info@newsteplearning.comwww.newsteplearning.com(425) 522-3727

Learning Programs and Training for Microsoft SharePoint, Office 365 and Windows Azure

Understanding and AuthoringSharePoint Designer Workflows

About Chris Beckett

24+10MCMMCT

MCSEMCPD

Solution ArchitectLearning Consultant

and Trainer

chris@newsteplearning.com

@sharepointbits

blog.sharepointbits.com

Agenda

WorkflowTechnical

ArchitectureWorkflow Features and

CapabilitiesAuthoring Workflow

Solutions

SharePoint 2010 Workflow Architecture

Custom SharePointWorkflow Runtime

Host

Built upon.NET 3.51 Workflow

Foundation

SharePoint 2013 Workflow Architecture

Workflow Execution now uses Windows

Azure Workflow (WAW)

2013 to 2010 Workflow Interop Bridge

Azure Workflow can invoke a SharePoint

2010 Workflow

Out-of-Box Workflows

2010 workflows are not activated by

default

There are no 2013 Mode Workflows

included with SharePoint 2013

Agenda

TechnicalArchitecture

Workflow Features and Capabilities

Authoring WorkflowSolutions

Platform Type

Choice of 2010 or 2013

Workflow Architecture

Workflow Types

• Published directly to a list or library

• No reusability

• Full access to list content types and fields

• Manual or Auto-Start

• Published to a content type

• Reusable across lists or libraries supported by content Type

• No visibility of list-specific fields like Created or Modified

• Manual or Auto-Start

• Not bound to a specific list or library

• No content item context

• Can only be started manually

List Reusable Site

Reusable Workflow Content Type

Reusable workflows only bound to

generic content type only

in SharePoint 2013

Workflow Models

SharePoint 2010 SharePoint 2013

StagesStage names can now be used for Workflow Status

Stages support transitioning

to other Stages

Task-Related Actions

SharePoint 2010 SharePoint 2013

SharePoint 2010 Task Events

Process Events Task Events

SharePoint 2013 Task Dialog

Optional Sync or Asynch Behavior

CustomizeEmails

Reminder Notifications

No AssignmentStages

Types ofTask

Completion

Customize TaskOutcomes

Association and Initiation Forms

SharePoint 2010 SharePoint 2013

Task Forms

SharePoint 2010 SharePoint 2013

Workflow Notifications

Still not great!

Dictionaries

Collection of Name and Value

Pairs

Dictionaries can contain other Dictionaries

Loops and Dictionaries

Loop ‘n’ TimesOr

Loop Until If

Dictionaries are collections ofName/Value

Pairs

Call HTTP Web Service Action

RESTful Web Services are supported

HTTP Verbs support REST Operations

Calling a Web Service

UsesDictionary

Parameters

App Steps

App Step requires

activation of Site Feature

App Steps can be nested anywhere inside a Stage or

Step

Agenda

TechnicalArchitecture

Workflow Features and Capabilities

Authoring WorkflowSolutions

Process Modeling Cross-Functional Workflow

Template in Visio

Determine Roles?

IdentifyStages?

UX DesignVisio Wireframe

Template

Forms, Notifications, Dashboards

Use Case Scenarios

Workflow DesignVisio SharePoint 2013 Template

Support for Stages

and Steps

Full Fidelity Import and Export with

SPD2013

Architecture Considerations

Business Rules& Configuration

Operations & Support

Reporting &Administration

Task & ProcessManagement

EnterpriseIntegration

Logging Strategy

Short simple user-friendly messages on what the workflow has accomplished

Technical log for tracking workflow internal state to help with diagnosing errors or issues

Process performance data used for process management reporting and performance indicators

Workflow History Diagnostics Performance Audit

SharePoint Designer 2013

More InformationTechNet Workflow Resource Centerhttp://technet.microsoft.com/en-US/sharepoint/jj556245

What’s New in SharePoint 2013 Workflowhttp://msdn.microsoft.com/en-us/library/jj163177.aspx

Getting familiar with Visual Designer for Workflow in SharePoint Designer 2013http://technet.microsoft.com/en-us/library/jj670177.aspx

How to work with Web Services in SharePoint Designer 2013http://msdn.microsoft.com/en-us/library/fp179912.aspx

SharePoint 2013 Workflows and the HTTP Accept Headerhttp://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=35&mobile=0

Connect with New Step Learning

Course Curriculums and Training Programshttp://www.newsteplearning.com

Webinar and Conference Presentationshttp://www.slideshare.net/newsteplearning

News, Events and Training Announcementshttp://www.newsteplearning.com/blog

Free Step-By-Step Demos and Tutorialshttps://www.youtube.com/user/newsteplearning

Questions

Thank you for attending!

Please complete your evaluations. Your feedback is appreciated

chris@newsteplearning.

com

(425) 522-3727

@sharepointbits

blog.sharepointbits.co

m