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Creating Business Workflow
Using SharePoint Designer 2007 Presented by Tarek GhazaliIT Technical Specialist Microsoft SQL Server MVPMicrosoft SQL Server 2005 MCTSWeb Development MCPLebDev Vice President – Lebanese Dev. Community
What are workflows?Encapsulated logic for coordinating business processes
» provides abstractions to model real world processes» valuable for modeling long running and stateful
behavior» Workflows in WF are decomposed into activities» Windows Workflow Foundation supports two
fundamental workflow styles:
Sequential workflows
modeled as flowchart
State machine workflow
modeled as state diagram
Sequential Workflows
State Machine Workflows
Windows Workflow Foundation (WF)
• Single workflow technology for Windows– Extensible framework & toolset– Base platform for Microsoft, ISV and customer solutions
• A framework for building workflow into applications– A framework to build on - not an application or server– Exposed to developers via .NET 3.0
WSS Workflow
• Windows Workflow Foundation run-time engine – Hosted in Windows SharePoint Services (WSS)– WSS supports workflows on items and documents
• WF associated with list, document library or content type• WF can be started and completed by user actions• WF can be configured to start without user action
• Out-of-box capabilities– Review, approval, collect signatures, issue tracking, translation,
expiration…• Development platform
– Visual Studio plug-in– SharePoint Designer wizard
Workflow architecture in Windows SharePoint
Services 3.0 Windows SharePoint Services provides custom implementations of the following services for the engine: transaction, persistence, notifications, roles, tracking, and messaging. Developers can then create workflow solutions that run within Windows SharePoint Services.
Authoring Scenario Pyramid
Visual Studio & WF SDK
Out-of-the-BoxSolutions
(with customization)
SharePoint Site Designer Workflow
Routing & Approval
Tracking Applications
List ModerationDocument Expiration
Pro
fessio
nal D
evelo
per
En
d U
ser
Custom Tracking Apps
Document Processes
Custom Form Actions
LOB integration
Industry specific processes
SharePoint Feature Areas
Docs/tasks/calendars, blogs, wikis, e-mail integration, project
management “lite”, Outlook integration,
offline docs/lists
CollaborationCollaborationBusinessBusiness
IntelligenceIntelligence
PortalPortal
Enterprise Portal template, Site
Directory, My Sites, social networking,
privacy control
Enterprise scalability,contextual relevance, rich
people and business data search
Rich and Web forms based front-ends, Line Of Business actions, pluggable SSO, Workflow
Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
Integrated document management, records management, and Web content management with policies and workflow
BusinessBusinessProcessesProcesses
SearchSearchContentContentManagementManagement
PlatformPlatformServicesServices
Workspaces, Mgmt,Workspaces, Mgmt,
Security, Storage,Security, Storage,
Topology, Site ModelTopology, Site Model
What Is SharePoint Designer?
• Use Office SharePoint Designer 2007 to create and deploy interactive solutions on the SharePoint platform, without having to write code – You can design SharePoint workflows and
applications without having to use traditional procedural coding languages or techniques.
The value of “no code” applications
• No code = No risk
• Designed for Rapid Development
• Administrator-controlled developers extensibility points
SharePoint Designer Benefits
• SharePoint Designer provides you with easy-to-use tools that you can use to:– Build conditional views and forms with validation.– Read, write, and present data from a variety of data
sources—such as XML files, SQL databases, and Web Services.
– Compile data from multiple sources to create flexible, customized views and reports.
– Build Web Part pages and connect Web Parts to create sophisticated business applications.
SharePoint Designer -Workflow Designer
• The Workflow Designer automates business processes like automated task assignment and notification associated with SharePoint lists and document libraries by setting up custom workflow conditions and actions and linking them to the SharePoint data.
– Creating application logic without code
SharePoint Roles and Responsibilities
Rule-Based “No Code” Workflows
Workflows are composed of pre-existing building blocks and conditional logic
Based on Events, Conditions, and ActionsDescribed by XOML files in Web siteTriggered by initiation form or list eventsSupports rich data binding to list items
Extensible via custom actions, conditions
Sample Workflow Actions
• Assign Custom Task
• Send Email
• Create/Update/Delete
List item
• Collect Data from User
• Wait for Timer
• Wait for Data Change
Demo
Developing Workflow Tools Comparison
• Using Visual Studio.NET Designer– It’s not for a specific SharePoint Site– Developing custom code to your activities– Design Forms to communicate with users– Done by Professional Developer– Can author both sequential and state workflows
• Using SharePoint Designer– It’s for a specific SharePoint Site– Code-free, declarative rules-based workflows .– you are in effect assembling pre-existing activities into workflows– Likely Done by Web designer or Knowledge worker.– Can Author sequential workflow only.
Running Workflows Authored in SharePoint Designer 2007
• workflows authored in Office SharePoint Designer are not compiled and deployed as assemblies
• Stored as their source files within Windows SharePoint Services and compiled into memory only when needed – The workflow markup file– The workflow rules file– ASPX forms for any custom workflow forms
necessary
Workflow component structure in Windows SharePoint Services
SPWorkflowManager object hierarchy
Resources & Questions
• Microsoft Resources:– http://www.microsoft.com/sharepoint/– http://blogs.msdn.com/sharepoint/– http://www.microsoft.com/sharepoint/prodinfo/demos.mspx
• Contact me: – [email protected]
• Download Presentation :– http://www.sqlmvp.com