Objectives: This course is aimed at people using SharePoint 2013 who need to create and use Workflows.

Target Audience: The audiences for this course are experienced business users, system administrators, who need to have an in-depth understanding of Workflows.

Pre-Requisites: Delegates should have a good working knowledge of SharePoint 2013 prior to attending this course. Delegates should also understand and have worked with SharePoint site components, including, Alerts, Lists, Libraries, Content Types, Site Columns and Permissions.

Duration: 2 Days

Follow on courses: SharePoint 2013 Designer

Module 1: Overview of the principles of Workflow Management

• Workflow overview
• Benefits of using workflows
• Predefined workflows
• Sample workflow scenario
• Workflow types: Declarative and compiled
• Workflow templates
• Workflow associations
• Office client interoperability

Module 2 – SharePoint 2013 Workflows

• Understanding SharePoint 2013 workflows
• Understand the terms: workflow template, workflow, workflow instance, association and initiation pages.
• Associate workflow templates with lists, libraries and content types.
• Initiate workflow instances on list items and files.
• Complete housekeeping tasks to remove obsolete workflows
• Identify when to use alerts, RSS feeds, content approval, SharePoint workflows and event receivers.

Module 3: Out-of-the-box SharePoint 2013 Workflows
SharePoint Server 2013 provides a number of out-of-the box workflow templates that can be associated using the browser with lists and libraries. In this module you will explore these workflow templates. Learning objectives for this module are:

Module 4: SharePoint Designer 2013 Workflows

• Why use Workflows from SharePoint Designer
• Open a site in SharePoint Designer 2010
• Understand the purpose of the navigation pane and the information displayed in the SharePoint Designer workspace
• Understand the difference between list, reusable and globally reusable workflows
• Create a list workflow
• Use basic conditions and actions
• Debug workflows using the workflow history list

Module 5: Using data in workflows

• Use Variables and create data not stored in lists
• Manipulate list items in lists other than the list where the workflow is attached
• Obtain data held in the User Profiles database
• List lookups within a workflow

Module 6: Workflows using Visio Premium 2013

• Create and export a SharePoint workflow using Visio Premium 2013
• Import a Visio SharePoint workflow into SPD

Module 7: Task Actions with SharePoint Workflows

• What are Task Actions in SharePoint 2013
• Understand the purpose of the different task actions
• Assigning Forms to Groups
• Assigning To Do Items
• Starting Approval Process
• Start Customer Task Process
• Start Feedback Process
• Identify the effect of using the different task actions on the task list
• Use the new Start process workflows
• Understand the benefit of using variables

Module 8: Using the Impersonation step

• Understand the implications of using item level permissions
• create a User-Impersonation
• Set Content Approval Status (as Owner)
• Create List Item (as Owner)
• Update List Item (as Owner)
• Delete List Item (as Owner)
• Add/Remove/Set/Inherit List Item Permissions

Module 9: Creating Reusable workflows

• Create a Reusable workflow
• Create Associated columns
• Customise Initiation and Association Forms
• Associate a reusable workflow with a list
• Exporting and Importing reusable workflows
• Identify the steps need to import a workflow template into Visual Studio
• Creating workflows in Office 365

Module 10: Workflow with Globally Reusable workflows

• Creating Global Reusable workflows
• Copying and Modifying Globally Reusable workflow

Module 11: Creating complex workflows

• Use a structured approach to creating a SharePoint Designer workflow
• Use custom actions
• SharePoint Designer workflow Best Practices
• Call External web services from workflow: We have new option “Call Web Service” to get the data from external or internal web service.
• Loops in workflows: In SharePoint 2010 workflows are not used to support loops. In SharePoint 2013 designer supports “Loops”. Loops are fully integrated action which we can use with in all 2013 workflows.