2013 Workflow Basics IN PLAIN ENGLISH FOR BUSINESS USERS

About Me  SharePoint Solutions Specialist since 2001  Huge Gator Fan  Graduated with BS in Advertising from University of Florida  Consultant at in Chicago   Microsoft Certified: Passionate about SharePoint

What’s New?

Visual Designer

How to turn it on

Stages

What it looks like

What it means Instead of this

You can do this

Or This

Or Even This

For Example

Loops

While Loop

While Day = True False

Loop n Times

What it looks like

For Example

Copy and Paste &

What it Looks Like

Dictionary =

Variable vs. Dictionary Variable: Eye = Brown Dictionary: Eye = Brown Fur = Black Nose = Black Tongue = Pink Species = Canine Breed = Black Lab

What it looks like Important The Dictionary variable type is critical when you are using the Call HTTP Web Service action.

Example Blog Understanding Dictionary actions in SharePoint Designer

Call HTTP Web Service

Example Blog How to work with web service using “Call HTTP Web Service” action in SharePoint Designer service-using-call-http-web-service-action.aspxhttp://blogs.msdn.com/b/sharepointdesigner/archive/2012/09/05/how-to-work-with-web- service-using-call-http-web-service-action.aspx

For Example

Web Services Resource – odata.org

2010 Task Options

2010 Task Process

2010 Task Process – Overall Task Process

2010 Task Process – Single Task Behavior

2010 Task Process Resources SharePoint 2010 Task Options: SharePoint 2010 Task Advanced Properties

2013 Task Options

2013 Tasks

Assign a Task vs. Assign a Task Process

Set Task Due Date

Wait for Task Completion

Create Task Content Type

Create Custom Task Content Type

Task Outcomes

Initiation Form

Setting up the Initiation Form

Start Workflow Action

Start Workflow Action Example Blog How to trigger a SharePoint 2010 workflow from a SharePoint 2013 workflow workflow-from-a-sharepoint-2013-workflow.aspxhttp://blogs.msdn.com/b/sharepointdesigner/archive/2012/08/18/how-to-trigger-a-sharepoint workflow-from-a-sharepoint-2013-workflow.aspx

What’s been removed from workflow

What’s been removed Stop Workflow Declare Record Undeclare Record Lookup Manager of User – web service – user profile service

What’s been removed - continued Document Set Actions: ◦Capture Version ◦Send Document Set to Repository ◦Set Content Approval for Document Set ◦Start Document Set Approval Set Process

What’s been removed - continued Task Stuff: ◦Assign a Form to a Group ◦Assign a To Do Item ◦Collect Data from a User ◦Start Approval Process ◦Start Custom Task Process ◦Start Feedback Process

What’s been removed - continued Conditions: If current item field equals value

What’s been removed - continued ◦Check list item permission levels ◦Check list item permissions ◦'Require Manage List/Web Permission' feature for list/site workflow

What’s been removed - continued Steps: ◦Impersonation Step Data sources: ◦User Profile lookup

What’s been removed - continued ◦Association Column ◦Associate to Content Type

What’s been removed - continued ◦Globally reusable workflow type

What’s been removed - continued Workflow visualization option

Removed but not GONE….

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