Embed Size (px)
Citation preview
Are you thinking about the following?
What types of Workflows can be built without code in SharePoint 2013/2016/Online?
How do you package a workflow?
Can I migrate/move my workflows from environment to environment?
What’s the future of no-code workflows in SharePoint?
If Yes, Great! This session is for You!
Create Powerful SharePoint Designer Workflows in Office 365 & On-Premises
Asif RehmaniSharePoint MVP
VisualSP
Download my presentations at:http://bit.ly/asifconference
About me - Asif Rehmani
TrainerFounder and CEOVisualSPChicago, USA
Contact:
Author
Trainer and Consultant
SharePoint MVP, MCT
Conference Speaker
Which version of SharePoint are you on?
2010 20162013
Online
Agenda
2 minutes intro about how our company serves the SharePoint community
Explore workflow capabilities in SharePoint
Examples of a few simple to complex workflows
Guidance on packaging, migrating, and upgrading workflows
About our company - VisualSPTwo Solutions
Help System Training Center
SharePoint topics covered
End User SharePoint Site Administration
InfoPath SharePoint Designer
Workflows Branding
Project management Metadata Management
Access and Access Services Records Management
Business Connectivity Services Search
Reporting JavaScript customizations
• Hundreds of SharePoint video tutorials
• Fully narrated by SharePoint experts
SharePoint ‘No-Code’ Training Center
VisualSP Help SystemIn-context SharePoint Help for end users!
Help for end users when They need it most!
In-context SharePoint Help for end users
Come visit us at our booth
Why do we need Workflows?
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
13
Available SharePoint workflow tools
Browser
SharePoint Designer 2013
Visio 2013
Visual Studio 2012/2013
3rd Party Workflows
14
Out of the box workflow templates
No new workflow templates introduced with SharePoint 2013 or 2016
Legacy ones from SharePoint 2010 still available
DemoOut of the box workflow templates
16
SharePoint 2013 - Workflow Manager 1.0 introduced
SharePoint 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 / different servers
The ‘New Stuff’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
18
2010 and 2013/2016 style workflowsSharePoint Designer
2010
2013/2016
New Workflow Activities & Actions
New Actions & ActivitiesMicrosoft 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 [Dictionary/DynamicValue] Set Workflow Status
DemoSharePoint Designer Workflows
Creating / Acquiring new Workflow actions
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/
23
What will happen to my workflows when we upgrade from SharePoint 2010 to 2013 to 2016?
They will get transferred without a problem
You can modify them with almost* the same type of environment as in 2010
* With the added ability to use copy/paste functions
24
Copying a workflow to another List or Site
Save as workflow template
Export to Visio
Copy / Paste stages
Packaging a workflow
SharePoint Designer 2010:
Only reusable workflows can be packaged
SharePoint Designer 2013:
List workflows, Reusable workflows and Site workflows can all be packaged as a wsp
Example of fairly advanced workflow
https://www.visualsp.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer-2013-workflow/
Example of using:
• Stage
• Loop
• Web service
• Workflow variables
• Dictionary variable
• XML to JSON
• Calculation
• Creating items
How do I practice my ideas and concepts?
Watch free videos at:https://www.visualsp.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
OrTry the templates available at CloudShare –http://www.cloudshare.com
Or Office 365 Trial 27
On the horizon..
Microsoft Flow (in preview currently)
Call to Action
Download my presentations at:
http://bit.ly/asifconference
Watch video tutorials at:
VisualSP.com
Thank You!@asifrehmani
