connect to on-premises data using gateways
- 13. Templates help users to get started
- 14. Everybody needs some time off! Holiday Approval Workflow
- 15. Workflow Information Who will replace? How do I view all requests? Do I have enough people working?
- 17. Make sure they don’t forget! Approval Workflow with Reminder
- 18. Our SharePoint Workflow Approval WorkflowStage: Find Manager Assign Approval Task While Not StartedLoop with condition: Send an email
- 19. Demo Create a document approval workflow that sends reminder on an interval
- 20. Incoming Email in SharePoint Online!
- 21. Demo Configure Incoming E-mail with SharePoint Online
Notes de l'éditeur
- Hello and welcome to this PowerShell Playbook on Office 365. My name is Vlad Catrinescu, and I will be your instructor for this course. I am a Office Servers and Services MVP from Montreal Canada, and you can find me on twitter at vladcatrinescu or follow my blog at absolute-sharepoint.com In this first module, we will start introducing HTML as well as the course.
- Let’s go over what we will talk abut in this course. In this first module , we will simply start by talking about Workflow basics. We will talk about what is a SharePoint Workflow, what tools are we going to need to create a workflow and what can we do with it. Afterwards, before starting to build workflows, we will take a look at the Out of the Box workflows that come included with SharePoint. We don’t need to reinvent the wheel every time, and if our scenario can be done with an Out of the box workflow, why not use it. We will then look at the 2010 mode workflows, what exactly they are, how do we create them and look at how to create two easy but powerful examples such as a Vacation Workflow and an Onboarding workflow. We will then look at SharePoint 2013 workflows, we will understand the differences and we will look at the new stuff, as well as the stuff that is missing from SharePoint 2013 mode and we will of course have some demos of this new mode. Lastly, we will look at the integration between SharePoint designer workflows and Visio, and how we can either export them to Visio, or create them in Visio and import them in SharePoint Designer.
- Let’s first start talking about, what are SharePoint Workflows?
- But, how do we create those workflows, what programs do we use? The first and most popular one is SharePoint Designer, and this is what we will use during this course. The second way to create workflows is by using Visual Studio. By using Visual Studio, we are able to Workflows that are a lot more powerful and can do much more than SharePoint Designer, however you need to have SharePoint Developers that know how to code in order to create those powerful Workflows. Lastly, we have Third Party Workflow software. The advantage of third party workflow solutions is that they allow you to create very Powerful workflows, without knowing how to code. In this course we will focus on SharePoint Designer. Before we go further, let’s see what SharePoint Designer is and what it’s meant for.
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- Microsoft Build 2017
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- The first one we will look at is a Holiday Approval workflow! Every company needs an approval workflow for the holidays since everyone needs some time off!
- If we look at the information for this workflow, usually we only have one manager approving this, so we don’t have a complicated approval structure. However that manager has some pressure on him because he is the only one making the decision. He has to know who has to replace the employee going on vacation before approving. The challenge with that is how do we view all the requests at the same time? As a consultant I had the chance to work with many companies, and have a lot of different managers. I am surprised how many still do approval by Outlook or using an Excel sheet! And Lastly, do I have enough people working?
- So let’s go in the demo environment and build that workflow!
- A good workflow that I think will showcase everything in SHarePOint 2013 mode workflow is an approval workflow with reminders. It’s something that I have seen a lot of clients ask it in SHarePoint 2010.
- So we will start the workflow, find the manager of the current user and assign that manager a task. We will then do a Loop while that task is not completed, we will email that manager every day to remind him to do it.
- So let’s go in the demo environment and build that workflow!
- So let’s go in the demo environment and build that workflow!
- Thank you very much for attending my session, I really hope you enjoyed it and that you have a positive view of SharePoint 2016 as it should be the best release of SHarePoint Ever. If you have any Questions, don’t hesitate to use the chat or send me a tweet or add me on LinkedIn! Thank you again and have a great Conference!