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Microsoft® SharePoint® Designer 2013/16 Workflows

Overview

This course is designed for the Power User, Collection Administrator and Developers that want to learn the new SharePoint 2013 workflow development process using SharePoint Designer 2013, the Visual Designer and Visio 2013.

SharePoint 2016 maintains the same functionality as SharePoint 2013 for workflows and continues to use SharePoint Designer 2013.

What You’ll Learn

  • Explore SharePoint 2013 Designer User Interface
  • Use Backstage View. Create a Subsite
  • Create a Site Template
  • Delete a Subsite
  • Create a SharePoint List
  • Create a SharePoint Library
  • View Content Types
  • Create a New Content Type
  • Create a Site Column
  • Add a Content Type to a List or Library
  • Use The Out-Of-The-Box Workflows
  • Use The Three-State Workflow
  • Use The Approval Workflow
  • Use The Collect Feedback
  • Create a Workflow Lunch Request
  • Create a Workflow with a Custom Message
  • Create and Configure Workflow Parameters
  • Create and Configure Stages, Steps, and Parallel Blocks
  • Create and Configure Reusable Workflow
  • Create and Configure State Machine Workflow
  • Use a List as a Data Source
  • Open a Workflow in Visual Designer
  • Create a Workflow in Visual Designer
  •  

Prerequisites

    • Basic computer skills
    • Knowledge of what you want to do either now or in the future with SharePoint 2013 workflows

Course Outlines

  • Module 1: Course Overview

Lessons

  • Introduction
  • Course Materials
  • Facilities
  • Prerequisites
  • What We’ll Be Discussing
  • Module 2: Sharepoint 2013 Workflows

Lessons

  • What Is A Workflow?
  • What Is New In SharePoint 2013 Workflows?
  • The Main Building Blocks
  • Types Of Workflows
  • Workflow Associations And Subscriptions
  • Workflow Visualizations
  • Optional Module Topics

Lab : Sharepoint 2013 Workflows

  • Exploring SharePoint 2013 Designer User Interface
  • Backstage View
  • Create a Subsite
  • Create a Site Template
  • Delete a Subsite
  • Create a SharePoint List
  • Create a SharePoint Library
  • View Content Types
  • Create a New Content Type
  • Create a Site Column
  • Adding a Content Type to a List or Library
  • Module 3: Sharepoint 2013 Out of the Box Workflows

Lessons

  • Content Types
  • Workflow Tasks Lists
  • Out-Of-The-Box Workflows
  • Workflow Planning

Lab : Sharepoint 2013 Out of the Box Workflows

  • Out-Of-The-Box Workflows
  • Three-State Workflow
  • Approval Workflow
  • Collect Feedback
  • Module 4: Sharepoint Designer 2013 Workflows

Lessons

  • Workflow Interop
  • SharePoint 2013 Designer Workflow Interface
  • Workflow Ribbon Commands
  • Understanding the Workflow GUI
  • Naming and Messages
  • Workflow Parameters
  • Stages, Steps and Parallel Blocks
  • Reusable Workflows
  • Workflow Associations and Subscriptions
  • Workflow Best Practices

Lab : Sharepoint Designer 2013 Workflows

  • Workflow Lunch Request
  • Workflow with Custom Message
  • Workflow Parameters 1
  • Workflow Parameters 2
  • Stages, Steps, and Parallel Blocks
  • Reusable Workflow
  • State Machine
  • List as a Data Source
  • Module 5: Workflows Using Sharepoint Designer 2013 and Visio 2013

Lessons

  • Comparing Text to Visual Designer
  • SharePoint Designer 2013 Visual Designer
  • Errors in Workflows with Visio 2013
  • Packaging Workflows

Lab : Workflows Using Sharepoint Designer 2013 and Visio 2013

  • Open a Workflow in Visual Designer
  • Create a Workflow in Visual Designer
  • Module 6: Concept Reinforcement Scenarios

Lessons

  • Scenario 1
  • Scenario 2
  • Scenario 3
  • Scenario 4
  • Scenario 5 No Solution

Lab : Scenario Solutions

  • Scenario Solution 1
  • Scenario Solution 2
  • Scenario Solution 3
  • Scenario Solution 4
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