2. 2013 Workflow Basics IN PLAIN ENGLISH FOR BUSINESS USERS

3. About Me  SharePoint Solutions Specialist since 2001  Huge Gator Fan  Graduated with BS in Advertising from University of Florida  Consultant at in Chicago  Twitter @KimFrehe  Microsoft Certified: Passionate about SharePoint

4. What’s New?

5. Visual Designer

6. How to turn it on

7. Stages

8. What it looks like

9. What it means Instead of this

10. You can do this

11. Or This

12. Or Even This

13. For Example

14. Loops

15. While Loop

16. While Day = True False

17. Loop n Times

18. What it looks like

20. For Example

21. Copy and Paste &

22. What it Looks Like

23. Dictionary = http://msdn.microsoft.com/en-us/library/jj554504.aspx

24. Variable vs. Dictionary Variable: Eye = Brown Dictionary: Eye = Brown Fur = Black Nose = Black Tongue = Pink Species = Canine Breed = Black Lab

25. What it looks like Important The Dictionary variable type is critical when you are using the Call HTTP Web Service action.

26. Example Blog Understanding Dictionary actions in SharePoint Designer 2013 http://msdn.microsoft.com/en-us/library/jj554504.aspx

27. Call HTTP Web Service

28. Example Blog How to work with web service using “Call HTTP Web Service” action in SharePoint Designer 2013 http://blogs.msdn.com/b/sharepointdesigner/archive/2012/09/05/how-to-work-with-web- service-using-call-http-web-service-action.aspxhttp://blogs.msdn.com/b/sharepointdesigner/archive/2012/09/05/how-to-work-with-web- service-using-call-http-web-service-action.aspx

29. For Example

30. Web Services Resource – odata.org

32. 2010 Task Options

33. 2010 Task Process

34. 2010 Task Process – Overall Task Process

35. 2010 Task Process – Single Task Behavior

36. 2010 Task Process Resources SharePoint 2010 Task Options: http://bit.ly/OjGtD8 SharePoint 2010 Task Advanced Properties http://bit.ly/M9Ab8r http://bit.ly/M9Ab8r

38. 2013 Task Options

39. 2013 Tasks

40. Assign a Task vs. Assign a Task Process

41. Set Task Due Date

42. Wait for Task Completion

43. Create Task Content Type

44. Create Custom Task Content Type

45. Task Outcomes

46. Initiation Form

47. Setting up the Initiation Form

48. Start Workflow Action

49. Start Workflow Action Example Blog How to trigger a SharePoint 2010 workflow from a SharePoint 2013 workflow http://blogs.msdn.com/b/sharepointdesigner/archive/2012/08/18/how-to-trigger-a-sharepoint- 2010-workflow-from-a-sharepoint-2013-workflow.aspxhttp://blogs.msdn.com/b/sharepointdesigner/archive/2012/08/18/how-to-trigger-a-sharepoint- 2010-workflow-from-a-sharepoint-2013-workflow.aspx

50. What’s been removed from workflow

51. What’s been removed Stop Workflow Declare Record Undeclare Record Lookup Manager of User – web service – user profile service

52. What’s been removed - continued Document Set Actions: ◦Capture Version ◦Send Document Set to Repository ◦Set Content Approval for Document Set ◦Start Document Set Approval Set Process

53. What’s been removed - continued Task Stuff: ◦Assign a Form to a Group ◦Assign a To Do Item ◦Collect Data from a User ◦Start Approval Process ◦Start Custom Task Process ◦Start Feedback Process

54. What’s been removed - continued Conditions: If current item field equals value

55. What’s been removed - continued ◦Check list item permission levels ◦Check list item permissions ◦'Require Manage List/Web Permission' feature for list/site workflow http://digsharepoint.blogspot.com/2011/03/check-user-permission-in-sharepoint.html

56. What’s been removed - continued Steps: ◦Impersonation Step Data sources: ◦User Profile lookup

57. What’s been removed - continued ◦Association Column ◦Associate to Content Type

58. What’s been removed - continued ◦Globally reusable workflow type

59. What’s been removed - continued Workflow visualization option

60. Removed but not GONE….

61. My Contact Info Email: kfrehe@rightpoint.com Twitter @KimFrehe LinkedIn Please add a note you are a rockstar from SharePointalooza