Stop Reinventing the Wheel Unleash the Power of Business Process Automation with SPD Workflow

{ } Jim Bob Howard Passions: Connections and Collaboration 23 years of software/web development for EDS, GE Capital, IBM, and several small businesses 9 years with SharePoint Ministry Director, Magazine Editor, Actor, etc. Passions: Connections and Collaboration Director, SharePoint Practice Nashville Email: JimBob.Howard@JourneyTEAM.com Twitter: @jbhoward Blog: http://www.ConnectorMan.com Husband of 1, Father of 4 + 1 Grandfather of 1 Speaker { } Business Technology Summit, TECH Talks – Nashville, SPTechCon, SharePoint Fest, SharePointaloosa, Baltimore PM Conference, SharePoint Saturday: Austin, Cape Town, Chevy Chase (DC), EMEA, (Persian) Gulf, Houston, India, Nairobi, Nashville, New Orleans, New York, San Antonio, Philadelphia, Reston, Salt Lake City, The Conference (DC), Virginia Beach, UnStuck Nashville, Promoting Professionalism Week @ Jones College of Business, Tennessee Recruiters Association, Nashville Association of Sales Professionals, Operation Stand Down Tennessee Author Organizer

Zone of Genius Zone of Genius Zone of Excellence Zone of Incompetence The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level by Dr. Gay Hendricks — https://amzn.to/2HNm5k2 Zone of Incompetence Zone of Competence Zone of Excellence Zone of Genius

How to Keep People in Zone of Competence Require them to do things that are not in their Zone of Genius Project Management, Expense reports, Vacation requests, Clock in/out Incentivize them into habits that keep them from it Clock-watching After-hours text/email asking for information Require them to make the same decision over and over Approve documents that meet certain criteria Proofread proposals, look up information, search Use decision-making energy on things that don’t matter What do Steve Jobs, Albert Einstein, Mark Zuckerberg have in common?

How to Stay in the Zone of Genius Only do what only you can do Delegate tasks that are someone else’s Zone of Genius Automate good decisions Don’t waste time remaking the same decisions Don’t waste other people’s time remaking your good decisions Or theirs Get back into your zone of Genius

Automate your Good Decisions Microsoft Flow Great for connecting to disparate system Not fully-baked, but getting there SharePoint Designer (SPD) workflows Great for managing information in SharePoint Simple processes to more complex

SharePoint Designer FREE Download: https://www.microsoft.com/en-us/download/details.aspx?id=35491

Business Process

Business Process

Business Process

Business Process

Business Process

SPD Workflow

Governance Approval for site creation Guardrails for list creation and deletion Process for reviewing content on a regular basis Tasks to gather more information Notification emails, with links to items Permissions updates to disallow certain actions

Project Management Create PMIS site for a project Calculated Columns for PMI indices Highlight content that needs attention through KPIs http://www.connectorman.com/jslink-code-kpis-sharepoint-2013-2/ Email when a project is close to completion Email when a project exceeds a certain threshold Create tasks based on project status changes

Site creation, modification, and destruction REST services – “Working with Lists and List Items” https://docs.microsoft.com/en-us/sharepoint/dev/sp-add-ins/working-with-lists-and-list-items-with-rest App Step for anything by GET

Caveats A workflow runs as the user who “triggered” it Manual, Creation, Change A workflow can perform elevated tasks using an App Step Using App Permissions Gear -> Site settings -> Manage site features -> Workflow can use app permissions Gear -> Site settings -> Site app permissions -> Only as high as the user who publishes it

Pro-tips No search in the interface Debugging Self-document using Stages/Steps Suspensions will tell you the Stage/Step that caused them Errors won’t Debugging Log to history (250 character limit) or another list Add a debug flag to Initiation Parameters to turn logging on/off Wrap in condition (If 1 equals 0) to skip a step without losing it Use a Dictionary (read: JSON object) to track changes Dictionaries can be output as Strings Strings can be read as Dictionaries To reuse, abstract server by using Workflow Context variables Current Site URL Current Item URL

Business Process Automation Stop reinventing the wheel and get back to your Zone of Genius!

THANK YOU SPONSORS!!!

SharePint 4PM - ? 51 North Taproom https://www.51northtaproom.com/ 704 51st Ave N Nashville, TN 37209

SharePoint & Office 365 Users Group NashvilleSUG.com

Q&A Thank you! t) @jbhoward e) JimBob.Howard@JourneyTEAM.com b) www.ConnectorMan.com JourneyTEAM 1624 Westgate Cir., Ste. 175 Brentwood, TN 37067 www.JourneyTEAM.com/Nashville Q&A

{ } Jim Bob Howard Passions: Connections and Collaboration 23 years of software/web development for EDS, GE Capital, IBM, and several small businesses 9 years with SharePoint Ministry Director, Magazine Editor, Actor, etc. Passions: Connections and Collaboration Director, SharePoint Practice Nashville Email: JimBob.Howard@JourneyTEAM.com Twitter: @jbhoward Blog: http://www.ConnectorMan.com Husband of 1, Father of 4 + 1 Grandfather of 1 Speaker { } Business Technology Summit, TECH Talks – Nashville, SPTechCon, SharePoint Fest, SharePointaloosa, Baltimore PM Conference, SharePoint Saturday: Austin, Cape Town, Chevy Chase (DC), EMEA, (Persian) Gulf, Houston, India, Nairobi, Nashville, New Orleans, New York, San Antonio, Philadelphia, Reston, Salt Lake City, The Conference (DC), Virginia Beach, UnStuck Nashville, Promoting Professionalism Week @ Jones College of Business, Tennessee Recruiters Association, Nashville Association of Sales Professionals, Operation Stand Down Tennessee Author Organizer