In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.
3. Speaker Bio
⢠Independent Consultant
⢠Microsoft MVP SharePoint Server
⢠MCSE: SharePoint 2013
⢠Author/Co-author of 10+ SharePoint Books
⢠Trainer
⢠Worked with SharePoint since 2001
⢠Based in UK, work in Europe & US
⢠Blogs/Web Site
⢠http://www.sharepointdesignerstepbystep.com/
⢠Twitter: @pjcov
8. Tools for Building Workflows
⢠Tools from Microsoft
⢠SharePoint Designer 2013
⢠Visual Studio 2012
⢠Both can target 2010 and 2013 workflows
10. Design surfaces - Views
⢠Text Based Designer
⢠Visual Designer
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New design surface in SharePoint Designer 2013
Creating and editing SharePoint 2013 workflows
Based off the Visio design surface
Requires Visio Professional 2013
Click & drag experience for creating/editing workflows
⢠Fully integrated experience between
Business Analyst and Workflow Developer
⢠SPD and Visio both use the same VSDX file
⢠Stage View for flow-level view
12. Control Actions
⢠Start a List Workflow
⢠Start a Site Workflow
⢠Go to Stage
⢠Wait for Event in List Item
⢠Call HTTP Web Service
13. Loops & App-Only Steps
⢠Loop
⢠Loop n times
⢠Loop with Condition
⢠App-Only Step
⢠Actions (activities) run as App ID permission
⢠Not restricted to permissions of initiator
⢠Parallel Block
⢠âCompletionConditionâ for short-circuit of exit
14. Copy & Paste
⢠Workflow logics can be copied and pasted
⢠Pasted into Word & Notepad
19. Conditions
CONDITIO
N
CATEGOR
Y
CONDITIONS THAT CAN BE
USED IN BOTH
SHAREPOINT 2013 AND
SHAREPOINT 2010
WORKFLOWS
SHAREPOINT 2010 ONLY
CONDITIONS
Common
If Any Value Equals Value
If Current Item Field Equals Value
Other
Created By A Specific Person
Check List Item Permission Levels
(only available within an Impersonation
Step)
Created In A Specific Date Span
Modified By A Specific Person
Modified in A Specific Date Span
Person Is A Valid SharePoint User
Title Field Contains Keywords
Check List Item Permissions (only
available within an Impersonation
Step)
The File Size In A Specific Range
Kilobytes
The File Is A Specific Type
20. Missing from 2013 Workflows:
Task Actions
⢠Assign a Form to a Group
⢠Assign a To-Do Item
⢠Collect Data from a User
21. Missing from 2013 Workflows:
Advanced Task Actions*
⢠Based on the approval workflows
⢠Start Approval Process
⢠Start Feedback Process
⢠Start Custom Task Process (build your own)
⢠Modify in SharePoint Designer
⢠Included as Sub Process (within your workflow)
⢠Your workflow pauses until Task Action Completes
*SharePoint Server only
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22. SharePoint 2013 Workflow - Equivalence
⢠Task and Approval Actions
⢠Assign a Task
⢠Start a Task Process
23. Missing from 2013 Workflows:
Document Set-Related Actions
⢠Capture a version of the Document Set
⢠Send Document Set to Repository
⢠Set Content Approval Status for the Document Set
⢠Start Document Set Approval Process
24. Missing from 2013 Workflows:
Permission-Related Actions
⢠Add List Item Permissions
⢠Inherit List Item Parent Permissions
⢠Remove List Item Permissions
⢠Replace List Item Permissions
25. Missing from 2013 Workflows: Visio Visualization
⢠Not available for WF 4.5
26. Missing from 2013 Workflows: Miscellaneous
⢠Reusable workflows on content types
⢠Workflow templates
⢠Lookup Manager of a User
⢠Declare Record
⢠Set Content Approval Status
⢠Wait for Field Change in Current Item
⢠Impersonation Step (Block)
⢠InfoPath support
⢠Excel Workflow Reports
27. Mitigate the Feature Gap
⢠SharePoint Designer 2013
⢠Become very familiar with the REST API
⢠Call SharePoint 2010 workflows as sub workflows
⢠Use Visual Studio 2013
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Declarative Workflows
Custom Activities
Workflow Object Model
SharePoint Apps
30. New Variable Type: Dictionary
⢠Container
⢠A Collection of other Variables
⢠Actions
⢠Build Dictionary
⢠Count Items In A Dictionary
⢠Get An Item From A Dictionary
⢠Critical when using Call HTTP Web Services
32. Useful Links
⢠Workflows in SharePoint 2013
⢠http://technet.microsoft.com/en-us/sharepoint/jj556245.aspx
⢠http://msdn.microsoft.com/en-us/library/jj163986.aspx
⢠SharePoint 2013 workflows in Visio
⢠http://blogs.office.com/b/visio/archive/2012/11/12/sharepoint-2013-workflows-in-visio.aspx
⢠How to create a SharePoint Designer 2013 workflow with app step
⢠http://blogs.msdn.com/b/sharepointdesigner/archive/2012/11/22/example-workflow-withapp-step-usage.aspx
⢠Demand Management, Now with SharePoint Designer
⢠http://blogs.office.com/b/project/archive/2012/09/18/demand-management-sharepointdesigner-project-server.aspx
⢠Whatâs new in Microsoft Office Developer Tools for Visual Studio 2012, from a
workflow development perspective
⢠http://www.sharepoint-reference.com/Blog/Lists/Posts/Post.aspx?ID=28
⢠Getting started developing Project Server 2013 workflows
⢠http://msdn.microsoft.com/en-us/library/office/ee767694.aspx
In this session Mike/Penny will introduce the new workflow features of SPD 2013 & Visio Professional 2013.Building a solutions using SPD 2013 and the inbuilt visual designer to cover the new actions, e.g., call web services, the dictionary variable, start workflow.
In Project Server 2010, Project developers were empowered to create governance workflows in Visual Studio that enabled complex lifecycles for the demands. Ms have taken major steps to significantly improve this experience in the 2013 release: SharePoint Designer: You can now create Project workflows in SharePoint Designer in addition to Visual Studio. Project Online: Ms are enabling Workflow Controlled Projects on both on-premises and online PWA instances.