The true power of SharePoint Designer 2010 (SPD) is realized once you start automating your business processes with powerful and customizable workflows. Using SPD, you can create List, Reusable and Site workflows. Each of the type of workflows has a specific purpose for when to use it. You can also publish reusable workflows as Global workflows to be used throughout the entire site collection. In addition, if you need to, you can transfer a workflow from one environment to another (for example, taking it from staging to production).
This course will show you how you can take advantage of all of the SharePoint Designer 2010 Workflows functionality to its fullest capabilities.
Target Audiences: SharePoint Site Administrators, Power Users, Developers, IT Professionals Role Description:
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 Content Author: Asif Rehmani |
| SP202 – SharePoint Designer 2010: Build Powerful Workflows | |||
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| Level: Intermediate Available on dvd Approx Time: 2 hrs | |||
| Title | Abstract | Duration (mm:ss) | |
| Creating a Workflow on a List using SharePoint Designer 2010 | SharePoint Designer can be used to create powerful workflows on your site. You can create workflows on a list or library, create reusable workflows or create site based workflows. This video focuses on creating list workflows. While showing you how to create a list workflow, the various capabilities of the workflow designer environment (such as steps, conditions, actions, parallel branching, moving actions around etc) are explained so you can take full advantage of this robust environment. | 19:57 | |
| Create a Site Workflow and modify its form using InfoPath | One of the types of workflows you can create using SharePoint Designer 2010 is the site workflow. This type of workflow is not attached to a list or library but rather to a site itself. In this video, you will see how to accomplish that. In addition, you will also see how to modify the user interface form, that this workflow creates, using InfoPath 2010 | 16:48 | |
| Create Workflows in Visio then transfer to SharePoint Designer | Visio Premium 2010 supports modeling a SharePoint workflow. This functionality is not available in Visio Standard or Professional. A business or process analyst can model a workflow in Visio then hand it off to a developer, power user or site administrator to configure and deploy the workflow in SharePoint Designer 2010. This process can work the other way around as well. You can take an existing workflow in SharePoint Designer 2010 and export it to be viewed in Visio Premium 2010 without any loss of functionality or settings. | 14:09 | |
| Visualize a running workflow with Visio Services | If you are running SharePoint Server 2010 Enterprise, you have the capability to visualize any running SharePoint workflow. The visualization appears in the workflow history page and shows you the current status of the workflow. This process is supported by Visio Graphics services which ships with SharePoint Server Enterprise. This video shows how this visualization works. | 5:48 | |
| Customize SharePoint Designer Workflow forms using InfoPath | SharePoint Designer workflows automatically generate forms as needed to interact with participants of the workflow. If you are running SharePoint Foundation, these forms can be modified using SharePoint Designer itself. However, if you are running SharePoint Server Standard or Enterprise, the forms generated are automatically InfoPath forms. If you have InfoPath 2010 available to you, you can use it to modify these forms and use all types of powerful functionality available in InfoPath such as data validation, conditional formatting, and action rules. | 8:46 | |
| Create reusable workflows using SharePoint Designer 2010 and attach to Content Types | Being able to create reusable workflows is a major component of SharePoint Designer 2010. In this presentation, you will see how you can create a reusable workflow and attach it to a content type and then use that content type in a library. | 12:56 | |
| Publishing globally reusable Workflows | You can publish a reusable workflow globally to a site collection. Once published, the workflow is then available throughout the site collection and can be used at any site. This video shows how easy it is to create this type of workflow. | 6:36 | |
| Modifying the built-in Workflow templates | SharePoint Server ships with several built-in workflow templates to be utilized right away. As a site administrator, you can use any of these templates to create a new unique workflow for any list or library on your site. Most of these templates are exposed and available to be modified as needed using SharePoint Designer 2010. This video shows how you can modify the Approval workflow template to your needs. | 12:18 | |
| Exporting a reusable workflow to a different Site Collection | A reusable workflow can be packaged up as a workflow template and moved to a different site collection. The package is a workflow solution file with a .wsp extension. This file is deployed to the solution gallery and then activated so it can be used at the other site collection. The procedure is demonstrated in this video. | 4:15 | |
| An end to end process using InfoPath 2010 for forms and Visio 2010 and SharePoint Designer 2010 for Workflows | InfoPath forms are a great way to capture information from a user. They can be presented to the user as a web form right within a SharePoint site. User can fill out the form and it gets submitted to the form library in your site. The form library then has the capability to route that form for approval using a workflow. SharePoint Designer can be used to create that workflow. Workflows can also be modeled in Visio and then transferred to SharePoint Designer. All of this and more is demonstrated in this video. | 25:45 | |