Create a Reusable Workflow

You don’t need to repeat yourself

Who am I?

• Technical Instructor at Mindsharp– SharePoint 2007 Power End User– SharePoint 2010 Power End User– SharePoint Designer 2010– UserVersity Minion

• Code Free…Unless you count Copy and Paste

• Business User Perspective• SharePoint Junkie• Dog Mom

Poll – Raise Your Hand If…

• Use SharePoint

• Use WSS 3.0 or MOSS 2007

• Use SharePoint Designer 2007

• Use SharePoint Foundation or Server 2010

• Use SharePoint Designer 2010

?

Visio 2010 Premium

• Diagram a workflow• Export to SharePoint Designer• Import from SharePoint Designer

SharePoint Designer Interface

• Ribbon• Workspace• Galleries• Setting Pages

SharePoint Designer Workflows

• Copy and Modify OOB Workflows• List, Reusable and Site• Save and Publish = Site• Publish Globally = Site Collection• Publish Template = Farm

Reusable Workflow

• Available as template in browser• Globally Reusable Workflow– Approval– Collect Feedback– Collect Signature– Publishing

• Single Content Type• All Content Types• Use Site Columns

Walk Through Then Lab

Lab

• Change permission on an item• Create a Reusable Workflow in SPD 2010• Publish Reusable Workflow to Site• Create instance of Workflow• Test Workflow

Instructions for Lab at http://sharepoint.mindsharpblogs.com/Tamara/

?

Contact Information

Tamara Bredemus

Email: Tamara@mindsharp.comTwitter: @TamaraBredBlog: http://sharepoint.mindsharpblogs.com/Tamara/