Workflow in SharePoint 2013

Workflow allow you to automate your business processes

MJ FerdousSharePoint Architect | Trainer | Speaker Organized by:

SharePoint Experts Community

Sponsored by: Microsoft

Agenda

• SharePoint Workflow• A Real Example of Workflow• SP Designer VS Visual Studio• SharePoint Designer 2013• Develop Workflow using SharePoint Designer• Demo: Developing SharePoint Designer 2013 Workflow• Create Workflow using Visual Studio 2012

SharePoint Workflow

• Workflows in SharePoint 2013 allow you to model and automate your business processes. • These business processes can be as simple as a document approval

process with a single approver• as complex as customer-facing product catalog using web service calls

and database support• as formidable as virtually any structured business process, full of

conditions, loops, user inputs, tasks, and custom actions.

A Real Example of Workflow

These business processes can be as simple as a document approval process with a single approver. Let’s consider this scenario:

For Example: A bank account opening process requires one person (Manager) review and approval on Application document. If It Accept by Manager then document are ready for opening a document and notify team otherwise it will go to initiator to update document. The process will continue until the document is approved.

SP Designer VS Visual StudioFeature / Requirement SharePoint Designer Visual Studio

Allows rapid workflow development Yes Yes

Enables reuse of workflows

A workflow can be used only by the list or library on which it was developed. However, SharePoint Designer provides reusable workflows that can be used multiple times within the same site.

A workflow can be written as a template so that after it is deployed, it can be reused and associated with any list or library.

Allows you to include a workflow as part of a SharePoint solution or app for SharePoint

No Yes

Allows you to create custom actions

No. However, SharePoint Designer can consume and implement custom actions that are created and deployed by using Visual Studio.

Yes. However, be aware that in Visual Studio, the underlying activities, not their corresponding actions, are used.

SharePoint Designer 2013

• Improved Visual Designer• Visio Designer Integration into SharePoint• Allow switch between design mode and sentence-style mode• Editable properties helper

• Stage and Loops• Designer supports cut/ copy / paste / undo / redo / select-all • Calling REST Web Service• Improved email editor (rich formatting)

SharePoint Designer 2013

Demo

Create Workflow using Visual Studio 2012• Open Visual Studio 2012 and create a new project. • In the New Project dialog box, choose Templates, Visual C#, Office

SharePoint, SharePoint Solutions, and SharePoint 2013 Project, as shown below• Select deploy as a sandbox solution

Create Workflow using Visual Studio 2012• With the project created, choose Add New Item on the Project menu,

and then choose Workflow under the Office SharePoint item

Create Workflow using Visual Studio 2012• In this sample I choose to use a List Workflow:• In the next step I selected the Document list, this is the list, where the

Workflow will be available• In the next step I choose to create a new task and history lists:

Create Workflow using Visual Studio 2012• After this step you can start creating your Workflow.

• In the Toolbox, you can see the activities that you can use in your Workflow, you just need to drag them to your WF design.

Create Workflow using Visual Studio 2012• For Example: writes to history list the message “WFSample End Author:” + username

References

• SharePoint 2013 Books - A comprehensive list – • http://

social.technet.microsoft.com/wiki/contents/articles/14579.sharepoint-2013-books-a-comprehensive-list.aspx

• Best Example of SharePoint 2013 public-facing sites• http://www.topsharepoint.com/sharepoint-2013-websites

• Training Videos• http://technet.microsoft.com/en-US/sharepoint/fp123606

Contact me

email: ferdouscs@gmail.comCell: +880 1715015093

Thank You