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SharePoint 2010 Workflows in Action

Author: Phillip Wicklund
Publisher: Greenwich : MANNING, [2011]
Edition/Format:   Print book : EnglishView all editions and formats
Summary:

This text will take readers through the SharePoint workflow fundamentals, and all the way to very advanced topics to help them meet their most complex workflow requirements.

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Document Type: Book
All Authors / Contributors: Phillip Wicklund
ISBN: 9781935182719 1935182714
OCLC Number: 711045347
Notes: Includes index.
Description: xxii, 337 pages : illustrations ; 24 cm
Contents: Machine generated contents note: pt. 1 Introduction to SharePoint workflows --
1.SharePoint workflows for your business processes --
1.1.What is a workflow? --
1.2.How does SharePoint help? --
1.3.SharePoint as a technology platform --
Windows Workflow Foundation architecture --
Types of workflows --
1.4.Workflow-enabled SharePoint objects --
List items --
InfoPath forms --
Content types --
SharePoint sites --
1.5.Out-of-the-box SharePoint workflows --
Three-state workflow --
Approval workflow --
Collect Feedback workflow --
Collect Signatures workflow --
Disposition Approval workflow --
Translation Management workflow --
1.6.Tools for building custom SharePoint workflows --
SharePoint Designer 2010 --
Visual Studio.NET 2010 --
Visio 2010 --
Forms --
Object models --
1.7.New workflow functions --
Visio 2010 SharePoint workflows --
Customizing the out-of-the-box workflows --
New actions and conditions in SharePoint Designer --
Reusable workflows --
Site workflows --
Task processing customization --
Workflow templates in SharePoint Designer --
Viewing workflow status with Visio web access --
Importing SharePoint Designer workflows into Visual Studio --
Visual Studio 2010 environment improvements --
Pluggable workflows --
New event handlers --
1.8.Building custom workflow solutions --
Diagramming business processes --
Identifying human interaction and SharePoint objects --
Determining the deployment scope --
Choosing appropriate workflow authoring tools --
1.9.Real-world examples --
1.10.Summary --
2.Your first workflow --
2.1.Planning and preparing for your workflow --
Identifying your business process --
Introducing the Three-state workflow --
Preparing a document library for the Three-state workflow --
2.2.Implementing a workflow --
Adding the Three-state workflow to a document library --
Starting a workflow --
Testing the workflow --
2.3.Maintaining workflow instances --
Working with the workflow status screen --
Terminating workflows --
Deleting workflows --
Unauthorized access to workflows --
Enabling or disabling SharePoint Designer workflows --
Preserving workflow history --
2.4.Additional out-of-the-box workflows --
Approval workflow --
Collect Feedback workflow --
Collect Signatures workflow --
Disposition Approval workflow --
Translation Management workflow --
2.5.Summary --
pt. 2 No-code SharePoint workflows --
3.Custom Designer workflows --
3.1.Introduction to SharePoint Designer workflows --
List workflows --
Site workflows --
Reusable workflows --
Globally reusable workflows --
Workflow templates --
SPD's user interface --
3.2.Components of a SharePoint Designer workflow --
Steps --
Conditions --
Actions --
Variables --
Else-if branches --
Workflow forms --
3.3.Creating your first SharePoint Designer workflow --
Configuring a PTO calendar --
Creating a custom workflow that logs to the History List --
Adding notifications to the custom PTO Request workflow --
Adding calculation logic to the workflow --
3.4.Summary --
4.Task processing in SharePoint Designer workflows --
4.1.SharePoint Designer task actions --
Assigning To-do items --
Using the Assign a Form to a Group action for a survey --
Using tasks to collect data from a user --
4.2.Custom task processes in SharePoint Designer workflows --
Customization box: changing the overall task process --
Task Form Fields box: customizing the task edit form --
Customization box: changing the behavior of a single Task --
Task Outcomes box: defining custom task outcomes --
Assignment stages --
4.3.Summary --
5.Advanced SharePoint Designer workflows --
5.1.SharePoint Designer workflow templates --
5.2.Customizing the out-of-the-box workflows --
5.3.Workflow actions for document sets --
Creating document sets --
Document set workflow actions --
Document set and Records Center workflow example --
5.4.Workflow actions and conditions for security --
Impersonation steps --
Security-related conditions and actions --
Working with permissions and security in a workflow --
5.5.External data in a SharePoint Designer workflow --
Configuring a Secure Store Service --
Creating an External Content Type --
Creating a workflow using the External Content Type --
5.6.Summary --
6.Custom Visio SharePoint workflows --
6.1.Introducing Visio workflows --
6.2.Building a Visio workflow --
6.3.Importing a Visio workflow into SharePoint Designer --
6.4.Publishing and Visio Graphic Services --
6.5.Summary --
7.Custom form fundamentals --
7.1.Tools used to build custom forms --
New and Edit forms --
InfoPath 2010 Forms --
ASP.NET forms built in Visual Studio --
7.2.Customizing out-of-the-box forms with InfoPath --
7.3.Publishing a template to a form library --
7.4.Publishing a template to a content type --
7.5.Mapping form data to columns --
7.6.Forms in SharePoint Designer workflows --
7.7.Summary --
pt. 3 Custom-coded SharePoint workflows --
8.Custom Visual Studio workflows --
8.1.Introducing Visual Studio workflows --
Working with the workflow's template --
Workflow deployment artifacts --
Sequential vs. state machine workflows --
8.2.Building a sequential workflow --
8.3.Building a state machine workflow --
8.4.Importing an SPD Workflow into Visual Studio --
8.5.Summary --
9.Forms in Visual Studio workflows --
9.1.Adding NET code to an InfoPath form --
9.2.Programmatically retrieving form data from within a workflow --
9.3.InfoPath forms in Visual Studio workflow --
Building a custom association form --
Building a custom initiation form --
Working with the association or initiation form data --
Configuring activities for workflow modifications --
Building a custom modification form --
9.4.ASP.NET forms in Visual Studio workflows --
9.5.Summary --
10.Workflows and task processes --
10.1.Using task-related activities --
10.2.Custom task edit forms --
10.3.Summary --
11.Custom workflow activities and conditions --
11.1.Building custom leaf activities --
Custom activity fundamentals --
Adding dependency properties and validation --
Property validation --
Activity toolbox items --
Theming your activity --
11.2.Building custom composite activities --
11.3.Publishing activities to SharePoint Designer --
11.4.Building custom conditions for SharePoint Designer --
11.5.Summary --
12.A bag of workflow developer tricks --
12.1.Fault handling and debugging workflows --
12.2.Versioning workflows --
12.3.Building workflow event receivers --
12.4.Pluggable workflow services --
12.5.SharePoint workflow object model --
12.6.Summary.
Responsibility: PHIL WICKLUND.

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   schema:description "Machine generated contents note: pt. 1 Introduction to SharePoint workflows -- 1.SharePoint workflows for your business processes -- 1.1.What is a workflow? -- 1.2.How does SharePoint help? -- 1.3.SharePoint as a technology platform -- Windows Workflow Foundation architecture -- Types of workflows -- 1.4.Workflow-enabled SharePoint objects -- List items -- InfoPath forms -- Content types -- SharePoint sites -- 1.5.Out-of-the-box SharePoint workflows -- Three-state workflow -- Approval workflow -- Collect Feedback workflow -- Collect Signatures workflow -- Disposition Approval workflow -- Translation Management workflow -- 1.6.Tools for building custom SharePoint workflows -- SharePoint Designer 2010 -- Visual Studio.NET 2010 -- Visio 2010 -- Forms -- Object models -- 1.7.New workflow functions -- Visio 2010 SharePoint workflows -- Customizing the out-of-the-box workflows -- New actions and conditions in SharePoint Designer -- Reusable workflows -- Site workflows -- Task processing customization -- Workflow templates in SharePoint Designer -- Viewing workflow status with Visio web access -- Importing SharePoint Designer workflows into Visual Studio -- Visual Studio 2010 environment improvements -- Pluggable workflows -- New event handlers -- 1.8.Building custom workflow solutions -- Diagramming business processes -- Identifying human interaction and SharePoint objects -- Determining the deployment scope -- Choosing appropriate workflow authoring tools -- 1.9.Real-world examples -- 1.10.Summary -- 2.Your first workflow -- 2.1.Planning and preparing for your workflow -- Identifying your business process -- Introducing the Three-state workflow -- Preparing a document library for the Three-state workflow -- 2.2.Implementing a workflow -- Adding the Three-state workflow to a document library -- Starting a workflow -- Testing the workflow -- 2.3.Maintaining workflow instances -- Working with the workflow status screen -- Terminating workflows -- Deleting workflows -- Unauthorized access to workflows -- Enabling or disabling SharePoint Designer workflows -- Preserving workflow history -- 2.4.Additional out-of-the-box workflows -- Approval workflow -- Collect Feedback workflow -- Collect Signatures workflow -- Disposition Approval workflow -- Translation Management workflow -- 2.5.Summary -- pt. 2 No-code SharePoint workflows -- 3.Custom Designer workflows -- 3.1.Introduction to SharePoint Designer workflows -- List workflows -- Site workflows -- Reusable workflows -- Globally reusable workflows -- Workflow templates -- SPD's user interface -- 3.2.Components of a SharePoint Designer workflow -- Steps -- Conditions -- Actions -- Variables -- Else-if branches -- Workflow forms -- 3.3.Creating your first SharePoint Designer workflow -- Configuring a PTO calendar -- Creating a custom workflow that logs to the History List -- Adding notifications to the custom PTO Request workflow -- Adding calculation logic to the workflow -- 3.4.Summary -- 4.Task processing in SharePoint Designer workflows -- 4.1.SharePoint Designer task actions -- Assigning To-do items -- Using the Assign a Form to a Group action for a survey -- Using tasks to collect data from a user -- 4.2.Custom task processes in SharePoint Designer workflows -- Customization box: changing the overall task process -- Task Form Fields box: customizing the task edit form -- Customization box: changing the behavior of a single Task -- Task Outcomes box: defining custom task outcomes -- Assignment stages -- 4.3.Summary -- 5.Advanced SharePoint Designer workflows -- 5.1.SharePoint Designer workflow templates -- 5.2.Customizing the out-of-the-box workflows -- 5.3.Workflow actions for document sets -- Creating document sets -- Document set workflow actions -- Document set and Records Center workflow example -- 5.4.Workflow actions and conditions for security -- Impersonation steps -- Security-related conditions and actions -- Working with permissions and security in a workflow -- 5.5.External data in a SharePoint Designer workflow -- Configuring a Secure Store Service -- Creating an External Content Type -- Creating a workflow using the External Content Type -- 5.6.Summary -- 6.Custom Visio SharePoint workflows -- 6.1.Introducing Visio workflows -- 6.2.Building a Visio workflow -- 6.3.Importing a Visio workflow into SharePoint Designer -- 6.4.Publishing and Visio Graphic Services -- 6.5.Summary -- 7.Custom form fundamentals -- 7.1.Tools used to build custom forms -- New and Edit forms -- InfoPath 2010 Forms -- ASP.NET forms built in Visual Studio -- 7.2.Customizing out-of-the-box forms with InfoPath -- 7.3.Publishing a template to a form library -- 7.4.Publishing a template to a content type -- 7.5.Mapping form data to columns -- 7.6.Forms in SharePoint Designer workflows -- 7.7.Summary -- pt. 3 Custom-coded SharePoint workflows -- 8.Custom Visual Studio workflows -- 8.1.Introducing Visual Studio workflows -- Working with the workflow's template -- Workflow deployment artifacts -- Sequential vs. state machine workflows -- 8.2.Building a sequential workflow -- 8.3.Building a state machine workflow -- 8.4.Importing an SPD Workflow into Visual Studio -- 8.5.Summary -- 9.Forms in Visual Studio workflows -- 9.1.Adding NET code to an InfoPath form -- 9.2.Programmatically retrieving form data from within a workflow -- 9.3.InfoPath forms in Visual Studio workflow -- Building a custom association form -- Building a custom initiation form -- Working with the association or initiation form data -- Configuring activities for workflow modifications -- Building a custom modification form -- 9.4.ASP.NET forms in Visual Studio workflows -- 9.5.Summary -- 10.Workflows and task processes -- 10.1.Using task-related activities -- 10.2.Custom task edit forms -- 10.3.Summary -- 11.Custom workflow activities and conditions -- 11.1.Building custom leaf activities -- Custom activity fundamentals -- Adding dependency properties and validation -- Property validation -- Activity toolbox items -- Theming your activity -- 11.2.Building custom composite activities -- 11.3.Publishing activities to SharePoint Designer -- 11.4.Building custom conditions for SharePoint Designer -- 11.5.Summary -- 12.A bag of workflow developer tricks -- 12.1.Fault handling and debugging workflows -- 12.2.Versioning workflows -- 12.3.Building workflow event receivers -- 12.4.Pluggable workflow services -- 12.5.SharePoint workflow object model -- 12.6.Summary."@en ;
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