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SharePoint Workflow Basics for Business Users in Plain English

Learn SharePoint workflow basics in simple terms for business users. Understand stages, loops, dictionaries, and more with practical examples and step-by-step guides. Stay updated on the latest workflow features and improvements.

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SharePoint Workflow Basics for Business Users in Plain English

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  1. 2013 Workflow Basics in Plain English for Business Users

  2. About Me • SharePoint Solutions Specialist since 2001 • Huge Gator Fan • Graduated with BS in Advertising from University of Florida • Consultant at in Chicago • Twitter @KimFrehe • Microsoft Certified: Passionate about SharePoint

  3. What’s New?

  4. Visual Designer

  5. How to turn it on

  6. Stages

  7. What it looks like

  8. What it means Instead of this

  9. You can do this

  10. Or This

  11. Or Even This

  12. For Example

  13. Loops

  14. While Loop

  15. While Loop While Day = False True

  16. Loop n Times

  17. What it looks like

  18. For Example

  19. Copy and Paste &

  20. What it Looks Like

  21. Dictionary = http://msdn.microsoft.com/en-us/library/jj554504.aspx

  22. Variable vs. Dictionary Dictionary: Eye = Brown Fur = Black Nose = Black Tongue = Pink Species = Canine Breed = Black Lab Variable: Eye = Brown

  23. What it looks like

  24. Example Blog • Understanding Dictionary actions in SharePoint Designer 2013 • http://msdn.microsoft.com/en-us/library/jj554504.aspx

  25. Call HTTP Web Service

  26. Example Blog • How to work with web service using “Call HTTP Web Service” action in SharePoint Designer 2013 • http://blogs.msdn.com/b/sharepointdesigner/archive/2012/09/05/how-to-work-with-web-service-using-call-http-web-service-action.aspx

  27. For Example

  28. Web Services Resource – odata.org

  29. 2010 Task Options

  30. 2010 Task Process

  31. 2010 Task Process – Overall Task Process

  32. 2010 Task Process – Single Task Behavior

  33. 2010 Task Process Resources • SharePoint 2010 Task Options: • http://bit.ly/OjGtD8 • SharePoint 2010 Task Advanced Properties http://bit.ly/M9Ab8r

  34. 2013 Task Options

  35. 2013 Tasks

  36. Assign a Task vs. Assign a Task Process

  37. Set Task Due Date

  38. Wait for Task Completion

  39. Create Task Content Type

  40. Create Custom Task Content Type

  41. Task Outcomes

  42. Initiation Form

  43. Setting up the Initiation Form

  44. Start Workflow Action

  45. Start Workflow Action Example Blog • How to trigger a SharePoint 2010 workflow from a SharePoint 2013 workflow • http://blogs.msdn.com/b/sharepointdesigner/archive/2012/08/18/how-to-trigger-a-sharepoint-2010-workflow-from-a-sharepoint-2013-workflow.aspx

  46. What’s been removed from workflow

  47. What’s been removed • Stop Workflow • Declare Record • Undeclare Record • Lookup Manager of User – web service – user profile service

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