Configuring Workflows Module 4

Overview  Understanding Workflows  Using Default Workflows  Creating Workflow Instances

Understanding Workflows Defining Workflows Workflow Elements How Workflows Work Workflow Scenarios

Defining Workflows Start Approval Approver is notified Changes are discussed Changes are applied Item is approved

Workflow Elements Initiation Manual New Item Changed Item Association Site List Item

How Workflows Work Tasks: Set, Update Notify, Reminders Key Workflow Elements Move action to action Wait for complete actions Workflow Process Every action logged Outcome less important than completion Logging History

Workflow Scenarios Applying a Workflow What should the workflow accomplish? Who will be involved in the workflow? How will the workflow handle exceptions and issues? What is a successful workflow and how is that measured?

Using Default Workflows Types of Workflows Workflow Designers Available Workflow Templates Activity: Executing a Workflow

Types of Workflows Serial The workflow proceeds from one participant to another in order Useful when one approval is required before another Parallel The workflow proceeds with multiple participants regardless of which one completes first Useful in reviews or feedback

Workflow Designers Visual Studio Create custom activity Create workflow template SharePoint Designer Create custom order Create conditional statements Browser Create workflow instances Apply specific configurations

Available Workflow Templates Approval Disposition Approval Collect Feedback Collect Signatures Three-State Translation Management

Activity: Executing a Workflow Exercise 1: Using a Workflow Skills QuestionsHands OnLecture

Creating Workflow Instances Configuring a Workflow Understanding Workflow Operation Limits Activity: Create a Workflow Instance

Configuring a Workflow Name the Instance Choose Task and History List Set Start Event Parallel or Serial Changes to Tasks Participant List Message and CC message Reminder Due Dates Completion of Tasks

Understanding Workflow Operation Limits Cannot be moved Take effect immediately Work under user’s context Only execute one at a time Can only be deleted Use Task and History lists

Activity: Create a Workflow Instance Exercise 1: Create an Approval Workflow Instance Skills QuestionsHands OnLecture

Review  Understanding Workflows  Using Default Workflows  Creating Workflow Instances