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SharePoint Designer 2013 Workflows

SharePoint Designer 2013 Workflows. Scott Shearer SharePoint Evangelist Haystax Technology. Speaker Feedback: SPSCSM.COM. Who Am I?. SharePoint Evangelist and Consultant for Haystax Technology Based in Reston, VA Done everything from System Administration to C# development to helpdesk

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SharePoint Designer 2013 Workflows

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  1. SharePoint Designer 2013 Workflows Scott Shearer SharePoint Evangelist Haystax Technology

  2. Speaker Feedback: SPSCSM.COM

  3. Who Am I? SharePoint Evangelist and Consultant for Haystax Technology Based in Reston, VA Done everything from System Administration to C# development to helpdesk CPA Former Stock Broker Former Certified Financial Planner (CFP) Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNE Conference Speaker

  4. Haystax Technology Advanced Analytics Public Safety Cloud Advance Threat Detection Cloud technologies Microsoft AWS SharePoint Development Migration Training Consulting

  5. Contact Info @ScottJShearer on Twitter sshearer@haystax.com scott.shearer@live.com http://spconcierge.wordpress.com

  6. Todays Agenda Types of Workflows Types of Designer Workflows What can you do with a Designer workflow Designer Workflow stages, steps, conditions and actions Demo DemoDemo

  7. Types of SharePoint Workflows “Out of the Box” Workflows Approval Collect Feedback Three State 2010 Style can be copied and used as the basis for a new workflow Use these if you can!

  8. Types of Workflows (continued) Designer Workflows List “One Off” workflow that can be used with a single list Reusable Usually linked to a single content type (2010 Workflow) Can be used wherever the content type is used Can be saved as a template and used in another site or site collection Almost always a 2010 style workflow

  9. Types of Workflows (continued) Site Not associated with any specific list or content type Manually started Visual Studio Workflows Workflow written in a .Net language (C#, VB.Net, etc.) Can do virtually anything by using a Visual Studio workflow Deployment Issues? Link to Visual Studio vs Designer Workflows http://msdn.microsoft.com/en-us/library/office/jj163199(v=office.15).aspx

  10. Types of Workflows (continued) SharePoint 2013 vs SharePoint 2010 Workflows Choice of which to create Use 2013 style workflows unless you need to use a 2010 style workflow Can call a 2010 workflow from a 2013 workflow Link to discontinued features in 2013 workflows http://msdn.microsoft.com/en-us/library/jj728659.aspx

  11. What Can You Do With a Designer Workflow? Send Email Update current list item Update entries in other lists Create new list items Delete list items Assign tasks Start an approval process Set list item permissions Much more…

  12. Workflow Components Stage A block of actions that can be executed as a group Step A logical block of actions Condition “If statement” that can determine if the actions that immediately follow it will run Actions Specific commands that are executed

  13. When Do Workflows Run? Manually When a new item is created When an item is changed When called from another workflow Any combination of the above

  14. Demo DemoDemo

  15. Speaker Feedback: SPSCSM.COM

  16. Questions?

  17. Additional Info • How to enable app step • http://msdn.microsoft.com/en-us/library/office/jj822159(v=office.15).aspx

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