Create Powerful SharePoint Designer 2013
Workflows in Office 365 & On-Premises
Download my presentations at:
http://bit.ly/asifconference
Asif Rehmani
SharePoint MVP and MCT
VisualSP
Agenda
2 minutes intro about me and our company
Explore workflow capabilities in SharePoint 2013
Examples of a few simple to complex workflows
Guidance on packaging, migrating, and upgrading workflows
About me - Asif Rehmani
Trainer
Founder and CEO
VisualSP
Chicago, USA
Conference Speaker
Contact
@asifrehmani
[email protected]
www.VisualSP.com
Author
SharePoint MVP, MCT
Trainer and Consultant
About our company - VisualSP
Two Solutions
Help System
Training Center
VisualSP Help System
In-context support through Help tab
Help Tab
List of in-context Help Items
Help users when
They need it
most
Help items for
current page and
context
VisualSP Training Center
SharePoint topics covered
End User
SharePoint Site Administration
InfoPath
SharePoint Designer
Workflows
Branding
Project management
Metadata Management
Access and Access Services
Records Management
Business Connectivity Services
Search
Reporting
JavaScript customizations
• Hundreds of SharePoint
video tutorials
• Fully narrated by
SharePoint experts
Come visit us at our booth
Giveaways for today’s session
1 Year access to
* Retail value: $199.50
Target audience for this session:
Intranet/Web Content Manager
Portal Solutions Manager
SharePoint Guy/Gal
Session level:
250 – Intermediate
Session focus
Rapidly build no-code workflows using
SharePoint Designer 2013
SharePoint workflow tools
Browser
SharePoint Designer 2013
Visio 2013
Visual Studio 2012/2013
11
Out of the box workflow templates
No new workflow templates introduced with SharePoint 2013
Only the legacy ones from SharePoint 2010
12
Demo
Out of the box workflow templates
SharePoint 2013 - Workflow Manager 1.0
SharePoint 2013 workflow processing moved to Workflow
Manager (WM)
Workflow no longer runs in the SharePoint content farm /
servers
SharePoint farm & Workflow Manager farm can be on same /
different servers
14
The ‘New Stuff’
Stages
Web Services
•
•
New base level concept of
stages
Able to call into Rest/HTTP
web services
Visual Designer
Loops!
•
•
•
Direct Visio incorporation
Stage-Level Diagrams
New Task Actions
•
Quick and easy to create
tasks and approval
processes
Able now to loop indirectly
with stages or directly with
the new Loop actions
Copy/Cut and Paste
•
Core copy/cut and paste
abilities now introduced
2010 and 2013 style workflows
SharePoint Designer
2010
2013
16
New Workflow Activities & Actions
New Actions & Activities
Microsoft Project Specific
Actions
Assign a Task
Get Property from
[Dictionary/DynamicValue]
Create a Project from Current Item
Start a Task Process
Count Items in
[Dictionary/DynamicValue]
Set the current project stage status to
this value
Go to This Stage
Trim String
Set the status field in the idea list item
to this value
Call HTTP Web Service
Find Substring in String
Wait for Project Event
Start a List Workflow
Replace Substring in String
Set this field in the project to this
value
Start a Site Workflow
Translate Document
Build [Dictionary/DynamicValue]
Set Workflow Status
Demo
SharePoint Designer Workflows
Creating / Acquiring new Workflow actions
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/
What will happen to my workflows when we upgrade
from SharePoint 2010 to 2013?
They will get transferred as SharePoint 2010 workflows
You can modify them with almost* the same type of environment as
in 2010
* With the added ability to use copy/paste functions
21
Copying a workflow to another List or Site
Save as workflow template
Export to Visio
Copy / Paste stages
22
Packaging a workflow
SharePoint Designer 2010:
Only reusable workflows can be packaged
SharePoint Designer 2013:
List workflows, Reusable workflows and Site workflows can all be
packaged as a wsp
Example of fairly advanced workflow
Example of using:
• Stage
• Loop
• Web service
• Workflow variables
• Dictionary variable
• XML to JSON
• Calculation
• Creating items
http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepointdesigner-2013-workflow/
How do I practice my ideas and concepts?
Watch free videos at:
http://visualsp.com/video-categories/all-free-videos/
http://www.youtube.com/watch?v=0cgs-7APLJ0&list=UUGLppoZbffV8SpxrGV8TYZA&index=1
Get a sandbox environment for practicing:
Build your own dev VM
Or
Try the templates available at CloudShare –
http://www.cloudshare.com
Or
Office 365 Trial
26
Call to Action
Thank You!
Download my presentations at:
http://bit.ly/asifconference
Watch video tutorials at:
VisualSP.com
Fill out survey
@asifrehmani
[email protected]
www.visualsp.com