SharePoint Designer 2013 Workflows - SP Intersection
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The document discusses creating powerful workflows in SharePoint Designer 2013. It highlights new workflow features in SharePoint 2013 like stages, visual designer, new task actions, web services, and loops. It provides demonstrations of out-of-the-box workflow templates and advanced workflow examples. The document encourages attendees to practice workflows using free videos, sandbox environments, and cloud templates.
![© DEVintersection. All rights reserved.
New Workflow Activities & Actions
13 http://www.DEVintersection.com
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
Set Workflow Status
[Dictionary/DynamicValue]](https://image.slidesharecdn.com/7nn3bqttso3pyejzh0qe-signature-9ad80e7d9a202ab744991490a8439b7ffff76ff15ba414a80582b39a52b5afa4-poli-141117133313-conversion-gate02/85/SharePoint-Designer-2013-Workflows-SP-Intersection-13-320.jpg)
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SharePoint Designer 2013 Workflows - SP Intersection
- 1. Create Powerful SharePoint Designer 2013 Workflows in Office 365 & On-Premises Asif Rehmani SharePoint MVP and MCT SharePoint-Videos.com
- 2. © DEVintersection. All rights reserved. 2 http://www.DEVintersection.com Asif Rehmani CEO and Founder VisualSP / SharePoint-Videos.com Chicago USA Contact @asifrehmani [email protected] www.sharepoint-videos.com Author Trainer and Consultant SharePoint MVP, MCT Conference Speaker
- 3. VisualSP Help System www.VisualSP.com in-context and on-demand Help for SharePoint users – SharePoint 2010, 2013, Online Context sensitive Help items: • Videos • Images/Screenshots • Documents • Links
- 4. 1 Year access to 890+ SharePoint Video Tutorials © DEVintersection. All rights reserved. Giveaways for today’s session 4 http://www.DEVintersection.com
- 5. © DEVintersection. All rights reserved. Target audience for this session: Intranet/Web Content Manager Portal Solutions Manager SharePoint Guy/Gal 5 http://www.DEVintersection.com Session level: 250 – Intermediate
- 6. To understand how to rapidly build no-code workflows using SharePoint Designer 2013 © DEVintersection. All rights reserved. Session focus 6 http://www.DEVintersection.com
- 7. Workflow tools 7 Browser SharePoint Designer 2013 Visio 2013 Visual Studio 2012/2013
- 8. Out of the box workflow templates Only the legacy ones from SharePoint 2010 No new workflow templates introduced with SharePoint 2013 8
- 9. Demo Out of the box workflow templates
- 10. © DEVintersection. All rights reserved. SharePoint Designer Workflow Types 10 http://www.DEVintersection.com
- 11. 2010 and 2013 style workflows SharePoint Designer 11 2010 2013
- 12. 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 / 12 different servers
- 13. © DEVintersection. All rights reserved. New Workflow Activities & Actions 13 http://www.DEVintersection.com 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 Set Workflow Status [Dictionary/DynamicValue]
- 14. © DEVintersection. All rights reserved. The ‘New Stuff’ 14 http://www.DEVintersection.com Stages • New base level concept of stages Visual Designer • Direct Visio incorporation • Stage-Level Diagrams New Task Actions • Quick and easy to create tasks and approval processes Web Services • Able to call into Rest/HTTP web services Loops! • 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
- 15. © DEVintersection. All rights reserved. 15 http://www.DEVintersection.com
- 16. Demo SharePoint Designer Workflows
- 17. Creating / Acquiring new Workflow actions Acquire workflow actions through vendors: http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx © DEVintersection. All rights reserved. Create new workflow actions using Visual Studio 17 http://www.DEVintersection.com
- 18. 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 18 environment as in 2010 * With the added ability to use copy/paste functions
- 19. Copying a workflow to another List or Site Save as workflow template 19 Export to Visio Copy / Paste stages
- 20. SharePoint Designer 2013: List workflows, Reusable workflows and Site workflows can all be © DEVintersection. All rights reserved. Packaging a workflow SharePoint Designer 2010: Only reusable workflows can be packaged 20 http://www.DEVintersection.com packaged as a wsp
- 21. http://technet.microsoft.com/en-us/sharepoint/dn594430 © DEVintersection. All rights reserved. SharePoint Composites Showcase created by Mark Gillis from Microsoft 22 http://www.DEVintersection.com
- 22. © DEVintersection. All rights reserved. Example of fairly advanced workflow http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer- 23 http://www.DEVintersection.com 2013-workflow/ Example of using: • Stage • Loop • Web service • Workflow variables • Dictionary variable • XML to JSON • Calculation • Creating items
- 23. How do I practice my ideas and concepts? © DEVintersection. All rights reserved. 24 http://www.DEVintersection.com Watch free videos at: http://sharepoint-videos.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 Get 30 day Office 365 trial or Try the templates available at CloudShare – http://www.cloudshare.com
- 24. Call to Action Learn more about SharePoint Designer workflows by watching the videos Dive into it to understand how it can benefit your organization 25
- 25. Questions? Don’t forget to enter your evaluation of this session using EventBoard! Thank you! Asif Rehmani @asifrehmani [email protected]
Editor's Notes
- #4: Award winning Help system Help tab that follows the user around wherever they go