Datapolis Guest Expert Presentation: Three must have SharePoint workflows by Vlad Catrinescu
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Three Must-Have SharePoint Workflows Vlad Catrinescu
Transcript of Datapolis Guest Expert Presentation: Three must have SharePoint workflows by Vlad Catrinescu
Three Must-Have SharePoint WorkflowsVlad Catrinescu
Vlad Catrinescu
• Independent SharePoint Consultant from Montreal• PowerShell and Automation Fan• 6 Years in IT, 4 with SharePoint• Blog: www.absolute-sharepoint.com
SUMMARY
BEGIN
Demo2
END
Theory
Demo3
Demo1
Theory
DatapolisDemo
Theory
WorkflowsIntro
Purchase ApprovalWorkflow
$
Q & A
?
HolidayApproval
*
OnBoardingWorkflow
WorkflowsIntroduction
Workflows 101
What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.
What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.
What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.
What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.
What are SharePoint Workflows?
SharePoint workflows are pre-programmed mini-applications that streamline and automate a wide variety of business processes — from collecting signatures, feedback, or approvals for a plan or document,
to tracking the current status of a routine procedure. SharePoint workflows are designed to save you time and effort, and to bring
consistency and efficiency to tasks that you perform on a regular basis.
SharePoint Designer
VisualStudio
ThirdParty
What tools do I need?
What is SharePoint Designer?SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
What is SharePoint Designer?SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
What is SharePoint Designer?SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
What is SharePoint Designer?SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
What is SharePoint Designer?SharePoint Designer 2013 is the tool of choice for the rapid development of
SharePoint applications. Using SharePoint Designer, advanced users and developers alike can rapidly create SharePoint solutions in response to business
needs. Advanced users can compose no-code solutions that encompass a variety of common scenarios, from collaborative sites and web publishing to Line-Of-
Business data integration, business intelligence solutions, and human workflows, leveraging the building blocks available in SharePoint in an easy to use
environment. In addition, developers can use SharePoint Designer 2013 to get a quick start on SharePoint development projects.
What is SharePoint Designer?SharePoint Designer 2013 is the tool of choice for,
advanced users who can rapidly create SharePoint
solutions in response to business needs. Advanced users
can compose no-code solutions by leveraging the
building blocks available in SharePoint in an easy to use
environment.
SharePoint 2010
SharePoint 2013
SharePointOnline
Where can I apply what we learn today?
Workflows 101
Actions
Create task
Update task
Delete task
Send email
Prompt for values
Change item Status
Conditions
If
Created by
File type
Advanced Condition
Workflows 101
Start
On item creation
On item Modification
Manually
Types
Reusable Workflow
List Workflow
Site Workflow
Workflow1
The Holiday Approval Workflow
*
Why a Holiday Approval workflow?
Everybody needs some time off
Information and Constraints
Who approves it
Manager
Constraints
Who will replace
Do I still have enough
people working?
How do I easily view all
current Holiday requests?
Basic SharePoint Workflow way to do it
Lookup manager of a user
Start approval process Stop workflow
Workflow2
Site Creation Workflow
$
Why a Purchase Approval Workflow?
Every Company has to buy stuff, and sometimes
it’s tough to get approvals.
Information and Constraints
Who approves it
Depending on amount
Not always de same amount
of approvals needed.
Constraints
How do I set my limits to be
dynamic?
Where do I get the approval
information from?
Our Workflow
Amount is ..Start approval process
with Manager
Start approval process with Manager &
Manager of Manager
Start approval process with Manager &
Manager of Manager & his/her Manager
0-5000$
5000-20000
20000$+
Workflow3
OnboardingWorkflow
Why an Onboarding workflow.
Getting all the required stuff for new employees
can sometimes be a hassle.
Information and Constraints
Who is involved
HR
Accounting
Operations
IT
Etc…
Constraints
How do I get all my
departments to fill in the
information
How do I make it easy for
people to fill in
information?
Our Workflow
Collect Data from HR Collect Data from IT
Update Item with Data from IT
Collect Data from Operations
Update Item with Data from Operations
Thank YouQuestions & Answers
@vladcatrinescu
http://ca.linkedin.com/in/vladcatrinescu
www.absolute-sharepoint.com
