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More About This Title Professional Workflow in SharePoint 2010: Real World Business Workflow Solutions
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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 2010Shows 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 moreExplores the basics vital to all process design: system analysis, researching requirements, and basic design considerationsIncludes a SharePoint 2007 template for Training and Scheduling; the book walks you through how to upgrade that to 2010 and extend it with new featuresCreate the processes your business needs with SharePoint 2010's new Workflow 4 and this practical guide.
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Udayakumar Ethirajulu is a Microsoft SharePoint MVP, frequent blogger, and public speaker at SharePoint events. Uday works at RSC Solutions as Vice President & Chief Architect in New York.
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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
Software Development Life Cycle 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
Problem Class 55
Technical Patterns 55
Business Patterns 56
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
Problem Class 142
Technical Patterns 142
Business Patterns 143
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: AUTHORIZATIONFOR 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
What Is the R&D (Research and Development) Gateway? 217
Problem Class 218
Technical Patterns 219
Business Patterns 219
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
Web.confi g 291
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
Custom Activity 323
SharePoint Time Job 324
Dashboard 325
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
