Workflow Solutions for Business Users and Knowledge Workers November 30th, 2010 Brendan Giles, PMP,...

Sharepoint 2007Workflow Solutions for Business Users and

Knowledge Workers

November 30th, 2010

Brendan Giles , PMP, MCP

Overview

Workflows Out-of-the-boxWindows Sharepoint Services 3.0Microsoft Office Sharepoint Server 2007

Custom Workflow CreationInternet Explorer Microsoft Office Sharepoint Designer

Events, Actions, Conditions and Steps

Microsoft Visual StudioQuestions and Wrap-up

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MPUG?

Sharepoint is a large component of Microsoft Enterprise Project Management solutions.

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Microsoft Office Project Web Access 2007 is a Sharepoint web site with workflow capabilities.

Project Managers rely on Sharepoint workflows with Sharepoint Project Workspaces as part of their document approval process.

Workflows are run against documents or list items within Sharepoint lists and libraries.

Workflows Out-of-the-Box

Windows Sharepoint Services 3.0 (WSS)Three State Workflow

Microsoft Office Sharepoint Server 2007 (MOSS)ApprovalCollect FeedbackCollect SignaturesDisposition ApprovalGroup Approval (Some Languages)Translation Management (Language based)

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Workflows Out-of-the-BoxThree State Workflow

Easily Created in a Web Browser

Simple 3 state process Pending Approved Rejected

Common usage Simple Document Review Process Software development process

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Three State Workflow

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Three State Workflow

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Three State Workflow

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Workflows Out-of-the-BoxApproval

Routing of an item for approval Individuals Groups

Tasks created in a special task list Serial or Parallel Approval Tasks e-mail notifications sent Workflow history kept Approve, reject or request changes Disposition notice to workflow initiator at completion

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Approval Workflow

Approval Workflow

Workflows Out-of-the-BoxCollect Feedback

Assign Multiple Tasks to Multiple Recipients

Run Serially or in Parallel

Terminate when all or one recipient respondsCan set expiration dates

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Collect Feedback

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Collect Feedback

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Collect Feedback

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Workflows Out-of-the-BoxCollect Signatures

Route Documents for digital signatureWorks with Word 2007 documents or

Excel 2007 spreadsheets with digital signature lines

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Collect Signatures

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Workflows Out-of-the-BoxCollect Signatures

Route Documents for digital signatureWorks with Word 2007 documents or

Excel 2007 spreadsheets with digital signature lines

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Workflows Out-of-the-BoxDisposition Approval

Allows for expiration of content using information management policiesUser invokes an information management

policy on a document and then can kick off a disposition workflow

Owner can then delete or archive the document.

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Disposition Approval

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Custom WorkflowBrowser

Allows for expiration of content using information management policiesUser invokes an information management

policy on a document and then can kick off a disposition workflow

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Custom WorkflowMicrosoft Office Sharepoint Designer

Choose from a series of actions and events

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Custom WorkflowMicrosoft Office Sharepoint Designer

A wizard style logic builder

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Custom WorkflowMicrosoft Office Sharepoint Designer

Access to all Sharepoint Site Lists and Libraries

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Custom WorkflowMicrosoft Office Sharepoint Designer

A demonstration

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Custom WorkflowMicrosoft Office Sharepoint Designer

Examples at :

http://office.microsoft.com/en-us/sharepoint-designer-help/CH010066766.aspx

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Custom WorkflowVisual Studio

Deploy workflow templates

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Questions and Answers

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