Overview

Design workflows that boost your team's productivity with SharePoint Designer.

See how to boost your team's productivity using custom workflows in Microsoft SharePoint. Gini Courter explains how to design workflows in SharePoint Designer, and eliminate inefficiencies and leverage automation to avoid repetitive tasks. You'll learn to create a simple form for your workflow, set up email notifications, and work with list and utility actions. Gini also shows how to design workflows that are easy to maintain and reusable, and deploy your workflows into the wild in SharePoint.

Syllabus

Introduction

Welcome
What you need to know
Using the exercise files

1. Understanding Workflows

What's a workflow?
Automating workflows
Course workflows and tools

2. Documenting Workflows for Automation

Documenting a workflow with Sticky Notes
Using Excel to document workflow design
Using Visio to document workflow design
Driving workflow interactions with forms

3. Running a Built-In SharePoint Workflow

Exploring the three-state workflow
Running the three-state workflow

4. Getting Started with SharePoint Designer

Installing SharePoint Designer
Opening a SharePoint site, list, or library

5. Using Workflow Actions

Understanding workflow types and permissions
Understanding events that start workflows
Understanding stages and steps
Understanding workflow actions
Creating a workflow with SharePoint Designer that sends an email
Saving and publishing your workflow
Testing your workflow
Setting task and history log settings
Creating a workflow using the Wait for Field Change action
Adding comments

6. Using Conditions

Using conditions to make a choice
Using conditions to control flow
Creating a workflow with conditions
Using the Else branch
Using parallel blocks
Using loops

7. Creating a Simple Form for Your Workflow

Using built-in SharePoint list forms
Using InfoPath to create a form for a library
Creating a form library from InfoPath

8. Using Email Notifications

Emailing the submitter
Emailing other recipients
Retrieving an email address from a list
Using Outlook rules to manage workflow messages

9. Using Other Core Actions

Pausing a workflow
Understanding workflow variables
Overview: Order Business Cards workflow
Creating workflow variables
Calculating with numbers using Do Calculation
Calculating dates and times using Add Time to Date
Completing the Order Business Cards workflow
Setting workflow status

10. Using Dictionary Actions

Building a dictionary
Counting items in a dictionary
Getting an item from a dictionary

11. Using List, Task, and Utility Actions in Workflows

Creating a new list item
Setting field values
Assigning a task to a user
Assigning a task to multiple users
Adding DateTime columns to the workflow
Finding an interval between two times or dates
Updating list items
Extracting substrings

12. Strategies and Techniques for Easy-to-Maintain Workflows

Using the workflow history
Using email aliases for easy workflow maintenance
Preventing workflow errors
Modifying existing workflows
Managing workflows: Blocking, removing, and reinstating

13. Workflows Beyond a Single List

Creating a reusable workflow
Creating a site workflow
Packaging a workflow in SharePoint Designer
Deploying a workflow in SharePoint

14. Creating Workflows Visually

Creating a SharePoint workflow in Visio 2013
Validating the workflow in Visio
Importing and customizing a Visio workflow in SharePoint Designer

Conclusion

Next steps

Taught by

Gini von Courter

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