WF 101 - SharePoint Designer 2013 Workflows: An Introduction

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WF 101 - SharePoint Designer 2013 Workflows: An IntroductionKnut Relbe-Moe, Product Evangelist & Partner Manager, Valo Intranet in a box

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Office Server & Services MVPNintex vTE (Virtual Technical Evangelist)

SharePoint evangelist, mentor, speaker

Migration ExpertEducator for GlasspaperMicrosoft Certified TrainerProduct Evangelist & Partner Manager Valo Intranet Box

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Knut Relbe-Moe

knutrelbemoe@outlook.com

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Agenda1 Introduction

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Agenda1 Introduction

2 Workflow in SharePoint Designer

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Agenda1 Introduction

2 Workflow in SharePoint Designer

3 So what is Missing from 2013 Workflows

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Agenda1 Introduction

2 Workflow in SharePoint Designer

3 So what is Missing from 2013 Workflows

4 What else can you do?

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Agenda1 Introduction

2 Workflow in SharePoint Designer

3 So what is Missing from 2013 Workflows

4 What else can you do?

5 Questions

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• Get to know how to create SharePoint Designer Workflows• Learn how to create SharePoint Designer workflows from

the ground up

Goal with today’s session

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Why do we need Workflows?

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Some workflow case scenarios Asset check out system Vacation approval Expense Reimbursement Onboarding Publishing approval Moving documents from one library to another Issue reporting Surveys

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2 workflow platformsSharePoint Workflow Host

SharePoint 2010 WorkflowWF 3.5Workflows run inside SharePoint

Workflow Manager

SharePoint 2013 WorkflowWF 4.5Workflows run outside in remote service

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Tools for Building Workflows• Browser• SharePoint Designer 2013• Visio 2013• Visual Studio 2012/2013• 3rd Party Workflows

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Create a workflow button

Demos

Time-Off-Request-Workflow

Workflow to archive documents

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Create a workflow button

Demos

Time-Off-Request-Workflow

Workflow to archive documents

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Create a workflow button

Demos

Time-Off-Request-Workflow

Workflow to archive documents

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So what is missing?

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Missing from 2013 Workflows:Task Actions

Assign a Form to a Group Assign a To-Do Item Collect Data from a User

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Missing from 2013 Workflows:Advanced Task Actions*

Based on the approval workflows Start Approval Process Start Feedback Process Start Custom Task Process (build your own)

Modify in SharePoint Designer Included as Sub Process (within your workflow) Your workflow pauses until Task Action Completes

*SharePoint Server only

22

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Missing from 2013 Workflows:Document Set-Related Actions

Capture a version of the Document Set Send Document Set to Repository Set Content Approval Status for the Document Set

Start Document Set Approval Process

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Missing from 2013 Workflows: Permission-Related Actions

Add List Item Permissions Inherit List Item Parent Permissions Remove List Item Permissions Replace List Item Permissions

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So what else can you do?

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3rd party tools

Quick & Easy

• Workflow for everyone

• Reusable templates and modules

• Rapid ROI

Built on Sharepoint/Office 365

• Simple deployment and management

• Easy adoption

• No additional infrastructure costs

Connected

• Integration with cloud and on-premise apps

Intelligent

• Real-time workflow status

Drag-and-drop workflow designer for Microsoft SharePoint and Office 365

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3rd party tools

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3rd party tools

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3rd party tools

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3rd party tools

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3rd party tools

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How to extend actions of SharePoint designer Create new workflow actions using Visual Studio

Acquire workflow actions through vendors

http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx

http://plumsail.com/workflow-actions-pack/

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Next steps

Sign-up for Office 365Download SharePoint Designer 2013, and create your first workflowTry out Microsoft Flow, next gen Workflow?

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https://www.pluralsight.com/courses/sharepoint-work-creating-workflow-sharepoint-designer

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https://www.webucator.com/tutorial/advanced-microsoft-sharepoint/creating-custom-workflows-with-sharepoint-designer-2013/creating-custom-list-workflows-exercise.cfm#tutorial

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Join the conversation!Share tips and best

practices with other Office 365 expertshttp://aka.ms/

office365network

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Questions?

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@shareptkarmOffice Server & Services

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Thank You!Knut Relbe-MoeProduct Evangelist & Partner Manager, Valo Intranet in a boxknut@valointranet.com