integrating business process in office 365 / sharepoint
TRANSCRIPT
APRIL 9, 2016
Confidential Jennifer Kenderdine
SharePoint Product Application Lead
Integrating Business Processes in SharePoint
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Jennifer Kenderdine
• A SharePoint professional since Jan 2007, working with MOSS 2007, SharePoint 2010, SharePoint 2013 and Office365.
• Integration of business processes through Forms and Workflow.
• Client side development (XSLT, JavaScript, HTML) and design to enhance UI and UX
• Twitter: @j_kdine
• Email: [email protected]
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Agenda - Integrating Business Processes in SharePoint
• Workflow in SharePoint / Office 365
• Workflow Engine
• SharePoint Designer
• Basic Workflows
• SharePoint 2010 vs SharePoint 2013 workflow
• Advanced Techniques
• Visual Studio
• Future
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Why?
• Every company has a flow to day to day business.
• The more you automate the flow:
• Streamlines the business
• Tools are easier for end users
• Less prone to errors and missed steps
• Better information flow
• Better understanding of work style
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Introduction to Workflow in SharePoint / Office 365
• A way to organize a work process with conditions and actions
• Sequential flow from start to end
• Steps
• Stages (2013)
• Loops
• Includes interaction with people or the SharePoint environment
• Automatic or Manual initiation
• Requires “trigger” events
• Item is created
• Item is changed
• Workflow participant clicks start button
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Workflow Engine & Features
• The SharePoint 2010 Workflow platform has been carried forward to SharePoint Server 2013.
• Installed automatically with the product
• SharePoint Server 2013 can use a new workflow service called Workflow Manager
• Workflow Manager is a separate download and install
• Workflow Manager must be configured to communication with the SharePoint 2013 farm
• Site Collection / Site Features
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SharePoint Designer
• Designer version must match current SharePoint Version unless using SharePoint 2013 and above / Office 365.
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Basic Workflow
• OOB Global Workflows
• Approval
• Collect Feedback
• Collect Signatures
• DEMO – Create basic workflow
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SharePoint 2010 Workflows vs. SharePoint 2013 Workflows
• DEMO
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Advanced Workflow Techniques
• DEMO
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Visual Studio Workflow
• Sequential
• Series of steps one after another until complete
• State Machine
• Asynchronous set of states, transitions and actions
• Triggered by actions and states, not in specific order
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Future
• Microsoft PowerApps
• Introduction: http://blogs.microsoft.com/blog/2015/11/30/introducing-microsoft-powerapps/#sm.001vbay8d1cotfnxqso21gsz0cmg7
• Tutorial: https://powerapps.microsoft.com/en-us/tutorials/get-started-logic-flow/
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Reference Links
• Getting started with SharePoint 2013 Workflow
• Workflow Loops
• Elevated Permissions (App Step)
• Workflow Development in SharePoint Designer and Visio
• Develop SharePoint Workflows with Visual Studio
• Create SharePoint Workflows with Visual Studio
• Power Apps
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Thank You
Jennifer Kenderdine
Thank You