Date post: | 25-May-2015 |
Category: |
Technology |
Upload: | jim-adcock |
View: | 1,848 times |
Download: | 0 times |
Empowering Users
Jim Adcock, The SharePoint TherapistSolutions Architect, GSD&M
Get More From SPD Workflows
2 | SharePoint Saturday Austin 2013
• Please turn off all electronic devices or set them to vibrate• If you must take a phone call, please do so in the hall• Wi-Fi is available, you will need your Guest ID/password
(at registration desk)• Feel free to tweet and blog during sessions. Remember to follow
@SPSATX and tag #SPSATX in your tweets!
THANK YOU FOR BEING A PART OF SHAREPOINT SATURDAY AUSTIN!
SharePoint Saturday Austin is hosted bythe Austin SharePoint User Group
(@AustinSPUG)
3 | SharePoint Saturday Austin 2013
SharePoint Designer Workflows allow the workflow process to be controlled by the
owners of the process – the business users!
• Custom code workflows require a developer resource to change a workflow to match a changed business process
Business processes never change, right?
WHY SPD WORKFLOW?
SOME THINGS THAT CAN MAKEA DIFFERENCE
(SOME SIMPLE, SOME LESS SO)
5 | SharePoint Saturday Austin 2013
• Workflows can be easily designed in Visio then imported into SharePoint Designer
• Your Business Users are probably already familiar with Visio! (Low barrier to entry!)
• However, you need Microsoft Visio Premium 2010 to design workflows!
DESIGN YOUR WORKFLOWS IN VISIO
8 | SharePoint Saturday Austin 2013
Allow end users to see where they are in the workflow process
VISUALIZE WORKFLOWS
9 | SharePoint Saturday Austin 2013
• Requires SP2010 Enterprise with Visio Services enabled
VISUALIZE WORKFLOWS
10 | SharePoint Saturday Austin 2013
• SPD thinks calculations are hard.• SPD 2010 is much smarter than SPD 2007• But still not as smart as InfoPath or SharePoint calculated columns
• REFERENCES:• http://dlairman.wordpress.com/2010/07/07/use-calculated-columns-to-close-technical-gaps-in-spd-workflows-anothe
r-solution/
• http://sharepointbriefing.com/features/article.php/3866646/Use-Calculated-Columns-to-Close-Gaps-in-Workflows.htm?comment=37229-0
• http://office.microsoft.com/en-us/windows-sharepoint-services-help/examples-of-common-formulas-HA010105479.aspx
• http://office.microsoft.com/en-us/windows-sharepoint-services-help/introduction-to-data-calculations-HA010121588.aspx
• http://dlairman.wordpress.com/2010/10/14/limiting-sharepoint-workflow-due-dates-to-business-days/
CALCULATIONS
11 | SharePoint Saturday Austin 2013
• 0 = 5 • Minimum wait times not to exceed five minutes (by default)… it’s a
timer job!• But that means an hour is not exactly an hour…
TIMING IS EVERYTHING
12 | SharePoint Saturday Austin 2013
• http://spdactivities.codeplex.com/Available Activities• Send Email with HTTP File attachment - Allows sending emails with attachments retrieved using
a web request • Send Email with List Item attachments - Allows sending list item attachments as files attached to
an email• Start Another Workflow - Starts another workflow associated with a list item• Grant Permission on Item - Allows granting of specified permission level on a specified item• Delete List Item Permission Assigment - Allows deleting of specified permission level assignment
for a given user• Reset List Permissions Inheritance - removes any unique permissions assigned to an item by
inheriting list permissions• Is User a member of a SharePoint group - Checks if a given user is part of given SharePoint group• Is Role assigned to User - Checks if a user role is already assigned on the current list item• Lookup user info - allows to lookup properties in site's user information list for a given login• NEW! Copy List Item Extended Activity - Allows copying/moving list items and files cross site.• NEW! Send Email Extended - Enhanced version of the OOTB activity. Allows you to specify the
sender. Also does not break links in body.
CUSTOM ACTIVITIES
13 | SharePoint Saturday Austin 2013
• Requires a Developer• But, as long as the activity is appropriately configurable, it can be
reused around the organization, and its placement in the workflow can be adjusted by the business users as the business processes change
• Engage a business analyst to help design your activities• http://
msmvps.com/blogs/sundar_narasiman/archive/2010/12/26/develop-custom-workflow-activity-for-sharepoint-2010-workflow.aspx
HYBRID APPROACH – DIY CUSTOM ACTIVITIES
QUESTIONS?
PLEASE FILL OUT SESSION EVALUATIONS AND
THANK YOU FOR ATTENDING!
16 | SharePoint Saturday Austin 2013
THANKS TO OUR SPONSORS!