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Workflow basics/terminology
Examples
Tips/Lessons Learned
Q&A

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Workflow Template: desc the forms and assembly, developed in VS
Association: connect list/CT to template
Workflow Instance: an instance of the association
Tasks

Associate Initiate Modify Complete

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Association: default values for initiation
Initiation: manual start
Task Edit: change task status
Modification: modification in process
InfoPath vs. ASPX

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Model the workflow
Create and bind the forms
Code
Deploy
Debug

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VS: WSP Builder
SharePoint Designer
K2
MetaStorm ascentn AgilePoint etc

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Back-end processes
◦ Setting item permissions
◦ Syncing lists
Person-to-person
◦ Simple: single approvals, notifications
◦ Medium: User access requests, extranet creation,
Invoice process
◦ Complex: Expense reimbursement, Matter intake process

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Correlation Token: GUID that the WF engine can use to map events and actions to object.
Workflows run as System account.
SPD vs. VS
Custom actions for reuse
Upgrade long running WF

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Testing complexity
Start small, build often
Build for the real-world
Business analysis
◦ Ask why (more than once)
◦ Understand what client needs, not what they ask for

Q&A