Courses

55048B: No-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio

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About this Course

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.

Please note we supply digital courseware with this course. If a hard copy is preferred an additional cost will apply.

Audience

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

Prerequisites

Before attending this course, students must have:

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

At Course Completion

After completing this course, 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.
• 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 Outline

Module 1: Course Overview

This module explains how the class will be structured and introduces course materials and additional administrative information.

• Introduction
• Course Materials
• Facilities
• Prerequisites
• What We'll Be Discussing

Module 2: SharePoint 2013 Workflows

• 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

Module 3: SharePoint 2013 Out-Of-The-Box Workflows

• Content Types
• Workflow Tasks Lists
• Out-Of-The-Box Workflows
• - Disposition Approval
• - Three-State
• - Approval
• - Collect Feedback
• - Collect Signatures
• - Publishing Approval
• Workflow Planning

Module 4: SharePoint Designer 2013 Workflows

• 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

Module 5: Workflows Using SharePoint Designer 2013 and Visio 2013

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

Module 6: Concept Reinforcement Scenarios

• Scenario 1
• Scenario 2
• Scenario 3
• Scenario 4
• Scenario 5

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