Asif Rehmani, SharePoint MVP VisualSP Create Powerful SharePoint Designer 2013 Workflows in Office 365 & On-Premises Asif Rehmani, SharePoint MVP VisualSP Download my presentations at: http://bit.ly/asifconference

Agenda 2 minutes intro about me and our company Explore workflow capabilities in SharePoint 2013 Examples of a few simple to complex workflows Guidance on packaging, migrating, and upgrading workflows

Trainer and Consultant www.sp24conf.com About me - Asif Rehmani Trainer Founder and CEO VisualSP Chicago, USA Conference Speaker SPC TechEd SPTechCon SP Connections SP Fest Dev Intersection And many more… SharePoint MVP, MCT Trainer and Consultant Contact @asifrehmani asif@visualsp.com www.VisualSP.com Author

About our company - VisualSP Two Solutions Help System Training Center

List of in-context Help Items VisualSP Help System In-context support through Help tab Help Tab List of in-context Help Items Help users when They need it most Help items for current page and context

VisualSP Training Center SharePoint topics covered End User SharePoint Site Administration InfoPath SharePoint Designer Workflows Branding Project management Metadata Management Access and Access Services Records Management Business Connectivity Services Search Reporting JavaScript customizations Hundreds of SharePoint video tutorials Fully narrated by SharePoint experts

Come visit us at our booth

Target audience for this session: Intranet/Web Content Manager Portal Solutions Manager SharePoint Guy/Gal Session level: 250 – Intermediate

Session focus Rapidly build no-code workflows using SharePoint Designer 2013

Workflow case scenarios Asset check out system Vacation approval Expense Reimbursement Onboarding Publishing approval Moving documents from one library to another Issue reporting Surveys

SharePoint workflow tools Browser SharePoint Designer 2013 Visio 2013 Visual Studio 2012/2013

Out of the box workflow templates No new workflow templates introduced with SharePoint 2013 Only the legacy ones from SharePoint 2010

Out of the box workflow templates Demo Out of the box workflow templates

SharePoint 2013 - Workflow Manager 1.0 SharePoint 2013 workflow processing moved to Workflow Manager (WM) Workflow no longer runs in the SharePoint content farm / servers SharePoint farm & Workflow Manager farm can be on same / different servers

The ‘New Stuff’ Stages Web Services Visual Designer Loops! New base level concept of stages Able to call into Rest/HTTP web services Visual Designer Loops! Direct Visio incorporation Able now to loop indirectly with stages or directly with the new Loop actions Stage-Level Diagrams New Task Actions Copy/Cut and Paste Quick and easy to create tasks and approval processes Core copy/cut and paste abilities now introduced

2010 and 2013 style workflows SharePoint Designer

New Workflow Activities & Actions New Actions & Activities Microsoft Project Specific Actions Assign a Task Get Property from [Dictionary/DynamicValue] Create a Project from Current Item Start a Task Process Count Items in [Dictionary/DynamicValue] Set the current project stage status to this value Go to This Stage Trim String Set the status field in the idea list item to this value Call HTTP Web Service Find Substring in String Wait for Project Event Start a List Workflow Replace Substring in String Set this field in the project to this value Start a Site Workflow Translate Document Build [Dictionary/DynamicValue] Set Workflow Status

SharePoint Designer Workflows Demo Workflow enhancements: 3007 SharePoint Designer Workflows

Creating / Acquiring new Workflow actions 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/

What will happen to my workflows when we upgrade from SharePoint 2010 to 2013? They will get transferred as SharePoint 2010 workflows You can modify them with almost* the same type of environment as in 2010 * With the added ability to use copy/paste functions

Copying a workflow to another List or Site Save as workflow template Export to Visio Copy / Paste stages

Packaging a workflow SharePoint Designer 2010: Only reusable workflows can be packaged SharePoint Designer 2013: List workflows, Reusable workflows and Site workflows can all be packaged as a wsp

Realize the benefits of SPD 2013 Workflows Rapid design with visual and text-based designers Leverage web services(HTTP/REST) Did I mention Looping!  Portable workflows using WSP package Copy & Paste Call SharePoint 2010 workflows for pre-developed functionality

Example of fairly advanced workflow Example of using: Stage Loop Web service Workflow variables Dictionary variable XML to JSON Calculation Creating items 3010 http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepoint- designer-2013-workflow/

How do I practice my ideas and concepts? Watch free videos at: http://visualsp.com/video-categories/all-free-videos/ http://www.youtube.com/watch?v=0cgs-7APLJ0&list=UUGLppoZbffV8SpxrGV8TYZA&index=1 Get a sandbox environment for practicing: Build your own dev VM Or Try the templates available at CloudShare – http://www.cloudshare.com Office 365 Trial

What about Workflows in SharePoint 2016? No SharePoint Designer 2016 (but SharePoint 2016 will support SPD 2013) Web based workflows someday… (according to Mark K. at Ignite) Visual Studio workflows

Call to Action Thank You! Download my presentations at: http://bit.ly/asifconference Watch video tutorials at: VisualSP.com Thank You! @asifrehmani asif@visualsp.com www.visualsp.com