SharePoint 2013 Workflow Basics. Brief History of SharePoint Workflow.

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Transcript of SharePoint 2013 Workflow Basics. Brief History of SharePoint Workflow.

  • Slide 1
  • SharePoint 2013 Workflow Basics
  • Slide 2
  • Brief History of SharePoint Workflow
  • Slide 3
  • Limits of Previous Workflows
  • Slide 4
  • SharePoint 2007
  • Slide 5
  • SharePoint 2010
  • Slide 6
  • What is new in SharePoint 2013?
  • Slide 7
  • Two SharePoint Workflow Platforms
  • Slide 8
  • New Workflow Actions ActionDescription Assign a TaskAssigns a single workflow task to a user or group. Start a Task ProcessInitiates 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.
  • Slide 9
  • New Workflow Actions ActionDescription Start a List WorkflowStarts a list-scoped workflow. Start a Site WorkflowStarts a site-scoped workflow. Build DynamicValueCreates a new variable of type DynamicValue. Get Property from DynamicValue Retrieves a property value from a specified variable of type DynamicValue.
  • Slide 10
  • New Workflow Actions ActionDescription 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. Find Substring in String Returns 1-based index of the first occurrence of one or more characters, or the first occurrence of a string, within a string. 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.
  • Slide 11
  • New Workflow Actions ActionDescription 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.
  • Slide 12
  • New Workflow Actions ActionDescription 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.
  • Slide 13
  • SharePoint Designer Enhancements
  • Slide 14
  • Workflow Manager capabilities
  • Slide 15
  • Workflow Interop Bridge
  • Slide 16
  • How does it operate differently?
  • Slide 17
  • Declarative Workflows
  • Slide 18
  • Workflow Activities Custom Activities SharePoint Activities Microsoft.SharePoint.Workflow Services.Activities Project Activities Microsoft.Office.Project.Server. WorkflowActivities Workflow Manager Activities Workflow Manager 1.0 Microsoft.Activities WF 4.5 Activities.NET 4.5 System.Activities
  • Slide 19
  • Workflow Activities
  • Slide 20
  • Authoring Tools
  • Slide 21
  • Visio 2013
  • Slide 22
  • SharePoint Designer 2013
  • Slide 23
  • Visual Studio 2012
  • Slide 24
  • Designer vs. Visual Studio SP Designer 2013Visual Studio 2012 DeclarativeYes Custom ActionsCannot create, but uses the actions created through VS Can create and consume Work inside AppsNoYes DebuggingCannot be doneFull support Visio IntegrationYes. Full plug in available.No Custom CodeNot Allowed Target AudiencePower Users, End Users and Developers Developers
  • Slide 25
  • How do I get Started?
  • Slide 26
  • Configure Workflow Manager
  • Slide 27
  • Slide 28
  • Slide 29
  • Slide 30
  • Workflow Service Config
  • Slide 31
  • Configure SharePoint Register-SPWorkflowService -SPSite "http://sp/Sites/wfs" -WorkflowHostUri "http://sp:12291" -AllowOAuthHttp
  • Slide 32
  • Test Your Workflow
  • Slide 33
  • Workflow Best Practices
  • Slide 34
  • Slide 35
  • Caveats
  • Slide 36
  • Sources
  • Slide 37
  • Questions?