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Page 1: SharePoint 2010 Workflow Introduction

SharePoint

2010 WorkflowsPart – 1

By Mohamed Abdeen

Page 2: SharePoint 2010 Workflow Introduction

Work

flow

D

efinit

ion

Workflows are systems

that manage the execution of a business

process.

A workflow is primarily

described as a process

that manages the flow of

work among individuals,

offices, departments, or

entire companies

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Work

flow

Exa

mple

Page 4: SharePoint 2010 Workflow Introduction

Work

flow

& S

hare

Poin

t

A SharePoint workflow is an

automated flow of objects through a

sequence of operations that are

related to a business process. An

object in SharePoint is a document

or an item in a list like an

announcement or a task SharePoint, because it provides a

user interface and other workflow

fundamentals like security,

reporting, and logging. These

features make SharePoint

workflows and your business

processes a powerful combination.

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SharePoint Workflow is

built on Windows Workflow Foundation

(WFF) 3.0

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WFF

Arc

hit

ect

ure

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WFF

– H

ost

ing L

aye

r

A workflow is not an application

and needs a host process in which

to run

A workflow is typically long

running, meaning that it may start

and then suspend for a while,

possibly even many months. The

state of the workflow needs to be

persisted while the workflow is

waiting for an action to occur and,

when that action occurs, the

workflow should resume where it

left off.

Transactions are another important

aspect of the hosting framework, in

that you can leverage transactions

to roll a workflow back to a

previous state if an error occurs

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WFF

– R

unti

me L

aye

r

represents all the core

services that come with WF like scheduling, persistence services

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WFF

– P

rogra

mm

ing

Laye

r

Has Out-of-the-box activities that can perform various functions in the workflow Custom activities

Rules allow developer

to declaratively create

business logic

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Types

of

Work

flow

s1.Sequential 2.State Machine

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Sequenti

al W

F The steps within workflow execute sequentially one after

the anotherNever going back to previous step

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Sequenti

al W

F Exa

mple

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Sta

te M

ach

ine

WF

Executes in no particular order

Steps moves from one

state to another state

until the logic concludes the workflow has completedLike bug tracking

workflow

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Sta

te M

ach

ine

WF

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List Item Workflow Content type WFSharePoint Site

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Out-

of-

the-b

ox

Share

Poin

t W

ork

flow 1.Three State WF

2.Approval WF3.Collect Feedback WF4.Collect Signature WF5.Disposition Approval

WF6.Translation Management WF

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1.T

hre

e-s

tate

w

ork

flow

By default is leveraged

on issue tracking lists

in SharePointName of three states

are configurable Comes with out-of-the-

box workflow

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2.A

ppro

val W

ork

flow Routing a piece of

SharePoint content to

all designated approvers requesting

their approval or denial of the content

Order of approvers can be Serial or parallel

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3.C

olle

ct F

eedback

W

ork

flow WF gives submitter

the ability to acquire

feedback for their peers on the status of

submitted document.

The WF routes the document to the specified team members, after that the feedback is compiled and the submitter is notified

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4.C

olle

ct S

ignatu

re

Work

flow

Like approval WF but

this will require each

approver to place a digital signature on the document This workflow can only

be initiated from the

office client like word ,

not the browser

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5.D

isposi

tion

Appro

val W

F

Manage document expiration and retention, this enables

you to decide what will

happen to documents

when they expire

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6.T

ransl

ati

on

Managem

ent

WF Translating office documents

from one language to

another. This workflow works

with two list types translation

management library and a

translators list A document that needs to be

translated is uploaded into

the translation management

lib and translators in the

translators list receive tasks

to start translating the

source document into their

respective languages

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Tools

for

build

ing

Cust

om

SP W

ork

flow

1.SharePoint Designer

20102.Visual Studio 20103.Visio 2010 [new

Template called Microsoft SharePoint

WF]4.InfoPath 2010

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Workflow is deployed

in site collection featureWorkflow packaged in

dll which must be deployed in GAC so it

isn’t applicable in sandbox solution

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Dem

o D

eta

ils

The workflow we are going to create step by step is an application that allows users to submit their expense reports; as soon as their expense report will be submitted, a workflow will be activated; this workflow will: Generate a unique identifier (a Guid) for

this expense report Check if the report must be submitted to approval : if the amount is less than 1000, the expense report will automatically be approved and the process is completed (status will be “auto approved”) Find the user’s manager Create tasks for the manager to approve

or reject the expense report Update the expense report status (“approved or “rejected”).

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Share

Poin

t 2010

Work

flow

New

Featu

res Reusable Workflow

Visio 2010 SharePoint

Workflow Out-of-box workflow can

customized in SharePoint

designer SP2010 enables you to

save a workflow as a

sharepoint solution package (WSP) file and

export and import that

sharepoint solution into

another farm

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Share

Poin

t 2010

Work

flow

New

Fe

atu

res

View a workflow’s status

through a Visio diagram,

enable Visio web access

on that workflow Importing SharePoint

Designer workflows into

visual studio Pluggable Workflows

SharePoint 2010 workflows can execute up

to a certain point and then

wait for information from a

external system

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SharePoint 2010 supplies a couple of new event handlers,

including the ability to

react to a workflow’s

initialization or completion

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How

to b

uild

W

ork

flow

Solu

tions 1.Model the high level

business process [What you are going

to build ?] using Visio

[new template called

SharePoint workflow ]