Share Point Workflow Discussion Agenda Workflow basicsterminology Examples

Share. Point Workflow Discussion

Agenda Workflow basics/terminology Examples Tips/Lessons Learned Q&A

Workflow Objects Workflow Template: desc the forms and assembly, developed in VS Association: connect list/CT to template Workflow Instance: an instance of the association Tasks

WF Life Cycle Associate Initiate Modify Complete

Workflow Forms Association: default values for initiation Initiation: manual start Task Edit: change task status Modification: modification in process Info. Path vs. ASPX

Development Process Model the workflow Create and bind the forms Code Deploy Debug

Tools of the Trade VS: WSP Builder Share. Point Designer K 2 Meta. Storm ascentn Agile. Point etc

Examples Back-end processes ◦ Setting item permissions ◦ Syncing lists Person-to-person ◦ Simple: single approvals, notifications ◦ Medium: User access requests, extranet creation, Invoice process ◦ Complex: Expense reimbursement, Matter intake process

Invoice Process

New Matter Process

External User Access Request

Tips Correlation Token: GUID that the WF engine can use to map events and actions to object. Workflows run as System account. SPD vs. VS Custom actions for reuse Upgrade long running WF

Lessons Learned Testing complexity Start small, build often Build for the real-world Business analysis ◦ Ask why (more than once) ◦ Understand what client needs, not what they ask for

Q&A