WF 203 - Get Started with SharePoint Designer Workflows

Workflow tips and tricks

Knut Relbe-Moe

Office Server & Services MVP

Nintex vTE (Virtual Technical Evangelist)

SharePoint evangelist, mentor, speakerMigration ExpertEducator for GlasspaperMicrosoft Certified Trainer

Product Evangelist & Partner Manager Valo Intranet Box

@sharePTkarm (Twitter)

Knut Relbe-Moe

knutrelbemoe@outlook.com

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Agenda1 Introduction

Agenda1 Introduction

2 Workflow in SharePoint Designer

Agenda

1 Introduction

2 Workflow in SharePoint Designer

3 So what is Missing from 2013 Workflows

Agenda

1 Introduction

2 Workflow in SharePoint Designer

3 So what is Missing from 2013 Workflows

4 What else can you do?

Agenda

1 Introduction

2 Workflow in SharePoint Designer

3 So what is Missing from 2013 Workflows

4 What else can you do?

5 Questions

• 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

Why do we need Workflows?

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

2 workflow platforms• SharePoint Workflow Host

• SharePoint 2010 Workflow

• WF 3.5

• Workflows run inside SharePoint

Workflow Manager

SharePoint 2013 WorkflowWF 4.5Workflows run outside in remote service

Tools for Building Workflows

• Browser

• SharePoint Designer 2013

• Visio 2013

• Visual Studio 2012/2013

• 3rd Party Workflows

Create a workflow button

Demos

Time-Off-Request-Workflow

Workflow to archive documents

Create a workflow button

Demos

Time-Off-Request-Workflow

Workflow to archive documents

Create a workflow button

Demos

Time-Off-Request-Workflow

Workflow to archive documents

So what is missing?

Missing from 2013 Workflows:Task Actions

• Assign a Form to a Group

• Assign a To-Do Item

• Collect Data from a User

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

19

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

Missing from 2013 Workflows: Permission-Related Actions

• Add List Item Permissions

• Inherit List Item Parent Permissions

• Remove List Item Permissions

• Replace List Item Permissions

So what else can you do?

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

3rd party tools

3rd party tools

3rd party tools

3rd party tools

3rd party tools

How to extend actions ofSharePoint 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/

Next steps

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

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

Questions?

@shareptkarmOffice Server & Services

Knut Relbe-Moe

Product Evangelist & Partner Manager, Valo Intranet in a box

knut@valointranet.com