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Areyouthinkingaboutthefollowing?WhattypesofWorkflowscanbebuiltwithoutcodeinSharePoint2013/2016/Online?

Howdoyoupackageaworkflow?

CanImigrate/movemyworkflowsfromenvironmenttoenvironment?

What’sthefutureofno-codeworkflowsinSharePoint?

IfYes,Great!ThissessionisforYou!(thisisnotaFlowsession)

CreatePowerfulSharePointDesignerWorkflowsinOffice365&On-Premises

AsifRehmaniSharePointMVP

VisualSP

Downloadmypresentationsat:http://bit.ly/asifconference

Aboutme- AsifRehmaniTrainerFounderandCEOVisualSPChicago,USA

Contact:

@asifrehmaniasif@visualsp.comwww.VisualSP.com

Author

TrainerandConsultant

SharePointMVP,MCT

ConferenceSpeaker

WhichversionofSharePointareyouon?

2010 20162013

Online

Agenda

ExploreworkflowcapabilitiesinSharePoint

Examplesofafewsimpletocomplexworkflows

Guidanceonpackaging,migrating,andupgradingworkflows

Aboutourcompany- VisualSPTwoSolutions

HelpSystem TrainingCenter

SharePointtopicscoveredEndUser SharePointSiteAdministration

InfoPath SharePointDesigner

Workflows Branding

Projectmanagement MetadataManagement

AccessandAccessServices RecordsManagement

Business Connectivity Services Search

Reporting JavaScript customizations

• HundredsofSharePointvideotutorials

• FullynarratedbySharePointexperts

SharePoint‘No-Code’TrainingCenter

VisualSPHelpSystemIn-contextSharePointHelpforendusers!

HelpforenduserswhenThey needitmost!

In-context SharePoint Help for end users

Comevisitusatourbooth

WhydoweneedWorkflows?

Someworkflowcasescenarios

AssetcheckoutsystemVacationapprovalExpenseReimbursementOnboardingPublishingapprovalMovingdocumentsfromonelibrarytoanotherIssuereportingSurveys

13

AvailableSharePointworkflowtools

§Browser§SharePointDesigner2013§Visio2013§Flow§VisualStudio2012/2013§3rd PartyWorkflows

14

Outoftheboxworkflowtemplates

NonewworkflowtemplatesintroducedwithSharePoint2013or2016

LegacyonesfromSharePoint2010stillavailable

DemoOutoftheboxworkflowtemplates

16

SharePoint2013- WorkflowManager1.0introduced

SharePointworkflowprocessingmovedtoWorkflowManager(WM)

WorkflownolongerrunsintheSharePointcontentfarm/servers

SharePointfarm&WorkflowManagerfarmcanbeonsame/differentservers

The‘NewStuff’Stages• Newbaselevelconceptof

stages

VisualDesigner• DirectVisioincorporation• Stage-LevelDiagrams

NewTaskActions• Quickandeasytocreate

tasksandapprovalprocesses

WebServices• AbletocallintoRest/HTTP

webservices

Loops!• Ablenowtoloopindirectly

withstagesordirectlywiththenewLoopactions

Copy/CutandPaste• Corecopy/cutandpaste

abilitiesnowintroduced

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2010and2013/2016styleworkflowsSharePointDesigner

2010

2013/2016

NewWorkflowActivities&ActionsNewActions&Activities MicrosoftProjectSpecific

ActionsAssign aTask GetPropertyfrom

[Dictionary/DynamicValue]CreateaProjectfromCurrentItem

StartaTaskProcess CountItemsin[Dictionary/DynamicValue]

Setthecurrentprojectstagestatustothisvalue

GotoThisStage TrimString Setthestatusfieldintheidealistitemtothisvalue

CallHTTPWebService Find SubstringinString WaitforProjectEvent

StartaListWorkflow ReplaceSubstringinString Setthisfieldintheprojecttothisvalue

StartaSiteWorkflow TranslateDocument

Build[Dictionary/DynamicValue] SetWorkflow Status

DemoSharePointDesignerWorkflows

Creating/AcquiringnewWorkflowactions

CreatenewworkflowactionsusingVisualStudio

Acquireworkflowactionsthroughvendors

http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspxhttp://plumsail.com/workflow-actions-pack/

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WhatwillhappentomyworkflowswhenweupgradefromSharePoint2010to2013to2016?

Theywillgettransferredwithoutaproblem

Youcanmodifythemwithalmost*thesametypeofenvironmentasin2010

*Withtheaddedabilitytousecopy/pastefunctions

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CopyingaworkflowtoanotherListorSite

Saveasworkflowtemplate

ExporttoVisio

Copy/Pastestages

Packagingaworkflow

SharePointDesigner2010:Onlyreusableworkflowscanbepackaged

SharePointDesigner2013:Listworkflows,ReusableworkflowsandSiteworkflowscanallbe

packagedasawsp

Exampleoffairlyadvancedworkflow

https://www.visualsp.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer-2013-workflow/

Exampleofusing:

• Stage

• Loop

• Webservice

• Workflowvariables

• Dictionaryvariable

• XMLtoJSON

• Calculation

• Creatingitems

MicrosoftFlowinsideSharePoint

HowdoIpracticemyideasandconcepts?

Watchfreevideosat:https://www.visualsp.com/video-categories/all-free-videos/http://www.youtube.com/watch?v=0cgs-7APLJ0&list=UUGLppoZbffV8SpxrGV8TYZA&index=1

Getasandboxenvironmentforpracticing:Buildyourowndev VM

OrTrythetemplatesavailableatCloudShare –http://www.cloudshare.com

OrOffice365Trial 28

CalltoAction

Downloadmypresentationsat:http://bit.ly/asifconference

Watchvideotutorialsat:VisualSP.com

ThankYou!@asifrehmaniasif@visualsp.comwww.visualsp.com