Visio 2010 includes a new template for creating SharePoint workflows. By using the Microsoft SharePoint Workflow template, designed workflows can be exported from Visio into SharePoint Designer for further configuration. Furthermore, regardless of whether a workflow was created using Visio originally, SharePoint Designer provides the facility to export the workflow in a format that can be imported into Visio for refinement.
NOTEIt’s not possible to create Visio Workflow Interchange files for Visual Studio generated workflows. These workflows do not appear in the Workflows list in SharePoint Designer.
Using the Microsoft SharePoint Workflow Template
Our scenario calls for three workflows: an environmental control procedure, a publishing procedure, and an advert promotion procedure. To demonstrate the creation of workflows using Visio 2010, we’ll implement the publishing procedure. To recap the procedure: New products will be added by the sales department. So that relevant technical information is available, details of the product will be passed to the engineering department, which will update the product record with appropriate details. With these details in place, the marketing department will then be responsible for collating and attaching the appropriate artwork before the product is sent for final approval by the online sales manager. Let’s look at how this can be modeled using Visio:
Implementing a Visio Workflow Using SharePoint Designer
In the preceding section, you saw how to model a workflow using Visio and create an interchange file that can be imported into SharePoint Designer. In this section, we’ll move on to flesh out the logic defined in Visio using the built-in workflow activities available via SharePoint Designer.
Using Workflow Variables
Now that we’ve created a custom task to capture data, we need a way to retrieve the data that we’ve captured so that we can do something useful with it. As its name suggests, the Custom Task Wizard creates a task with a custom form. When a user completes the form, any data captured is stored in the associated task. The output of this step is an identifier for the task item that was created. As you’ll see later, we can use this to pick up a reference to the task and from there access any data that was captured in our custom form. You’ll remember reading about workflow rules and variables. Since we need to use our task identifier in another step of our workflow, we must create a variable and assign the output to it.
Using Initiation and Association Forms
You’ll notice that a few properties still need to be configured. These properties contain details of the users to which each task should be assigned. Generally speaking, properties such as these, which are likely to change over time, should be user-configurable—that is, the user should be able to change them without having to edit the underlying workflow. SharePoint workflows provide two forms for user configuration: the Association form, which is presented when a workflow is attached to a list, and the Initiation form, which is presented when a workflow is manually started.
There’s one thing to bear in mind when using the initiation form: it’s not shown if the workflow is started automatically. So, for example, if we created a workflow that was set to start every time an item changed, the initiation form would never be shown. In the case of our workflow, an association form is a more appropriate choice, because it allows us to define parameters that can be set at the list level.
Using the SharePoint Designer Lookup Dialog
Although we’ve configured the actions that were imported from Visio, the end result of our workflow in its current state won’t be quite as we expected. Although we’re collecting data from engineering and marketing, we’re not actually attaching that data to our product, it’s stored in the custom tasks only. To fix this problem and achieve the desired result, we need to add a few more actions. Moving the mouse to the end of the list of workflow steps will show an orange cursor. Click the cursor to open a text box that can be used to search for the action that we want to add next. (This cursor appears between each workflow action and before the first action, so we can add actions wherever we need them.)
Using Visio Services to Visualize Workflow State
In addition to the actions that we defined in our original Visio model, we’ve also included a few new actions to attach the captured data to our product item. We can export our updated workflow to Visio so that we can update our diagram with appropriate descriptions for these new actions. Once our model is updated, we can use it to provide status visualization for our workflow.
Associating Reusable Workflows
With our new workflow published, we can now associate it with our Product content type. You’ll remember that when we created our workflow, we specified that it should target the Product content type. Even though we specified this targeting, the workflow isn’t bound to any content type until we specifically bind it. When creating a workflow, the main reason for setting a content type target is to ensure that the fields of that content type are available as values within the workflow logic. For example, we specified Product so that we could make use of the Product Image and Technical Data fields.
NOTEYou’ll notice that the New Item form contains text boxes for each of the fields in our content type. Of course, this is perfectly reasonable in most situations, but in our case, we don’t want the Product Image and Technical Details fields to be populated, because these are completed by the appropriate department. As described in more detail in Chapter, we can easily customize this form to suit our requirements using InfoPath
Share Point 2010 Related Interview Questions
|Web Services Interview Questions||XML Interview Questions|
|Share Point 2010 Interview Questions||ASP.NET Interview Questions|
|Share Point Administration Interview Questions||BizTalk Admin Interview Questions|
|Microsoft Office SharePoint Server (MOSS) Interview Questions||Biztalk Server Interview Questions|
|Asp Dot Net Mvc 4 Interview Questions||Biztalk Esb Toolkit Interview Questions|
|InfoPath Interview Questions|
Share Point 2010 Tutorial
The Microsoft Sharepoint 2010 Platform
Developing With Sharepoint 2010
Presentation Layer Overview
Client Object Model
Infopath Forms Services
Enterprise Content Management
User Interface Customization
Application Services Overview
Service Application Framework
Word Automation Services
Data Access Overview
Linq To Sharepoint And Spmetal
Business Connectivity Services
User Profiles And Social Data
Packaging And Deployment Model
All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd
Wisdomjobs.com is one of the best job search sites in India.