SharePointWorkflowDiscussion

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Workflow basics/terminology

Examples

Tips/Lessons Learned

Q&A

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

Association: default values for initiation

Initiation: manual start

Task Edit: change task status

Modification: modification in process

InfoPath vs. ASPX

Model the workflow

Create and bind the forms

Code

Deploy

Debug

VS: WSP Builder

SharePoint Designer

K2

MetaStorm ascentn AgilePoint etc

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

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

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

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