SharePoint Workflow

							   Workflow basics/terminology
   Examples
   Tips/Lessons Learned
   Q&A
   Workflow Template: desc the forms and
    assembly, developed in VS
   Association: connect list/CT to template
   Workflow Instance: an instance of the
    association
   Tasks
Associate   Initiate   Modify   Complete
   Association: default values for initiation
   Initiation: manual start
   Task Edit: change task status
   Modification: modification in process
   InfoPath vs. ASPX
   Model the workflow
   Create and bind the forms
   Code
   Deploy
   Debug
   VS: WSP Builder
   SharePoint Designer
   K2
   MetaStorm
   ascentn AgilePoint
   etc
   Back-end processes
    ◦ Setting item permissions
    ◦ Syncing lists
   Person-to-person
    ◦ Simple: single approvals, notifications
    ◦ Medium: User access requests, extranet creation,
      Invoice process
    ◦ Complex: Expense reimbursement, Matter intake
      process
   Correlation Token: GUID that the WF engine
    can use to map events and actions to object.
   Workflows run as System account.
   SPD vs. VS
   Custom actions for reuse
   Upgrade long running WF
   Testing complexity
   Start small, build often
   Build for the real-world
   Business analysis
    ◦ Ask why (more than once)
    ◦ Understand what client needs, not what they ask for
Q&A