Advanced SharePoint Designer 2013 Workflows

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Advanced SharePoint
Designer 2013
Workflows
SCOTT SHEARER
SHAREPOINT EVANGELIST
HAYSTAX TECHNOLOGY
Thank you #SPSTC
sponsors!
Who Am I?
Haystax Technology
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SharePoint
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Microsoft
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AWS
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SPEasyForms
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https://speasyforms.codeplex.com/
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Tabs
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Cascading Dropdowns
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Columns
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Conditional Column Visibility
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Accordions
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And More…..
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Currently in Beta (1st release within a month)
Contact Info
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Todays Agenda
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Impersonation Step vs App Step

Impersonation step
 SharePoint
 Runs
2010 Style Workflows
AS the account that published the workflow
 Any
changes to list items show as modified by the person who
published the workflow
 Someone
with appropriate permissions should republish if original publisher loses permissions or
account is disabled/removed
 Additional
actions included with Impersonation step
include actions to set item permissions
App Step

Designer 2013 Workflow feature
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Has contribute access to all lists and libraries in
the site collection*
Demo
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Impersonation Step
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App Step
Association Columns

Site Columns that are automatically added to a
list when a workflow is associated with the list

SharePoint 2010 Style workflows only
Initiation Form Parameters

Variables created when a user is prompted for
data when a workflow starts
 Default
values needed if workflow can be run
automatically on new or change
Demo
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Association Columns

Initiation Form Parameters
Calling a SharePoint 2010 Workflow
From a 2013 Workflow

Start a List Workflow action

Allows for use of a 2010 workflow to access features not
supported in a 2013 workflow

Demo
Web Service Call

Ability to interact with web services
Utility Actions
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Primarily String Functions

Zero Based
Task Actions

Start a Task Action
Todays Agenda
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Questions?Questions?
Resources
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Web Service Calls
 Serge
Luca blog
 http://sergeluca.wordpress.com/2013/04/09/calling-the-
sharepoint-2013-rest-api-from-a-sharepoint-designerworkflow/
 SharePoint
Power Hour – Episode 22
 http://www.youtube.com/watch?v=j4CU5UwtOBo
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Task Actions
 Laura
Rogers video
 http://www.youtube.com/watch?v=ji5wxt4fcKc
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