1. SharePoint Designer 2013 Workflows – An Introduction
Scott Shearer
SharePoint Evangelist
Haystax Technology

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4. Who Am I? SharePoint Evangelist and Consultant for Haystax Technology
Based in Tysons Corner, VA
Done everything from System Administration to C# development to helpdesk
CPA
Former Stock Broker
Former Certified Financial Planner (CFP)
Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNE
Conference Speaker

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@ScottJShearer on Twitter

7. Todays Agenda Types of Workflows Types of Designer Workflows
What can you do with a Designer workflow
Designer Workflow stages, steps, conditions and actions
Demo Demo Demo

8. Danger!
It is never a good idea to learn and experiment with new concepts in your production site collection
Create a new site collection and use it as a sandbox
Using a subsite in production for this purpose just won’t do!

9. Types of SharePoint Workflows
“Out of the Box” Workflows
Approval
Collect Feedback
Know what each of the “Out of the Box” before you start creating Designer workflows for your organization
Can be copied and used as the basis for a new workflow
Use these if you can!

10. Types of Workflows (continued)
Designer Workflows
List
“One Off” workflow that can be used with a single list
Reusable
Usually linked to a single content type (2010 Workflow)
Can be used wherever the content type is used
Can be saved as a template and used in another site or site collection
Almost always a 2010 style workflow

11. Types of Workflows (continued)
Designer Workflows
Site
Not associated with any specific list or content type

12. Types of Workflows (continued)
SharePoint 2013 vs SharePoint 2010 Style Workflows
Choice of which to create
My opinion:
Use 2013 style workflows unless you need to use a 2010 style workflow
A 2010 workflow can be called from a 2013 workflow
Link to discontinued features in 2013 workflows

13. Types of Workflows (continued)
Visual Studio Workflows
Link to Visual Studio vs Designer Workflows
us/library/office/jj163199(v=office.15).aspx

14. What Can You Do With a Designer Workflow?
Send
Update current list item
Update entries in other lists
Create new list items
Delete list items
Assign tasks
Start an approval process
Set list item permissions
Much more…

15. Demo
Simple Designer Workflow

16. Workflow Components Actions Specific commands that are executed Stage
TechEd 2013
6/3/ :19 AM
Workflow Components
Stage
A block of actions that can be executed as a group
Step
A logical block of actions
Condition
“If statement” that can determine if the actions that immediately follow it will run
Actions
Specific commands that are executed
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. SharePoint Designer workflows run in the security context of the user that started the workflow
If a workflow updates a list item in another list, the user that started the workflow must have permissions to update items in that list unless
Action is inside of an App Step (2013 workflow)
Action is inside of an impersonation step (2010 workflow)

18. When Do Designer Workflows Run?
TechEd 2013
6/3/ :19 AM
When Do Designer Workflows Run?
Manually
When a new item is created
When an item is changed
When called from another workflow
Any combination of the above
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. Demo Demo Demo TechEd 2013 6/3/2018 11:19 AM
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. What about SharePoint 2016?
SharePoint Designer 2013 can be used with SharePoint 2016 Site Collections and Office 365
SharePoint 2010 and SharePoint 2013 Style Workflows are both supported

21. Questions? @ScottJShearer on Twitter http://spconcierge.wordpress.com