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Workflow in SharePoint 2010 Elaine van Bergen Architect OBS
The Connected EnterpriseWhere workflow fits in Collaboration happens in SharePoint ,[object Object]
Data they make and useWorkflows to manage it Two flavours ,[object Object]
Human – support peoplewith long-running processes,[object Object]
Document approval & feedback
Collaborative reviews & discussions
Gathering signatures
Business logic in action
Rules for SharePoint content
Applied automatically or on demand
“Glue” used to build common business apps,[object Object]
Visio visualizationFor the power-user ,[object Object]
New Task Process designer
Customizable OOB workflowsFor the developer ,[object Object]
Workflow Events
Pluggable External Data Exchange Services,[object Object]
Windows Workflow Foundation Workflow Services SharePoint CRM LOB Workflow Workflow Workflow WorkflowRuntime Scheduler Persistence Batching Tracking
Workflow Solution Spectrum Increasing Functionality Browser SharePoint Designer Visual Studio
Prototype, Design and DevelopSharePoint 2010 offers new development process ,[object Object]
Import into SharePoint DesignerParameterize Export to Visual Studio 2010 ,[object Object],[object Object]
A Gartner 2008 survey showed that: ,[object Object]
18% needed to make changes on a monthly basis
10% on a weekly basis and
4% on a daily basis,[object Object]
Tool Enhancements SharePoint Designer 2010 ,[object Object]
Full screen, more available context data, import/export, nested logic
It’s what we’ve been using for all of the demos so farVisio 2010 ,[object Object]
Provide graphical workflow status (Visio Services),[object Object]
InfoPath forms for association, activation, tasks
Reusable workflows
Content types
Association columns
Promotable to “globally” reusable

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SharePoint Saturday Workflow in Action

Notas do Editor

  1. This slide introduces all the new things you can do with workflow on SharePoint 2010. This deck first covers what is new for end-users, next are the new features of SharePoint Designer and finally the new capabilities of Visual Studio 2010 will be discussed. New targets – Site workflowsVisio visualization – show the workflow status using Visio services – Visio services supports client site APIs to further customize the experienceImproved nested logic – In the SPD we have now extremely flexible workflow customization engine – note. SPD is sequential workflow engineNew Task Process designer – Improved tools in SPDCustomizable OOB workflows – you can customize the approval workflows etc. by adding new steps etc.Visual Studio 2010 SharePoint tools – Better support for the developers in the VS2010Workflow Events – Events, which are raised as part of the workflow processPluggable External Data Exchange Services – External execution dependent tasks – Workflow is hydrated, until the response from external system is received
  2. There have been many improvements in the field of workflow. Of course Site workflows are now supported, but the real excitement lies in the field of tooling, and the support for external data.
  3. Creating ASP.NET workflow forms is a complex undertaking. There are many intricate steps you need to take to ensure that your workflow supports the rich features of the SharePoint workflow environment. Many of the settings that a user can configure on any workflow (like whether it will auto-start on change), need to be persisted through code in the workflow form. The new ASP.NET workflow form support in Visual Studio 2010 make creating Association and Initiation forms much easier. Hopefully the extensibility model of Visual Studio 2010 will enable the community to pick up on the Task and Modification forms.
  4. Important to note if there are questions about it, is that the events cannot be used to access workflows as they are re-hydrating after being persisted. So you cannot modify any running worklflow instance.
  5. SPWorklowEventReceiver is the base class to create workflow events.
  6. A core concept of workflow is calling an external system and waiting (with the workflow persisted in a database) for that system to complete its work. When working with external data in a WF workflow it is important to support the concept of correlation. Correlation provides a generic way for allowing the workflow runtime to route incoming calls from external systems to the right workflow that is waiting for that event. SharePoint 2007 only allowed correlation with SharePoint list data. For a workflow to call into an external system and wait for that system to complete its task you need to route through a hidden SharePoint list.
  7. SharePoint 2010 now allows for pluggable external data exchange services. An EDE service lies at the core of the WF environment. It is the component that is called by a workflow to reach out into an external system and get a response back. Creating these services is not an easy task though and requires a solid understanding of the SharePoint workflow environment.
  8. From the Workflow perspective the flow of events when working with an external system are as follows.The workflow uses an CallExternalMethod activity which calls a method on the EDE Service (routed through the runtime based on .NET interface)The workflow does other thingsThe workflow uses a HandleExternalEvent activity to wait for a response from the external system. It uses the same correlation information as the first step to ensure the right even will be receivedFrom the perspective of the EDE ServiceThe EDE service receives a call from a workflow (method call)The EDE services calls into an external system. It either receives a response immediately or it will receive a response through a different communication channel such as a WCF service hosted in SharePointIt notifies the runtime that the event has arrived, which notifies the workflow (dehydrating it from the database)