Professional Workflow in SharePoint Real World Business Workflow Solutions

Professional Workflow in SharePoint 2010. Real World Business Workflow

Solutions

Description: SharePoint MVPs offer practical WF4 guidance for SharePoint 2010 developers

With the new Workflow Foundation 4 (WF4) toolkit in SharePoint 2010, companies have new ways to build custom solutions for common or frequent business processes. This unique book is packed with instructions and tips that show you how. You'll use WF4 to create and implement office-practical apps such as expense report approvals, RFPs, sale pipeline management, and more. The book also covers how to design custom activities with SharePoint Designer 2010.

- Explains how to build business solutions using the Workflow Foundation 4 toolkit in SharePoint 2010 - Shows even non-IT readers how to create and implement processes such as sales pipeline management, creating and managing RFPs, setting up a conference room scheduling solution across a multi-national company, and more

- Explores the basics vital to all process design: system analysis, researching requirements, and basic design considerations

- Includes a SharePoint 2007 template for Training and Scheduling; the book walks you through how to upgrade that to 2010 and extend it with new features

Create the processes your business needs with SharePoint 2010's new Workflow 4 and this practical guide.

Contents: FOREWORD xxiii INTRODUCTION xxv

CHAPTER 1: INTRODUCTION TO SHAREPOINT 2010 WORKFLOW 1 Expanding the Circle of Trust 2

Patterns 4

Business Patterns 4 Technical Patterns 5

What’s New in SharePoint 2010 Workfl ow 6 Conclusion 7

CHAPTER 2: WORKFLOW BASICS 9 Getting Started 9

What You Need 10

Create the “Hello, World” Solution 12 Concepts and Defi nitions 22 What Is SharePoint Designer? 22 Core Workfl ow Concepts 23 Content Types 24

Designing Business Solutions 25 Interviews 25

Swim Lane Diagrams 26 Reusable Patterns 29

Knowing SharePoint Designer’s Limits 29 Summary 30

CHAPTER 3: HR ON-BOARDING 31 What Is the HR On-Boarding Process? 32 Problem Class 32

Technical Patterns 33 Business Patterns 33

Business Problem Description 33 Requirements Discussion 34 Actors 35 Actions 35 Challenges 36 High-Level Solution 36 Solution Overview 36 Swim Lane Diagrams 37

Technical Implementation Overview 38 Detailed Technical Implementation 41 Setup 41

Create Workfl ows 46 Advanced Topics 50 Dashboards 51 Delegation 51 Data Cleanup 51 Summary 52

CHAPTER 4: HELPDESK TICKETING 53 What Is the Helpdesk Ticketing Process? 53

Business Problem Description 56 Requirements Discussion 57 Actors 58 Actions 59 Challenges 59 High-Level Solution 59 Solution Overview 59 Swim Lane Diagrams 60

Technical Implementation Overview 62 Detailed Technical Implementation 63 Setup 64

Create Workfl ows 67 Managing the Process 76 Summary 79

CHAPTER 5: TIME OFF MANAGEMENT 81 What Is the Time Off Management Process? 81 Problem Class 82

Technical Patterns 82 Business Patterns 83

Business Problem Description 83 Requirements Discussion 83 Actors 85 Actions 86 Challenges 86 High-Level Solution 87 Solution Overview 87 Swim Lane Diagrams 89

Technical Implementation Overview 90 Detailed Technical Implementation 91 Setup 91

Content Types Summary 95 Custom Lists 95

Create Workfl ow 97 Auditing 107

Managing the Process 108 Summary 110

CHAPTER 6: INTERVIEW SCHEDULING 111 What Is the Interview Scheduling Process? 111 Problem Class 112

Technical Patterns 112 Business Patterns 113

Business Problem Description 113 Requirements Discussion 113 Actors 114 Actions 114 Challenges 115 Requirements Summary 115 High-Level Solution 116 Solution Overview 116 Swim Lane Diagram 117

Technical Implementation Overview 118 Detailed Technical Implementation 122 Setup 122

Content Types Summary 126 Create Workfl ows 126 Create the Dashboard 131 Extending the Solution 138 Summary 139

CHAPTER 7: FACILITIES MANAGEMENT 141 What Is the Facilities Management Process? 141

Business Problem Description 144 Requirements Discussion 144 Actors 146 Actions 146 Challenges 146 High-Level Solution 147 Solution Overview 147 Swim Lane Diagrams 148

Technical Implementation Overview 149 Detailed Technical Implementation 150 Setup 151

Create Workfl ows 155 Managing the Process 160 Summary 162

CHAPTER 8: ENTERPRISE: AUTHORIZATION FOR CAPITAL EXPENDITURE 165 What Is Authorization for Capital Expenditure? 166

Estimates 166

Decision-Making Process 167 Problem Class 168

Technical Patterns 168 Business Patterns 168

Business Problem Description 169 Requirements Discussion 169 Actors 171 Actions 171 Challenges 172 High-Level Solution 172 Solution Overview 172

CAPEX Expenditure Decision Swim Lane Diagrams 173 Technical Implementation Overview 175

Detailed Technical Implementation 177 Setup 177

Create Workfl ows 184 Summary 187

CHAPTER 9: MARKETING CONTACT MANAGEMENT 189 The Anonymous Contact Us Form 190

Facts 190 Website Myths 190 Golden Rules 191 Problem Class 192 Technical Patterns 193 Business Patterns 193

Business Problem Description 194 Requirements Discussion 194 Actors 195 Actions 195 Challenges 196 High-Level Solution 196 Solution Overview 196

An Anonymous Form Submission Process 197 Technical Implementation Overview 199 Content Types 199

SharePoint Lists 199

Detailed Technical Implementation 200 Setup 200

Lists 206

Create Workfl ows 210 Summary 215

CHAPTER 10: R&D GATEWAY PROCESS 217

Business Problem Description 219 Requirements Discussion 219 Actors 220 Actions 221 Challenges 221 High-Level Solution 222 Solution Overview 222 Swimlane Diagram 222

Technical Implementation Overview 224 Detailed Technical Implementation 228 Setup 228

Create Workfl ows 238 Summary 256

CHAPTER 11: ENHANCING THE USER INTERFACE 257 How to Build Great User Interfaces 258

Enhancement Techniques in Detail 258 InfoPath 258

Data View Web Part 268 jQuery 275

Summary 283

CHAPTER 12: CUSTOM ACTIVITIES 285

The What, Why, and How of Custom Activities 286 What Is a Custom Activity? 286

Why Create a Custom Activity? 287

What Tools Do You Need to Create a Custom Activity? 287 The Business Scenario 288

Technical Overview 289 SharePoint Designer 289 Actions File 290

The .NET Assembly 291

Detailed Walk-Through: Create a Custom Activity 291 Creating the Custom Activity Project 292

Create a Deployment Project 294 Deploy, Test, and Debug — Part 1 299 Error Scenarios and Fixes 301

Finishing the Logic 303 Advanced Topics 308 Troll for Ideas 308

Debugging Workfl ows 308

Automatically Update web.confi g 310 Summary 310

CHAPTER 13: SITE GOVERNANCE 311 What Is Site Governance? 311 Problem Class 312

Technical Patterns 313 Business Patterns 313

Business Problem Description 313 Requirements Discussion 313 Actors 315

Actions 316 Challenges 317

Requirements Summary 318 High Level Solution 318 Solution Overview 318 Swim Lane Diagrams 319

Technical Implementation Overview 321 Content Types 321

Custom Lists 322 Workfl ow 323

Detailed Technical Implementation 325 Setup 325

Custom Activity 327 Timer Job 330 Workfl ows 333

Create the Dashboard 334 Extending the Solution 335 Auditing 335

Identifying Abandoned Sites 335 Archiving Versus Deleting 335 Security Considerations 336 Parameter-Driven Timer Job 336 Summary 336

INDEX 337

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