SharePoint 2010 Workflows

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1 SharePoint 2010 Workflows

2 Winners of the Day 1 of ESP Live Quiz

3 Agenda Day 1 Introducing SharePoint 2010 Workflows What is a Workflow New Workflow Types and Targets Exploring SharePoint 2010 workflow Collect Signature Collect Feedback Approval Workflow Understanding workflows administration in SharePoint 2010

workflow Collect Signature - 2010 Collect Feedback - 2010 Approval

4 Day 2 - Agenda Using SharePoint Designer 2010 to design workflows. New SharePoint Designer 2010 Workflow Editor. Various workflow types in SharePoint Designer Workflow Improvements. Exploring SharePoint 2010 workflow sharing and reusability. What was possible last release in terms of portability and reusability? What will be used for workflow portability and reusability this release? Best practices for planning SharePoint 2010 workflows.

Exploring SharePoint 2010 workflow sharing and reusability.

5 Workflow Essentials SharePoint Resource Association Workflow Template Workflow Association Initiation Workflow Instance Template: Available OOB, created using SharePoint Designer or Visual Studio Association: Happens when you enable a workflow for a SharePoint resource. Association form is used during this event. Initiation: Occurs when you start a workflow instance. Initiation form is used during this event.

Association: Happens when you enable a workflow for a SharePoint resource.

6 New SharePoint Designer for Workflow Editing Workflows Site Object and Gallery The workflows site object is the starting point for workflow creation, editing and administration. The Workflow Gallery view lists the available workflows. Workflows Ribbon Full-screen Editor

workflow creation, editing and administration.

7 Demo SharePoint Designer Workflow UI

8 Workflow Types List Workflows List workflows are the only thing SharePoint Designer 2007 provided last release; that is, the ability to bind to a single list or library. Reusable Workflows These workflows can be re-used across the site. In addition, these workflows can be converted to Globally Reusable Workflows, which are available across an entire site collection. Site Workflows A site workflow is created in a site, and the site workflow is not associated to a list or content type and can be started from the All Site Content page in the site.

In addition, these workflows can be converted to Globally Reusable Workflows, which are available across an entire site collection.

9 Workflow Improvements Rich Text Editor ( ) Dynamic String Builder Everywhere Type Coercion (Defining Return Types) Impersonation Step (High Privilege Block) Advanced Properties (Property Grid) Copy and Modify

10 Demo Creating A Reusable Workflow

11 Workflow Reusability Builds support for packaging workflow templates as WSP s (SharePoint Solution Packages). Type of workflow Globally Reusable Reusable List Site Exportable to WSP? Yes, with copy & modify method Saving the site as a template Export / Import Backup / Restore Yes No No

Type of workflow Globally Reusable Reusable List Site Exportable to WSP?

12 Workflow Reusability Some of the out of box globally reusable workflows are: Approval, Collect Feedback, Collect Signatures and Publishing Approval. We allow two levels of reusable workflow templates, site-scoped and site collection scoped. The way to build a site-collection scoped template is to put the workflow at the collection-level. The ramification of this design is that there is no way to have root-site only workflows. Globally Reusable Workflows cannot be changed directly; this is by-design and disallows the out of box templates from getting corrupted. The workflows can, however, be copied and modified. Sub-site reusable workflows cannot be converted to globally reusable workflows directly. They have to be saved as a template (WSP file), moved to the root site and from there the workflows can be converted to globally reusable.

The ramification of this design is that there is no way to have root-site only workflows.

13 SharePoint 2010 Workflows Best Practices Choosing the best workflow creation options for your scenarios. Do OOB workflows suffice? What about using SPD for minor modifications to the OOB workflows? Visual Studio WFs/SPD WFs Custom Activities Planning for disaster recovery situations. Capacity Management: Workflow Boundaries and Limits.

What about using SPD for minor modifications to the OOB workflows?

14 Quiz

15 ESP Archives

16 How to create a support case -us;offerprophone

17 Thank You Send your questions to:

Best of SharePoint 2010. Composites

Best of SharePoint 2010. Composites Best of SharePoint 2010 Composites Agenda Overview Composite Applications Developer Investments Microsoft SharePoint 2010 The business collaboration platform for the Enterprise and the Web Microsoft SharePoint