SharePoint 2010 Workflow University presented by RBA Consulting

1. Microsoft SharePoint 2010, Visio 2010, SharePoint Designer 2010 and Visual Studio 2010

2. AGENDA
• Introduction
• Overview of changes in SharePoint 2010
– Visio 2010
– SharePoint Designer 2010
– Visual Studio 2010
• Common Workflow Challenges
• From OOB to Custom Workflows
• Business Case
– Visio
– SharePoint Designer
– Visual Studio
• Wrap Up

3. ABOUT RBA SLIDE
• Founded in 2006
• Offices in three geographies
– Dallas
– Denver
– Minneapolis
• Best Places to Work
– Minneapolis: 2007, 2008, 2009
– Dallas: 2009
• Microsoft Gold Partner
– 8 Gold Competencies
– Managed Partner
• FAST Partner
• Online Services Accelerated Partner

4. Eric Hanes
Consultant at RBA Consulting
SharePoint Business Analyst
BVPS Certified
eric.hanes@rbaconsulting.com
Blog – www.wordsofmassdestruction.com
Experience
• Working with SharePoint since v2003
• Background in a Fortune 100 company
• Consulting for last 2 years
• Working on SharePoint 2010 for 6 months
• Contributed to SharePoint 2010: Workflows in Action
• Microsoft is even a customer…

5. Scott Wheeler
Consultant at RBA Consulting
SharePoint Architect
scott.wheeler@rbaconsulting.com
Blog – www.sharepointsherpa.com
Experience
• Consulting in Microsoft Technology for past 15 years
• Background in custom app development, data
warehousing, and business intelligence
• Worked with SharePoint 2003, 2007 and now 2010
• Presenter at MSBIC, TechFest 2009, TechFest 2010
• Microsoft is a even customer…

6. Phil Wicklund
Consultant at RBA Consulting
SharePoint Developer
phil.wicklund@rbaconsulting.com
blog - www.philwicklund.com
Experience
• Working with SharePoint since 2004
• Was a trainer for Mindsharp
• Now consulting through RBA
• Wrote SharePoint 2010: Workflows in Action

7. WORKFLOWS

8. WHAT IS A WORKFLOW?
Usable Workflows for Everyone
Human Workflow System Workflow
Participants are people Participants are services, apps
Flexible control flow, ad-hoc Prescriptive control flow, transactional
Information Worker Business to Business
• Document Review Supply Chain Mgmt…
• Signature Collection
• Records Retention
• Expense Reporting Line of Business Apps
CRM ERP
• Application Processing Sales Automation…
• Many others…..

9. WHAT IS NEW SHAREPOINT 2010
• SharePoint 2010 • SharePoint Designer 2010
– Site, Reusable, and Global – New Interface
Workflows – Reusable Workflows
– Customizable “Out of the Box” – Integration with InfoPath
Workflows – Better Task Processing
– Visual Workflow Status with Visio – Parallel blocks
Services
– Impersonation steps / security
– Workflow Templates actions
• Visual Studio 2010 – Start a workflow within a workflow
– Import SPD WF in VS – Assignment stages
– “F5” packaging and deployment – External data in workflows via BCS
– New WF events
– Pluggable workflow services
• Visio 2010
– Build SharePoint Workflows in Visio
– New File Format VWI

10. SHAREPOINT 2010
Old Familiar “Out of the Box”
Workflows
• Three State Workflow
• Approval Workflow
• Collect Feedback Workflow
• Collect Signatures Workflow
• Disposition Approval Workflow
• Translation Management Workflow

11. SHAREPOINT 2010
Workflow Statuses with Visio Services

12. MICROSOFT VISIO 2010

13. SHAREPOINT DESIGNER 2010?
Site Workflows
Reusable Workflows
Customizing the “Out of Box
Workflows

15. WHAT’S NEW WITH 2010?
Parallel steps in SPD
Task Process Customization

16. SHAREPOINT DESIGNER 2010
Some of the 21 New Actions in SharePoint Designer 2010
APPROVAL ACTIONS
You can start a new Approval workflow instance on this item, or a
Assign Item For Approval
new/different.
You can start a new Feedback workflow instance on this item, or a
Assign Item For Feedback
new/different.
General Task Process Seems to do the same thing as Assign Item For Approval
CORE ACTIONS
Add a comment Similar to "Log to History List"
Set Workflow Status You can use this action to set a custom workflow status column
LIST ACTIONS
Declare Record Used to declare an item/document as a record for Records management.
Inherit List Item Parent With this action you can set the permissions to inherit from its parent list or
Permissions folder (first unique ancestor)
This action clears all permissions set on this list item – no access for non-site
Remove List Item Permissions
collection admins
This action deletes all the permissions on the item (or breaks inheritance) and
Replace List Item Permissions
assigned NEW permissions to that object.
Undeclare Record See note on "Declare Record"
RELATIONAL ACTIONS
This action will look at a user's profile and return that user's manager from
Lookup Manager of a User
within their profile

17. VISUAL STUDIO 2010
Office Visio 2010 Workflows
Package Workflows as Solutions
(WSPs) to extend further in
Visual Studio

18. SEQUENTIAL VS STATE MACHINE
Sequential State Machine

19. WORKFLOW TYPES
Where does the solution fit?
Out-Of-The-Box SharePoint Designer Visual Studio
(Visio)
Document Approval Status Reports
Application Task and Custom Tracking Apps LOB Integration
Issue Tracking
Custom Form Actions Purchase Order
Routing & Approval Processing
E-Mail Notification
Review Product lifecycle
Service Requests management
Approval
Asset Tracking State Machine
Signature collection
COMPLEXITY
AD-HOC STRUCTURED

20. WORKFLOW CHOICES
SharePoint SharePoint Designer Visual Studio
• Out of the Box • Workflow automatically • Full development
•
STRENGTHS
Level of customization deployed to target experience
• Business driven and • Custom Forms • Supports both sequential
business distributed automatically generated and state-machine
• No IT or Developers to build and deployed • Typical Visual Studio
and deploy • Reusable Workflows debugging techniques
• Visio Services • Robust “no code” solutions • Can be used across any
• Site Level Workflows • Basic Debugging number of lists any
number of times
• Easier connection to
external LOB Apps
Microsoft Visio 2010

21. DEMO

22. THANK YOU
Presenters for todays event:
Eric Hanes
Consultant at RBA Consulting
SharePoint Business Analyst
eric.hanes@rbaconsulting.com
Scott Wheeler
Consultant at RBA Consulting
SharePoint Architect
scott.wheeler@rbaconsulting.com
Phil Wicklund
Consultant at RBA Consulting
SharePoint Developer
phillip.wicklund@rbaconsulting.com