Visio and Workflows in SharePoint 2010

Ameet PhadnisMCITP, MCPDChief ArchitectAOS Portal Division

About Me

Chief Architect with AOSOver 6 years of SharePoint Experience.E-mail: ameet.phadnis@aos5.comMicrosoft VTSP.

• Workflow Overview• Workflow authoring tools• Workflow Security • Visio and Workflows• Demo

Agenda

Workflow Overview

• Reduce unnecessary human interaction.• Automate processes.• Facilitate Business Process• Improve collaboration• Predefined Workflows

– Collect Feedback– Approval– Disposition Approval– Collect Signatures– Three-state– Translation Management– Issue Tracking

Workflow Authoring Tool

• Visual Studio and WF Workflow Designer• SharePoint Designer 2010

Capability SharePoint Designer

WF Workflow Designer in Visual Studio

Can use Microsoft Visio to create workflow logic

Yes No

Need to write code No Yes

Additional Activities No Yes

Can create custom activities No Yes

Workflow Authoring Tool

Capability SharePoint Designer

WF Workflow Designer in Visual Studio

InfoPath Forms can be used Yes Yes

Workflow can be modified while it is running

No Yes

One-Click Publishing Yes Yes

Workflow Security

• List Manager, administrator and developer roles and responsibilities

• Running workflows as administrator• Workflow Configuration• Information disclosure in task and workflow history

lists.• Spoofing and tampering attacks in the task and

workflow history lists.• User-Impersonation Step type for declarative

workflows

Visio and Workflows

• Create a workflow in Visio• Validate a workflow• Export to SharePoint Designer 2010• Import a workflow from SharePoint

Workflow template

• Workflow Actions– Core Actions– List Actions– Task Actions– Relational Actions– Document Set Actions

• Workflow Conditions– General Conditions– Document Set Conditions– List Conditions

• Workflow Terminators

Steps at Visio Workflows

• Business Users model workflows in Visio• Visio diagrams imported SharePoint Designer• Forms to capture user information InfoPath• Rules created through SharePoint Designer• Deploy workflow to SharePoint• Item goes through Workflow process

Basic Requirements

• Visio 2010 Premium Edition• SharePoint Designer 2010• InfoPath Designer 2010• Microsoft SharePoint 2010– Enterprise Features– Visio Graphics Services– Visio Web Access– Silverlight 3

Demo

• Out of box workflow and Visio Graphics• Creating basic Visio Workflow• Adding logic to Visio Workflow through

SharePoint Designer 2010• Deploying Workflow.

Questions

• ???

More Information

• http://technet.microsoft.com/en-us/sharepoint/ff819861

• Contact me at –e-mail: ameet.phadnis@aos5.com

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