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

Overview

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.

At Course Completion

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.

Prerequisites

Before attending this course, students should have:

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

Videos

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

Target Student

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 duration

3 Days

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 1: Course Overview

None

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 Workflows

None

Lessons

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

Lab 1: SharePoint 2013 Workflows

Exploring SharePoint 2013 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 Out-Of-The-Box Workflows

Lessons

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

Lab 1: SharePoint 2013 Out-Of-The-Box 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:

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 Workflows

Lessons

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 1: 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 2013

Lessons

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

Lab 1: 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 Scenarios

Lessons

Scenario 1
Scenario 2
Scenario 3
Scenario 4
Scenario 5 (Extra Credit – No Solution)

Lab 1: Concept Reinforcement Scenarios

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

After completing this module, students will be able to:

None

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