1 / 20

SharePoint Workflows

SharePoint Workflows. A home for workflows. Jeremy Sublett, SharePoint MVP, MCSD, MCT jsublett@composablesystems.net Composable Systems, LLC - Louisville, KY. Agenda. Intro Workflow Foundation (WF) Fundamentals Using SharePoint Workflows Building SharePoint Workflows Tools

jamar
Download Presentation

SharePoint Workflows

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. SharePoint Workflows A home for workflows. Jeremy Sublett, SharePoint MVP, MCSD, MCT jsublett@composablesystems.net Composable Systems, LLC - Louisville, KY

  2. Agenda • Intro • Workflow Foundation (WF) Fundamentals • Using SharePoint Workflows • Building SharePoint Workflows • Tools • SharePoint Designer vs. Visual Studio • Forms

  3. What is Workflow Foundation? • A framework for building business process workflow into applications • Single workflow technology for Windows • Extensible framework & toolset (designer) • Not an application or server by itself - Not BizTalk • Separate from SharePoint

  4. Types of Workflows • Workflows model real-world business processes • System-oriented and human-oriented Sequential State Machine

  5. Activities • Workflows are composed of activities • Activities are reusable functionality • Many activities out of the box • Custom activities • Activities exist for: • Standard WF Workflows • SharePoint Workflows (General) • SharePoint Task Lists Encrypt Document Send Email

  6. Where do Workflows Live? • WF workflows require a host • Windows (desktop) applications • Console Applications • Windows Services • SharePoint

  7. Demo • Simple WF

  8. WF Architecture Host Process My Custom Workflow Workflow Foundation Core Services Persistence Communication Tracking …

  9. Enter Humans • Users need to interact with a workflow – that’s the whole idea • Users may take days/weeks to respond to a process • SharePoint provides a means for users to interact with workflows

  10. What is a Workflow in SharePoint? • Revolves around items document libraries/lists • Users are assigned tasks and are notified via email • Manual or automatic workflows • SharePoint provides other user interfaces: • Status/History • Setup/Initiation Forms (customized per workflow) • Task forms

  11. Workflow-Aware Applications • Browser • Office Client Applications (Word, Excel, PowerPoint) • Outlook • SharePoint Designer • Access

  12. Demo • OOTB SharePoint Workflows

  13. OOTB SharePoint Workflows • WSS: • Three-State • MOSS: • Approval • Parallel Approval • Disposition Approval • Collect Feedback • Translation workflows

  14. Workflow Hosting with WSS SharePoint as a Host My Custom SharePoint Workflow SharePoint Activity Library Workflow Foundation Core Services SharePoint Content Database Persistence Communication Tracking …

  15. Building Your Own Workflows • SharePoint Designer • Replaces FrontPage • Wizard-based workflow creation tool • Attached to a document library when created • Can’t be moved (easily) from that document library • Visual Studio • Maximum control • Increased complexity • Visual designer

  16. Tools • Power User • SharePoint Designer • Developer • VS.NET • STSDEV – CodePlex tool for SP Development • WSS3Workflow Tools – CodePlex tool for workflow forms

  17. Building Workflows • Demo VS2008 with STSDEV • SharePoint Designer

  18. Workflow Forms Setup: Associate to List List Task: User Completes Task Workflow List Item Task List Item Start: Create Instance Assign Task to User

  19. Forms A little easier More difficult

  20. Thanks! Jeremy Sublett Composable Systems, LLC jsublett@composablesystems.net http://jeremysublett.com

More Related