Workflow basics/terminology Examples Tips/Lessons Learned Q&A

Workflow Template: desc the forms and assembly, developed in VS

Association: connect list/CT to template Workflow Instance: an instance of the

association Tasks

Associate Initiate Modify Complete

Association: default values for initiation Initiation: manual start Task Edit: change task status Modification: modification in process InfoPath vs. ASPX

Model the workflow Create and bind the forms Code Deploy Debug

VS: WSP Builder SharePoint Designer K2 MetaStorm ascentn AgilePoint etc

Back-end processes◦ Setting item permissions◦ Syncing lists

Person-to-person◦ Simple: single approvals, notifications◦ Medium: User access requests, extranet creation,

Invoice process◦ Complex: Expense reimbursement, Matter intake

process

Correlation Token: GUID that the WF engine can use to map events and actions to object.

Workflows run as System account. SPD vs. VS Custom actions for reuse Upgrade long running WF

Testing complexity Start small, build often Build for the real-world Business analysis

◦ Ask why (more than once)◦ Understand what client needs, not what they ask

for

Q&A