Course Description
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.
Who Should Attend?
This course is intended for all business professionals including IT professional, developers, managers, project leads, project managers, and team leads, but we do not expect coding skills, just thinking skills!
After completing this course, participants will be able to:
- 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.
Course Content
Module 1: Concept Reinforcement Scenarios Lessons
Scenario 1
Scenario 2
Scenario 3
Scenario 4
Scenario 5 (Extra Credit – No Solution)
Lab: Concept Reinforcement Scenarios
Scenario Solution 1
Scenario Solution 2
Scenario Solution 3
Scenario Solution 4
Module 2: Course Overview
This module explains how the class will be structured and introduces course materials and additional administrative information.
Lessons
Introduction
Course Materials
Facilities
Prerequisites
What We'll Be Discussing
Lab: n/a
n/a
After completing this module, students will be able to:
Successfully log into their virtual machine.
Have a full understanding of what the course intends to cover.
Module 3: SharePoint 2013 Workflows Lessons
What Is A Workflow?
What Is New In SharePoint 2013 Workflows?
The Main Building Blocks
- Activities
- Actions
- Workflow Forms
- Tasks
- Understanding Containers
Types Of Workflows
- Sequential Workflow
- State Machine Workflow
- Flow Chart Workflow
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
After completing this module, students will be able to:
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.
Module 4: SharePoint 2013 Out-Of-The-Box Workflows Lessons
Content Types
Workflow Tasks Lists
Out-Of-The-Box Workflows
- Disposition Approval
- Three-State
- Approval
- Collect Feedback
- Collect Signatures
- Publishing Approval
Workflow Planning
Lab: SharePoint 2013 Out-Of-The-Box Workflows
Out-Of-The-Box Workflows
Three-State Workflow
Approval Workflow
Collect Feedback
After completing this module, students will be able to:
Use The Out-Of-The-Box Workflows.
Use The Three-State Workflow.
Use The Approval Workflow.
Use The Collect Feedback.
Module 5: 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
After completing this module, students will be able to:
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.
Module 6: Workflows Using SharePoint Designer 2013 and Visio 2013Lessons
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
After completing this module, students will be able to:
Open a Workflow in Visual Designer.
Create a Workflow in Visual Designer.