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#SPSVB @PGBhoyar
Presented By: Prashant G Bhoyar
SharePoint Workflows
Everything You Need to Know
05 January 2013
#SPSVB @PGBhoyar
Who am I?
#SPSVB @PGBhoyar
What Will We Cover Today?
• Evaluating SharePoint Workflow Options
• OOTB SharePoint Workflows
• SharePoint Designer Workflows
• Visual Studio SharePoint Workflows
• Third Party SharePoint Workflow Products
#SPSVB @PGBhoyar
Why
Workflows?
#SPSVB @PGBhoyar
Important Concepts
LessComplexity
Why Workflows in SharePoint?
• Reliable -last machine reboots
• Visualize Workflows Graphically
• Reporting is supported
• Reusable Workflows
• Export Workflows into Visual Studio and Third Party
Products
#SPSVB @PGBhoyar
SharePoint Workflow Life Cycle
#SPSVB @PGBhoyar
#SPSVB @PGBhoyar
OOTB Workflows in SharePoint
2010
#SPSVB @PGBhoyar
OOTB Workflows
List and Libraries:
• Approval
• Collect Feedback
• Collect Signature
• Disposition Approval
Lists :
• Three State (available in Foundation)
#SPSVB @PGBhoyar
OOTB Workflows
Approval Workflows
• Good for business processes requiring approvals
• Set up to a list, library, or content type
• Manual/Automatic (Creation/Change/Deletion)
• Stop/Terminate
• Tight Integration with Office
#SPSVB @PGBhoyar
OOTB Workflows
Approval Order Serial/Parallel
• Participants in serial order
• Participants in parallel order
#SPSVB @PGBhoyar
DEMO
#SPSVB @PGBhoyar
SharePoint Designer
Customize OOTB Workflows
• Customize appearance, behavior and result of the
workflow
• Two Methods of Edit
• Directly Edit – Not Recommended
• Copy and Edit
#SPSVB @PGBhoyar
SharePoint Designer
Features
• Edit OOTB Workflows
• Apply Business logic
• Save the custom workflow as template
• Publish workflows globally
• No Code Drop
• Export to Visual Studio
#SPSVB @PGBhoyar
DEMO
#SPSVB @PGBhoyar
Evaluating
Workflow Forms
#SPSVB @PGBhoyar
Workflow Forms
Forms
• Out of the Box
• InfoPath
• Custom .aspx pages
#SPSVB @PGBhoyar
DEMO
#SPSVB @PGBhoyar
Evaluating
Visual Studio Workflows
#SPSVB @PGBhoyar
Visual Studio Workflows
Features
• Add SharePoint Designer Missing Action
• Add Custom Data or Action
• Use of Event Receivers and Timer Jobs
• Exposes full power of .NET
#SPSVB @PGBhoyar
Visual Studio Workflows
Two Types
• Sequential Workflow
• State Machine Workflow
#SPSVB @PGBhoyar
Visual Studio Workflows
Warnings
• Steep learning curve
• Deployment Risks
• Costly Bugs
• Management/Resourcing
#SPSVB @PGBhoyar
DEMO
#SPSVB @PGBhoyar
Third Party Tools You Can Use
#SPSVB @PGBhoyar
Third Party Products
Two Major Players
#SPSVB @PGBhoyar
Third Party Tools
Rich Visual Designer
#SPSVB @PGBhoyar
Third Party Tools
Nintex
• Small Installation Footprints
• Tightly Integrated in SharePoint
• Non tech/developers can create workflows
#SPSVB @PGBhoyar
K2 Products
K2 BlackPearl and K2 BlackPoint
#SPSVB @PGBhoyar
K2 Products
K2 Features
• UI can be InfoPath or SharePoint Tasks Forms
• Reporting and Analysis
#SPSVB @PGBhoyar
K2 Products
Short Comings (Personal
Thoughts)
• Steep Learning Curve
• Work Outside SharePoint
• Extensive Use of K2 Support
• K2 Experts are Rare Commodity
#SPSVB @PGBhoyar
The Outcome
Factors to Consider
• Limitations
• Requirements
• Life Cycle
• Functionality
• Budget/Resources
#SPSVB @PGBhoyar
References
Appendix/Resources
Building Solutions for SharePoint 2010 ( By: Sahil Malik)
SharePoint 2010 Enterprise Architect's Guidebook
By: Brian Wilson; Reza Alirezaei; Bill Baer; Martin Kearn
MSDN: http://msdn.microsoft.com/en-us/sharepoint/default.aspx
‘SharePoint Designer Help’ for SharePoint 2010 (Office.com):
http://office.microsoft.com/en-us/sharepoint-designer-help/
K2: http://www.k2.com
Nintex: http://www.nintex.com
#SPSVB @PGBhoyar
#SPSVB @PGBhoyar
Questions? Feedback? Contact me:
 Twitter: @PGBhoyar
 Blog: http://pgbhoyar.wordpress.com( limited contents)
 Email: pgbhoyar@gmail.com
Thank You
Organizers, Sponsors and You for Making this Possible.

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SPSVB 2013 Everything About SharePoint 2010 Workflows

Notas do Editor

  1. Automation of Business Processes : Approvals, Escalations, History, Reports and AuditsWorkflows are important for the success of SharePoint Implementation
  2. This is common scenario for the developersChanging the approach in the middle of the project leaves huge impact on the schedule and budgetAlways go to drawing room, study the requirements and analyze the pros and cons and then take a decision
  3. Sequential : Automation Tasks, less human interactions , Sequential Flow ChartsState Machine : Long Pauses between the steps, human interaction or external system interaction. Example Support System Queue.
  4. Build workflows and process-driven applications without code
  5. Expand workflows beyond SharePoint DesignerRich visual designer from SharePointLot of OOTB Activities
  6. Small installation footprintStart in SharePoint, stay in SharePoint
  7. Reporting & Analysis – Process automation enables efficiency and analysis. Process status is presented graphically and by table summary reports.
  8. Steep Learning CurveWork Outside SharePointExtensive use of K2 SupportK2 Experts are rare commodity
  9. IT LimitationsRequirements (State Machine Vs Sequential)FunctionalityBudgetDon’t attempt to fully automate every step of every business process. Evaluate which steps are appropriate and stop there. Take the time to analyze potential ROI from process automation