JULY 12, 2016

Confidential Jennifer Kenderdine

SharePoint Product Application Lead

Integrating Business Processes in SharePoint

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Jennifer Kenderdine

• A SharePoint professional since Jan 2007, working with MOSS 2007, SharePoint 2010, SharePoint 2013 and Office365.

• Integration of business processes through Forms and Workflow.

• Client side development (XSLT, JavaScript, HTML) and design to enhance UI and UX

• Twitter: @j_kdine

• Email: jkenderdine@trellist.com

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Agenda - Integrating Business Processes in SharePoint

• Workflow in SharePoint / Office 365

• Workflow Engine

• SharePoint Designer

• Basic Workflows

• SharePoint 2010 vs SharePoint 2013 workflow

• Advanced Techniques

• Visual Studio

• Future

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Why?

• Every company has a flow to day to day business.

• The more you automate the flow:

• Streamlines the business

• Tools are easier for end users

• Less prone to errors and missed steps

• Better information flow

• Better understanding of work style

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Introduction to Workflow in SharePoint / Office 365

• A way to organize a work process with conditions and actions

• Sequential flow from start to end

• Steps

• Stages (2013)

• Loops

• Includes interaction with people or the SharePoint environment

• Automatic or Manual initiation

• Requires “trigger” events

• Item is created

• Item is changed

• Workflow participant clicks start button

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Workflow Engine & Features

• The SharePoint 2010 Workflow platform has been carried forward to SharePoint Server 2013.

• Installed automatically with the product

• SharePoint Server 2013 can use a new workflow service called Workflow Manager

• Workflow Manager is a separate download and install

• Workflow Manager must be configured to communication with the SharePoint 2013 farm

• Site Collection / Site Features

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SharePoint Designer

• Designer version must match current SharePoint Version unless using SharePoint 2013 and above / Office 365.

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Basic Workflow

• OOB Global Workflows

• Approval

• Collect Feedback

• Collect Signatures

• DEMO – Create basic workflow

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SharePoint 2010 Workflows vs. SharePoint 2013 Workflows

• DEMO

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Advanced Workflow Techniques

• DEMO

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Visual Studio Workflow

• Sequential

• Series of steps one after another until complete

• State Machine

• Asynchronous set of states, transitions and actions

• Triggered by actions and states, not in specific order

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Future

• Microsoft PowerApps

• Introduction: http://blogs.microsoft.com/blog/2015/11/30/introducing-microsoft-powerapps/#sm.001vbay8d1cotfnxqso21gsz0cmg7

• Tutorial: https://powerapps.microsoft.com/en-us/tutorials/get-started-logic-flow/

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Reference Links

• Getting started with SharePoint 2013 Workflow

• Workflow Loops

• Elevated Permissions (App Step)

• Workflow Development in SharePoint Designer and Visio

• Develop SharePoint Workflows with Visual Studio

• Create SharePoint Workflows with Visual Studio

• Power Apps

• Microsoft Flow

• What’s New in SharePoint 2013 Workflow

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Thank You

Jennifer Kenderdine

jkenderdine@trellist.com

Thank You