PHCI – EPM Critical Success Factors Session 2 · SharePoint 2013 Workflow Key enhancements to...
Transcript of PHCI – EPM Critical Success Factors Session 2 · SharePoint 2013 Workflow Key enhancements to...
ProjectLevel of Complexity
Journey from SharePoint to Project and Portfolio Management
Project
Demand Management
2013 Workflow InfrastructureSharePoint 2013 workflows are powered by Windows Workflow Foundation 4 (WF), which was
substantially redesigned from previous versions. Windows Workflow Foundation, in turn, is built on
the messaging functionality that is provided by Windows Communication Foundation (WCF).
Perhaps the most prominent feature of the new workflow infrastructure is the introduction of
Windows Azure as the new workflow execution host. The workflow execution engine now lives
outside of SharePoint, in Windows Azure.
• By using Visio 2013, you can visually create a Project workflow,
export the workflow to SharePoint Designer 2013, and then publish
that workflow to a Project Web App site.
• Project Server 2013 workflows are built on the SharePoint 2013
workflow platform, which use version 4 of Windows Workflow
Foundation (WF4).
• Workflows in Project Server 2013 can be created by using
SharePoint Designer 2013 and are accessible for both on-premises
and online use.
• Project Server 2013 workflows are implemented in the new
SharePoint 2013 architecture.
• No More Code!!! - It is no longer necessary to use Visual Studio
and a .NET Framework language. However, workflows that require
programmatic access to Project Server that SharePoint Designer
does not provide, you must use Visual Studio 2012 with the client-
side object model (CSOM).
SharePoint 2013 Workflow Key enhancements to workflows in SharePoint 2013
• Enhanced connectivity to enable cloud-based execution of workflows. In
fact, there is 100 percent parity in SharePoint 2013 between on-premises
and Office 365 -based workflows.
• There is full interoperability in SharePoint 2013 with SharePoint 2010
workflows, which is enabled by using the SharePoint workflow interop .
• Enhanced authoring expressiveness by using SharePoint events and action,
web services, and classic programming structures, all in a declarative, no-
code environment.
• Scalability and robustness that is consistent with requirements for Office 365
and the Cloud App Model.
• Enhanced connectivity to promote highly functional integrated systems. You
can call and control your workflows from any external system. Additionally,
your workflow can make web service calls to any stream or data source
using common protocols like HTTP, SOAP, the Open Data protocol (OData),
and Representational State Transfer (REST).
• Enhanced authoring capabilities for the non-developer in SharePoint
Designer 2013, and the ability to compose workflow logic in Visio.
• Enhanced, and yet simplified, workflow development in Visual Studio,
including support for custom workflow actions, rapid development in a
declarative environment, single-step deployment, and support for
developing apps for SharePoint.
• Full support for workflow-powered apps for SharePoint, where workflows
function as the middle tier for business process management.
SharePoint Designer 2013
http://www.microsoft.com/en-us/download/details.aspx?id=35491
Visual Studio 2012
Creating and Importing a Workflow from Visio
Importing Workflow from Visio
Business analysts and process analysts who are already familiar with flowcharting
in Visio can use Visio to design a SharePoint workflow. The workflow in Visio
represents the business logic. After the business logic is complete, the workflow
can be exported to SharePoint Designer. Once the workflow is in SharePoint
Designer, an IT professional can wire it up to the SharePoint site.
SharePoint Designer 2013
SharePoint Designer Text Based Designer
In SharePoint Designer 2013, construct the workflow by using
declarative statements in the Text-Based Designer.
SharePoint Designer 2013 Visual Designer
You can edit items in the workflow by using the Visual Designer.
Working with Workflow in Visio
New Workflow ActionsAction Description
Assign a Task Assigns a single workflow task to a user or group.
Start a Task Process Initiates execution of a task process.
Go to This Stage Specifies the next stage in a workflow to which flow control
should be handed.
Call HTTP Web Service Functions as a method call to a Representational State Transfer
(REST) endpoint.
Start a List Workflow Starts a list-scoped workflow.
Start a Site Workflow Starts a site-scoped workflow.
Build DynamicValue Creates a new variable of type DynamicValue.
Get Property from DynamicValue Retrieves a property value from a specified variable of
type DynamicValue.
Count Items in DynamicValue Returns the number of rows in a variable of type DynamicValue.
Trim String Removes all leading and trailing white-space characters from the
current string.
New Workflow Actions
Action Description
Replace Substring in String Returns a new string in which all occurrences of a specified character or
string are replaced with another specified character or string.
Translate Document Functions as a wrapper around the HTTP activity that calls the synchronous
translation API. You must configure a Machine Translation Service
Application for the SharePoint site on which you run the workflow.
Set Workflow Status Updates workflow status as specified in message string.
Create a Project from Current Item [Microsoft
Project]
Creates a Project Server project based on the current item.
Set the current project stage status to this value
[Microsoft Project]
Sets the two status fields within the current stage of the project.
Set the status field in the idea list item to this
value [Microsoft Project]
Updates the status field of the original SharePoint list item.
Wait for Project Event [Microsoft Project] Pauses the current instance of the workflow to await a specified Project
event: Project checked in, Project committed, Project submitted.
Set this field in the project to this value
[Microsoft Project]
Sets the value for the enterprise custom field for a specified project.