Author
Gini von Courter
Released
1/21/2014- Automating workflows
- Documenting workflows with Sticky Notes, Excel, and Visio
- Driving workflow interactions with forms
- Using workflow actions
- Making choices and controlling flow with conditions
- Creating a simple form
- Using email notifications
- Pausing and stopping workflows with core actions
- Building a dictionary
- Creating a site workflow
- Deploying workflows
- Creating workflows visually
Skill Level Intermediate
Duration
Views
(chimes) - Hi! I'm Gini Courter. Welcome to SharePoint Desiger 2013: Custom Workflows. In this course, I'll be showing you how to create and document workflows, steps that are taken automatically by SharePoint to automate the work in your organization. I'll show you how to use SharePoint's built-in workflows, but then we'll quickly go beyond that to build simple custom workflow steps. You'll learn how to set up workflows to behave the way you want them to behave.
You'll learn how to create conditions within workflows, so that the workflows themselves do what's necessary without additional intervention, and I'll show you how to create and use forms in your workflows, how to send email notifications and how to incorporate core workflow actions, such as performing calculations, storing values and creating, updating and deleting list items. We'll also look at two types of workflows, that can be reused within SharePoint: reusable workflows and site workflows.
We have a lot to do, so let's get started with SharePoint Designer 2013: Custom Workflows.
Q: In the video "Creating a workflow with conditions," the email workflow generates the email and successfully changes the value in AreaCalc but the workflow does not complete, and raises no errors. How can I fix this?
Q: Where do I get InfoPath Designer 2013 (mentioned in the "What you need to know" video)?
- If you have Office 2013 Pro, you may already have InfoPath Designer 2013, but it may not have been installed. Try reinstalling Office and choose to install InfoPath Designer.
- Sign up for a free 30-day trial of one of the Office 365 plans that include InfoPath Designer—for example, Office 365 Enterprise (E3) Edition, which also includes SharePoint, or Office 365 ProPlus, which does not include SharePoint. After the 30-day trial you will need to pay a monthly fee for Office 365.
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Introduction
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Welcome1m 10s
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What you need to know6m 2s
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Using the exercise files1m 18s
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1. Understanding Workflows
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What's a workflow?3m 59s
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Automating workflows2m 25s
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Course workflows and tools8m 16s
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2. Documenting Workflows for Automation
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3. Running a Built-In SharePoint Workflow
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4. Getting Started with SharePoint Designer
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5. Using Workflow Actions
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Testing your workflow3m 24s
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6. Using Conditions
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Using the Else branch8m 16s
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Using parallel blocks6m 22s
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Using loops6m 3s
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7. Creating a Simple Form for Your Workflow
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8. Using Email Notifications
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Emailing the submitter4m 41s
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Emailing other recipients4m 22s
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9. Using Other Core Actions
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Pausing a workflow3m 36s
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Creating workflow variables2m 14s
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Setting workflow status3m 59s
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10. Using Dictionary Actions
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Building a dictionary2m 46s
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11. Using List, Task, and Utility Actions in Workflows
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Creating a new list item9m 31s
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Setting field values3m 50s
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Assigning a task to a user12m 15s
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Updating list items5m 47s
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Extracting substrings7m 43s
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12. Strategies and Techniques for Easy-to-Maintain Workflows
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Using the workflow history8m 49s
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Preventing workflow errors11m 1s
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Modifying existing workflows4m 56s
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13. Workflows Beyond a Single List
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Creating a reusable workflow7m 17s
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Creating a site workflow12m 42s
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14. Creating Workflows Visually
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Conclusion
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Next steps3m 37s
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Video: Welcome