1. Automating Business Processes
Microsoft SharePoint 2013
Automating Business Processes
SharePoint Practice

2. Developing Workflows in Visual Studio 2012
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Module Overview
11: Automating Business Processes
Developing Workflows in Visual Studio 2012

3. Lesson 1: Understanding Workflow in SharePoint 2013
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Lesson 1: Understanding Workflow in SharePoint 2013
11: Automating Business Processes
Discussion: Choosing a Suitable Development Approach

4. Introduction to the SharePoint Workflow Platform
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Introduction to the SharePoint Workflow Platform
11: Automating Business Processes
SharePoint
Server 2013
Windows Azure
Service Bus
This topic is designed to give students a high-level overview of the workflow platform and how it differs from SharePoint More information about how SharePoint and Workflow Manager communicate is provided in the next topic.
REST calls
Workflow Manager Client 1.0 Service Application Proxy
Workflow
Manager 1.0
Events
SharePoint 2010 Workflow Platform
(legacy support)

5. Workflow Associations and Subscriptions
11: Automating Business Processes
SharePoint and workflows communicate by using the Windows Azure publication/subscribe service
Workflow associations:
Bind the definition of a workflow to a scope
Represent a set of subscription rules
Workflow subscriptions:
Enable a workflow to interact with associations
Respond to events from an object
Starting workflows:
Manually
Automatically
Do not spend too long on this topic, because students do not need to understand the publication/subscribe service in detail; they just need to be aware of how SharePoint and workflows communicate.

6. Types of Workflow List workflows Site workflows Reusable workflows
11: Automating Business Processes
List workflows
Site workflows
Reusable workflows
The key point that students need to understand about the different types of workflow is the impact that the type has on the availability and functionality of the workflow.

7. Workflow Development Visio 2013 SharePoint Designer Visual Studio 2012
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Workflow Development
11: Automating Business Processes
Visio 2013
SharePoint Designer
Visual Studio 2012
This is just an introductory topic because the subsequent lessons will explain how to use Visio, SharePoint, and Visual Studio to develop workflows.

8. Discussion: Choosing a Suitable Development Approach
11: Automating Business Processes
Review the scenario in the student workbook
Which approach to development would you use in each scenario and why?
Sample solution to scenario:
You need to use Visual Studio to create and deploy a custom workflow action that calls the external web service. You can then use SharePoint Designer to create the workflow that uses the custom workflow action.

9. Packaging and Deploying SharePoint Designer Workflows
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Lesson 2: Building Workflows by using Visio 2013 and SharePoint Designer 2013
11: Automating Business Processes
Packaging and Deploying SharePoint Designer Workflows

10. Creating Workflows by Using Visio
11: Automating Business Processes
Shapes:
Components
Actions
Conditions
Structure of a workflow
Connecting shapes
Validating workflows
When you start this topic, open Visio and create a new workflow so that students can see how it looks. As you discuss each section, point out the relevant commands or buttons to the students.

11. Creating and Editing Workflows in SharePoint Designer
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Creating and Editing Workflows in SharePoint Designer
11: Automating Business Processes
Creating workflows
Using the Visual Designer
Using the text-based designer
Importing workflows
When you start this topic, open SharePoint Designer and create a new workflow so that students can see how it looks. As you discuss each section, point out the relevant commands or buttons to the students.

12. Publishing Workflows to a Live Site
11: Automating Business Processes
Workflow settings:
Settings
Start options
Publishing workflows:
Publishing list workflows
Publishing reusable workflows
Publishing site workflows
Point out the relevant options in the UI to the students as you discuss them.

13. Starting workflows automatically:
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Using Workflows
11: Automating Business Processes
Starting workflows automatically:
Create or change an item in the list or library
Browse to the workflows for any item in the list or library to review all in-scope workflows
Review the tasks or history for an individual workflow
Starting workflows manually:
Browse to the workflows for a list or library
- OR -
Browse to the SITE WORKFLOWS page
Start a new workflow or review running and completed workflows
Open Internet Explorer and show students how to locate the different types of workflows.

14. Demonstration: Creating Workflows in SharePoint Designer
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Demonstration: Creating Workflows in SharePoint Designer
11: Automating Business Processes
In this demonstration, you will see how to:
Create workflows in SharePoint Designer
Publish workflows
Use workflows in SharePoint
Make sure students understand that all shapes can be added and customized in both the Visual Designer and the text-based designer. The only reason for swapping between the two here is to show how to use both methods.
Preparation Steps
You may want to start the virtual machine in advance to save time during the demonstration.
Demonstration Steps
Start the 20488B-LON-SP-11 virtual machine.
Log on to the LONDON machine as CONTOSO\Administrator with the password Pa$$w0rd.
On the Start screen, type SharePoint Designer 2013, and then click SharePoint Designer 2013.
In SharePoint Designer, click Open Site.
In the Open Site dialog box, in the Site name box, type and then click Open.
In the Windows Security dialog box, in the User name box, type Dominik, in the Password box, type Pa$$w0rd, and then click OK.
In the Navigation pane, click Lists and Libraries.
On the ribbon, on the LISTS AND LIBRARIES tab, in the New group, click Custom List.
In the Create list or document library dialog box, in the Name box, type Demo List, and then click OK.
In the Navigation pane, click Workflows.
On the ribbon, on the WORKFLOWS tab, in the New group, click List Workflow, and then click Demo List.
In the Create List Workflow - Demo List dialog box, in the Name box, type Demo Workflow, and then click OK.
(More notes on the next slide)

15. Demonstration: Creating Workflows in SharePoint Designer
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Demonstration: Creating Workflows in SharePoint Designer
11: Automating Business Processes
Click (Start typing or use the Insert group on the ribbon.), type Assign a task, and then press Enter.
Click this user.
In the Assign a Task dialog box, in the Participant box, type Dominik, in the Task Title box, type Demo task, and then click OK.
On the ribbon, on the WORKFLOW tab, in the Manage group, click Views, and then click Visual Designer.
In the Shapes pane, click Actions - SharePoint 2013 Workflow, and then drag Log to history list and drop it to the right of the Assign a task action.
Click the Log to history action that you just added, click the SharePoint Designer Properties button that appears in the lower-left of the action, and then click Message.
In the Log to History List Properties dialog box, type Task assigned, and then click OK.
On the ribbon, on the WORKFLOW tab, in the Manage group, click Views, and then click Text- Based Designer.
Review the log action that has been added.
On the ribbon, on the WORKFLOW tab, in the Save group, click Check for Errors.
In the Microsoft SharePoint Designer dialog box, click OK.
On the ribbon, on the WORKFLOW tab, in the Manage group, click Workflow Settings.
In the Start Options group, select the Start workflow automatically when an item is created check box.
On the ribbon, on the WORKFLOW SETTINGS tab, in the Save group, click Save.
On the ribbon, on the WORKFLOW SETTINGS tab, in the Save group, click Publish.
On the Start screen, click Internet Explorer.
(More notes on the next slide)

16. Demonstration: Creating Workflows in SharePoint Designer
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Demonstration: Creating Workflows in SharePoint Designer
11: Automating Business Processes
In the Windows Security dialog box, in the User name box, type Dominik, in the Password box, type Pa$$w0rd, and then click OK.
In SharePoint, in the Quick Launch menu, click Demo List.
Click new item, in the Title box, type Demo Item, and then click Save.
Next to Demo Item in the list, click the ellipsis, and then click Workflows.
Note that the Demo workflow has started.
Under Running Workflows, click Demo Workflow and note that a task has been assigned to Dominik Dubicki.
Under Tasks, click Demo task. If there are no items under Tasks, refresh the page.
On the ribbon, on the VIEW tab, in the Manage group, click Edit Item.
Click Approved and when the Demo Workflow page loads, click Refresh.
Note that the workflow is now complete and the “Task assigned” message has been logged to the Workflow History section.
Close Internet Explorer.
Close SharePoint Designer.

17. Packaging and Deploying SharePoint Designer Workflows
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Packaging and Deploying SharePoint Designer Workflows
11: Automating Business Processes
Packaging a workflow:
Use the Save a Template feature in SharePoint Designer
Creates a WSP file in the Site Assets library
Exporting workflows:
Use the Export File feature on the ASSETS tab of the ribbon
Creates a WSP file on the local computer
Deploying and activating workflows:
Use the Upload Solution feature in the SharePoint site
Activate the solution, and then activate the site feature
Make sure students understand that they only need to package workflows to move them to other sites.

18. Lab A: Building Workflows in Visio 2013 and SharePoint Designer 2013
11: Automating Business Processes
Exercise 2: Editing Workflows by Using SharePoint Designer
Exercise 1: Creating Workflows by Using Visio
In this exercise, you will create the first draft of the workflow by using Visio. You will create a blank Visio workflow, add tasks and connectors to implement the logic, and then validate and save the workflow on the local computer.
Exercise 2: Editing Workflows by Using SharePoint Designer
In this exercise, you will import the workflow that you created into SharePoint Designer, edit the workflow to add detail, and then deploy the workflow. Finally, you will test the workflow to verify that it performs as expected.
Instructor Note: Point out to students that to save time when testing, they can remain logged on as one user; however, in the real world environment, each of the different users would complete each of the tasks. If they do remain logged on as one user, they may find that they need to refresh some of the pages for the new task to be displayed.

19. 20488B
Lab Scenario
11: Automating Business Processes
Contoso produces information leaflets for all of their pharmaceutical products. The publishing process for these information leaflets consists of several steps. The first draft is created by a pharmacologist (Paul West) and then submitted to a copy editor (Danny Levin). If changes are required, they must be incorporated by the original author (Paul West). If there are no copy edit changes, the leaflet can be published by Dominik Dubicki. After the information leaflet is published, it must be reviewed for accuracy at least once every 12 months. Your task is to develop a workflow to automate this process.

20. Lesson 3: Developing Workflows in Visual Studio 2012
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Lesson 3: Developing Workflows in Visual Studio 2012
11: Automating Business Processes
Deploying and Publishing a Workflow Activity

21. Introduction to Visual Studio Workflows
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Introduction to Visual Studio Workflows
11: Automating Business Processes
Declarative workflows
No custom code
Built on Windows Workflow Foundation 4
Packaged as Features
Workflow templates:
Workflow
Workflow Custom Activity
Use this topic to introduce the high-level concepts of Visual Studio workflows for SharePoint 2013.

22. Adding a Workflow Custom Activity to a Project
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Adding a Workflow Custom Activity to a Project
11: Automating Business Processes
Workflow Custom Activity template comprises:
Feature1.feature
<Workflow Custom Activity name>.xaml
<Workflow Custom Activity name>.action4
Elements.xml
Do not cover the content of the files in this topic, because they will be described in the following topics. Here, you should just introduce the files and briefly describe what they do.

23. Creating the Workflow Logic
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Creating the Workflow Logic
11: Automating Business Processes
Using variables, arguments, and imports:
Variables – store date during the workflow
Arguments – pass data in and out of the workflow
Imports – import namespaces into the workflow
Using workflow controls:
Add to workflow by using the Toolbox
Configure by using the Properties pane
Consider opening Visual Studio and creating a SharePoint project containing a workflow custom activity so that you can identify the relevant parts of the screen and their functionality while discussing this topic.

24. Creating the actions File
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Creating the actions File
11: Automating Business Processes
<Action Name="Sample" ClassName="MyProject.Sample">
<RuleDesigner Sentence="Get info for user %1 (output to %2)">
<FieldBind Field="UserName" Text="User name" Id="1" DesignerType="Person" />
<FieldBind Field="Info" Text="UserInfo" Id="2" DesignerType="TextArea" />
</RuleDesigner>
<Parameters>
<Parameter Name="UserName" Type="System.String, mscorlib" Direction="In" DesignerType="Person" />
<Parameter Name="Info" Type="System.String, mscorlib" Direction="Out" DesignerType="TextArea" />
</Parameters>
</Action>
Make sure that students understand the relationship between the FieldBind element, the Parameter element, and the argument defined in the workflow designer.

25. Deploying and Publishing a Workflow Activity
11: Automating Business Processes
Deploying a workflow activity:
Deploy to the site defined when you created the project
Clear the SharePoint Designer cache
Use the workflow activity from the Custom group in the Actions list
Publishing a workflow activity:
Publish to an alternative site:
Use the workflow activity
Publish to the file system:
Copy the .wsp file to the target server
Upload the solution
Activate the solution
Make sure that students understand that they deploy to the site defined when they created the project and that they publish to an alternative site or the file system. Also be sure to point out that when publishing to the file system, they must manually upload and activate the solution on the target site.

26. Lab B: Creating Workflow Actions in Visual Studio 2012
11: Automating Business Processes
Exercise 2: Using a Custom Workflow in SharePoint Designer
Remind students that if they need to update their Visual Studio workflow custom activity during the lab, they must clear the SharePoint Designer cache again as described in Exercise 2, Task 1, before trying to use the workflow.
Exercise 1: Creating Custom Workflow Actions
In this exercise, you will use Visual Studio to create and deploy the workflow custom activity. You will implement the workflow logic, create the .actions4 file, and then deploy the workflow to the team site.
Exercise 2: Using a Custom Workflow in SharePoint Designer
In this exercise, you will use the custom action in SharePoint Designer and then test to confirm that it functions as expected.
Instructor Note: If students need to redeploy their Visual Studio workflow, they will need to close SharePoint Designer and clear the cache folders again before continuing to work in SharePoint Designer.
Point out to students that to save time when testing, they can remain logged on as one user; however, in the real world environment, each of the different users would complete each of the tasks. If they do remain logged on as one user, they may find that they need to refresh some of the pages for the new task to be displayed.

27. 20488B
Lab Scenario
11: Automating Business Processes
Your colleague, Dominik Dubicki, who is responsible for publishing the Contoso product information leaflets mentions to you that whenever he publishes a leaflet he has to use another application to discover the distribution area for the leaflet. He asks if you can use this application in your workflow to include the information in his task title.
You decide to develop a workflow custom activity in Visual Studio to query the distribution web service and output the distribution area. You will then incorporate this action into the existing workflow and add the distribution area to the task assigned to Dominik.

28. Module Review and Takeaways
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Module Review and Takeaways
11: Automating Business Processes
Review Question(s)
Review Question(s)
Question
Which type of workflow cannot be triggered by an event?
( )Option 1: List workflow
( )Option 2: Site workflow
( )Option 3: Reusable workflow
Answer
(√) Option 2: Site workflow
You are developing a workflow in Visio and have added an Assign a task shape to the workflow. However, you cannot locate the Properties button to customize the task. What do you need to do?
You must import the workflow into SharePoint Designer to access the properties of workflow items.
Which of the following controls can you use to call a method in a web service from a Visual Studio workflow custom activity?
( )Option 1: Interop
( )Option 2: WorkflowInterop
( )Option 3: HttpSend
( )Option 4: WaitForCustomEvent
( )Option 5: FlowSwitch<T>
(√) Option 3: HttpSend
(More notes on the next slide)