Workflow in SharePoint

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Workflow in SharePoint

• September 18, 2008

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What is Workflow?
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Or Maybe this
Something like this
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SharePoint Workflows

• Document Management Publishing Features
• Notifications
• Alerts
• Email Notification
• Pre-built workflows
• MOSS Approval, Collect Feedback, Collect
  Signatures, Disposition Approval
• WSSv3 3-State
• Custom Workflow
• SharePoint Designer
• Visual Studio

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Windows Workflow Foundation (WF)

• Core of all SharePoint and Office 2007 workflow
• Part of .NET framework
• Collection of classes and objects that form the
  in-process workflow engine
• A programming model for delivering
  workflow-enabled applications.
• Operates within a host - SharePoint

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SharePoint Pre-Built Workflows

• 3-state (WSS)
• Approval
• Collect Signatures
• Disposition Approval
• Collect Feedback
• Publishing Site (with workflow)
• Features
• 3-State works with custom lists, others are for
  documents
• Very structured pre-defined steps
• Bound to a single list or library
• Leverages task list to track workflow
  assignments

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SharePoint Designer

• Custom Workflows no code required
• Workflow Designer/Wizard
• Steps
• Conditions
• Actions
• Variables
• Workflow Lookups

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Demonstration
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3-State Workflow
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Document Approval
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Publishing Page
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Custom Workflow SharePoint Designer
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Comments / Questions?
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CorasWorks Modular Application Development System
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SharePoint Business Value Continuum
Business Value
Structure, Process, Integration
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CorasWorks on the SharePoint Platform
Business Applications
CorasWorks SolutionAccelerators
Microsoft Office
CustomApplications
Back-end LOB applications and data, external
apps, and web services
CorasWorks Workplace Suite
CorasWorks Application Development Tier
Data IntegrationToolset
Data
Windows SharePoint Services(2003 and 2007)
Microsoft Office SharePoint Server 2007
Capabilities
Microsoft Platform
Windows Server, SQL Server
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How CorasWorks works
Admin User Interface
Config File
Modular Reusable Data Driven
Builder
CorasWorks System

• Drag Drop
• Wizard driven

• Dashboards
• Rollups
• Centrally managed navigation
• Actions
• Central Admin Config

Flexible Displays
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Typical SharePoint Architecture
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CorasWorks Action Framework

• See, contribute, and act on information from
  anywhere within your environment
• 2 primary purposes
• For automating standard SharePoint activities
• For driving business processes
• Characteristics
• Pre-defined action types that enable literally
  hundreds of Actions
• Enabling literally hundreds of custom workflows
• Very flexible
• Highly configurable / customizable
• Work on multiple items at the same time
• Selective user-driven
• Work across multiple lists, libraries, sites, and
  site collections

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CorasWorks Actions

• Extending and enhancing SharePoint Workflows
• Actions can trigger SharePoint workflows
• Kick-off multiple workflows with one Action
• Kick-off SharePoint workflows from another site
  or site collection
• Leveraging active displays that aggregate data
  from multiple sources and allow for create/edit
  from dashboard