1. Using Workflows in SharePoint 2010

2. About Me
Amit Vasu, Sr. SharePoint Consultant
Speaker, Contributor, Blogger
www.amitvasu.com/blog
Twitter: @amitvasu
Love SharePint

3. Agenda
SharePoint 2010 Workflow
What’s new in SharePoint 2010
Creating Workflows in SharePoint 2010 using different
Tools (Visio 2010, SPD 2010 and VS 2010)

4. How workflows initiated in SharePoint
2010

5. Workflow Improvements
 For the end-user
 Improved OOB workflow
 New targets to run a workflow
 Visio visualization of running workflows
 For the power-user
 Improved designer and nested logic
 Reusable declarative workflows
 Customizable OOB workflows
 Visio Workflows
 For the developer
 Visual Studio 2010 SharePoint tools
 Workflow Events
 Pluggable External Data Exchange Services

6. SharePoint Workflow Tools
Business Analyst/Process Designer/IW/Power User Professional developer
Designer
Declarative
Workflows
.wsp
.vwi

7. Creating Workflows in Visio 2010
 New SharePoint Workflow template
 Allows you to create workflow design in Visio
 Workflow can be exported to SharePoint Designer

8. Designing Workflows in
SharePoint designer 2010

9. SharePoint Designer 2010
 New declarative workflow designer
 New Types of Workflows
 New Actions/Activities
 Task Process Designer
 Visio Visualization
 Support for Sandboxed Custom Activities

10. SharePoint Designer Workflows
 New declarative workflow designer

11. SPD 2010 – Impersonation
 Now you can Impersonate the workflow Owner
 Separate actions available for Impersonation Step

12. SPD 2010 – Parallel Block
 Now you can run the Parallel activity.

13. Types of Workflows
 List Workflow
 Associated with a list
 Much like MOSS 2007 Workflows
 Can be created in SPD 2010
 Can be imported/exported from Visio
 Reusable Workflow
 Can be assigned to content type
 Can be exported to .wsp for use in other sites
 Can be imported/exported from Visio
 Can be created in SPD 2010 & VS2010
 Site Workflow
 Not bound by a list
 Manually Started or via OM
 Can be created in SPD 2010 & VS2010

14. Visio Visualization
 Visualize a single workflow instance
 Not for aggregation, reporting or auditing
 Only for SharePoint Designer

15. Developing Workflows
with Visual Studio 2010

16. What’s new in Visual Studio 2010
 Site Workflows
 Import Reusable Workflows
 ASP.NET Form Templates
 Workflow Events
 Sandboxed Custom Activities
 External Data Exchange Services

17. Developing Site Workflows
 Site Workflows
 List / Item activation properties are null
 No auto-start

18. Import Reusable Workflows

19. ASP.NET Workflow Form Templates
 Generates the
required code
 Updates the
elements.xml file
 Available
 Association
 Initiation

20. InfoPath Workflow Form Templates
 Design form Outside of Visual Studio Using InfoPath form
designer
 Get displayed using Form Services Web Part
 Works with SharePoint Server Standard License and CAL
 Available form types
 Association
 Initiation
 Modification
 Edit Task

21. Sequential workflow
 A sequential workflow executes a
series of predefined steps to
accomplish a task.
 Works like a flowchart
 One way for approval or rejection
 Workflow controls the flow

22. State Machine workflow
 State-machine workflows
work in event-driven
scenarios.
 Connected States
 Driven by an Event
 User drives the flow

23. Workflow Event Receivers
 Similar to List Event Receivers
 Applies to Site, Root Web, Web, List, or List Template scope
 Support built into VS 2010 SharePoint Tools
 EventReceiver Project or Item Template
 Scenarios
 Call sub-workflows and wait for completion
 Provide more elaborate reporting

24. Workflow Event Receivers - Example