2013 Workflow Basics IN PLAIN ENGLISH FOR BUSINESS USERS

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What is workflow?

What’s New?

Visual Designer

How to turn it on

Import/Export

Translate Document

String Stuff (Text)

String Stuff 2010-RightpointProposalDraft_v3.2 Extract Substring from End of String Extract Substring from Index of String Extract Substring from Start of String Extract Substring from Index with Length

Stages

What it looks like

What it means Instead of this

For Example

You can do this

Or This

Or Even This

Loops

While Loop

While Day = True False

Loop n Times

For Example

What it looks like

Wait for Event in List item

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

For Example

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

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

Start Workflow Action

Initiation Form

Setting up the Initiation Form

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 2013 workflow

2010 – Lookup Manager

2010 – Set Content Approval

2010 – Record Management

2010 – Copy List Item

2010 – Work with Document Sets Document Set Actions: ◦Capture Version ◦Send Document Set to Repository ◦Set Content Approval for Document Set ◦Start Document Set Approval Set Process

2010 – Task Stuff 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

2010 – If Current Field Equals Conditions: If current item field equals value

2010 Only - Associations ◦Association Column ◦Associate to Content Type

2010 Only – Publish Globally ◦Globally reusable workflow type

2010 Only – Workflow Visualization Workflow visualization option

Removed but not GONE….

The same but different Stop Workflow

The Same But Different Steps: ◦Impersonation Step ◦App Step

Activate App Step

2010 Only ◦Check list item permission levels ◦Check list item permissions ◦'Require Manage List/Web Permission' feature for list/site workflow

Great Resources 2013 Workflow actions quick reference Workflow actions quick reference

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Feedback

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2013 Workflow actions quick reference: Workflow actions quick reference: