1. Advanced SharePoint Designer 2013 Workflows
Scott shearer
SharePoint evangelist
Haystax technology

2. Who Am I? SharePoint Evangelist and Consultant for Haystax Technology
Based in Reston, 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

3. Haystax Technology SharePoint Development Migration Training
Consulting
Secure Cloud technologies
Microsoft
AWS
Advanced Analytics
Public Safety Cloud
Advance Threat Detection

4. SPEasyForms Codeplex Project No-code solution for
No-code solution for
Tabs
Cascading Dropdowns
Columns
Conditional Column Visibility
Accordions
And More…..

5. Contact Info
@ScottJShearer on Twitter

6. Todays Agenda App Steps and Impersonation Steps
Setting Permissions using a Workflow
Task Actions
Utility functions
Association Columns
Calling a SharePoint 2010 Workflow from a 2013 Workflow
Loops
Calling a web service from a workflow

7. Impersonation Step vs App 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

8. App Step Designer 2013 Workflow feature
Has contribute access to all lists and libraries in the site collection*
Instructions for granting full control

9. Demo
Impersonation Step
App Step

10. Association Columns
Site Columns that are automatically added to a list when a workflow is associated with the list
SharePoint 2010 Style workflows only

11. 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

12. Demo
Association Columns
Initiation Form Parameters

13. 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

14. Web Service Call Ability to interact with web services Serge Luca blog
sharepoint-2013-rest-api-from-a-sharepoint-designer- workflow/
VisualSP video (free)video
Asif Rehmani

15. Utility Actions
Primarily String Functions
Zero Based

16. Task Actions
Start a Task Action

17. Todays Agenda App Steps and Impersonation Steps
Setting Permissions using a Workflow
Task Actions
Utility functions
Association Columns
Calling a SharePoint 2010 Workflow from a 2013 Workflow
Loops
Calling a web service from a workflow

18. Questions? @ScottJShearer on Twitter sshearer@haystax.com

19. Resources Web Service Calls Task Actions Serge Luca blog
sharepoint-2013-rest-api-from-a-sharepoint-designer- workflow/
SharePoint Power Hour – Episode 22
Task Actions
Laura Rogers video