Workflow in SharePoint 2010

28
6/18/22 1 Workflow in SharePoint 2010 An Overview Barry Boudreau SharePoint Technology Specialist Microsoft Corporation [email protected]

description

SharePoint 2010 Workflow presentation from the SharePoint Saturday East Bay on 9/11/2010

Transcript of Workflow in SharePoint 2010

Page 1: Workflow in SharePoint 2010

9/9/2010 1

Workflow in SharePoint 2010An Overview

Barry BoudreauSharePoint Technology Specialist

Microsoft [email protected]

Page 2: Workflow in SharePoint 2010

Agenda

• Out of Box workflow• SharePoint Designer Workflow• Visio Integration

Page 3: Workflow in SharePoint 2010

Workflow Solution Spectrum

Out-of-Box Workflows

• Ready to use• Common

approval scenarios

Out-of-Box Customization

• Association and initiation settings

• Modify logic in SharePoint Designer

• Design forms in InfoPath

Custom Declarative

• Start from scratch or from existing

• New actions• Task process

framework• More types of

workflows

Custom Activities

• Encapsulate custom code in new action

• Deploy in full or partial trust (as user code)

Custom Non-Declarative

• Import solution into Visual Studio

• Advanced modeling

• Hook up workflow to events

Incr

easi

ng F

uncti

onal

ity

Browser Visual StudioSharePoint Designer

Page 4: Workflow in SharePoint 2010

Built-In Human Workflows

Out-of-Box Workflows

Out-of-Box Customization

Custom Declarative

Custom Activities

Custom Non-Declarative

Approval, Collect Feedback, Signatures Track the process from start to finish

Workflow tasks assigned to people in stages

Specify due dates and other simple behaviors

Showcase platform enhancements Reusable declarative workflows Rich/reach forms leveraging InfoPath Visualization of running workflow Task process design (more later)

Page 5: Workflow in SharePoint 2010

Types of Workflows

Attached directly to a List

Can be associated to many Lists or Content Types

Site based – not associated to a List or

Content Type

Page 6: Workflow in SharePoint 2010

Out of Box Workflow – Expense Reports

demo

Page 7: Workflow in SharePoint 2010

Tailor to Meet Your Needs

Out-of-Box Workflows

Out-of-Box Customization

Custom Declarative

Custom Activities

Custom Non-Declarative

Simple IW customizations on the server Adjust the association and initiation settings Attach it to a list, library, or content type

If it still doesn’t do exactly what you want… Open it up in SharePoint Designer! Internal logic is fully customizable in

the revamped workflow designer Update look & feel, add rules to

forms using InfoPath Designer

Page 8: Workflow in SharePoint 2010

Diving into SharePoint Designer – Modifying Expense Approval

demo

Page 9: Workflow in SharePoint 2010

SPD’s Rules-Based Designer

Out-of-Box Workflows

Out-of-Box Customization

Custom Declarative

Custom Activities

Custom Non-Declarative

Core tooling improvements New workflow types: site, c-type, reusable Constructs: nested logic, impersonation step Enhanced data binding, on-demand columns

Use new and improved actions Manager, user profile lookups Doc set and record management Read/write to external lists

Visio as a graphical designer Solution packaging for portability

Page 10: Workflow in SharePoint 2010

SharePoint Designer Improvements

For Design• New declarative workflow designer• Advanced task process designer• InfoPath Forms• Visio workflow designer

For Development• Reusable workflows• Visio visualizations• Export as WSP

Page 11: Workflow in SharePoint 2010

SharePoint Designer Workflows

Improved declarative workflow designer

Page 12: Workflow in SharePoint 2010

Nested logic in SharePoint Designer

Page 13: Workflow in SharePoint 2010

The Task Process Designer

Page 14: Workflow in SharePoint 2010

Edit InfoPath Forms generated by SPD Workflows

Page 15: Workflow in SharePoint 2010

Tooling Enhancements

demo

Page 16: Workflow in SharePoint 2010

Prototype, Design and Develop

SharePoint 2010 offers new development process• Envision workflows in Visio• Import into SharePoint Designer• Parameterize• Export to Visual Studio 2010• Add code

Visio SPD VS10

Page 17: Workflow in SharePoint 2010

Creating Workflows in Visio

Visio has SharePoint Workflow template• Allows you to create workflow design in Visio• Workflow can be exported to SharePoint Designer

Page 18: Workflow in SharePoint 2010

Easily transfer workflows from Visio to SPD and back

VWI

Visio WorkflowInterchange

Page 19: Workflow in SharePoint 2010

Workflow Visualization

Silverlight driven visualization of status of your workflows

Page 20: Workflow in SharePoint 2010

Visio and SharePoint Designer integration

demo

Page 21: Workflow in SharePoint 2010

File system

SPD Workflow Import

SPD has a new reusable declarative Workflow templateOnce deployed it can be saved to a template (.wsp)Template can be imported into Visual Studio 2010 and modified

WSP

Deploy Package

Save to File System Create New ProjectImport WSP

NEW!

Page 22: Workflow in SharePoint 2010

Package Workflows as Solutions (WSPs) to extend further in Visual Studio

Page 23: Workflow in SharePoint 2010

Extending the Platform

Out-of-Box Workflows

Out-of-Box Customization

Custom Declarative

Custom Activities

Custom Non-Declarative

Plug in your own custom activities Fully trusted deployment model, or… Sandboxed code in the user solution

gallery

Or build on top of existing activities OfficeTask exposed in Visual Studio An example: Document Set Approval Get the flexibility of custom code but

leverage in existing workflows

Page 24: Workflow in SharePoint 2010

Flexibility to Scale Up

Import a workflow package to Visual Studio

Graphically design state machines, add looping

Custom forms and code-beside Farm-wide deployment Handle workflow events Pluggable services that enable

external channels to talk to yourworkflow

Out-of-Box Workflows

Out-of-Box Customization

Custom Declarative

Custom Activities

Custom Non-Declarative

Page 25: Workflow in SharePoint 2010

Partners

Page 26: Workflow in SharePoint 2010

© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Page 27: Workflow in SharePoint 2010

Stru

cture

d A

d H

oc

Microsoft Visual Studio and workflow SDK

SharePoint Designer workflows

Out-of-the-Box (via SharePoint GUI)

Application Task and Issue Tracking

Routing & ApprovalReview

ApprovalSignature collection

Document ProcessesWeekly Status Report

Custom Tracking AppsService Requests

Asset Tracking

Custom Form ActionsEmail Notification

LOB Integration

Purchase Order Processing

Product lifecycle management

Workflow Scenarios

Com

plex

ity

Page 28: Workflow in SharePoint 2010

© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.