This course applies to the following platforms: SharePoint On-Premise, SharePoint Online.

This course is designed to give you the knowledge needed to use the new features of SharePoint Designer 2013 workflows.

You will use your knowledge of SharePoint management and site structure to build no code workflow systems. These will enable you to automate processes according to the needs of your business.

Target Audience

This course is aimed at end users, knowledge workers and managers who have the responsibility to create automated business processes within SharePoint Sites. This course is not aimed at a technical audience, but end users will appreciate some technical background information.

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.

  • Work with content types in workflows
  • Use workflow actions to automate document management
  • Work with parallel block completion conditions, dictionary variables and loops
  • Use elevated permissions to run actions as the workflow author
  • Work with secondary workflow features
  • Use the Call HTTP Web Service Action
  • Create Reusable and Site workflows
  • Integrate InfoPath Forms and Workflows
  • Work with Task Processes
  • Create workflows using Visio 2013 Professional and the Visual Designer

Module 1 - List Workflows using the SharePoint 2013 Workflow Template

  • The SharePoint 2013 Workflow Infrastructure
  • Creating a Workflow based on the SharePoint 2013 Workflow Template
  • The SharePoint Designer 2013 Workflow Interface
  • Working with Stages in a SharePoint 2013 Workflow
  • Conditions
  • Actions
  • Using the Transition to Stage Feature

Module 2 - Workflow Task, Task Process Actions and Initiation Forms

  • The Assign a Task Action
  • Understanding Task Processes within SharePoint 2013 Workflows
  • Using the Start a Task Process Action
  • Using Custom Initiation Forms
  • Create a Content Type Based for a 2013 Workflow Task

Module 3 - New Information Management Features

  • The Parallel Block Completion Condition
  • Dictionary Variables
  • Working with Loops
  • Using Loop Counters
  • The SharePoint Workflow Interop

Module 4 - Creating Workflow Action Commands

  • Custom Images for Action Buttons
  • Creating Custom Action Commands for a SharePoint Ribbon
  • Creating Custom Action Commands for the List Item Menu

Module 5 - Elevated Permissions

  • Understanding Elevated Permissions
  • The App Catalog and the App Step

Module 6 - Secondary Workflows

  • Limitations using Secondary Workflows in a 2013 Based Workflow System
  • Looping Stages
  • The Wait for Event in List Item Action
  • Create a Secondary Workflow

Module 7 - Working with Web Services in a Workflow

  • The SharePoint 2013 REST Service
  • Using RESTful HTTP Requests
  • The Call HTTP Web Service Action
  • Calling Web Service Data using the GET Method
  • Interpreting Web Service Data using Third Party Tools
  • Viewing Requests to the REST Service
  • Retrieving Data from a Call HTTP Web Service Action
  • Adding HTML Content to Workflow Emails

Module 8 - Site Workflows and Reusable Workflow Solutions

  • Create a Site Workflow
  • Deploying List and Site Workflow Solutions

Module 9 - The Visual Designer

  • The Microsoft 2013 Visio Workflow Template
  • Creating a 2013 Workflow using Visio Professional
  • Using Stage Outlines
  • Importing and Exporting Visio Files
  • Using the Visual Designer

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