sharepoint designer 2013 workflows

SharePoint Designer 2013 Workflows

Scott ShearerSharePoint EvangelistHaystax Technology

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Who Am I?SharePoint Evangelist and Consultant for Haystax TechnologyBased in Reston, VADone everything from System Administration to C# development to helpdeskCPAFormer Stock BrokerFormer Certified Financial Planner (CFP)Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNEConference Speaker

Haystax Technology• Advanced Analytics• Public Safety Cloud• Advance Threat Detection• Cloud technologies

• Microsoft• AWS

• SharePoint • Development• Migration• Training• Consulting

Contact Info• @ScottJShearer on Twitter• sshearer@haystax.com• scott.shearer@live.com• http://spconcierge.wordpress.com

Todays Agenda• Types of Workflows• Types of Designer Workflows• What can you do with a Designer workflow• Designer Workflow stages, steps, conditions and actions• Demo Demo Demo

Types of SharePoint Workflows• “Out of the Box” Workflows

• Approval• Collect Feedback• Three State• 2010 Style can be copied and used as the basis for a new workflow• Use these if you can!

Types of Workflows (continued)• Designer Workflows• List

• “One Off” workflow that can be used with a single list• Reusable

• Usually linked to a single content type (2010 Workflow)• Can be used wherever the content type is used• Can be saved as a template and used in another site or site

collection• Almost always a 2010 style workflow

Types of Workflows (continued)• Site

• Not associated with any specific list or content type• Manually started

• Visual Studio Workflows• Workflow written in a .Net language (C#, VB.Net, etc.)• Can do virtually anything by using a Visual Studio workflow• Deployment Issues?• Link to Visual Studio vs Designer Workflows

• http://msdn.microsoft.com/en-us/library/office/jj163199(v=office.15).aspx

Types of Workflows (continued)• SharePoint 2013 vs SharePoint 2010 Workflows

• Choice of which to create• Use 2013 style workflows unless you need to use a 2010 style workflow

• Can call a 2010 workflow from a 2013 workflow• Link to discontinued features in 2013 workflows

• http://msdn.microsoft.com/en-us/library/jj728659.aspx

What Can You Do With a Designer Workflow?• Send Email• Update current list item• Update entries in other lists• Create new list items• Delete list items• Assign tasks• Start an approval process• Set list item permissions• Much more…

Workflow ComponentsStage• A block of actions that can be executed as a groupStep• A logical block of actionsCondition• “If statement” that can determine if the actions that

immediately follow it will runActions• Specific commands that are executed

When Do Workflows Run?• Manually• When a new item is created• When an item is changed• When called from another workflow• Any combination of the above

Demo Demo Demo

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Questions?

Additional Info

How to enable app step http://msdn.microsoft.com/en-us/library/office/jj822159(v=office.15).aspx