advanced sharepoint designer 2013 workflows scott shearer sharepoint evangelist haystax technology
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Advanced SharePoint Designer 2013 WorkflowsSCOTT SHEARER
SHAREPOINT EVANGELIST
HAYSTAX TECHNOLOGY
Thank you #SPSTC sponsors!
Who Am I?SharePoint Evangelist and Consultant for Haystax Technology
Based in Reston, VA
Done everything from System Administration to C# development to helpdesk
CPA
Former Stock Broker
Former Certified Financial Planner (CFP)
Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNE
Conference Speaker
Haystax Technology• SharePoint
• Development
• Migration
• Training
• Consulting
• Secure Cloud technologies
• Microsoft
• AWS
• Advanced Analytics
• Public Safety Cloud
• Advance Threat Detection
SPEasyForms• Codeplex Project
• https://speasyforms.codeplex.com/• No-code solution for
• Tabs
• Cascading Dropdowns
• Columns
• Conditional Column Visibility
• Accordions
• And More…..
• Currently in Beta (1st release within a month)
Contact Info• @ScottJShearer on Twitter• [email protected]• [email protected]• http://spconcierge.wordpress.com
Todays Agenda• App Steps and Impersonation Steps• Setting Permissions using a Workflow• Task Actions• Utility functions• Association Columns• Calling a SharePoint 2010 Workflow from a 2013 Workflow• Loops• Calling a web service from a workflow
Impersonation Step vs App Step Impersonation step
SharePoint 2010 Style Workflows Runs 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 re-publish 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• App Steps and Impersonation Steps• Setting Permissions using a Workflow• Task Actions• Utility functions• Association Columns• Calling a SharePoint 2010 Workflow from a 2013 Workflow• Loops• Calling a web service from a workflow
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-designer-workflow/
SharePoint Power Hour – Episode 22 http://www.youtube.com/watch?v=j4CU5UwtOBo
Task Actions Laura Rogers video
http://www.youtube.com/watch?v=ji5wxt4fcKc