2013 Workflow Basics
IN PLAIN ENGLISH FOR BUSINESS USERS
About Me
SharePoint Solutions Specialist since 2001
Huge Gator Fan
Graduated with BS in Advertising from University of Florida
Consultant at
in Chicago
Twitter @KimFrehe
Microsoft Certified:
Passionate about SharePoint
What’s New?
Visual Designer
How to turn it on
Stages
What it looks like
What it means
Instead of this
You can do this
Or This
Or Even This
For Example
Loops
While Loop
While Loop
While Day =
False
True
Loop n Times
What it looks like
For Example
Copy and Paste
&
What it Looks Like
Dictionary
=
http://msdn.microsoft.com/en-us/library/jj554504.aspx
Variable vs. Dictionary
Variable:
Eye = Brown
Dictionary:
Eye = Brown
Fur = Black
Nose = Black
Tongue = Pink
Species = Canine
Breed = Black Lab
What it looks like
Important
The Dictionary variable type is critical when you are using the Call HTTP Web Service action.
Example Blog
Understanding Dictionary actions in SharePoint Designer 2013
http://msdn.microsoft.com/en-us/library/jj554504.aspx
Call HTTP Web Service
Example Blog
How to work with web service using “Call HTTP Web Service” action in SharePoint Designer
2013
http://blogs.msdn.com/b/sharepointdesigner/archive/2012/09/05/how-to-work-with-webservice-using-call-http-web-service-action.aspx
For Example
Web Services Resource – odata.org
2010 Task Options
2010 Task Process
2010 Task Process – Overall Task Process
2010 Task Process – Single Task Behavior
2010 Task Process Resources
SharePoint 2010 Task Options:
http://bit.ly/OjGtD8
SharePoint 2010 Task Advanced Properties
http://bit.ly/M9Ab8r
2013 Task Options
2013 Tasks
Assign a Task vs. Assign a Task Process
Set Task Due Date
Wait for Task Completion
Create Task Content Type
Create Custom Task Content Type
Task Outcomes
Initiation Form
Setting up the Initiation Form
Start Workflow Action
Start Workflow Action Example Blog
How to trigger a SharePoint 2010 workflow from a SharePoint 2013 workflow
http://blogs.msdn.com/b/sharepointdesigner/archive/2012/08/18/how-to-trigger-a-sharepoint2010-workflow-from-a-sharepoint-2013-workflow.aspx
What’s been removed from workflow
What’s been removed
Stop Workflow
Declare Record
Undeclare Record
Lookup Manager of User – web service –
user profile service
What’s been removed - continued
Document Set Actions:
◦Capture Version
◦Send Document Set to Repository
◦Set Content Approval for Document Set
◦Start Document Set Approval Set Process
What’s been removed - continued
Task Stuff:
◦Assign a Form to a Group
◦Assign a To Do Item
◦Collect Data from a User
◦Start Approval Process
◦Start Custom Task Process
◦Start Feedback Process
What’s been removed - continued
Conditions:
If current
item field equals
value
What’s been removed - continued
◦Check list item permission
levels
◦Check list item
permissions
◦'Require Manage List/Web
Permission' feature for
list/site workflow
http://digsharepoint.blogspot.com/2011/03/check-user-permission-in-sharepoint.html
What’s been removed - continued
Steps:
◦Impersonation Step
Data sources:
◦User Profile lookup
What’s been removed - continued
◦Association Column
◦Associate to Content Type
What’s been removed - continued
◦Globally reusable
workflow type
What’s been removed - continued
Workflow visualization option
Removed but not GONE….
My Contact Info
Email:
[email protected]
Twitter
@KimFrehe
LinkedIn
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