SharePoint Saturday Gulf
Saturday, April 12th ,2014Live Online#SPSGulf
Our Sponsors:
© 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
www.ConnectorMan.com
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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
© 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
www.ConnectorMan.com
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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
Our Sponsors:
SharePoint Saturday Gulf#SPSGulf
Thank You!