Download - SharePoint Workflow Discussion

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Page 1: SharePoint Workflow Discussion
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Workflow basics/terminology Examples Tips/Lessons Learned Q&A

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Workflow Template: desc the forms and assembly, developed in VS

Association: connect list/CT to template Workflow Instance: an instance of the

association Tasks

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Associate Initiate Modify Complete

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Association: default values for initiation Initiation: manual start Task Edit: change task status Modification: modification in process InfoPath vs. ASPX

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Model the workflow Create and bind the forms Code Deploy Debug

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VS: WSP Builder SharePoint Designer K2 MetaStorm ascentn AgilePoint etc

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Back-end processes◦ Setting item permissions◦ Syncing lists

Person-to-person◦ Simple: single approvals, notifications◦ Medium: User access requests, extranet creation,

Invoice process◦ Complex: Expense reimbursement, Matter intake

process

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Correlation Token: GUID that the WF engine can use to map events and actions to object.

Workflows run as System account. SPD vs. VS Custom actions for reuse Upgrade long running WF

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Testing complexity Start small, build often Build for the real-world Business analysis

◦ Ask why (more than once)◦ Understand what client needs, not what they ask

for

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Q&A