Workflow Design and Management in SharePoint
Design, deploy, and manage workflows in SharePoint sites with Steve Heaney, Product Development Manager at OBS. Explore Office workflow vision, end user concepts, tools, and hosting activities using SharePoint Designer. Empower information workers and organizations to build sophisticated workflow solutions integrating Windows Workflow Foundation with SharePoint and Office experiences. Access authoring apps, browser UI, Outlook, SharePoint Designer, and more within the Office workflow ecosystem. Explore structured and ad-hoc workflow authoring scenarios including industry-specific processes, custom tracking apps, service requests, asset tracking, and more.
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Presentation Transcript
Designing, Deploying and Managing Workflow in SharePoint Sites Steve Heaney Product Development Manager OBS steve.heaney@obs.com.au
Agenda Office workflow vision and ecosystem End user workflow concepts Workflow design and development tools Workflow design using SharePoint Designer Office workflow hosting & activities Questions
Office Workflow Vision Facilitate human processes by attaching business logic to items and documents in Windows SharePoint Services, while providing context and tracking progress Empower information workers using Office Server with out-of-the-box solutions and self-service tools to support a broad range of routing and tracking scenarios without IT involvement Empower organisations to build a broad range of sophisticated workflow solutions that take advantage of the full functionality of the Windows Workflow Foundation (WF) platform and integrate into the SharePoint and Office experiences
Office Workflow Ecosystem Access Authoring Apps Browser UI Outlook SharePoint Designer SharePoint Services Source List Task List History List Initiation and parameter setting Task Completion Reporting Reporting & Admin WF Web Service Wizard-based authoring Forms integration Application deployment Task Notification Task Completion Initiation and parameter setting Ad-hoc Customization (Forward/Delegate) Task Completion Parameter setting Ad-hoc Customization (Forward/Delegate) Task Notification and Completion Administration Reporting/Status Initiation
Workflow Authoring Scenarios Structured Ad Hoc Visual Studio and Workflow SDK LOB Integration Industry specific processes Purchase orders Product lifecycle mgmt SharePoint Designer Workflow Custom Tracking Apps Service Requests Asset Tracking Custom Form Actions Email Notification Exception Handling Document Processes Spec Review Weekly Status Report Out-of-the-Box Solutions (with customization) Tracking Applications Issue tracking Routing and Approval Review Approval Signature collection East Asian workflow Office Server Features List Moderation Publishing Process Document Expiration
Who Uses Workflow? Adhoc participation by Knowledge workers Participates in WSS, Office, and Outlook Starts workflows, completes tasks Focus flexible and familiar Familiar to WSS Administrators Set workflow settings (available workflows, default settings) Manage Site/Box (deployment, activation) Focus consistent and integrated Powerful tools for Developers Suited development tools VS for professional developers SharePoint Designer for site authors SDK with activities and samples
What did we see? Associating a workflow Workflow initiation Task completion
Workflow Authoring Tools Visual Studio (Pro-Dev) SharePoint Designer (Web Designer) Development Model Visual workflow designer Development Model Wizard-based workflow designer Activities Re-use OOB/deployed activities Activities Re-use OOB/deployed activities Can author new activities Forms Auto-generated Forms -ASPX Forms Designed Forms -InfoPath -ASPX Deployment Solutions package generated Box administrator installable Deployment Workflow authored live against server Runtime compilation
The role of forms in workflow Forms are used for: Configuring workflows, starting workflows, and completing tasks ASPX Forms (Windows SharePoint Services and Office servers) Server only InfoPath Forms (Office servers) Server rendered by Office Forms Server Office client integration Write once, run server, and client (same form)
Workflow Authoring with SharePoint Designer Scenarios: Authoring SharePoint apps Document Workflow, e.g. My route for review Web Guided Process , e.g. New Hire Process Custom Form Action, e.g. on click, send email Authoring environment includes Workflow designer based on Rules Wizard experience Building blocks for workflow based SharePoint apps Document workflows Send mail, update list item Custom developed workflows and building blocks Verification and deployment of workflows
What Did We See? Workflow Creation Wizard No code workflow authoring
Office Workflow Hosting Windows Workflow Foundation Office Activities Windows SharePoint Services Host
Windows Workflow Foundation Extensible framework and tools for building workflow into Windows applications Common workflow technology for Microsoft products, ISVs and customer solutions A framework to build on not a server or application Key features Unified model for human and system workflow Extensible activity framework Allows workflows to run in any application or server Visual designer for graphical and code-based authoring Availability Included in .net 3.0 powers Office 2007 workflow
Windows Workflow Foundation Visual Designer Key Concepts Workflows are a set of activities Activities are the building blocks Workflows run within a Host Process: Any application or server Developers can build their own Custom Activity Libraries Components Base Activity Library: Out-of-box activities and base for custom activities Runtime Engine: Workflow execution and state management Runtime Services: Hosting flexibility and communication Visual Designer: Graphical and code-based construction A Workflow An Activity Custom Activity Library Windows Workflow Foundation Base Activity Library Runtime Engine Host Process Runtime Services Host Process
What Are Activities? Workflow consists of Activities The workflow itself is an Activity Activity is the basic building block Unit of Reuse Unit of Execution Has associated properties, conditions and events Configured in Markup and/or Code Supports pre/post interception hooks into execution in user code Activities fall under two broad categories Basic Composite
Office Activity Examples Activities are the building blocks of workflows. Create Task Complete Task On Task Change Delete Task Update Item Create Item Copy/Delete Item On Item Change Log to workflow history list
Office Workflow Host WSS host provides: Persistence Event Delivery Timer History and Reporting WSS Application Integration Workflow Foundation is hosted in WSS process on all front-end machines Workflow instances are aggressively dehydrated to the back-end database
Visual Studio Workflow Designer The Visual Studio Workflow Designer Provides a project system for developing workflow solutions It lets you quickly define a workflow graphically Drag activities from Toolbox onto design surface Configure activity properties in Properties window Code-beside for business logic (your code) Provides a mechanism for compiling workflows Integrated workflow and code debugging
More information DEV05 - Developing Visual Studio Workflows and Activities for SharePoint Sites (Tomorrow morning 9:15 Level 2, Room 3)
Thank you! Questions
