virtual techdaysINDIA │ 18-20 august 2010

SharePoint 2010 and Custom Workflows

Joy Rathnayake (MVP/ MCT) │ Mentor, Solid Quality Mentors

Workflows in general Workflows across the stack

Out-of-the-box SharePoint Designer Visual Studio

Workflow solution spectrum SharePoint 2010 workflow development story

Visio SharePoint Designer 2010 Visual Studio

virtual techdaysINDIA │ 18-20 august 2010

S E S S I O N A G E N D A

Collaboration happens on SharePoint People at work Data they make and use

Workflows to manage it 2 types

System – move data in and out of SharePoint Human – support people with long-running processes

virtual techdaysINDIA │ 18-20 august 2010

The Connected Enterprise

People

Content

virtual techdaysINDIA │ 18-20 august 2010

Workflow Solution Spectrum

Out-of-Box Workflows

• Ready to use• Common

approval scenarios

Out-of-Box Customization

• Association and initiation settings

• Modify logic in SharePoint Designer

• Design forms in InfoPath

Custom Declarative

• Start from scratch or from existing

• New actions• Task process

framework• More types of

workflows

Custom Activities

• Encapsulate custom code in new action

• Deploy in full or partial trust (as user code)

Custom Non-Declarative

• Import solution into Visual Studio

• Advanced modeling

• Hook up workflow to events

Incr

easi

ng F

uncti

onal

ity

Browser Visual StudioSharePoint Designer

Envision workflow idea in Visio Design in SharePoint Designer Develop in Visual Studio

virtual techdaysINDIA │ 18-20 august 2010

New SharePoint 2010 workflow development story

Prototype, Design, Develop

Visio SPD VS10

Each tool plays a specific role Visio allows business analyst to define the process SPD allows power users to implement process

Round trip Import/ Export

virtual techdaysINDIA │ 18-20 august 2010

Visio and SharePoint Designer

Special SharePoint Workflow template Contains shapes for conditions and actions Allows exporting of processes to SharePoint Designer

virtual techdaysINDIA │ 18-20 august 2010

Visio SharePoint Workflow Template

Visio exports to a VWI file Cabinet file contains

*.xoml and *.xoml.rules which defines the workflow *.vdx which defines the Visio drawing

virtual techdaysINDIA │ 18-20 august 2010

Exporting to SharePoint Designer

virtual techdaysINDIA │ 18-20 august 2010

DEMO: Visio 2010 and SharePoint Designer WorkflowsJoy Rathnayake (MVP/ MCT)│ Mentor, Solid Quality Mentors

List – attached directly to a List Reusable – attached to Lists or Content Types Site – not attached to any List or Content Type

virtual techdaysINDIA │ 18-20 august 2010

Workflow Targets in SharePoint 2010

SharePoint Designer or Visual Studio SharePoint Designer is targeted to Power Users Visual Studio is targeted to Developer Integration allows users to work together

virtual techdaysINDIA │ 18-20 august 2010

Custom Workflows in SharePoint 2010

SharePoint 2010 Project Types allows Import Reusable Workflows Sequential Workflows State Machine Workflows

virtual techdaysINDIA │ 18-20 august 2010

Creating Workflows in Visual Studio 2010

Converts WSP into Workflow project item Allows extension of existing SharePoint Designer workflows Moves workflow into source controlled project Allows inclusion of workflow into full application

virtual techdaysINDIA │ 18-20 august 2010

Importing Reusable Workflows

Process steps are linear Activities are completed one after the other Some SharePoint Designer activities can be used in Visual Studio

virtual techdaysINDIA │ 18-20 august 2010

Sequential Workflows

Process steps are not always linear External events trigger state transitions Work happens during transitions

virtual techdaysINDIA │ 18-20 august 2010

State Machine Workflows

Template exist for workflow forms Standard form code provided by template

virtual techdaysINDIA │ 18-20 august 2010

Custom ASPX Forms in SharePoint 2010

virtual techdaysINDIA │ 18-20 august 2010

DEMO: Developing Workflows with Visual Studio 2010Joy Rathnayake (MVP/ MCT)│ Mentor, Solid Quality Mentors

virtual techdaysTHANKS│18-20 august 2010

jrathnayake@solidq.com │ http://www.SharePoint24x7.com