Building SharePoint Designer 2013 to create sites using Web Services Based on blog post: http://www.connectorman.com/create-sites-with-spd-2013-workflow/

1. © Copyright 2014 SharePoint AMS
presentation for June 7, 2014
Rule the SP2013 World Using Web Services in Workflows
SPSDC SharePoint Saturday DC – Chevy Chase

2. www.ConnectorMan.com
anAssociationManagementEcosystem™
Housekeeping…
• Remember to fill out session and event evaluations…
• Phasers set to stun, mobile devices set to silent…
• You must be present to win at the wrap-up…

3. Thanks to our Sponsors!!!

4. Join us at #SharePint sponsored by Metalogix at Clyde’s
of Chevy Chase in the RaceCar Bar Downstairs
Why? To network with fellow SharePoint professionals
What? SharePint!!!
When? 5:30 PM
Where?
RaceCar Bar Downstairs
5441 Wisconsin Ave
Chevy Chase, MD 20815
Thanks to?
Metalogix!

5. © Copyright 2014 SharePoint AMS
5
an Association Management Ecosystem™
Solution Delivery
• Project Based – Solution Development and Consulting
• Implementation, Integration, Creative Design,
Deployment, Training
• Public Facing Websites, Intranets, Extranets, Social
Networking, Custom Development, SEO
Customer Support
• Ongoing Solution Support and Maintenance
• Annual Agreements
• Over 100 Active Loyal Customers
Offerings
Membership Manager
Member Sites Module
Smart Forms Module
eCommerce Module

6. www.ConnectorMan.com
anAssociationManagementEcosystem™
Jim Bob Howard
Email: JimBob@SharePointAMS.com
Twitter: @jbhoward
Blog: http://www.ConnectorMan.com
Sr. Solution Architect
SharePoint AMS/Invenio Partners
Husband of 1, Father of 4
20 years of software/web development for EDS,
GE Capital, IBM, and several small businesses
Worked with SharePoint since 2009
http://bit.ly/SP2010atWork-jbh
Organizer
Author
SharePoint Saturday: India, EMEA, New
Orleans, San Antonio, Houston, Austin,
New York, DC, Cape Town, Nairobi,
Virginia Beach, Philadelphia; SPTechCon;
SharePoint Fest
Speaker
Developer

7. www.ConnectorMan.com
anAssociationManagementEcosystem™
Overview
• Background
• Need/Requirements
• PMO and PMIS development
• Using the site
• Working with Web Services in Workflows
• Custom Templates
• App Steps
• Questions

8. www.ConnectorMan.com
anAssociationManagementEcosystem™
Need
• A better, easier way to track all of the projects in the practice
• Large number of small short-term projects staffed by small
specialized teams
• Projects were running past their Period of Performance (POP)
• Projects have working managers:
– Managers spend most of their time providing technical expertise
– Little time for project management
– Lack of insight into budget and schedule for managers

9. www.ConnectorMan.com
anAssociationManagementEcosystem™
Requirements
• A Project Management Office (PMO) site to house the portfolio of
projects
• All-inclusive Project Management Information Sites (PMIS) for PM,
Project Team and Upper Management
– Team workspace
– Schedule management
– House deliverables
– Provide tools for issues tracking
– Allow for risk management
– Provide upper management with communications reminders
• KPI dashboards at both levels for line managers and upper
management

10. www.ConnectorMan.com
anAssociationManagementEcosystem™
DEMO

11. www.ConnectorMan.com
anAssociationManagementEcosystem™
Team Leader /
Project Manager
New Project
Request
Start Create Site
Workflow
Approval Task
PMO Manager
Workflow

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anAssociationManagementEcosystem™
Workflow
Team Leader /
Project Manager
New Project
Request
Start Create Site
Workflow
Approval Task
PMO Manager

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anAssociationManagementEcosystem™
Workflow
PMO Manager
Rejected ApprovedRejection Email
Team Leader /
Project Manager

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anAssociationManagementEcosystem™
Workflow
PMO Manager
Rejected ApprovedRejection Email
Team Leader /
Project Manager
Create Site Workflow
PMIS Created
Confirmation
Email

15. www.ConnectorMan.com
anAssociationManagementEcosystem™
Workflow
Approval Task
ApprovedRejected Create Site Workflow
PMIS Created
Confirmation
Email
Start Create Site
Workflow
Team Leader /
Project Manager
Rejection Email End Workflow
New Project
Request
PMO Manager

16. www.ConnectorMan.com
anAssociationManagementEcosystem™
SPD Workflow
Stage: Waiting for Approval
Rejected
Stage: Creating Site Stage: Sending Email
Start Create Site
Workflow
Approved
End Workflow

17. www.ConnectorMan.com
anAssociationManagementEcosystem™
Waiting for Approval
Waiting for Approval
Requested by
PMO Manager?
PMO Manager
Approval
Set
Outcome to
Approved
YesNo
Set
Outcome to
Rejected
Approve
Reject

18. www.ConnectorMan.com
anAssociationManagementEcosystem™
Sending an Email
Sending Email
Rejected? Yes
No
Rejection
Email
ResponseCode
OK?
Success
Email
Yes
URL in Use?
No
Site Exists
Email
Yes
No
Other Error
Email

19. www.ConnectorMan.com
anAssociationManagementEcosystem™
Creating Site
Creating Site
Determine Create Outcome
Build
Create
Parameters
Call HTTP
web service
to create
site
Check
Error/
Success
Responses
If ResponseCode = OK
Build
Create
Parameters
Call HTTP
web service
to add item
to list
Get Error
Codes and/
or Output
Msg
Yes
No

20. www.ConnectorMan.com
anAssociationManagementEcosystem™
REST API Calls
• Basic operations using SharePoint 2013 REST endpoints
– http://msdn.microsoft.com/en-us/library/office/jj164022.aspx

21. www.ConnectorMan.com
anAssociationManagementEcosystem™
DEMO

22. www.ConnectorMan.com
anAssociationManagementEcosystem™
• Site App Permissions
Site Settings -> Site App Permissions (Users and Permissions)
App Permissions
• App Principal Permissions
• Permission Request XML
.../_layouts/15/appinv.aspx
http://www.ConnectorMan.com/create-sites-with-spd-2013-workflow/
<AppPermissionRequests>
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" />
</AppPermissionRequests>

23. www.ConnectorMan.com
anAssociationManagementEcosystem™
Thank you!
t) @jbhoward
e) JimBob@SharePointAMS.com
b) www.ConnectorMan.com
SharePoint AMS
11654 Plaza America Drive Suite 247
Reston, VA 20190-4700
www.SharePointAMS.com
Q&A