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2013 Workflow Basics IN PLAIN ENGLISH FOR BUSINESS USERS

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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

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Whats New?

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Visual Designer

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How to turn it on

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Stages

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What it looks like

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What it means Instead of this

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You can do this

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Or This

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Or Even This

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For Example

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Loops

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While Loop

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While Day = True False

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Loop n Times

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What it looks like

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For Example

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Copy and Paste &

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What it Looks Like

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

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

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

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

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Call HTTP Web Service

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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

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For Example

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Web Services Resource odata.org

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2010 Task Options

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2010 Task Process

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2010 Task Process Overall Task Process

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2010 Task Process Single Task Behavior

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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

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2013 Task Options

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2013 Tasks

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Assign a Task vs. Assign a Task Process

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Set Task Due Date

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Wait for Task Completion

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Create Task Content Type

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Create Custom Task Content Type

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Task Outcomes

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Initiation Form

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Setting up the Initiation Form

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Start Workflow Action

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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

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Whats been removed from workflow

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Whats been removed Stop Workflow Declare Record Undeclare Record Lookup Manager of User web service user profile service

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Whats 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

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Whats 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

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Whats been removed - continued Conditions: If current item field equals value

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Whats 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

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Whats been removed - continued Steps: Impersonation Step Data sources: User Profile lookup

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Whats been removed - continued Association Column Associate to Content Type

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Whats been removed - continued Globally reusable workflow type

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Whats been removed - continued Workflow visualization option

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Removed but not GONE.

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

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