Learn how to create SharePoint Designer workflows from the ground up. This session is full of live demos designed to provide a solid foundation for creating workflows. List workflows, reusable workflows and site workflows will all be discussed and created live. Learn how easy it is to automate processes by using SharePoint Designer workflows.
This session will also highlight new features in SharePoint 2013 Designer workflows and differences from Designer 2010 workflows.
4. About me
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JOB TITLE
Microsoft MVP
Office Servers and Services
Product Evangelist & Partner Manager
https://linkedin.com/in/shareptkarm
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knut@knowledgepeople.no
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@shareptkarm
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Nintex Virtual Technical Evangelist
Thanx to @atomicvee
SharePoint Saturday Oslo
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11. Agenda
1 Introduction
2 Workflow in SharePoint Designer
3 So what is Missing from 2013 Workflows
4 What else can you do?
5 Questions
12. • 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
13.
14. 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
15. 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
16. Tools for Building Workflows
• Browser
• SharePoint Designer 2013
• Visio 2013
• Visual Studio 2012/2013
• 3rd Party Workflows
17. Create a workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents
18. Create a workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents
19. Create a workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents
20.
21. Missing from 2013 Workflows:
Task Actions
Assign a Form to a Group
Assign a To-Do Item
Collect Data from a User
22. Missing from 2013 Workflows:
Advanced Task Actions*
Based on the approval workflows
Start Approval Process
Start Feedback Process
Start Custom Task Process (build your own)
Modify in SharePoint Designer
Included as Sub Process (within your workflow)
Your workflow pauses until Task Action Completes
*SharePoint Server only
22
23. 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
24. Missing from 2013 Workflows:
Permission-Related Actions
Add List Item Permissions
Inherit List Item Parent Permissions
Remove List Item Permissions
Replace List Item Permissions
25.
26. 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
34. How to extend actions of SharePoint designer
Create new workflow actions using Visual Studio
Acquire workflow actions through vendors
http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx
http://plumsail.com/workflow-actions-pack/