Workflow in SharePoint 2010
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Transcript of Workflow in SharePoint 2010
9/9/2010 1
Workflow in SharePoint 2010An Overview
Barry BoudreauSharePoint Technology Specialist
Microsoft [email protected]
Agenda
• Out of Box workflow• SharePoint Designer Workflow• Visio Integration
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
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)
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
Out of Box Workflow – Expense Reports
demo
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
Diving into SharePoint Designer – Modifying Expense Approval
demo
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
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
SharePoint Designer Workflows
Improved declarative workflow designer
Nested logic in SharePoint Designer
The Task Process Designer
Edit InfoPath Forms generated by SPD Workflows
Tooling Enhancements
demo
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
Creating Workflows in Visio
Visio has SharePoint Workflow template• Allows you to create workflow design in Visio• Workflow can be exported to SharePoint Designer
Easily transfer workflows from Visio to SPD and back
VWI
Visio WorkflowInterchange
Workflow Visualization
Silverlight driven visualization of status of your workflows
Visio and SharePoint Designer integration
demo
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!
Package Workflows as Solutions (WSPs) to extend further in Visual Studio
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
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
Partners
© 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.
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
© 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.