Downloaded 54 times
More Related Content
Similar to Peter Ward: The True Power of SharePoint Designer Workflows
More from SharePoint Saturday NY
![Support, Monitoring, Continuous Improvement & Scaling Agentic Automation [3/3]](https://cdn.slidesharecdn.com/ss_thumbnails/agenticcommunityseries-day3-cfd-251120170304-ddef8112-thumbnail.jpg?width=640&height=640&fit=bounds)
Peter Ward: The True Power of SharePoint Designer Workflows
- 1. The true powerof SharePoint Designer for workflows.Presented By Peter Ward - Business Collaboration Manager July 31st 2010
- 2.
- 3. 2 ASUS NetbooksAlsoSome Books1 Typemock Isolator LicenseA 2-5 Day Course from SetFocus on SharePointTelerik RAD Controls Set1 DeliverPointWFE 2010 license (Worth $1500)1 BCS Meta Man license (Worth $1200)1 Lightning Conductor 2010 WFE license (Worth $800)1 Lightning Storm Forums license. (Worth $600)
- 4. Before We BeginThankYouQ&A – We will have time at the end of the presentation for questionsA copy of this presentation can be sent to you
- 5. DisclaimerOnly discussing SharePointDesigner workflows…..Nothing else
- 6. Value of thesessionLevel 3 Level 2 Level 1
- 7.
- 8.
- 9. Limits of SharePointDesigner
- 10.
- 11.
- 12.
- 13.
- 14.
- 15. Workflow Business ProcessInter- Enterprise Press Release
- 16.
- 17. Treasury /Cash Management
- 18. Supply ChainManagement
- 19.
- 20. Mergers andAcquisition
- 21. Trade ShowProcess
- 22. Airline Operation Maintenance
- 23. Contract RiskMitigation
- 24. Harmonized Tariff Scheduling
- 25. Federal AuditControl
- 26. Cataloging &Distribution
- 27. Advertising Collection & ControlEnterpriseQuality Management
- 28.
- 29. Procurement &subcontracts
- 30. Initial PublicOffering
- 31. Enrollment &Administration
- 32. ISO 9000/9001Control
- 33. Safety &Regulation Control
- 34. Cataloging &Distribution
- 35.
- 36.
- 37.
- 38. Bill Consolidation& Control
- 39. Succession PlanningCorporateContent Management/Approval
- 40.
- 41.
- 42.
- 43. Wills /Estates / Incorporations
- 44. Quotation &Contract Costing
- 45. Exploration &Appraisal
- 46. Check RequestApproval
- 47. Real EstateBuy/Sell
- 48.
- 49.
- 50.
- 51. Pharmaceutical TrialDepartmentExpense Claims
- 52.
- 53.
- 54.
- 55. Hiring Request(Web)
- 56.
- 57.
- 58.
- 59.
- 60.
- 61.
- 62.
- 63. Localization / GlobalizationExcitement of the first day at a new jobInformal ProcessInformal ResultsHere is your new desk.
- 64. Excitement of yourfirst day on the jobFormal ProcessFormal ResultsHere is a new desk.
- 65. Types of SharePointWorkflow Out of the box
- 66. Browser basedSharePoint DesignerReplacementto FrontPage
- 67. Can handle morecomplex workflows
- 68. K2 – Nocode solutions
- 69. Custom developmentA typicalSharePoint Workflow environment in a company SharePoint Designer is not for business users, power user experience.
- 70. Network administrator iscoding the workflows
- 71. The transition fromSharePoint Designer to Visual Studio is a large leap.
- 72. Governance is importantto workflows.Workflows should not be a haphazard undertakingThere’s no such thing as a simple workflow
- 73. Common workflow requirementsSTARTSTARTSTARTSTARTSTARTSTARTReworkReworkReworkReworkReworkApprovalApprovalApprovalApprovalApprovalSharePointDesigner DO NOT have a simple solution for this basic requirement.ApprovedApprovedApprovedApprovedApprovedDeclinedDeclinedDeclinedDeclinedDeclined
- 74. The ability tomodel business logic as part of the workflow decision makingCommon workflow requirements3 people in the group select “Approved”1 person in the group selects “Declined”Incorporate business rulesORIncorporate business rulesAll users in a group must select “Approved,” one after anotherReworkApprovalDeclinedApprovedSerial approvalParallel approvalApprovedApprovedApprovedDeclinedDeclinedDeclinedSharePoint Designer DO NOT have easy solutions to basic business requirements.
- 75. A simple workflow…START$$ > 2KFalseTrue$$ < 8KTrueFalse> 8K< 2KHigh ApprovalMedium ApprovalApprovedApprovedLow ApprovalDeclinedClean upDeclinedClean upUpdate ListUpdate ListSTARTDeclinedApproved(Serial)Clean upUpdate ListMedium Approval Low Approval High ApprovalApprovedDeclined… can become quite complicated
- 76. What you don’twantSTARTCommon workflow requirements Conditions limited to “True” or “False”
- 77. Approval limitedto “Approved” or “Declined”
- 78. Duplication ofbusiness logic
- 79. Processes notrepresenting the business problem
- 80. Manual creationof workflow user interfaces$$ > 2KFalseTrue>> Maintenance nightmare >> Reporting no longer accurate $$ < 8K >> Expensive!!TrueFalseHigh ApprovalMedium ApprovalLimited to “True” or “False”ApprovedApprovedLow ApprovalDeclinedClean upDeclinedClean upUpdate ListUpdate ListLimited to “Approved” or “Declined”DeclinedApprovedClean upUpdate ListDuplication of business logic
- 81. The risk ofreaching the end of the roadRequirements 80%Development 20%What if your needs outgrow the capabilities of your approach?A new platform? Custom development?Will you have to start over?
- 82. SharePoint Designer PitfallsOnceyou have chosen the list, it’s difficult to change it
- 83. Workflows is frontend activity
- 84. Empty field values?????
- 85. Can not copyand paste between steps
- 86.
- 87. Space characters – e.g. space in URL
- 88. Approvals and workflowsdo not always work togetherSharePoint Designer Easter EggsCodeplex - www.codeplex.com - First name , Last Name perform a search on Lookup user infohttp://spdactivities.codeplex.com/Parsing of list item informationhttp://www.codeplex.com/spdwfextensionsCodePlexOpen source, not supported
- 89. SharePoint Designer EasterEggsCodeplex - www.codeplex.com - First name , Last Name perform a search on Lookup user infohttp://spdactivities.codeplex.com/Parsing of list item informationhttp://www.codeplex.com/spdwfextensions
- 90. -Dynamic url inthe email body
- 91. -Mixing workflow andAlerts
- 92. Workflows are eventdriven
- 93. Alerts can betimelySharePoint Designer Easter eggs. Continued Security- Copy an item from one list to another
- 94. Use the tasklist for approvals
- 95. Email an issuelistWorkflow TipsWhen there’s a submission, have an acknowledgement sentGood naming conventions for the variablesstrRequesternoCount
- 96.
- 97.
- 98. Import into VisualStudio
- 99.
- 100.
- 101.
- 102. Assemble workflows thatsolve business problems
- 103. Release ProcessNot aone shoot deal
- 104. 1 st meetingquestions
- 105.
- 106. -How it starts,ends, milestones
- 107. -What is beingapproved? Excel doc? submitted form?, PDF?
- 108. -Number of approvalsteps
- 109. -Number of approvers(people) in the process
- 110.
- 111. -Is there statusreports/views required?Next Step
- 112.
- 113.
- 114. Limits of SharePointDesigner
- 115.
- 116.
- 117.
- 118.
- 119. e-peterward@wardpeter.comb-www.wardpeter.comp- 862 2206080Questions?Be part of the experience
Editor's Notes
- #11 The HR on-boarding process is often a less frequent and often informal process that is almost always some else's job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.
- #12 The HR on-boarding process is often a less frequent and often informal process that is almost always some else's job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.