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Workflows in SharePoint

Workflows in SharePoint. Brian Russo RJB Technical Consulting July 2009. What Are Workflows?. The automation of a business process during which information is passed from one participant to another according to a set of procedural rules . Workflow Concepts . Sequential Workflow

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Workflows in SharePoint

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  1. Workflows in SharePoint Brian Russo RJB Technical Consulting July 2009

  2. What Are Workflows? The automation of a business process during which information is passed from one participant to another according to a set of procedural rules.

  3. Workflow Concepts • Sequential Workflow • Series of steps executed in a prescribed order • Each step and its sequence clearly defined • IF-ELSE decision making • Best for problems where predefined steps are known at design time

  4. Workflow Concepts • State Machine Workflow • No predefined sequence of steps • Define a set of states and possible transitions between each state • Control by external events • Best for problems involving human interactions

  5. SharePoint 2007 Workflow Options • SharePoint Designer (SPD) • Windows Workflow Foundation (WF) • K2 • Nintex • Metastorm

  6. Microsoft SharePoint Workflow Tool Comparison

  7. Microsoft SharePoint Workflow Tool Comparison

  8. SPD Workflow Designer

  9. When Not to Use SPD • If your SPD workflow contains more than about 10 steps… • If you have to create lists, libraries or fields/columns just to overcome a shortcoming in SPD… • If you EVERneed to deploy the workflow anywhere but where it is developed... • If you might need to change the process the workflow supports once it is deployed…

  10. When Not to Use SPD • If you need to edit the generated forms at any point… • If you need to create multiple workflows and chain them together in some Rube Goldberg contraption… • If you need to do real parallel processing or escalation of any type... • If you need any type of SDLC, or even simple source control...

  11. SPD Workflow Deployment? Backup and Restore Content Database DevelopmentBegins Content Database Migration Pattern Production Data Pause Production While Waiting for Updates to Occur

  12. SPD Workflow Deployment? Backup and Restore Content Database DevelopmentBegins Production Data Pause Production While Waiting for Updates to Occur

  13. Nintex

  14. References • Kenneth Lo, PMP http://klopmp.com/ • When NOT to use SPD for Workflow http://www.mansoftware.com/workflow/Wiki%20Pages/When%20NOT%20to%20use%20SPD%20for%20Workflow.aspx • Nintex http://www.nintex.com • Workflow Scalability and Performance in WSS 3.0 http://msdn.microsoft.com/en-us/library/dd441390.aspx • Workflow Development Tool Comparison http://msdn.microsoft.com/en-us/library/ms461944.aspx • SharePoint Server Custom Application Development Document Workflow Management Project http://go.microsoft.com/fwlink/?LinkId=141577 • Useful Sharepoint Designer Custom Workflow Activities http://www.codeplex.com/SPDActivities

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