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Asif Rehmani, SharePoint MVP VisualSP
Create Powerful SharePoint Designer 2013 Workflows in Office 365 & On-Premises Asif Rehmani, SharePoint MVP VisualSP Download my presentations at:
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Agenda 2 minutes intro about me and our company Explore workflow capabilities in SharePoint 2013 Examples of a few simple to complex workflows Guidance on packaging, migrating, and upgrading workflows
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Trainer and Consultant
About me - Asif Rehmani Trainer Founder and CEO VisualSP Chicago, USA Conference Speaker SPC TechEd SPTechCon SP Connections SP Fest Dev Intersection And many more… SharePoint MVP, MCT Trainer and Consultant Contact @asifrehmani Author
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About our company - VisualSP Two Solutions
Help System Training Center
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List of in-context Help Items
VisualSP Help System In-context support through Help tab Help Tab List of in-context Help Items Help users when They need it most Help items for current page and context
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VisualSP Training Center
SharePoint topics covered End User SharePoint Site Administration InfoPath SharePoint Designer Workflows Branding Project management Metadata Management Access and Access Services Records Management Business Connectivity Services Search Reporting JavaScript customizations Hundreds of SharePoint video tutorials Fully narrated by SharePoint experts
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Come visit us at our booth
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Target audience for this session:
Intranet/Web Content Manager Portal Solutions Manager SharePoint Guy/Gal Session level: 250 – Intermediate
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Session focus Rapidly build no-code workflows using SharePoint Designer 2013
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Workflow case scenarios
Asset check out system Vacation approval Expense Reimbursement Onboarding Publishing approval Moving documents from one library to another Issue reporting Surveys
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SharePoint workflow tools
Browser SharePoint Designer 2013 Visio 2013 Visual Studio 2012/2013
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Out of the box workflow templates
No new workflow templates introduced with SharePoint 2013 Only the legacy ones from SharePoint 2010
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Out of the box workflow templates
Demo Out of the box workflow templates
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SharePoint 2013 - Workflow Manager 1.0
SharePoint 2013 workflow processing moved to Workflow Manager (WM) Workflow no longer runs in the SharePoint content farm / servers SharePoint farm & Workflow Manager farm can be on same / different servers
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The ‘New Stuff’ Stages Web Services Visual Designer Loops!
New base level concept of stages Able to call into Rest/HTTP web services Visual Designer Loops! Direct Visio incorporation Able now to loop indirectly with stages or directly with the new Loop actions Stage-Level Diagrams New Task Actions Copy/Cut and Paste Quick and easy to create tasks and approval processes Core copy/cut and paste abilities now introduced
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2010 and 2013 style workflows SharePoint Designer
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New Workflow Activities & Actions
New Actions & Activities Microsoft Project Specific Actions Assign a Task Get Property from [Dictionary/DynamicValue] Create a Project from Current Item Start a Task Process Count Items in [Dictionary/DynamicValue] Set the current project stage status to this value Go to This Stage Trim String Set the status field in the idea list item to this value Call HTTP Web Service Find Substring in String Wait for Project Event Start a List Workflow Replace Substring in String Set this field in the project to this value Start a Site Workflow Translate Document Build [Dictionary/DynamicValue] Set Workflow Status
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SharePoint Designer Workflows
Demo Workflow enhancements: 3007 SharePoint Designer Workflows
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Creating / Acquiring new Workflow actions
Create new workflow actions using Visual Studio Acquire workflow actions through vendors
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What will happen to my workflows when we upgrade from SharePoint 2010 to 2013?
They will get transferred as SharePoint 2010 workflows You can modify them with almost* the same type of environment as in 2010 * With the added ability to use copy/paste functions
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Copying a workflow to another List or Site
Save as workflow template Export to Visio Copy / Paste stages
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Packaging a workflow SharePoint Designer 2010: Only reusable workflows can be packaged SharePoint Designer 2013: List workflows, Reusable workflows and Site workflows can all be packaged as a wsp
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Realize the benefits of SPD 2013 Workflows
Rapid design with visual and text-based designers Leverage web services(HTTP/REST) Did I mention Looping! Portable workflows using WSP package Copy & Paste Call SharePoint 2010 workflows for pre-developed functionality
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Example of fairly advanced workflow
Example of using: Stage Loop Web service Workflow variables Dictionary variable XML to JSON Calculation Creating items 3010 designer-2013-workflow/
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How do I practice my ideas and concepts?
Watch free videos at: Get a sandbox environment for practicing: Build your own dev VM Or Try the templates available at CloudShare – Office 365 Trial
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What about Workflows in SharePoint 2016?
No SharePoint Designer 2016 (but SharePoint 2016 will support SPD 2013) Web based workflows someday… (according to Mark K. at Ignite) Visual Studio workflows
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Call to Action Thank You!
Download my presentations at: Watch video tutorials at: VisualSP.com Thank You! @asifrehmani
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