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Office Business Applications Workshop
Defining Business Process and WorkflowsDefining Business Process and Workflows
Office Business Applications Workshop
Lesson 3 – Windows Workflow FoundationLesson 3 – Windows Workflow Foundation
Introducing workflows and the Windows Workflow FoundationThe WF Runtime Engine and ServicesWorkflow Basics and Terminology
Office Business Applications Workshop
Encapsulated logic for coordinating business processes Provides abstractions to model real world processesValuable for modeling long running and stateful behaviorWorkflows in WF are decomposed into activities
What are workflows?What are workflows?
Sequential workflows
modeled as flowchart
State machine workflow
modeled as state diagram
Office Business Applications Workshop
Sample Business ProcessSample Business Process
Request Approval
Send Task to Approver
Decision
Approval Completed
Request change
Revise proposal
Proposal Rejected
Approver Delegates
Office Business Applications Workshop
Simplified Business ProcessSimplified Business Process
Request Approval
Send Task to Approver
Decision
Approval Completed
Office Business Applications Workshop
Windows WorkFlow FoundationWindows WorkFlow Foundation
Single workflow technology for WindowsExtensible framework & toolsetBase for Microsoft products and customer solutionsTransform workflow from niche to mainstream paradigmExposed to developers via .NET 3.0
Office Business Applications Workshop
Host Process
Windows Workflow Foundation
WF Runtime Engine And ServicesWF Runtime Engine And Services
WF Base Activity Library
My custom workflow
Runtime Services: pluggable implementations with defaults
Persistence Communication Tracking …
Runtime Engine: provides intrinsic behaviors to activities
TrackingInfrastructure
State Management
WorkflowExecution
DynamicUpdate
Office Business Applications Workshop
Workflow BasicsWorkflow Basics
Custom Workflow consists out of one or more activities
Activity LibrariesWF Base Activity LibrarySharePoint Activity LibraryCustom Libraries
Activity is a classEvents/PropertiesMethods called by WF Runtime engine
WF created using Visual Studio.NET
Deployed as .NET assembly
Office Business Applications Workshop
Workflow TerminologyWorkflow TerminologyTemplate
Feature scoped at the site collectionDefines the forms and association options
AssociationCreated when connecting template with container or content typeStores parameter info for the workflow
InstanceCreated at the moment the workflow is startedInstance of association, not of templateWorkflow instances run as System Account!
• Workflow Task– Human-based interventions
stored as normal task items in a task list
– Internally linked with the instance
– Notify instance when changes occur
– Can be associated with custom task form
• Workflow History Item– Logging of events in history list– Normal list items with Workflow
specific meta-data like instance id, association id, etc…
Office Business Applications Workshop
Workflow in SharePoint and the Office ClientsWorkflow in SharePoint and the Office Clients
demo
Office Business Applications Workshop
Lesson 4 – Building Custom WorkflowsLesson 4 – Building Custom Workflows
Workflow Life CycleYour Options for Creating Custom WorkflowsCustom Workflows with the Microsoft Office SharePoint Designer 2007Custom Workflows with Visual Studio 2005
Office Business Applications Workshop
WorkFlow Life CycleWorkFlow Life CycleDeveloper develops a workflow template.
Server box administrator deploys the template to a site collection.
List administrator associates a workflow template with a list or content type on that site collection to create a new association.
User starts an instance of a workflow association on an item (or workflow instance starts automatically on event).
Workflow executes, perhaps creating some tasks and history items on the Tasks and Workflow History lists specified in the association.
Office Business Applications Workshop
Workflow Authoring for Office 2007Workflow Authoring for Office 2007SharePoint Designerfor corporate Web designers
ActivitiesRe-use OOB/deployed activities
FormsAutogenerated Forms-ASPX
Deployment Workflow authored live against serverRuntime compilation
Development ModelWizard-based workflow designer
Visual Studio Workflow Designerfor professional developers
ActivitiesRe-use OOB/deployed activitiesCan author new activities
Forms Designed Forms-InfoPath-ASPX
DeploymentSolutions package generatedBox administrator installable
Development ModelVisual workflow designer
Office Business Applications Workshop
Visual Studio & Workflow SDK
Out-of-the-BoxSolutions
(with customization)
SharePoint Designer Workflows
Document Review(parallel)
Document Approval(serial)
Custom Routing
Stru
ctured
Ad
Ho
c
Signature Collection
Server FeaturesList Moderation
Publishing ProcessDocument ExpirationTranslation ProcessRingi (eApproval)
Task & Issue Tracking(WSS, Access, & Project)
LOB Integration
(BizTalk)
Custom Form ActionsEmail Notification
Exception Handling
Document ProcessesSpec Review
Weekly Status Report
Custom Tracking AppsService Requests
Asset Tracking
Purchase Order Processing
ScenariosScenarios
Office Business Applications Workshop
The Workflow DesignerThe Workflow Designer
Office Business Applications Workshop
Workflows with the Microsoft Office SharePoint Designer 2007Workflows with the Microsoft Office SharePoint Designer 2007
demo
Office Business Applications Workshop
Five Steps to Develop a VS.NET WorkflowFive Steps to Develop a VS.NET Workflow
1. Model your workflow in Visual Studio2. Create and bind your forms3. Code your workflow4. Deploy your
workflow to the server
5. Debug
Before you startInstall the VS.NET Extensions for WFInstall the ECM Starter Kit
Office Business Applications Workshop
Custom Workflows with Visual Studio 2005Custom Workflows with Visual Studio 2005
demo
Office Business Applications Workshop
What you have learnedWhat you have learned
• Workflow definition• Workflows in OBA applications are running with the help
of the Windows Workflow Foundation• Custom workflows can be build with Microsoft products
but don’t forget that there are some very good third-party products that built on top of everything you saw
Office Business Applications Workshop