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SharePoint Saturday Gulf Saturday, April 12 th ,2014 Live Online # SPSGulf

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SharePoint Saturday Gulf Saturday, April 12 th ,2014 Live Online # SPSGulf. Our Sponsors:. World Domination with SPD 2013. Rule the SP2013 World Using Web Services in Workflows. # SPSGulf SharePoint Saturday Gulf. presentation for April 12, 2014. Jim Bob Howard. Developer. - PowerPoint PPT Presentation
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SharePoint Saturday Gulf Saturday, April 12 th ,2014 Live Online #SPSGulf Our Sponsors:
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Page 2: SharePoint Saturday Gulf Saturday, April 12 th  ,2014 Live Online # SPSGulf

© Copyright 2014 SharePoint AMS

presentation for April 12, 2014

Rule the SP2013 World Using Web Services in Workflows

World Domination with SPD 2013

#SPSGulf SharePoint Saturday Gulf

Page 3: SharePoint Saturday Gulf Saturday, April 12 th  ,2014 Live Online # SPSGulf

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Jim Bob Howard

Email: [email protected]: @jbhowardBlog: http://www.ConnectorMan.com

Sr. Solution ArchitectSharePoint AMS/Invenio Partners Husband of 1, Father of 4

20 years of software/web development for EDS, GE Capital, IBM, and several small businesses

Worked with SharePoint since 2009

http://bit.ly/SP2010atWork-jbh

Organizer

AuthorSharePoint Saturday: India, EMEA, New Orleans, San Antonio, Houston, Austin, New York, DC, Cape Town, Nairobi, Virginia Beach, Philadelphia; SPTechCon; SharePoint Fest

Speaker

Developer

Page 4: SharePoint Saturday Gulf Saturday, April 12 th  ,2014 Live Online # SPSGulf

© Copyright 2014 SharePoint AMS

an Association Management Ecosystem™

Solution Delivery• Project Based – Solution Development and

Consulting• Implementation, Integration, Creative Design,

Deployment, Training• Public Facing Websites, Intranets, Extranets,

Social Networking, Custom Development, SEO

Customer Support• Ongoing Solution Support and Maintenance• Annual Agreements • Over 100 Active Loyal Customers

Offerings

Membership Manager

Member Sites Module

Smart Forms Module

eCommerce Module

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Overview• Background• Need/Requirements• PMO and PMIS development• Using the site• Working with Web Services in Workflows• Custom Templates• App Steps• Questions

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Need• A better, easier way to track all of the projects in the practice• Large number of small short-term projects staffed by small

specialized teams• Projects were running past their Period of Performance (POP)• Projects have working managers: – Managers spend most of their time providing technical expertise– Little time for project management– Lack of insight into budget and schedule for managers

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Requirements• A Project Management Office (PMO) site to house the portfolio of

projects• All-inclusive Project Management Information Sites (PMIS) for PM,

Project Team and Upper Management– Team workspace– Schedule management – House deliverables– Provide tools for issues tracking– Allow for risk management – Provide upper management with communications reminders

• KPI dashboards at both levels for line managers and upper management

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DEMO

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Team Leader /Project Manager

New ProjectRequest

Start Create SiteWorkflow

Approval Task

PMO Manager

Workflow

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Workflow

Team Leader /Project Manager

New ProjectRequest

Start Create SiteWorkflow

Approval Task

PMO Manager

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Workflow

PMO Manager

Rejected ApprovedRejection Email

Team Leader /Project Manager

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Workflow

PMO Manager

Rejected ApprovedRejection Email

Team Leader /Project Manager

Create Site Workflow

PMIS Created

ConfirmationEmail

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Workflow

Approval Task

ApprovedRejected Create Site Workflow

PMIS Created

ConfirmationEmail

Start Create SiteWorkflow

Team Leader /Project Manager

Rejection Email End Workflow

New ProjectRequest

PMO Manager

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SPD Workflow

Stage: Waiting for Approval

Rejected

Stage: Creating Site Stage: Sending Email

Start Create SiteWorkflow

Approved

End Workflow

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Waiting for Approval

Waiting for Approval

Requested by PMO Manager?

PMO ManagerApproval

Set Outcome to Approved

YesNo

Set Outcome to Rejected

Approve

Reject

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Sending an Email

Sending Email

Rejected? Yes

No

Rejection Email

ResponseCode OK?

Success EmailYes

URL in Use?

No

Site Exists EmailYes

No

Other Error Email

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Creating Site

Creating Site

Determine Create Outcome

Build Create

Parameters

Call HTTP web service to create

site

Check Error/

Success Responses

If ResponseCode = OK

Build Create

Parameters

Call HTTP web service to add item

to list

Get Error Codes and/or Output

Msg

Yes

No

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REST API Calls• Basic operations using SharePoint 2013 REST endpoints

– http://msdn.microsoft.com/en-us/library/office/jj164022.aspx

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DEMO

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• Site App Permissions

Site Settings -> Site App Permissions (Users and Permissions)

App Permissions

• Permission Request XML

• App Principal Permissions

.../_layouts/15/appinv.aspx

http://www.ConnectorMan.com/create-sites-with-spd-2013-workflow/

<AppPermissionRequests>    <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" /></AppPermissionRequests>

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Thank you!t) @jbhowarde) [email protected]) www.ConnectorMan.com

SharePoint AMS11654 Plaza America Drive Suite 247Reston, VA 20190-4700www.SharePointAMS.com

Q&A


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