SharePoint 2010 Workflows in Action

SharePoint 2010 Workflow in Action......Page 1
brief contents......Page 6
contents......Page 8
preface......Page 14
acknowledgments......Page 16
How to use this book, and who should read it......Page 18
Roadmap......Page 19
Author Online......Page 20
About the technical reviewer......Page 21
about the title......Page 22
about the cover illustration......Page 23
Introduction to SharePoint workflows......Page 24
SharePoint workflows for your business processes......Page 26
1.1 What is a workflow?......Page 27
1.2 How does SharePoint help?......Page 28
1.3.1 Windows Workflow Foundation architecture......Page 30
1.3.2 Types of workflows......Page 32
1.4 Workflow-enabled SharePoint objects......Page 33
1.4.2 InfoPath forms......Page 34
1.4.3 Content types......Page 35
1.5 Out-of-the-box SharePoint workflows......Page 36
1.5.4 Collect Signatures workflow......Page 37
1.6.1 SharePoint Designer 2010......Page 38
1.6.2 Visual Studio.NET 2010......Page 39
1.6.3 Visio 2010......Page 40
1.6.4 Forms......Page 41
1.6.5 Object models......Page 42
1.7.2 Customizing the out-of-the-box workflows......Page 43
1.7.5 Site workflows......Page 44
1.7.8 Viewing workflow status with Visio web access......Page 45
1.7.10 Visual Studio 2010 environment improvements......Page 46
1.8.1 Diagramming business processes......Page 47
1.8.2 Identifying human interaction and SharePoint objects......Page 49
1.8.3 Determining the deployment scope......Page 51
1.8.4 Choosing appropriate workflow authoring tools......Page 52
1.9 Real-world examples......Page 55
1.10 Summary......Page 56
Your first workflow......Page 58
2.1.1 Identifying your business process......Page 59
2.1.2 Introducing the Three-state workflow......Page 60
2.1.3 Preparing a document library for the Three-state workflow......Page 61
2.2.1 Adding the Three-state workflow to a document library......Page 64
2.2.2 Starting a workflow......Page 68
2.2.3 Testing the workflow......Page 71
2.3.1 Working with the workflow status screen......Page 73
2.3.2 Terminating workflows......Page 74
2.3.3 Deleting workflows......Page 76
2.3.4 Unauthorized access to workflows......Page 77
2.4 Additional out-of-the-box workflows......Page 78
2.4.1 Approval workflow......Page 79
2.4.2 Collect Feedback workflow......Page 80
2.4.3 Collect Signatures workflow......Page 81
2.4.5 Translation Management workflow......Page 82
2.5 Summary......Page 83
No-code SharePoint workflows......Page 86
Custom Designer workflows......Page 88
3.1.2 Site workflows......Page 89
3.1.6 SPD’s user interface......Page 90
3.2.1 Steps......Page 93
3.2.2 Conditions......Page 95
3.2.3 Actions......Page 97
3.2.4 Variables......Page 98
3.2.5 Else-if branches......Page 100
3.3 Creating your first SharePoint Designer workflow......Page 101
3.3.1 Configuring a PTO calendar......Page 102
3.3.2 Creating a custom workflow that logs to the History List......Page 103
3.3.3 Adding notifications to the custom PTO Request workflow......Page 105
3.3.4 Adding calculation logic to the workflow......Page 109
3.4 Summary......Page 115
Task processing in SharePoint Designer workflows......Page 116
4.1.1 Assigning To-do items......Page 117
4.1.2 Using the Assign a Form to a Group action for a survey......Page 118
4.2 Custom task processes in SharePoint Designer workflows......Page 120
4.2.1 Customization box: changing the overall task process......Page 123
4.2.2 Task Form Fields box: customizing the task edit form......Page 127
4.2.3 Customization box: changing the behavior of a single Task......Page 128
4.2.4 Task Outcomes box: defining custom task outcomes......Page 131
4.2.5 Assignment stages......Page 132
4.3 Summary......Page 134
Advanced SharePoint Designer workflows......Page 135
5.1 SharePoint Designer workflow templates......Page 136
5.2 Customizing the out-of-the-box workflows......Page 139
5.3.2 Document set workflow actions......Page 142
5.3.3 Document set and Records Center workflow example......Page 147
5.4.1 Impersonation steps......Page 151
5.4.2 Security-related conditions and actions......Page 152
5.4.3 Working with permissions and security in a workflow......Page 154
5.5.1 Configuring a Secure Store Service......Page 156
5.5.2 Creating an External Content Type......Page 159
5.5.3 Creating a workflow using the External Content Type......Page 162
5.6 Summary......Page 164
Custom Visio SharePoint workflows......Page 165
6.1 Introducing Visio workflows......Page 166
6.2 Building a Visio workflow......Page 170
6.3 Importing a Visio workflow into SharePoint Designer......Page 173
6.4 Publishing and Visio Graphic Services......Page 177
6.5 Summary......Page 178
Custom form fundamentals......Page 180
7.1.1 New and Edit forms......Page 181
7.1.2 InfoPath 2010 Forms......Page 184
7.2 Customizing out-of-the-box forms with InfoPath......Page 185
7.3 Publishing a template to a form library......Page 190
7.4 Publishing a template to a content type......Page 194
7.5 Mapping form data to columns......Page 196
7.6 Forms in SharePoint Designer workflows......Page 199
7.7 Summary......Page 204
Custom-coded SharePoint workflows......Page 206
Custom Visual Studio workflows......Page 208
8.1 Introducing Visual Studio workflows......Page 209
8.1.1 Working with the workflow’s template......Page 210
8.1.2 Workflow deployment artifacts......Page 212
8.1.3 Sequential vs state machine workflows......Page 216
8.2 Building a sequential workflow......Page 217
8.3 Building a state machine workflow......Page 227
8.4 Importing an SPD Workflow into Visual Studio......Page 233
8.5 Summary......Page 235
Forms in Visual Studio workflows......Page 237
9.1 Adding .NET code to an InfoPath form......Page 238
9.2 Programmatically retrieving form data from within a workflow......Page 242
9.3.1 Building a custom association form......Page 248
9.3.2 Building a custom initiation form......Page 254
9.3.3 Working with the association or initiation form data......Page 256
9.3.4 Configuring activities for workflow modifications......Page 257
9.3.5 Building a custom modification form......Page 264
9.4 ASP.NET forms in Visual Studio workflows......Page 269
9.5 Summary......Page 273
Workflows and task processes......Page 275
10.1 Using task-related activities......Page 276
10.2 Custom task edit forms......Page 287
10.3 Summary......Page 293
Custom workflow activities and conditions......Page 294
11.1.1 Custom activity fundamentals......Page 295
11.1.2 Adding dependency properties and validation......Page 298
11.1.3 Property validation......Page 304
11.1.4 Activity toolbox items......Page 307
11.1.5 Theming your activity......Page 309
11.2 Building custom composite activities......Page 312
11.3 Publishing activities to SharePoint Designer......Page 319
11.4 Building custom conditions for SharePoint Designer......Page 323
11.5 Summary......Page 326
A bag of workflow developer tricks......Page 327
12.1 Fault handling and debugging workflows......Page 328
12.2 Versioning workflows......Page 331
12.3 Building workflow event receivers......Page 333
12.4 Pluggable workflow services......Page 337
12.5 SharePoint workflow object model......Page 344
12.6 Summary......Page 347
A......Page 350
C......Page 351
D......Page 352
E......Page 353
I......Page 354
O......Page 355
S......Page 356
T......Page 357
W......Page 358
Y......Page 360