About this Course

Tech Type Specialist
Duration 2 Days

The aim of this course is to provide you with the knowledge needed to create more complex custom workflows using SharePoint Designer. You will create more complex list workflows and understand how to work with secondary workflows.

You will create reusable and site workflows and utilise task processes.

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.


  • A basic understanding of Windows XP, Vista or Windows 7.
  • Experience using Internet Explorer or an equivalent browser.
  • Experience with or have attended the Microsoft SharePoint 2010 Skills for End User Site Administrators (www.qa.com/QASPSA10), Custom Workflows for End Users - Core Skills (www.qa.com/QASPWF10L1) and Microsoft InfoPath 2010 SharePoint Integration (www.qa.com/QAIP10SI) courses.
  • Have an understanding of what is expected of them by their organisation on what business systems or processes need automation.

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

Learning Outcomes

At the end of this course you will be able to:

  • Automate the creation of new documents using Content Types.
  • Automate document library processes such as check in and out and declaring records.
  • Create secondary workflows to determine the progress of task actions.
  • Create reusable and globally reusable workflows which can run on any list or library and generate workflows that run at site level.
  • Understand how to effectively integrate InfoPath forms into a workflow.
  • Use Task Processes to create complex multi-user approval workflows.

Course Outline

Module 1 - Use Workflows to Create New Documents using Content Types

  • Recap on Use of Content Types
  • Setting Up Content Types for Document Creation
  • Using Document Content Types in a Workflow

Module 2 - Managing Information using Workflows

  • Check In and Check Out Documents using Workflow Actions
  • Delete Drafts and Previous Document Versions
  • Declare and Undeclare a Record
  • Impersonation Steps and Associated Actions

Module 3 - Secondary Workflows

  • Defining a Secondary Workflow
  • Understanding Workflow ID Fields in the Secondary Workflow
  • Setting up the Primary Workflow
  • Creating the Secondary Workflow

Module 4 - Reusable and Site Workflows

  • Requirements for a Reusable Workflow
  • Associating a Reusable Workflow to Content Types
  • Using Association Columns
  • Globally Reusable Workflows
  • Exporting Reusable workflows as Web Solution Packages
  • Creating Site Workflows

Module 5 - Integrating InfoPath Forms

  • Requirements for using InfoPath Forms
  • InfoPath Forms for Lists and Form Libraries
  • Building Workflows Specific for InfoPath Forms
  • Using InfoPath to Edit Initiation, Task and Task Forms

Module 6 - Using Task Processes

  • Understanding a Task Process
  • Using the Task Process Editor
  • Creating Task Form Fields
  • Task Process Conditions
  • Editing Existing Out of the Box Workflows
Specialist Course

2 Days

Microsoft SharePoint
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

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