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.