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1. SharePoint Workflows In A Nutshell (200) Michael Foertsch
Idera
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3. Who am I? Lead Architect, Idera SharePoint Product Group
.NET developer, especially Windows service development
Architect and developer of Idera SharePoint Backup services
Architect and developer of Idera SQLsafe services
4. Overview What is workflow?
SharePoint 2007: How we do it today
Built-in workflows
SharePoint Designer 2007
Workflows built with Visual Studio 2005/2008
SharePoint 2010: Whats new?
Built-in workflows
SharePoint Designer 2010
5. A simple but important question
What is workflow?
6. Workflow Types People-centered (manual)
Computer-centered (automated)
Sequential workflows
One step follows another
State machine workflows
No sequence, can and do revisit states
7. Windows Workflow Foundation First available in .NET 3.0
Where does my workflow run?
Concept of the host process
Persistence
Timer
Workflow definitions
Declarative (XAML)
Code-based (.NET)
8. Workflow in SharePoint Workflow definitions
What are the steps, etc. in the workflow
Workflow associations
What is my workflow bound to?
Workflow instances
The actual running workflow on an object
9. SharePoint 2007 Built-in Workflows Approval
Collect Feedback
Collect Signatures
Disposition Approval
Three-State
Translation Management
10. SharePoint 2007 Built-in Workflows
Lets create a simple Approval workflow
11. SharePoint Designer 2007 Originally intended for non-technical people
Didnt really work out that way
Define steps
Conditions control which/when steps are processed
Steps can call activities
Lots of built-in activities
More are available to download
Can define initiation and task forms
Sequential workflows only
No support for state machine workflows
12. SharePoint Designer 2007 No-code workflows
Workflow is defined in XAML (.xoml) files
Workflows can only be bound to a single list
Not portable across lists
Well, not without a lot of manual work and GUID fiddling
Every time a workflow is saved, a new version of the workflow is defined
13. SharePoint Designer 2007
Lets create a simple SharePoint Designer workflow
14. Visual Studio 2005/2008 Workflows When the basic tools just dont cut it
Can do pretty much anything you want, as long as you can code it
Both sequential and state machine workflows are supported
Need to install various support libraries/prerequisites for development
Visual Studio Extensions for WF
32-bit development only
Of course, can run in x64 servers
15. Visual Studio 2005/2008 Workflows Workflow Designer allows drag-and-drop workflow building
But dont be fooled, youll still be writing lots of code
Define your tasks
Use event handlers to move workflow along
Forms can be defined with InfoPath or roll your own with ASP.NET
Workflow deployment can be tricky
16. So, whats new in SharePoint 2010? Built on WF in .NET 3.5
Built-in workflows pretty much stay the same
BUT, they can now be customized using SharePoint Designer 2010!
Built-in workflows were actually made using SPD 2010
Initiation and association forms can be modified using InfoPath
Workflow logic can be modified
17. SharePoint Designer 2010 Complete redesign
Lots of new actions
User lookups (administrator access, etc.)
Interact with lists external to the workflow
New workflow types
List
Web site
Content type
Reusable (finally!)
High privilege workflows
In other words, impersonation (finally!)
18. SharePoint Designer 2010 New task process framework
Manage approval process within activity
Escalation process(es)
Delegation
What to do if document is changed
Workflows can be packaged for portability
Visual workflow designer in SPD
Can use as a prototyper for more complex workflows in Visual Studio 2010
Visio 2010 can now also be used as a visual workflow designer
19. SharePoint Designer 2010
Lets do a simple modification of the document approval workflow in SharePoint Designer 2010
20. Questions? Comments? Michael Foertsch
mfoertsch@idera.com
http://www.idera.com/
Twitter: @weneversleep
21. Session Evaluation Please complete and turn in your Session Evaluation Form so we can improve future events.
Presenter:
Michael Foertsch
Session Name:
SharePoint Workflows In A Nutshell
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