Create Powerful SharePoint Designer 2013 
Workflows in Office 365 & On-Premises 
Asif Rehmani 
SharePoint MVP and MCT 
SharePoint-Videos.com
© DEVintersection. All rights reserved. 
2 http://www.DEVintersection.com 
Asif Rehmani 
CEO and Founder 
VisualSP / SharePoint-Videos.com 
Chicago 
USA 
Contact 
@asifrehmani 
asif@sharepointElearning.com 
www.sharepoint-videos.com 
Author 
Trainer and 
Consultant 
SharePoint 
MVP, MCT 
Conference 
Speaker
VisualSP Help System 
www.VisualSP.com 
in-context and on-demand Help for 
SharePoint users – 
SharePoint 2010, 2013, Online 
Context sensitive Help items: 
• Videos • Images/Screenshots 
• Documents • Links
1 Year access to 
890+ 
SharePoint 
Video Tutorials 
© DEVintersection. All rights reserved. 
Giveaways for today’s session 
4 http://www.DEVintersection.com
© DEVintersection. All rights reserved. 
Target audience for this session: 
 Intranet/Web Content Manager 
 Portal Solutions Manager 
 SharePoint Guy/Gal 
5 http://www.DEVintersection.com 
Session level: 
250 – Intermediate
To understand how to rapidly build no-code 
workflows using SharePoint Designer 2013 
© DEVintersection. All rights reserved. 
Session focus 
6 http://www.DEVintersection.com
Workflow tools 
7 
 Browser 
 SharePoint Designer 2013 
 Visio 2013 
 Visual Studio 2012/2013
Out of the box workflow templates 
Only the legacy ones from SharePoint 2010 
No new workflow templates introduced with SharePoint 2013 
8
Demo 
Out of the box workflow templates
© DEVintersection. All rights reserved. 
SharePoint Designer Workflow Types 
10 http://www.DEVintersection.com
2010 and 2013 style workflows 
SharePoint Designer 
11 
2010 
2013
Workflow Manager 1.0 
SharePoint 2013 workflow processing moved to Workflow Manager (WM) 
 Workflow no longer runs in the SharePoint content farm / servers 
 SharePoint farm & Workflow Manager farm can be on same / 
12 
different servers
© DEVintersection. All rights reserved. 
New Workflow Activities & Actions 
13 http://www.DEVintersection.com 
New Actions & Activities 
Microsoft Project Specific 
Actions 
Assign a Task Get Property from 
[Dictionary/DynamicValue] 
Create a Project from Current Item 
Start a Task Process Count Items in 
[Dictionary/DynamicValue] 
Set the current project stage status 
to this value 
Go to This Stage Trim String Set the status field in the idea list 
item to this value 
Call HTTP Web Service Find Substring in String Wait for Project Event 
Start a List Workflow Replace Substring in String Set this field in the project to this 
value 
Start a Site Workflow Translate Document 
Build 
Set Workflow Status 
[Dictionary/DynamicValue]
© DEVintersection. All rights reserved. 
The ‘New Stuff’ 
14 http://www.DEVintersection.com 
 Stages 
• New base level concept of 
stages 
 Visual Designer 
• Direct Visio incorporation 
• Stage-Level Diagrams 
 New Task Actions 
• Quick and easy to create 
tasks and approval 
processes 
 Web Services 
• Able to call into 
Rest/HTTP web services 
 Loops! 
• Able now to loop indirectly 
with stages or directly 
with the new Loop actions 
 Copy/Cut and Paste 
• Core copy/cut and paste 
abilities now introduced
© DEVintersection. All rights reserved. 
15 http://www.DEVintersection.com
Demo 
SharePoint Designer Workflows
Creating / Acquiring new Workflow actions 
 Acquire workflow actions through vendors: 
http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx 
© DEVintersection. All rights reserved. 
 Create new workflow actions using Visual Studio 
17 http://www.DEVintersection.com
What will happen to my workflows when we upgrade 
from SharePoint 2010 to 2013? 
They will get transferred as SharePoint 2010 workflows 
You can modify them with almost* the same type of 
18 
environment as in 2010 
* With the added ability to use copy/paste functions
Copying a workflow to another List or Site 
Save as workflow template 
19 
Export to Visio 
Copy / Paste stages
SharePoint Designer 2013: 
 List workflows, Reusable workflows and Site workflows can all be 
© DEVintersection. All rights reserved. 
Packaging a workflow 
SharePoint Designer 2010: 
 Only reusable workflows can be packaged 
20 http://www.DEVintersection.com 
packaged as a wsp
http://technet.microsoft.com/en-us/sharepoint/dn594430 
© DEVintersection. All rights reserved. 
SharePoint Composites Showcase 
created by Mark Gillis from Microsoft 
22 http://www.DEVintersection.com
© DEVintersection. All rights reserved. 
Example of fairly advanced workflow 
http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer- 
23 http://www.DEVintersection.com 
2013-workflow/ 
Example of 
using: 
• Stage 
• Loop 
• Web service 
• Workflow variables 
• Dictionary variable 
• XML to JSON 
• Calculation 
• Creating items
How do I practice my ideas and concepts? 
© DEVintersection. All rights reserved. 
24 http://www.DEVintersection.com 
 Watch free videos at: 
 http://sharepoint-videos.com/video-categories/all-free-videos/ 
 http://www.youtube.com/watch?v=0cgs-7APLJ0&list=UUGLppoZbffV8SpxrGV8TYZA&index=1 
Get a sandbox environment for practicing 
 Build your own dev VM 
 Get 30 day Office 365 trial 
or 
 Try the templates available at CloudShare – 
http://www.cloudshare.com
Call to Action 
 Learn more about SharePoint Designer workflows 
by watching the videos 
 Dive into it to understand how it can benefit your 
organization 
25
Questions? 
Don’t forget to enter your evaluation 
of this session using EventBoard! 
Thank you! 
Asif Rehmani 
@asifrehmani 
asif@sharepointElearning.com

SharePoint Designer 2013 Workflows - SP Intersection

  • 1.
    Create Powerful SharePointDesigner 2013 Workflows in Office 365 & On-Premises Asif Rehmani SharePoint MVP and MCT SharePoint-Videos.com
  • 2.
    © DEVintersection. Allrights reserved. 2 http://www.DEVintersection.com Asif Rehmani CEO and Founder VisualSP / SharePoint-Videos.com Chicago USA Contact @asifrehmani [email protected] www.sharepoint-videos.com Author Trainer and Consultant SharePoint MVP, MCT Conference Speaker
  • 3.
    VisualSP Help System www.VisualSP.com in-context and on-demand Help for SharePoint users – SharePoint 2010, 2013, Online Context sensitive Help items: • Videos • Images/Screenshots • Documents • Links
  • 4.
    1 Year accessto 890+ SharePoint Video Tutorials © DEVintersection. All rights reserved. Giveaways for today’s session 4 http://www.DEVintersection.com
  • 5.
    © DEVintersection. Allrights reserved. Target audience for this session:  Intranet/Web Content Manager  Portal Solutions Manager  SharePoint Guy/Gal 5 http://www.DEVintersection.com Session level: 250 – Intermediate
  • 6.
    To understand howto rapidly build no-code workflows using SharePoint Designer 2013 © DEVintersection. All rights reserved. Session focus 6 http://www.DEVintersection.com
  • 7.
    Workflow tools 7  Browser  SharePoint Designer 2013  Visio 2013  Visual Studio 2012/2013
  • 8.
    Out of thebox workflow templates Only the legacy ones from SharePoint 2010 No new workflow templates introduced with SharePoint 2013 8
  • 9.
    Demo Out ofthe box workflow templates
  • 10.
    © DEVintersection. Allrights reserved. SharePoint Designer Workflow Types 10 http://www.DEVintersection.com
  • 11.
    2010 and 2013style workflows SharePoint Designer 11 2010 2013
  • 12.
    Workflow Manager 1.0 SharePoint 2013 workflow processing moved to Workflow Manager (WM)  Workflow no longer runs in the SharePoint content farm / servers  SharePoint farm & Workflow Manager farm can be on same / 12 different servers
  • 13.
    © DEVintersection. Allrights reserved. New Workflow Activities & Actions 13 http://www.DEVintersection.com New Actions & Activities Microsoft Project Specific Actions Assign a Task Get Property from [Dictionary/DynamicValue] Create a Project from Current Item Start a Task Process Count Items in [Dictionary/DynamicValue] Set the current project stage status to this value Go to This Stage Trim String Set the status field in the idea list item to this value Call HTTP Web Service Find Substring in String Wait for Project Event Start a List Workflow Replace Substring in String Set this field in the project to this value Start a Site Workflow Translate Document Build Set Workflow Status [Dictionary/DynamicValue]
  • 14.
    © DEVintersection. Allrights reserved. The ‘New Stuff’ 14 http://www.DEVintersection.com  Stages • New base level concept of stages  Visual Designer • Direct Visio incorporation • Stage-Level Diagrams  New Task Actions • Quick and easy to create tasks and approval processes  Web Services • Able to call into Rest/HTTP web services  Loops! • Able now to loop indirectly with stages or directly with the new Loop actions  Copy/Cut and Paste • Core copy/cut and paste abilities now introduced
  • 15.
    © DEVintersection. Allrights reserved. 15 http://www.DEVintersection.com
  • 16.
  • 17.
    Creating / Acquiringnew Workflow actions  Acquire workflow actions through vendors: http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx © DEVintersection. All rights reserved.  Create new workflow actions using Visual Studio 17 http://www.DEVintersection.com
  • 18.
    What will happento my workflows when we upgrade from SharePoint 2010 to 2013? They will get transferred as SharePoint 2010 workflows You can modify them with almost* the same type of 18 environment as in 2010 * With the added ability to use copy/paste functions
  • 19.
    Copying a workflowto another List or Site Save as workflow template 19 Export to Visio Copy / Paste stages
  • 20.
    SharePoint Designer 2013:  List workflows, Reusable workflows and Site workflows can all be © DEVintersection. All rights reserved. Packaging a workflow SharePoint Designer 2010:  Only reusable workflows can be packaged 20 http://www.DEVintersection.com packaged as a wsp
  • 21.
    http://technet.microsoft.com/en-us/sharepoint/dn594430 © DEVintersection.All rights reserved. SharePoint Composites Showcase created by Mark Gillis from Microsoft 22 http://www.DEVintersection.com
  • 22.
    © DEVintersection. Allrights reserved. Example of fairly advanced workflow http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer- 23 http://www.DEVintersection.com 2013-workflow/ Example of using: • Stage • Loop • Web service • Workflow variables • Dictionary variable • XML to JSON • Calculation • Creating items
  • 23.
    How do Ipractice my ideas and concepts? © DEVintersection. All rights reserved. 24 http://www.DEVintersection.com  Watch free videos at:  http://sharepoint-videos.com/video-categories/all-free-videos/  http://www.youtube.com/watch?v=0cgs-7APLJ0&list=UUGLppoZbffV8SpxrGV8TYZA&index=1 Get a sandbox environment for practicing  Build your own dev VM  Get 30 day Office 365 trial or  Try the templates available at CloudShare – http://www.cloudshare.com
  • 24.
    Call to Action  Learn more about SharePoint Designer workflows by watching the videos  Dive into it to understand how it can benefit your organization 25
  • 25.
    Questions? Don’t forgetto enter your evaluation of this session using EventBoard! Thank you! Asif Rehmani @asifrehmani [email protected]

Editor's Notes

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