Microsoft

Official Course
Module 11
Automating Business Processes

Module Overview
Understanding Workflow in SharePoint 2013
Building Workflows by using Visio 2013 and
SharePoint Designer 2013
Developing Workflows in Visual Studio 2012
Lesson 1: Understanding Workflow in SharePoint
2013
Introduction to the SharePoint Workflow Platform
Workflow Associations and Subscriptions
Types of Workflow
Workflow Development
Discussion: Choosing a Suitable Development
Approach
Introduction to the SharePoint Workflow
Platform
Windows
Azure
Service
Bus
SharePoint
Server 2013
SharePoint 2010
Workflow Platform
(legacy support)
Workflow
Manager 1.0
Workflow Manager
Client 1.0 Service
Application Proxy
REST calls
Events
Workflow Associations and Subscriptions
SharePoint and workflows communicate by using the
Windows Azure publication/subscribe service

Workflow associations:
Bind the definition of a workflow to a scope
Represent a set of subscription rules

Workflow subscriptions:
Enable a workflow to interact with associations
Respond to events from an object

Starting workflows:
Manually
Automatically
Types of Workflow
List workflows

Site workflows

Reusable workflows
Workflow Development
Visio 2013

SharePoint Designer

Visual Studio 2012


Discussion: Choosing a Suitable Development
Approach
Review the scenario in the student workbook

Which approach to development would you use in
each scenario and why?
Lesson 2: Building Workflows by using Visio
2013 and SharePoint Designer 2013
Creating Workflows by Using Visio
Creating and Editing Workflows in SharePoint
Designer
Publishing Workflows to a Live Site
Using Workflows
Demonstration: Creating Workflows in SharePoint
Designer
Packaging and Deploying SharePoint Designer
Workflows
Creating Workflows by Using Visio
Shapes:
Components
Actions
Conditions

Structure of a workflow

Connecting shapes

Validating workflows
Creating and Editing Workflows in SharePoint
Designer
Creating workflows

Using the Visual Designer

Using the text-based designer

Importing workflows
Publishing Workflows to a Live Site
Workflow settings:
Settings
Start options

Publishing workflows:
Publishing list workflows
Publishing reusable workflows
Publishing site workflows
Using Workflows
Starting workflows automatically:
Create or change an item in the list or library
Browse to the workflows for any item in the list or library
to review all in-scope workflows
Review the tasks or history for an individual workflow

Starting workflows manually:
Browse to the workflows for a list or library
- OR -
Browse to the SITE WORKFLOWS page
Start a new workflow or review running and completed
workflows
Demonstration: Creating Workflows in
SharePoint Designer
In this demonstration, you will see how to:

Create workflows in SharePoint Designer

Publish workflows

Use workflows in SharePoint
Packaging and Deploying SharePoint Designer
Workflows
Packaging a workflow:
Use the Save a Template feature in SharePoint Designer
Creates a WSP file in the Site Assets library

Exporting workflows:
Use the Export File feature on the ASSETS tab of the
ribbon
Creates a WSP file on the local computer

Deploying and activating workflows:
Use the Upload Solution feature in the SharePoint site
Activate the solution, and then activate the site feature
Lab A: Building Workflows in Visio 2013 and
SharePoint Designer 2013
Exercise 1: Creating Workflows by Using Visio
Exercise 2: Editing Workflows by Using SharePoint
Designer
Logon Information
Virtual Machine: 20488B-LON-SP-11
User name: CONTOSO\Administrator
Password: Pa$$w0rd

Estimated Time: 30 minutes
Lab Scenario
Contoso produces information leaflets for all of their
pharmaceutical products. The publishing process for these
information leaflets consists of several steps. The first draft
is created by a pharmacologist (Paul West) and then
submitted to a copy editor (Danny Levin). If changes are
required, they must be incorporated by the original author
(Paul West). If there are no copy edit changes, the leaflet
can be published by Dominik Dubicki. After the
information leaflet is published, it must be reviewed for
accuracy at least once every 12 months. Your task is to
develop a workflow to automate this process.
Lesson 3: Developing Workflows in Visual Studio
2012
Introduction to Visual Studio Workflows
Adding a Workflow Custom Activity to a Project
Creating the Workflow Logic
Creating the actions4 File
Deploying and Publishing a Workflow Activity
Introduction to Visual Studio Workflows
Declarative workflows

No custom code

Built on Windows Workflow Foundation 4

Packaged as Features

Workflow templates:
Workflow
Workflow Custom Activity
Adding a Workflow Custom Activity to a Project
Workflow Custom Activity template comprises:

Feature1.feature

<Workflow Custom Activity name>.xaml

<Workflow Custom Activity name>.action4

Elements.xml
Creating the Workflow Logic
Using variables, arguments, and imports:
Variables store date during the workflow
Arguments pass data in and out of the workflow
Imports import namespaces into the workflow

Using workflow controls:
Add to workflow by using the Toolbox
Configure by using the Properties pane
Creating the actions4 File
<Action Name="Sample" ClassName="MyProject.Sample">
<RuleDesigner Sentence="Get info for user %1 (output to %2)">
<FieldBind Field="UserName" Text="User name" Id="1"
DesignerType="Person" />
<FieldBind Field="Info" Text="UserInfo" Id="2"
DesignerType="TextArea" />
</RuleDesigner>
<Parameters>
<Parameter Name="UserName" Type="System.String, mscorlib"
Direction="In" DesignerType="Person" />
<Parameter Name="Info" Type="System.String, mscorlib"
Direction="Out" DesignerType="TextArea" />
</Parameters>
</Action>


Deploying and Publishing a Workflow Activity
Deploying a workflow activity:
Deploy to the site defined when you created the project
Clear the SharePoint Designer cache
Use the workflow activity from the Custom group in the
Actions list

Publishing a workflow activity:
Publish to an alternative site:
Clear the SharePoint Designer cache
Use the workflow activity
Publish to the file system:
Copy the .wsp file to the target server
Upload the solution
Activate the solution

Lab B: Creating Workflow Actions in Visual
Studio 2012
Exercise 1: Creating Custom Workflow Actions
Exercise 2: Using a Custom Workflow in
SharePoint Designer
Logon Information
Virtual Machine: 20488B-LON-SP-11
User name: CONTOSO\Administrator
Password: Pa$$w0rd
Estimated Time: 30 minutes
Lab Scenario
Your colleague, Dominik Dubicki, who is responsible for
publishing the Contoso product information leaflets
mentions to you that whenever he publishes a leaflet he
has to use another application to discover the distribution
area for the leaflet. He asks if you can use this application
in your workflow to include the information in his task title.

You decide to develop a workflow custom activity in Visual
Studio to query the distribution web service and output
the distribution area. You will then incorporate this action
into the existing workflow and add the distribution area to
the task assigned to Dominik.
Module Review and Takeaways
Review Question(s)