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
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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