Microsoft SharePoint 2013 Custom Workflows for End Users - Core Skills

2 Day Course
Hands On
Code QASPWF13L1

This course has been retired. Please view currently available Microsoft Sharepoint Training Courses.

Modules

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Introduction to Workflows (5 topics)

  • What are Workflows?
  • The Out of the Box (OOTB) Workflows Available in SharePoint
  • Working with the Approval OOTB Workflow
  • Managing a Workflow
  • Limitations of Using Built In Workflows

Principles of using SharePoint Designer (4 topics)

  • Opening your site in SharePoint Designer
  • The SharePoint Designer 2013 Interface
  • Working with Lists and Libraries using Designer
  • Adding and Editing List Columns

List Workflows using the SharePoint 2010 Workflow Template (7 topics)

  • Why use workflows based on the 2010 Workflow Template?
  • The Workflow Interface in SharePoint Designer
  • Creating a List Workflow
  • Using the Workflow Editor Interface
  • Use Variables and Workflow Lookup Data within a Send an Email Action
  • Publishing a Workflow
  • Running a Workflow

List Workflows using the SharePoint 2013 Workflow Template (8 topics)

  • The SharePoint 2013 Workflow Infrastructure
  • Creating a Workflow based on the SharePoint 2013 Workflow Template
  • The SharePoint Designer 2013 Workflow Interface
  • Working with Stages in a SharePoint 2013 Workflow
  • Conditions
  • Actions
  • Using the Transition to Stage feature
  • Additional Features

Workflow Tasks and Initiation Forms (9 topics)

  • Workflow Task Actions
  • The Assign a To-Do Item Task (2010 Template)
  • The Collect Data from a User Task (2010 Template)
  • Creating Cross List Lookups using Workflow Variables
  • The Assign a Form to a Group Task (2010 Template)
  • In Sequence and Parallel Tasks
  • Tasks Assigned to a SharePoint Group
  • The Assign a Task Action (2013 Template)
  • Using Custom Initiation Forms

Utilising Data in Workflows (8 topics)

  • Using Calculations in Workflows
  • Update Data in the Current List
  • Look Up Data from Other SharePoint Lists
  • Create Items in Other SharePoint Lists
  • Update Data in Other SharePoint Lists
  • Copy and Delete Data
  • Obtain User Profile Data
  • The SharePoint Workflow Interop

Creating Workflow Action Commands (3 topics)

  • Custom Images for Action Buttons
  • Creating Custom Action Commands for a SharePoint Ribbon
  • Creating Custom Action Commands for the List Item Menu

Prerequisites

  • A basic understanding of Windows XP, Vista, Windows 7 or Windows 8.
  • Experience using Internet Explorer or an equivalent browser.
  • Experience with or have attended the Microsoft SharePoint 2013 Skills for End User Site Administrators.
  • Has an understanding of what is expected of them by their organisation on what business systems or processes need automation.

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.

Additional Learning

The courses below may help you meet the knowledge level required to take this course.

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