1. 07 | Workflows Chris Johnson | SharePoint Guru
Christopher Harrison | Microsoft Certified Trainer

2. Module Overview Developing Workflows in Visual Studio 2012 20488A
12: Automating Business Processes
Developing Workflows in Visual Studio 2012

3. Lesson 1: Understanding Workflow in SharePoint 2013
12: Automating Business Processes
Workflow Development

4. Introduction to the SharePoint Workflow Platform
12: Automating Business Processes
SharePoint
Server 2013
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
12: 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 as students do not need to understand the publication/subscribe service in detail, they just need an awareness of how SharePoint and workflows communicate.

6. Types of Workflow List workflows Site workflows Reusable workflows
12: 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 20488A 12: Automating Business Processes
This is just an introductory topic because the subsequent lessons will explain how to use Visio, SharePoint, and Visual Studio to develop workflows.

8. Lesson 2: Building Workflows with SharePoint Designer 2013
12: Automating Business Processes
Packaging and Deploying SharePoint Designer Workflows

9. Creating and Editing Workflows in SharePoint Designer
12: 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.

10. Publishing Workflows to a Live Site
12: 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.

11. Using Workflows Starting workflows automatically:
12: 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 workflow.

12. Packaging and Deploying SharePoint Designer Workflows
12: 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
Ensure that students understand that they only need to package workflows to move them to other sites.

13. Creating a Workflow with SharePoint Designer 2013

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

15. Introduction to Visual Studio Workflows
12: Automating Business Processes
Declarative workflows
No custom code
Built on 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.

16. Adding a Workflow Custom Activity to a Project
12: 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, as they will be described in the following topics. Here, you should just introduce the files and briefly describe what they do.

17. Creating the Workflow Logic
12: 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.

18. Creating the actions4 File
12: 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>
Ensure that students understand the relationship between the FieldBind element, the Parameter element, and the argument defined in the workflow designer.

19. Deploying and Publishing a Workflow Activity
12: 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
Ensure 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.

20. Creating Workflows with Visual Studio 2013