Workflow in Microsoft Office Workflow in Microsoft Office SharePoint ServerSharePoint Server

Jessica GruberConsultantMicrosoft Corporation

AgendaAgendaWindows Workflow Foundation and OfficeDemo: A workflow in WSSWorkflow authoring scenariosWorkflow design and authoring toolsWorkflow design in SharePoint DesignerDemo: Workflow in one minuteWorkflow design in Visual StudioDemo: Building a workflow in Visual Studio

Windows Workflow Windows Workflow FoundationFoundation

Key ConceptsWorkflows are a set of activitiesActivities are the building blocksWorkflows run within a Host Process: Any application or serverDevelopers can build their ownCustom Activity Libraries

ComponentsBase Activity Library: Out-of-boxactivities and base for custom activitiesRuntime Engine: Workflow executionand state managementRuntime Services: Hosting flexibilityand communicationVisual Designer: Graphicaland code-based construction Host Process

WindowsWorkflow Foundation

Runtime Engine

A Workflow

An Activity

Runtime Services

Base Activity Library

Custom Activity Library

Visual Designer

Office Workflow VisionOffice Workflow VisionFacilitate human processes by attaching businesslogic to items and documents in Windows SharePoint Services, while providing context and tracking progressEmpower information workers using Office Serverwith out-of-the-box solutions and self-service tools to support a broad range of routing and tracking scenarios without IT involvementEmpower organizations to build a broad range of sophisticated workflow solutions that take advantageof the full functionality of the Windows Workflow Foundation (WinWF) platform and integrate into the SharePoint and Office experiences

Office Workflow Office Workflow EcosystemEcosystem

SharePoint ServicesSharePoint Services

WFWF WebWebServiceService

HistoryHistoryListList

ReportingReporting& Admin& Admin

SourceSourceListList

TaskTaskListList

Initiation and Initiation and parameter parameter settingsettingAd-hoc Ad-hoc CustomizationCustomization(Forward/Delegat(Forward/Delegate)e)Task CompletionTask Completion

Authoring AppsAuthoring AppsBrowser UIBrowser UI

AdministrationAdministrationReporting/StatusReporting/StatusInitiationInitiationParameter settingParameter settingAd-hoc Ad-hoc CustomizationCustomization(Forward/Delegate)(Forward/Delegate)Task NotificationTask Notificationand Completionand Completion

OutlookOutlook

Task Task NotificationNotificationTask Task CompletionCompletion

SharePoint DesignerSharePoint Designer

Wizard-based Wizard-based authoringauthoringForms Forms integrationintegrationApplication Application deploymentdeployment

Visual StudioVisual Studio

Custom Custom workflowsworkflowsDebugging Debugging EnvironmentEnvironmentForms CreationForms Creation

Who Uses Workflow?Who Uses Workflow?Adhoc participation by Knowledge workers

Participates in WSS, Office, and OutlookStarts workflows, completes tasksFocus – flexible and familiar

Familiar to WSS AdministratorsSet workflow settings (available workflows, default settings)Manage Site/Box (deployment, activation)Focus – consistent and integrated

Powerful tools for DevelopersSuited development tools

VS for professional developersSharePoint Designer for site authors

SDK with activities and samples

Starting And Completing Starting And Completing Workflows In SharePointWorkflows In SharePoint

Workflow Authoring Workflow Authoring ScenariosScenarios

Visual Studio andWorkflow SDK

Out-of-the-BoxSolutions(with customization)

SharePoint Designer Workflow

Routing and ApprovalRouting and ApprovalReview – ApprovalReview – Approval

Signature collectionSignature collectionEast Asian workflowEast Asian workflow

Structured Ad H

oc

Office Server FeaturesOffice Server FeaturesList ModerationList Moderation

Publishing ProcessPublishing ProcessDocument ExpirationDocument Expiration

Tracking ApplicationsTracking ApplicationsIssue trackingIssue tracking

LOBLOBIntegrationIntegration

Custom Form ActionsCustom Form ActionsEmail NotificationEmail Notification

Exception HandlingException Handling

Document ProcessesDocument ProcessesSpec Review Spec Review

Weekly Status ReportWeekly Status Report

Custom Tracking Custom Tracking AppsApps

Service RequestsService RequestsAsset TrackingAsset Tracking

IndustryIndustryspecific processesspecific processes

Purchase ordersPurchase ordersProduct lifecycle mgmtProduct lifecycle mgmt

Workflow Authoring ToolsWorkflow Authoring ToolsSharePoint Designer (Web Designer)SharePoint Designer (Web Designer)

ActivitiesActivitiesRe-use OOB/deployed activitiesRe-use OOB/deployed activities

FormsFormsAuto-generated FormsAuto-generated Forms-ASPX-ASPX

DeploymentDeployment Workflow authored live against serverWorkflow authored live against serverRuntime compilationRuntime compilation

Development ModelDevelopment ModelWizard-based workflow designerWizard-based workflow designer

Visual Studio (Pro-Dev)Visual Studio (Pro-Dev)

ActivitiesActivitiesRe-use OOB/deployed activitiesRe-use OOB/deployed activitiesCan author new activitiesCan author new activities

FormsForms Designed FormsDesigned Forms-InfoPath-InfoPath-ASPX-ASPX

DeploymentDeploymentSolutions package generatedSolutions package generatedBox administrator installableBox administrator installable

DevelopmentDevelopment ModelModelVisual workflow designerVisual workflow designer

FormsForms

ASPX Forms (Windows SharePoint Services and Office servers)

Server onlyInfoPath Forms (Office servers)

Server rendered by Office forms ServerOffice client integrationWrite once, run server, and client (same form)

Forms are used for: Configuring workflows,starting workflows, and completing tasks

SharePoint DesignerSharePoint DesignerScenarios: Authoring SharePoint apps

Document Workflow, e.g. My route for reviewWeb ‘Guided Process’, e.g. New Hire ProcessCustom Form Action, e.g. on click, send email

Authoring environment includesWorkflow designer based on Rules Wizard experienceBuilding blocks for workflow based SharePoint apps

Document workflowsSend mail, update list itemCustom developed workflows and building blocks

Verification and deployment of workflows

Designing WorkflowsDesigning Workflowsin SharePoint Designerin SharePoint Designer

Visual Studio Workflow Visual Studio Workflow DesignerDesignerThe Visual Studio Workflow Designer Provides a project system for developing workflow solutions It lets you quickly define a workflow graphically

Drag activities from Toolbox onto design surface

Configure activity properties in Properties windowCode-beside for business logic (your code)Provides a mechanism for compiling workflows Integrated workflow and code debugging

Sample Business ProcessSample Business ProcessRequest Approval

Send Task to Approver

Decision

Approval Completed

Request change

Revise proposal

Proposal Rejected

Approver Delegates

Simplified Business Simplified Business ProcessProcess Request Approval

Send Task to Approver

Decision

Approval Completed

Development StepsDevelopment Steps

1. Model workflow in Visual Studio2. Create and bind InfoPath forms3. Deploy to SharePoint server4. Debug the running workflow

Model Workflow In Visual StudioModel Workflow In Visual Studio

Prerequisites:Windows Workflow Foundation Beta 2 SDKOffice 2007 SharePoint Servers Beta 2Starter Kit

Create project of type “SharePoint Sequential Workflow Library”Create the workflow

Association formUser adds workflow to a listFor setting options on WF

Initiation formFor manual workflow startCollects workflow parameters

Create And Bind InfoPath Create And Bind InfoPath FormsFormsTypes of InfoPath forms in Types of InfoPath forms in WorkflowsWorkflows Task completion

formA user to edit a task from WFUser edits or enters data

Modification formLinked off WF status pageCan modify in-flight WF

Deploy To SharePoint ServerDeploy To SharePoint Server

Generate Metadata filesFeature.XMLWorkflow.XML

Create the CAB (WSP) or use install.batInstall/activate the “feature”IISResetAssociate workflow to the list/library

Debug The Running WorkflowDebug The Running Workflow

Visual Studio running on server machineOpen the workflow in Visual StudioAttach to all of the W3WP ProcessesStart the workflow

Designing WorkflowsDesigning Workflowsin Visual Studioin Visual Studio

What you’ve seenWhat you’ve seenWindows Workflow Foundation and OfficeDemo: A workflow in WSSWorkflow authoring scenariosWorkflow design and development toolsWorkflow design in SharePoint DesignerDemo: Workflow in just a minuteWorkflow design in Visual StudioDemo: Building a workflow in Visual Studio

For More Information…For More Information…The erstwhile WindowsWorkflow.net

http://wf.netfx3.com/Workflow Development for WSS

http://msdn2.microsoft.com/en-us/ms414613.aspx

Workflows in MOSShttp://msdn2.microsoft.com/en-us/ms549489.aspx

Thank you!Thank you!Questions?Please submit a session evaluation

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.