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Workflow basics/terminology Examples Tips/Lessons Learned Q&A
Workflow Template: desc the forms and assembly, developed in VS Association: connect list/CT to template Workflow Instance: an instance of the association Tasks
Association: default values for initiation Initiation: manual start Task Edit: change task status Modification: modification in process InfoPath vs. ASPX
Model the workflow Create and bind the forms Code Deploy Debug
VS: WSP Builder SharePoint Designer K2 MetaStorm ascentn AgilePoint etc
Back-end processes Setting item permissions Syncing lists Person-to-person Simple: single approvals, notifications Medium: User access requests, extranet creation, Invoice process Complex: Expense reimbursement, Matter intake process
Correlation Token: GUID that the WF engine can use to map events and actions to object. Workflows run as System account. SPD vs. VS Custom actions for reuse Upgrade long running WF
Testing complexity Start small, build often Build for the real-world Business analysis Ask why (more than once) Understand what client needs, not what they ask for
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