Datapolis Guest Expert Presentation: Three must have SharePoint workflows by Vlad Catrinescu
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The document discusses the importance of SharePoint workflows, which are automated processes that help streamline various business tasks such as approvals and data collection. It introduces three must-have workflows: holiday approval, purchase approval, and onboarding, each designed to improve efficiency and organization within corporate settings. Additionally, it highlights SharePoint Designer 2013 as a key tool for developing these workflows, allowing for rapid creation of no-code solutions tailored to business needs.
Datapolis Guest Expert Presentation: Three must have SharePoint workflows by Vlad Catrinescu
- 1. Three Must-Have SharePoint Workflows Vlad Catrinescu
- 2. Vlad Catrinescu • Independent SharePoint Consultant from Montreal • PowerShell and Automation Fan • 6 Years in IT, 4 with SharePoint • Blog: www.absolute-sharepoint.com
- 5. What are SharePoint Workflows? SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.
- 6. What are SharePoint Workflows? SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.
- 7. What are SharePoint Workflows? SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.
- 8. What are SharePoint Workflows? SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.
- 9. What are SharePoint Workflows? SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.
- 11. What is SharePoint Designer? SharePoint Designer 2013 is the tool of choice for the rapid development of SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of- Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
- 12. What is SharePoint Designer? SharePoint Designer 2013 is the tool of choice for the rapid development of SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of- Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
- 13. What is SharePoint Designer? SharePoint Designer 2013 is the tool of choice for the rapid development of SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of- Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
- 14. What is SharePoint Designer? SharePoint Designer 2013 is the tool of choice for the rapid development of SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of- Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
- 15. What is SharePoint Designer? SharePoint Designer 2013 is the tool of choice for the rapid development of SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of- Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
- 16. What is SharePoint Designer? SharePoint Designer 2013 is the tool of choice for, advanced users who can rapidly create SharePoint solutions in response to business needs. Advanced users can compose no-code solutions by leveraging the building blocks available in SharePoint in an easy to use environment.
- 17. SharePoint 2010 SharePoint 2013 SharePoint Online Where can I apply what we learn today?
- 18. Workflows 101 Actions Create task Update task Delete task Send email Prompt for values Change item Status Conditions If Created by File type Advanced Condition
- 19. Workflows 101 Start On item creation On item Modification Manually Types Reusable Workflow List Workflow Site Workflow
- 21. Why a Holiday Approval workflow? Everybody needs some time off
- 22. Information and Constraints Who approves it Manager Constraints Who will replace Do I still have enough people working? How do I easily view all current Holiday requests?
- 23. Basic SharePoint Workflow way to do it Lookup manager of a user Start approval process Stop workflow
- 25. Why a Purchase Approval Workflow? Every Company has to buy stuff, and sometimes it’s tough to get approvals.
- 26. Information and Constraints Who approves it Depending on amount Not always de same amount of approvals needed. Constraints How do I set my limits to be dynamic? Where do I get the approval information from?
- 27. Our Workflow Amount is .. Start approval process with Manager Start approval process with Manager & Manager of Manager Start approval process with Manager & Manager of Manager & his/her Manager 0-5000$ 5000-20000 20000$+
- 29. Why an Onboarding workflow. Getting all the required stuff for new employees can sometimes be a hassle.
- 30. Information and Constraints Who is involved HR Accounting Operations IT Etc… Constraints How do I get all my departments to fill in the information How do I make it easy for people to fill in information?
- 31. Our Workflow Collect Data from HR Collect Data from IT Update Item with Data from IT Collect Data from Operations Update Item with Data from Operations
- 32. Thank You Questions & Answers @vladcatrinescu http://ca.linkedin.com/in/vladcatrinescu www.absolute-sharepoint.com vlad@vnext.solutions