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Knut wf 203 get started with designer workflows

Come to this session to learn all about how to get started with SharePoint Designer workflows. During this session we will start with creating an easy workflow to archive documents, and we will also create a workflow for Time Off Request with integration with a SharePoint List.

LearnCome to this session to learn all about how to get started with SharePoint Designer workflows. During this session we will start with creating an easy workflow to archive documents, and we will also create a workflow for Time Off Request with integration with a SharePoint List.

Learn how easy it is to automate processes by using SharePoint Designer workflows. how easy it is to automate processes by using SharePoint Designer workflows.

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Knut wf 203 get started with designer workflows

  1. 1. WF 203 - Get Started with SharePoint DesignerWorkflows Workflow tips and tricks Knut Relbe-Moe
  2. 2. Office Server & Services MVP Nintex vTE (Virtual Technical Evangelist) SharePoint evangelist, mentor, speaker Migration Expert Educator for Glasspaper Microsoft Certified Trainer Product Evangelist & Partner Manager Valo Intranet Box @sharePTkarm (Twitter) Knut Relbe-Moe knutrelbemoe@outlook.com
  3. 3. About me BLOG LINKED IN TWITTER EMAIL MEMBER OF MEMBER OF WORKS FOR JOB TITLE Microsoft MVP Office Servers and Services Product Evangelist & Partner Manager https://linkedin.com/in/shareptkarm knut@valointranet.com / knut@knowledgepeople.no http://www.valointranet.com @shareptkarm NIWUG AWARDED AWARDED Nintex vTE Nintex Virtual Technical Evangelist Thanx to @atomicvee SharePoint Saturday Oslo http://sharepointblog.no WWW CTO
  4. 4. Agenda 1 Introduction
  5. 5. Agenda 1 Introduction 2 Workflow in SharePoint Designer
  6. 6. Agenda 1 Introduction 2 Workflow in SharePoint Designer 3 So what is Missing from 2013 Workflows
  7. 7. Agenda 1 Introduction 2 Workflow in SharePoint Designer 3 So what is Missing from 2013 Workflows 4 What else can you do?
  8. 8. Agenda 1 Introduction 2 Workflow in SharePoint Designer 3 So what is Missing from 2013 Workflows 4 What else can you do? 5 Questions
  9. 9. • Get to know how to create SharePoint Designer Workflows • Learn how to create SharePoint Designer workflows from the ground up Goal with today’s session
  10. 10. Why do we needWorkflows?
  11. 11. Some workflow case scenarios • Asset check out system • Vacation approval • Expense Reimbursement • Onboarding • Publishing approval • Moving documents from one library to another • Issue reporting • Surveys
  12. 12. 2 workflow platforms • SharePoint Workflow Host • SharePoint 2010 Workflow • WF 3.5 • Workflows run inside SharePoint Workflow Manager SharePoint 2013 Workflow WF 4.5 Workflows run outside in remote service
  13. 13. Tools for Building Workflows • Browser • SharePoint Designer 2013 • Visio 2013 • Visual Studio 2012/2013 • 3rd PartyWorkflows
  14. 14. Create a workflow button Demos Time-Off-Request-Workflow Workflow to archive documents
  15. 15. Create a workflow button Demos Time-Off-Request-Workflow Workflow to archive documents
  16. 16. Create a workflow button Demos Time-Off-Request-Workflow Workflow to archive documents
  17. 17. So what is missing?
  18. 18. Missing from 2013 Workflows: Task Actions • Assign a Form to a Group • Assign aTo-Do Item • Collect Data from a User
  19. 19. Missing from 2013 Workflows: AdvancedTask Actions* • Based on the approval workflows • Start Approval Process • Start Feedback Process • Start CustomTask Process (build your own) • Modify in SharePoint Designer • Included as Sub Process (within your workflow) • Your workflow pauses untilTask Action Completes *SharePoint Server only 19
  20. 20. Missing from 2013 Workflows: Document Set-Related Actions • Capture a version of the Document Set • Send Document Set to Repository • Set Content Approval Status for the Document Set • Start Document Set Approval Process
  21. 21. Missing from 2013 Workflows: Permission-Related Actions • Add List Item Permissions • Inherit List Item Parent Permissions • Remove List Item Permissions • Replace List Item Permissions
  22. 22. So what else can you do?
  23. 23. 3rd party tools Quick & Easy • Workflow for everyone • Reusable templates and modules • Rapid ROI Built on Sharepoint/Office 365 • Simple deployment and management • Easy adoption • No additional infrastructure costs Connected • Integration with cloud and on-premise apps Intelligent • Real-time workflow status Drag-and-drop workflow designer for Microsoft SharePoint and Office 365
  24. 24. 3rd party tools
  25. 25. 3rd party tools
  26. 26. 3rd party tools
  27. 27. 3rd party tools
  28. 28. 3rd party tools
  29. 29. How to extend actions of SharePoint designer • Create new workflow actions usingVisual Studio • Acquire workflow actions through vendors • http://www.harepoint.com/Products/HarePoint WorkflowExtensions/Default.aspx • http://plumsail.com/workflow-actions-pack/
  30. 30. Next steps
  31. 31. https://www.pluralsight.com/courses/sharepoint-work-creating-workflow-sharepoint- designer
  32. 32. https://www.webucator.com/tutorial/advanced-microsoft-sharepoint/creating-custom- workflows-with-sharepoint-designer-2013/creating-custom-list-workflows- exercise.cfm#tutorial
  33. 33. Questions? @shareptkarm Office Server & Services
  34. 34. Knut Relbe-Moe Product Evangelist & Partner Manager,Valo Intranet in a box knut@valointranet.com

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