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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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Thanks to our sponsors
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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
@sharePTkarm (Twitter)
Knut Relbe-Moe
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About me
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Microsoft MVPOffice Servers and Services
Product Evangelist & Partner Manager
https://linkedin.com/in/shareptkarm
[email protected] / [email protected]
http://www.valointranet.com
@shareptkarm
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Thanx to @atomicvee
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Visit our booth #213
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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?
Speaker picture
@shareptkarmOffice Server & Services
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Thank You!Knut Relbe-MoeProduct Evangelist & Partner Manager, Valo Intranet in a [email protected]
