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SharePoint Designer 2010: Building Custom Workflows
Illustration by John Hersey

SharePoint Designer 2010: Building Custom Workflows

with Gini Courter

Video: Welcome

Hi, I am Gini Courter. Welcome to SharePoint Designer 2010: Building Custom Workflows. In this course, I'll be showing you how to create and document workflows. I'll show you how to use the built-in workflows, how to build simple workflow steps, and how to set up workflows to behave the way you want them to behave. I'll show you how to create conditions within workflows so that the workflows themselves do what's necessary without your intervention. I'll show you how to create and include forms, send email notifications, and incorporate core actions such as performing calculations and creating, updating, and deleting list items.
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  1. 10m 2s
    1. Welcome
      1m 2s
    2. What you need to know
      5m 35s
    3. The workflows used in this course
      3m 25s
  2. 7m 58s
    1. What's a workflow?
      2m 58s
    2. Using manual vs. automated workflows
      1m 45s
    3. Workflow automation in SharePoint 2010
      3m 15s
  3. 19m 24s
    1. Flowcharting or outlining workflow steps
      4m 14s
    2. Using Excel or the Office Drawing Tools to document workflow design
      4m 1s
    3. Using Visio to document workflow design
      4m 33s
    4. Identifying areas for workflow improvement
      4m 59s
    5. Driving workflow interactions with forms
      1m 37s
  4. 13m 6s
    1. Setting workflow options
      6m 1s
    2. Running the Three-state workflow
      4m 25s
    3. Overview of the built-in workflows
      2m 40s
  5. 4m 44s
    1. Launching SharePoint Designer 2010
      1m 37s
    2. Opening a SharePoint site, list, or library
      3m 7s
  6. 46m 54s
    1. Understanding SharePoint workflows
      2m 0s
    2. Understanding events that start workflows
      2m 23s
    3. Understanding workflow steps
      2m 19s
    4. Understanding workflow actions
      3m 13s
    5. Creating a simple workflow using the Send an Email action
      7m 45s
    6. Setting task and history log settings
      3m 40s
    7. Creating a workflow using the Wait for Field Change action
      8m 54s
    8. Using conditions to make a choice
      3m 50s
    9. Using advanced conditions: IF, THEN, and ELSE
      3m 53s
    10. Creating a workflow with conditions
      5m 16s
    11. Using parallel blocks
      3m 41s
  7. 14m 31s
    1. Using a built-in SharePoint list form
      2m 45s
    2. Using InfoPath to create a form for a library
      2m 0s
    3. Creating a form library from InfoPath
      9m 46s
  8. 18m 45s
    1. Emailing the form's submitter
      3m 19s
    2. Emailing a person in a group
      2m 3s
    3. Using a contacts list for email workflow lookups
      9m 53s
    4. Using Outlook rules to manage workflow messages
      3m 30s
  9. 16m 10s
    1. Pausing a workflow
      2m 30s
    2. Understanding workflow variables
      2m 42s
    3. Creating workflow variables
      2m 40s
    4. Using Do Calculation
      2m 20s
    5. Calculating and setting times
      1m 48s
    6. Setting workflow status
      2m 6s
    7. Stopping a workflow
      2m 4s
  10. 41m 25s
    1. Creating a new list item
      6m 51s
    2. Checking items in and out
      3m 47s
    3. Setting field values
      5m 44s
    4. Copying and deleting list items
      4m 17s
    5. Waiting for a change to a list item
      3m 9s
    6. Finding an interval
      6m 41s
    7. Updating list items
      3m 5s
    8. Extracting substrings
      7m 51s
  11. 14m 18s
    1. Collecting data from a user
      7m 9s
    2. Assigning a task to a user
      7m 9s
  12. 29m 9s
    1. Using email aliases for easy workflow maintenance
      6m 27s
    2. Adding a comment
      2m 20s
    3. Writing to the workflow log
      3m 28s
    4. Checking workflow logs
      3m 37s
    5. Creating error traps in workflows
      3m 44s
    6. Modifying existing workflows
      3m 9s
    7. Removing workflow instances
      4m 30s
    8. Terminating a workflow instance
      1m 54s
  13. 27m 32s
    1. Creating a reusable workflow
      3m 29s
    2. Assigning association columns to a reusable workflow
      4m 18s
    3. Creating a custom content type for a workflow
      6m 13s
    4. Associating a reusable workflow or content type with a list
      5m 55s
    5. Creating a site workflow
      7m 37s
  14. 17m 36s
    1. Exporting SharePoint Designer workflows into Visio
      2m 51s
    2. Using the SharePoint workflow template to design a workflow
      6m 44s
    3. Publishing the workflow as a web page for feedback
      5m 6s
    4. Importing a Visio workflow into SharePoint Designer
      2m 55s
  15. 2m 39s
    1. What's next?
      2m 39s

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SharePoint Designer 2010: Building Custom Workflows
4h 44m Intermediate Aug 09, 2012

Viewers: in countries Watching now:

See how to boost your productivity and efficiency using self-monitoring document workflows in SharePoint. Author Gini Courter explains how to design streamlined workflows, from analyzing inefficiencies in manual processes to leveraging automation to avoid performing tedious, repetitive tasks. The course also covers setting up forms and email notifications, collecting and working with user data, performing calculations, and making workflows reusable.

Topics include:
  • Understanding workflows
  • Documenting workflows with Excel, Visio, and the Office Drawing Tools
  • Running the built-in workflows in SharePoint
  • Understanding actions and conditions
  • Working with if-then and if-then-else conditions
  • Managing workflow messages with Outlook rules
  • Pausing and stopping workflows with core actions
  • Maintaining workflows with email aliases, workflow logs, and error traps
  • Creating custom content types
  • Creating a site workflow
  • Exporting and publishing workflows
Subjects:
IT Enterprise Content Management
Software:
SharePoint Visio
Author:
Gini Courter

Welcome

Hi, I am Gini Courter. Welcome to SharePoint Designer 2010: Building Custom Workflows. In this course, I'll be showing you how to create and document workflows. I'll show you how to use the built-in workflows, how to build simple workflow steps, and how to set up workflows to behave the way you want them to behave. I'll show you how to create conditions within workflows so that the workflows themselves do what's necessary without your intervention. I'll show you how to create and include forms, send email notifications, and incorporate core actions such as performing calculations and creating, updating, and deleting list items.

You'll also see how to update data and create reusable and site workflows, two types of workflows that are new to SharePoint 2010. Let's get started with SharePoint Designer 2010: Building Custom Workflows.

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