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SharePoint Designer 2013 Workflows
Scott ShearerSharePoint EvangelistHaystax Technology
Thank you #SPSTC sponsors!
Who Am I?SharePoint Evangelist and Consultant for Haystax Technology
Based in Reston, VA
Done everything from System Administration to C# development to helpdesk
CPA
Former Stock Broker
Former Certified Financial Planner (CFP)
Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNE
Conference Speaker
Haystax Technology• SharePoint
• Development
• Migration
• Training
• Consulting
• Secure Cloud technologies
• Microsoft
• AWS
• Advanced Analytics
• Public Safety Cloud
• Advance Threat Detection
SPEasyForms• Codeplex Project
• https://speasyforms.codeplex.com/• No-code solution for
• Tabs
• Cascading Dropdowns
• Columns
• Conditional Column Visibility
• Accordions
• And More…..
• Currently in Beta (1st release within a month)
Contact Info• @ScottJShearer on Twitter• [email protected]• [email protected]• http://spconcierge.wordpress.com
Todays Agenda• Types of Workflows
• Types of Designer Workflows
• What can you do with a Designer workflow
• Designer Workflow stages, steps, conditions and actions
• Demo Demo Demo
Types of SharePoint Workflows• “Out of the Box” Workflows
• Approval• Collect Feedback• Three State• 2010 Style can be copied and used as the basis for a new workflow• Use these if you can!
Types of Workflows (continued)• Designer Workflows
• List• “One Off” workflow that can be used with a single list
• Reusable• Usually linked to a single content type (2010 Workflow)• Can be used wherever the content type is used• Can be saved as a template and used in another site or site
collection• Almost always a 2010 style workflow
Types of Workflows (continued)• Site
• Not associated with any specific list or content type• Manually started
• Visual Studio Workflows• Workflow written in a .Net language (C#, VB.Net, etc.)• Can do virtually anything by using a Visual Studio workflow• Deployment Issues?• Link to Visual Studio vs Designer Workflows
• http://msdn.microsoft.com/en-us/library/office/jj163199(v=office.15).aspx
Types of Workflows (continued)• SharePoint 2013 vs SharePoint 2010 Workflows
• Choice of which to create
• Use 2013 style workflows unless you need to use a 2010 style workflow• Can call a 2010 workflow from a 2013 workflow
• Link to discontinued features in 2013 workflows• http://msdn.microsoft.com/en-us/library/jj728659.aspx
What Can You Do With a Designer Workflow?• Send Email• Update current list item• Update entries in other lists• Create new list items• Delete list items• Assign tasks• Start an approval process• Set list item permissions• Much more…
Workflow ComponentsStage• A block of actions that can be executed as a group
Step• A logical block of actions
Condition• “If statement” that can determine if the actions that
immediately follow it will run
Actions• Specific commands that are executed
By Default, SharePoint Designer workflows run in the security context of the user that started the workflow• If a workflow updates a list item in another list, the user that
started the workflow must have permissions to update items in that list unless
• App Step (2013 workflow)
• Runs as the “Workflow Manager”
• Contribute access everywhere in site
• Impersonation step (2010 workflow)
• Runs as the user who created the workflow
When Do Workflows Run?• Manually• When a new item is created• When an item is changed• When called from another workflow• Any combination of the above• What is missing?
Demo Demo Demo
Questions?
Additional Info
How to enable app step with full control http://msdn.microsoft.com/en-us/library/office/jj822159(v=office.15).aspx