Transcript Advanced SharePoint Designer 2013 Workflows

Advanced SharePoint
Designer 2013
Workflows
SCOTT SHEARER
SHAREPOINT EVANGELIST
HAYSTAX TECHNOLOGY
Thank you #SPSTC
sponsors!
Who Am I?
Haystax Technology
•
SharePoint
•
Development
•
Migration
•
Training
•
Consulting
•
Microsoft
•
AWS
•
•
•
•
SPEasyForms
•
•
https://speasyforms.codeplex.com/
•
Tabs
•
Cascading Dropdowns
•
Columns
•
Conditional Column Visibility
•
Accordions
•
And More…..
•
•
Currently in Beta (1st release within a month)
Contact Info
•
•
•
•
Todays Agenda
•
•
•
•
•
•
•
•
Impersonation Step vs App Step

Impersonation step
 SharePoint
 Runs
2010 Style Workflows
AS the account that published the workflow
 Any
changes to list items show as modified by the person who
published the workflow
 Someone
with appropriate permissions should republish if original publisher loses permissions or
account is disabled/removed
 Additional
actions included with Impersonation step
include actions to set item permissions
App Step

Designer 2013 Workflow feature

Has contribute access to all lists and libraries in
the site collection*
Demo

Impersonation Step

App Step
Association Columns

Site Columns that are automatically added to a
list when a workflow is associated with the list

SharePoint 2010 Style workflows only
Initiation Form Parameters

Variables created when a user is prompted for
data when a workflow starts
 Default
values needed if workflow can be run
automatically on new or change
Demo

Association Columns

Initiation Form Parameters
Calling a SharePoint 2010 Workflow
From a 2013 Workflow

Start a List Workflow action

Allows for use of a 2010 workflow to access features not
supported in a 2013 workflow

Demo
Web Service Call

Ability to interact with web services
Utility Actions

Primarily String Functions

Zero Based
Task Actions

Start a Task Action
Todays Agenda
•
•
•
•
•
•
•
•
Questions?Questions?
Resources

Web Service Calls
 Serge
Luca blog
 http://sergeluca.wordpress.com/2013/04/09/calling-the-
sharepoint-2013-rest-api-from-a-sharepoint-designerworkflow/
 SharePoint
Power Hour – Episode 22
 http://www.youtube.com/watch?v=j4CU5UwtOBo

Task Actions
 Laura
Rogers video
 http://www.youtube.com/watch?v=ji5wxt4fcKc