Knut wf 203 get started with designer workflows
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Transcript of Knut wf 203 get started with designer workflows
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WF 203 - Get Started with SharePoint Designer Workflows
Workflow tips and tricks
Knut Relbe-Moe
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Office Server & Services MVP
Nintex vTE (Virtual Technical Evangelist)
SharePoint evangelist, mentor, speakerMigration ExpertEducator for GlasspaperMicrosoft Certified Trainer
Product Evangelist & Partner Manager Valo Intranet Box
@sharePTkarm (Twitter)
Knut Relbe-Moe
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About me
BLOG
LINKED IN
MEMBER OF
MEMBER OF
WORKS FOR
JOB TITLE
Microsoft MVPOffice Servers and Services
Product Evangelist & Partner Manager
https://linkedin.com/in/shareptkarm
http://www.valointranet.com
@shareptkarm
NIWUG
AWARDED
AWARDED
Nintex vTENintex Virtual Technical Evangelist
Thanx to @atomicvee
SharePoint Saturday Oslo
http://sharepointblog.no
WWW
CTO
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Agenda1 Introduction
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Agenda1 Introduction
2 Workflow in SharePoint Designer
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Agenda
1 Introduction
2 Workflow in SharePoint Designer
3 So what is Missing from 2013 Workflows
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Agenda
1 Introduction
2 Workflow in SharePoint Designer
3 So what is Missing from 2013 Workflows
4 What else can you do?
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Agenda
1 Introduction
2 Workflow in SharePoint Designer
3 So what is Missing from 2013 Workflows
4 What else can you do?
5 Questions
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• 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
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Why do we need Workflows?
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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
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2 workflow platforms• SharePoint Workflow Host
• SharePoint 2010 Workflow
• WF 3.5
• Workflows run inside SharePoint
Workflow Manager
SharePoint 2013 WorkflowWF 4.5Workflows run outside in remote service
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Tools for Building Workflows
• Browser
• SharePoint Designer 2013
• Visio 2013
• Visual Studio 2012/2013
• 3rd Party Workflows
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Create a workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents
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Create a workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents
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Create a workflow button
Demos
Time-Off-Request-Workflow
Workflow to archive documents
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So what is missing?
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Missing from 2013 Workflows:Task Actions
• Assign a Form to a Group
• Assign a To-Do Item
• Collect Data from a User
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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
19
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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
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Missing from 2013 Workflows: Permission-Related Actions
• Add List Item Permissions
• Inherit List Item Parent Permissions
• Remove List Item Permissions
• Replace List Item Permissions
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So what else can you do?
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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
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3rd party tools
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3rd party tools
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3rd party tools
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3rd party tools
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3rd party tools
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How to extend actions ofSharePoint 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/
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Next steps
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https://www.pluralsight.com/courses/sharepoint-work-creating-workflow-sharepoint-designer
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https://www.webucator.com/tutorial/advanced-microsoft-sharepoint/creating-custom-workflows-with-sharepoint-designer-2013/creating-custom-list-workflows-exercise.cfm#tutorial
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Questions?
@shareptkarmOffice Server & Services