World Domination: Self-Service Site Creation with SPD 2013 Workflows

© Copyright 2014 SharePoint AMS
presentation for June 7, 2014
Rule the SP2013 World Using Web Services in Workflows
SPSDC SharePoint Saturday DC – Chevy Chase

www.ConnectorMan.com
anAssociationManagementEcosystem™
Housekeeping…
• Remember to fill out session and event evaluations…
• Phasers set to stun, mobile devices set to silent…
• You must be present to win at the wrap-up…

Join us at #SharePint sponsored by Metalogix at Clyde’s
of Chevy Chase in the RaceCar Bar Downstairs
Why? To network with fellow SharePoint professionals
What? SharePint!!!
When? 5:30 PM
Where?
RaceCar Bar Downstairs
5441 Wisconsin Ave
Chevy Chase, MD 20815
Thanks to?
Metalogix!

© Copyright 2014 SharePoint AMS
5
an Association Management Ecosystem™
Solution Delivery
• Project Based – Solution Development and Consulting
• Implementation, Integration, Creative Design,
Deployment, Training
• Public Facing Websites, Intranets, Extranets, Social
Networking, Custom Development, SEO
Customer Support
• Ongoing Solution Support and Maintenance
• Annual Agreements
• Over 100 Active Loyal Customers
Offerings
Membership Manager
Member Sites Module
Smart Forms Module
eCommerce Module

Jim Bob Howard
Email: JimBob@SharePointAMS.com
Twitter: @jbhoward
Blog: http://www.ConnectorMan.com
Sr. Solution Architect
SharePoint AMS/Invenio Partners
Husband of 1, Father of 4
20 years of software/web development for EDS,
GE Capital, IBM, and several small businesses
Worked with SharePoint since 2009
http://bit.ly/SP2010atWork-jbh
Organizer
Author
SharePoint Saturday: India, EMEA, New
Orleans, San Antonio, Houston, Austin,
New York, DC, Cape Town, Nairobi,
Virginia Beach, Philadelphia; SPTechCon;
SharePoint Fest
Speaker
Developer

Overview
• Background
• Need/Requirements
• PMO and PMIS development
• Using the site
• Working with Web Services in Workflows
• Custom Templates
• App Steps
• Questions

Need
• A better, easier way to track all of the projects in the practice
• Large number of small short-term projects staffed by small
specialized teams
• Projects were running past their Period of Performance (POP)
• Projects have working managers:
– Managers spend most of their time providing technical expertise
– Little time for project management
– Lack of insight into budget and schedule for managers

Requirements
• A Project Management Office (PMO) site to house the portfolio of
projects
• All-inclusive Project Management Information Sites (PMIS) for PM,
Project Team and Upper Management
– Team workspace
– Schedule management
– House deliverables
– Provide tools for issues tracking
– Allow for risk management
– Provide upper management with communications reminders
• KPI dashboards at both levels for line managers and upper
management

DEMO

Team Leader /
Project Manager
New Project
Request
Start Create Site
Workflow
Approval Task
PMO Manager
Workflow

Workflow
Team Leader /
Project Manager
New Project
Request
Start Create Site
Workflow
Approval Task
PMO Manager

Workflow
PMO Manager
Rejected ApprovedRejection Email
Team Leader /
Project Manager

Workflow
PMO Manager
Rejected ApprovedRejection Email
Team Leader /
Project Manager
Create Site Workflow
PMIS Created
Confirmation
Email

Workflow
Approval Task
ApprovedRejected Create Site Workflow
PMIS Created
Confirmation
Email
Start Create Site
Workflow
Team Leader /
Project Manager
Rejection Email End Workflow
New Project
Request
PMO Manager

SPD Workflow
Stage: Waiting for Approval
Rejected
Stage: Creating Site Stage: Sending Email
Start Create Site
Workflow
Approved
End Workflow

Waiting for Approval
Waiting for Approval
Requested by
PMO Manager?
PMO Manager
Approval
Set
Outcome to
Approved
YesNo
Set
Outcome to
Rejected
Approve
Reject

Sending an Email
Sending Email
Rejected? Yes
No
Rejection
Email
ResponseCode
OK?
Success
Email
Yes
URL in Use?
No
Site Exists
Email
Yes
No
Other Error
Email

Creating Site
Creating Site
Determine Create Outcome
Build
Create
Parameters
Call HTTP
web service
to create
site
Check
Error/
Success
Responses
If ResponseCode = OK
Build
Create
Parameters
Call HTTP
web service
to add item
to list
Get Error
Codes and/
or Output
Msg
Yes
No

REST API Calls
• Basic operations using SharePoint 2013 REST endpoints
– http://msdn.microsoft.com/en-us/library/office/jj164022.aspx

• Site App Permissions
Site Settings -> Site App Permissions (Users and Permissions)
App Permissions
• App Principal Permissions
• Permission Request XML
.../_layouts/15/appinv.aspx
http://www.ConnectorMan.com/create-sites-with-spd-2013-workflow/
<AppPermissionRequests>
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" />
</AppPermissionRequests>

Thank you!
t) @jbhoward
e) JimBob@SharePointAMS.com
b) www.ConnectorMan.com
SharePoint AMS
11654 Plaza America Drive Suite 247
Reston, VA 20190-4700
www.SharePointAMS.com
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World Domination: Self-Service Site Creation with SPD 2013 Workflows

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World Domination: Self-Service Site Creation with SPD 2013 Workflows