Advanced SharePoint Designer 2013 Workflows SCOTT SHEARER SHAREPOINT EVANGELIST HAYSTAX TECHNOLOGY.

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Presentation transcript:

Advanced SharePoint Designer 2013 Workflows SCOTT SHEARER SHAREPOINT EVANGELIST HAYSTAX TECHNOLOGY

Thank you #SPSTC sponsors!

Who Am I?

Haystax Technology

SPEasyForms

Contact Info

Todays Agenda

Impersonation Step vs App 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  Someone with appropriate permissions should re- publish if original publisher loses permissions or account is disabled/removed  Additional actions included with Impersonation step include actions to set item permissions

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

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 created 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

Utility Actions  Primarily String Functions  Zero Based

Task Actions  Start a Task Action

Todays Agenda

Questions?

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 