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Programming the Power Behind SharePoint Designer Workflow by Chris Beckett - SPTechCon
The document provides an overview and agenda for a presentation on understanding and extending SharePoint Designer workflows. It summarizes the key capabilities and architecture of SharePoint 2010 and 2013 workflows, and how to extend workflows using custom activities, web services, and other methods. The presentation also discusses recommended extensibility approaches and provides additional resources for learning more.
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Programming the Power Behind SharePoint Designer Workflow by Chris Beckett - SPTechCon
- 1. info@newsteplearning.com www.newsteplearning.com (425) 522-3727 Understanding and Extending SharePoint Designer Workflows
- 2. About Chris Beckett Solution Architect Learning Consultant and Trainer @sharepointbits MCM MCT MCSE MCPD 24+10 blog.sharepointbits.com chris@newsteplearning.com
- 3. Agenda Technical Architecture Extending Workflow with Workflow Features and Custom Activities and Capabilities Web Services
- 4. SharePoint 2010 Workflow Architecture Custom SharePoint Workflow Runtime Host Built upon .NET 3.51 Workflow Foundation
- 5. Workflow Architecture Workflow Execution now uses Windows Azure Workflow (WAW)
- 6. Workflow Interop Bridge Azure Workflow can invoke a SharePoint 2010 Workflow
- 7. Activating Workflow Features There are no 2013 Mode Workflows included with SharePoint 2013 2010 workflows are not activated by default
- 8. Agenda Workflow Features and Capabilities Extending Workflow with Technical Custom Activities and Architecture Web Services
- 9. Platform Type Choice of 2010 or 2013 Workflow Architecture
- 10. Workflow Types List Reusable Site • Published directly to a • Published to a content • Not bound to a specific list or library type list or library • No reusability • Reusable across lists or • No content item • Full access to list libraries supported by context content types and content Type • Can only be started fields • No visibility of list- manually • Manual or Auto-Start specific fields like Created or Modified • Manual or Auto-Start
- 11. Reusable Workflow ContentType Reusable workflows only bound to generic content type
- 12. Stages Stage names can now be used for Workflow Status Stages support transitioning to other Stages
- 13. App Steps App Step requires activation of Site Feature App Steps can be nested anywhere inside a Stage or Step
- 14. Task-Related Actions SharePoint 2010 SharePoint 2013
- 15. SharePoint 2010 TaskEvents Process Events Task Events
- 16. SharePoint 2013 TaskDialog No Assignment Stages Optional Sync or Asynch Behavior Types of Task Completion Customize Emails Reminder Notifications Customize Task Outcomes
- 17. Association and InitiationForms SharePoint 2010 SharePoint 2013
- 18. Task Forms SharePoint 2010 SharePoint 2013
- 19. Workflow Notifications Still not great!
- 20. Dictionaries Dictionaries can contain other Dictionaries Collection of Name and Value Pairs
- 21. Loops and Dictionaries Dictionaries are collections of Name/Value Pairs Loop ‘n’ Times Or Loop Until If
- 22. Call HTTP WebService Action RESTful Web Services are supported HTTP Verbs support REST Operations
- 23. Calling a WebService Uses Dictionary Parameters
- 24. Agenda Extending Workflow with Custom Activities and Web Services Technical Workflow Features and Architecture Capabilities
- 25. Workflow Extension Options Full-Trust Code Activities (2010/2013) Sandbox Code Activities (2010) Pluggable Workflow Services (2010) Declarative Workflow Activities (2013) Call HTTP Web Service Action (2013)
- 26. Actions and Activities Activity Actions • Activity is a reusable unit of • Wraps an activity with sentence workflow execution interface • Typically parameter driven • Maps activity parameters to • Declarative or Coded SharePoint designer types • Declarative recommended for • Many workflow actions can map SharePoint 2013 to a single workflow activity • Coded only supported On- • Located under: Premises – Requires Custom ..##Template1033Workflow Deployment
- 27. Activity Types Custom Activities SharePoint Activities Project Activities (Microsoft.SharePoint.WorkflowServices.Activities) (Microsoft.Office.Project.Server.WorkflowActivities) Workflow Manager Activities (Microsoft.Activities) Workflow Foundation 4.5 Activities (System.Activities)
- 28. Workflow Actions Element Add parameter to indicate Sandbox Rule Designer defines User Experience Parameters map to Fields and Method Interface
- 29. Workflow Extensions PlatformSupport On-Premises 2010 On-Premises 2013 Office 365 SharePoint Apps Full Trust Code Activities Sandbox Code Activities Pluggable Workflow Services Declarative Activities Call HTTP Web Service Action
- 30. Code Activity (2010) Subclass of Workflow Activity Base Public Properties for Parameters Override Execute Method
- 31. Code Activity (2013) Subclass of Workflow Activity Base In and Out Arguments for Parameters Override Execute Method
- 32. Sandbox Activity (2010) Public Class and Static Methods Context and additional Parameters Hashtable is used for return values
- 33. Pluggable Workflow Services • Introduced in SharePoint 2010 • Allows workflow to send and receive asynchronous messages from external services • Full Trust Solution • Fairly Complex to Code / Test • Requires web.config modification • Supported for 2010 Mode Workflows on SharePoint 2013 • No longer supported in SharePoint 2013 Workflow
- 34. Declarative Activity (2013) Rich Set of DynamicValue Native supports Activities complex data exchange Call Web Services to Extend
- 35. Recommended Extensibility Model Activities Web Services Full Trust 2010 Declarative 2013
- 36. More Information TechNet WorkflowResource Center http://technet.microsoft.com/en-US/sharepoint/jj556245 What’s New in SharePoint 2013 Workflow http://msdn.microsoft.com/en-us/library/jj163177.aspx How to work with Web Services in SharePoint Designer 2013 http://msdn.microsoft.com/en-us/library/fp179912.aspx SharePoint 2013 Workflows and the HTTP Accept Header http://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=35&mobile=0 How to: Build and Deploy Custom Workflow Actions http://msdn.microsoft.com/en-us/library/jj163911.aspx Workflow Actions Schema Reference http://msdn.microsoft.com/en-us/library/jj583378(v=office.15).aspx
- 37. Connect with NewStep Learning Course Curriculums and Training Programs http://www.newsteplearning.com News, Events and Training Announcements http://www.newsteplearning.com/blog Webinar and Conference Presentations http://www.slideshare.net/newsteplearning Free Step-By-Step Demos and Tutorials https://www.youtube.com/user/newsteplearning
- 38. Questions Thank you forattending! chris@newsteplearning.com (425) 522-3727 @sharepointbits blog.sharepointbits.com Please complete your evaluations. Your feedback is appreciated