2. 2013 Workflow Basics IN PLAIN ENGLISH FOR BUSINESS USERS

3. Thanks to all our Sponsors!

4. Welcome to SharePoint Saturday Houston Please turn off all electronic devices or set them to vibrate If you must take a phone call, please do so in the hall so as not to disturb others Special thanks to our Title Sponsor, ProSymmetry Thank you for being a part of the 5 th Annual SharePoint Saturday for the greater Houston area!

5. 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

6. What is workflow?

7. What’s New?

8. Visual Designer

9. How to turn it on

10. Import/Export

11. Translate Document

12. String Stuff (Text)

13. String Stuff 2010-RightpointProposalDraft_v3.2 Extract Substring from End of String Extract Substring from Index of String Extract Substring from Start of String Extract Substring from Index with Length

14. Stages

15. What it looks like

16. What it means Instead of this

17. For Example

18. You can do this

19. Or This

20. Or Even This

21. Loops

22. While Loop

23. While Day = True False

24. Loop n Times

25. For Example

27. What it looks like

28. Wait for Event in List item

29. Copy and Paste &

30. What it Looks Like

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

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

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

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

35. Call HTTP Web Service

36. For Example

37. 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

38. Web Services Resource – odata.org

40. 2010 Task Options

41. 2010 Task Process

42. 2010 Task Process – Overall Task Process

43. 2010 Task Process – Single Task Behavior

44. 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

46. 2013 Task Options

47. 2013 Tasks

48. Assign a Task vs. Assign a Task Process

49. Set Task Due Date

50. Wait for Task Completion

51. Create Task Content Type

52. Create Custom Task Content Type

53. Task Outcomes

54. Start Workflow Action

55. Initiation Form

56. Setting up the Initiation Form

57. 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

58. What’s been removed from 2013 workflow

59. 2010 – Lookup Manager

60. 2010 – Set Content Approval

61. 2010 – Record Management

62. 2010 – Copy List Item

63. 2010 – Work with Document Sets Document Set Actions: ◦Capture Version ◦Send Document Set to Repository ◦Set Content Approval for Document Set ◦Start Document Set Approval Set Process

64. 2010 – Task Stuff 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

65. 2010 – If Current Field Equals Conditions: If current item field equals value

66. 2010 Only - Associations ◦Association Column ◦Associate to Content Type

67. 2010 Only – Publish Globally ◦Globally reusable workflow type

68. 2010 Only – Workflow Visualization Workflow visualization option

69. Removed but not GONE….

70. The same but different Stop Workflow

71. The Same But Different Steps: ◦Impersonation Step ◦App Step

72. Activate App Step

73. 2010 Only ◦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

74. Great Resources 2013 Workflow actions quick reference http://bit.ly/1IU6mpc 2010 Workflow actions quick reference http://bit.ly/1air5Hz

75. My Contact Info Email: kfrehe@rightpoint.com Twitter @KimFrehe LinkedIn Please add a note you are from SPSHOU – or just say you’re awesome.

76. Feedback http://xfer.ws/94T3D

77. Thanks to all our Sponsors!

78. SharePint!!!!

80. 2013 Workflow actions quick reference: http://bit.ly/1IU6mpchttp://bit.ly/1IU6mpc 2010 Workflow actions quick reference: http://bit.ly/1air5Hzhttp://bit.ly/1air5Hz Email: kfrehe@rightpoint.comkfrehe@rightpoint.com Twitter: @KimFrehe