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55048 - No-Code SharePoint 2013-2016 Workflows with SharePoint Designer 2013

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Duration: 3 Days

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Microsoft CPE:

Course Information

Course Description

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.

Videos

Included with the course and intended for you to take away are videos of each of the critical lessons taught in the course.

Course Objectives

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 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!

Course Outline

​Module 1: Course Overview 

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

Lessons

Introduction

Course Materials

Facilities

Prerequisites

What We'll Be Discussing

Lab : n/a

n/a

After completing this module, students will be able to:

  • Successfully log into their virtual machine.
  • Have a full understanding of what the course intends to cover.

Module 2: SharePoint 2013-2016 WorkflowsLessons

What Is A Workflow?

What Is New In SharePoint 2013-2016 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

Lab : SharePoint 2013-2016 Workflows

  • Exploring SharePoint 2013-2016 Designer User Interface
  • 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
  • Adding a Content Type to a List or Library

After completing this module, 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.

Module 3: SharePoint 2013-2016 Out-Of-The-Box WorkflowsLessons

Content Types

Workflow Tasks Lists

Out-Of-The-Box Workflows

- Disposition Approval

- Three-State

- Approval

- Collect Feedback

- Collect Signatures

- Publishing Approval

Workflow Planning

Lab : SharePoint 2013-2016 Out-Of-The-Box Workflows

  • Out-Of-The-Box Workflows
  • Three-State Workflow
  • Approval Workflow
  • Collect Feedback

After completing this module, students will be able to:

  • Use The Out-Of-The-Box Workflows.
  • Use The Three-State Workflow.
  • Use The Approval Workflow.
  • Use The Collect Feedback.

Module 4: SharePoint Designer 2013 WorkflowsLessons

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

Lab : SharePoint Designer 2013 Workflows

  • Workflow Lunch Request
  • Workflow with Custom Message
  • Workflow Parameters 1
  • Workflow Parameters 2
  • Stages, Steps, and Parallel Blocks
  • Reusable Workflow
  • State Machine
  • List as a Data Source

After completing this module, students will be able to:

  • 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.

Module 5: Workflows Using SharePoint Designer 2013 and Visio 2013Lessons

Comparing Text to Visual Designer

SharePoint Designer 2013 Visual Designer

Errors in Workflows with Visio 2013

Packaging Workflows

Lab : Workflows Using SharePoint Designer 2013 and Visio 2013

  • Open a Workflow in Visual Designer
  • Create a Workflow in Visual Designer

After completing this module, students will be able to:
  • Open a Workflow in Visual Designer.
  • Create a Workflow in Visual Designer.

Module 6: Concept Reinforcement ScenariosLessons

Scenario 1

Scenario 2

Scenario 3

Scenario 4

Scenario 5 (Extra Credit – No Solution)

Lab : Concept Reinforcement Scenarios

  • Scenario Solution 1
  • Scenario Solution 2
  • Scenario Solution 3
  • Scenario Solution 4

Course 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 2013-2016 workflows.

Course Schedule
This course is not scheduled yet.

Upcoming Training

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