Advanced SharePoint Designer 2013 Workflows SCOTT SHEARER SHAREPOINT EVANGELIST HAYSTAX TECHNOLOGY

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Haystax Technology

Todays Agenda

Impersonation Step vs App Step  Both are methods of running workflow actions with elevated permissions  Impersonation Step is available in SharePoint 2010 style workflows  App Step is available in SharePoint 2013 style workflows

Impersonation Step  Impersonation step  SharePoint 2010 Style Workflows  Runs AS the account that published the workflow  Any changes to list items show as modified by the person who published the workflow  Workflow has the permissions of the workflow publisher  Someone with appropriate permissions should re-publish if original publisher loses permissions or their account is disabled/removed  Workflow will fail  Additional actions included with Impersonation step include actions to set item permissions

Danger!  Impersonation Steps can be used to set item level permissions  Alerts will fire before permissions are set by workflow  Consider removing end users ability to create alerts on list if setting permissions via a workflow

App Step  Designer 2013 Workflow feature  Has contribute access to all lists and libraries in the site collection*  Instructions for granting full control Instructions for granting full control

App Step  Site Feature Must Be Activated  Site feature – not site collection feature  Once activated, it may take a while before App Step is available

Demo  Impersonation Step  App Step

Association Columns  Site Columns that are automatically added to a list when a workflow is associated with the list  SharePoint 2010 Style workflows only

Initiation Form Parameters  Variables populated when a user is prompted for data when a workflow starts  Default values needed if workflow can be run automatically on new or change

Demo  Association Columns  Initiation Form Parameters

Calling a SharePoint 2010 Workflow From a 2013 Workflow  Start a List Workflow action  Allows for use of a 2010 workflow to access features not supported in a 2013 workflow  Demo

Web Service Call  Ability to interact with web services  Serge Luca blog  sharepoint-2013-rest-api-from-a-sharepoint-designer- workflow/ sharepoint-2013-rest-api-from-a-sharepoint-designer- workflow/  Blog by Sam Larko  workflow-working-with-web-services/  VisualSP video (free)video  Link to Asif Rehmani Video Link to Asif Rehmani Video

Utility Actions  Primarily String Functions  Index is Zero Based

Task Actions  Start a Task Action

Todays Agenda

Resources  Web Service Calls  Serge Luca blog  sharepoint-2013-rest-api-from-a-sharepoint-designer- workflow/ sharepoint-2013-rest-api-from-a-sharepoint-designer- workflow/  SharePoint Power Hour – Episode 22   Task Actions  Laura Rogers video 

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