This document provides an overview of creating workflows in SharePoint 2010 using Visio, InfoPath and SharePoint Designer. It discusses the prerequisites and tools needed to build SharePoint workflows. Some example workflow scenarios are described such as purchase order processing, asset tracking, and document approval processes. The presentation demonstrates how to create workflows visually using Visio and transfer them to SharePoint Designer. It also shows how to edit InfoPath forms and add business logic using SharePoint Designer and InfoPath.
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Overview: Creating Workflows with Visio, InfoPath and SharePoint Designer 2010
1. Overview: Creating Workflows with Visio, InfoPath and SharePoint Designer 2010 Ridwan Sassman Lead SharePoint Consultant http://red1s.spaces.live.com/ Twitter: reiqwan
2. Who am I? Microsoft Office SharePoint Server MCTS Lead SharePoint Consultant/Solution Architect for SharepointKonsult Working with SharePoint technologies since V. 2003
3. What will we be going through? Rapidly creating SharePoint 2010 Workflows using Visio SharePoint Designer InfoPath
4. Prerequisites to this presentation Understanding a workflow Understanding SharePoint Workflows
5. Tools to build SharePoint Workflow Out-of-Box Workflows SharePoint Designer 2010 Rules based Declarative Workflows
6. Workflow Scenarios LOB Integration Microsoft Visual Studio and workflow SDK Purchase Order Processing Product lifecycle management Custom Tracking Apps Service Requests Asset Tracking SharePoint Designer workflows Complexity Structured Ad Hoc Document Processes Weekly Status Report Custom Form Actions Email Notification Out-of-the-Box (via SharePoint GUI) Routing & Approval Review Approval Signature collection Application Task and Issue Tracking
7. BA's / IT Pro's can now start by creating Workflows in Visio