WF 101 - SharePoint Designer 2013 Workflows: An Introduction
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The document provides an introduction to creating workflows using SharePoint Designer 2013, highlighting essential tools, missing features, and case scenarios for effective workflow creation. Key topics include the structure of SharePoint workflows, what is lacking in 2013 workflows, and the integration of third-party tools for enhanced functionality. The session aims to equip participants with the knowledge to build workflows and understand the limitations and capabilities within SharePoint Designer.
WF 101 - SharePoint Designer 2013 Workflows: An Introduction
- 1. WF 101 - SharePoint Designer 2013 Workflows: An Introduction Knut Relbe-Moe, Product Evangelist & Partner Manager, Valo Intranet in a box
- 2. Thanks to our sponsors
- 3. Office Server & Services MVP Nintex vTE (Virtual Technical Evangelist) SharePoint evangelist, mentor, speaker Migration Expert Educator for Glasspaper Microsoft Certified Trainer Product Evangelist & Partner Manager Valo Intranet Box @sharePTkarm (Twitter) Knut Relbe-Moe knutrelbemoe@outlook.com
- 4. About me BLOG LINKED IN TWITTER EMAIL MEMBER OF MEMBER OF WORKS FOR JOB TITLE Microsoft MVP Office Servers and Services Product Evangelist & Partner Manager https://linkedin.com/in/shareptkarm knut@valointranet.com / knut@knowledgepeople.no http://www.valointranet.com @shareptkarm NIWUG AWARDED AWARDED Nintex vTE Nintex Virtual Technical Evangelist Thanx to @atomicvee SharePoint Saturday Oslo http://sharepointblog.no WWW
- 5. Valo Intranet Ready to go Social Intranet Valo
- 6. Visit our booth #213 Looking for new partners
- 8. Agenda 1 Introduction 2 Workflow in SharePoint Designer
- 9. Agenda 1 Introduction 2 Workflow in SharePoint Designer 3 So what is Missing from 2013 Workflows
- 10. Agenda 1 Introduction 2 Workflow in SharePoint Designer 3 So what is Missing from 2013 Workflows 4 What else can you do?
- 11. Agenda 1 Introduction 2 Workflow in SharePoint Designer 3 So what is Missing from 2013 Workflows 4 What else can you do? 5 Questions
- 12. • 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
- 14. 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
- 15. 2 workflow platforms SharePoint Workflow Host SharePoint 2010 Workflow WF 3.5 Workflows run inside SharePoint Workflow Manager SharePoint 2013 Workflow WF 4.5 Workflows run outside in remote service
- 16. Tools for Building Workflows • Browser • SharePoint Designer 2013 • Visio 2013 • Visual Studio 2012/2013 • 3rd Party Workflows
- 17. Create a workflow button Demos Time-Off-Request-Workflow Workflow to archive documents
- 18. Create a workflow button Demos Time-Off-Request-Workflow Workflow to archive documents
- 19. Create a workflow button Demos Time-Off-Request-Workflow Workflow to archive documents
- 21. Missing from 2013 Workflows: Task Actions Assign a Form to a Group Assign a To-Do Item Collect Data from a User
- 22. 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 22
- 23. 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
- 24. Missing from 2013 Workflows: Permission-Related Actions Add List Item Permissions Inherit List Item Parent Permissions Remove List Item Permissions Replace List Item Permissions
- 26. 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
- 27. 3rd party tools
- 28. 3rd party tools
- 29. 3rd party tools
- 30. 3rd party tools
- 31. 3rd party tools
- 34. How to extend actions of SharePoint 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/
- 35. Next steps
- 40. Knut Relbe-Moe Product Evangelist & Partner Manager, Valo Intranet in a box knut@valointranet.com