Professional Workflow in SharePoint 2010.pdf

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Professional Workflow in SharePoint® 2010: Real World Business Workflow Solutions

Contents

Foreword

Introduction

Chapter 1: Introduction to Sharepoint 2010 Workflow

Expanding the Circle of Trust

Patterns

Business Patterns

Technical Patterns

What's New in SharePoint 2010 Workflow

Conclusion

Chapter 2: Workflow Basics

Getting Started

What You Need

Create the "Hello, World" Solution

Concepts and Definitions

What Is SharePoint Designer?

Core Workflow Concepts

Content Types

Software Development Life Cycle

Designing Business Solutions

Interviews

Swim Lane Diagrams

Reusable Patterns

Knowing SharePoint Designer's Limits

Summary

Chapter 3: HR On-Boarding

What Is the HR On-Boarding Process?

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

High-Level Solution

Solution Overview

Swim Lane Diagrams

Technical Implementation Overview

Detailed Technical Implementation

Setup

Create Workflows

Advanced Topics

Dashboards

Delegation

Data Cleanup

Summary

Chapter 4: Helpdesk Ticketing

What Is the Helpdesk Ticketing Process?

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

High-Level Solution

Solution Overview

Swim Lane Diagrams

Technical Implementation Overview

Detailed Technical Implementation

Setup

Create Workflows

Managing the Process

Summary

Chapter 5: Time Off Management

What Is the Time Off Management Process?

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

High-Level Solution

Solution Overview

Swim Lane Diagrams

Technical Implementation Overview

Detailed Technical Implementation

Setup

Content Types Summary

Custom Lists

Create Workflow

Auditing

Managing the Process

Summary

Chapter 6: Interview Scheduling

What Is the Interview Scheduling Process?

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

Requirements Summary

High-Level Solution

Solution Overview

Swim Lane Diagram

Technical Implementation Overview

Detailed Technical Implementation

Setup

Content Types Summary

Create Workflows

Create the Dashboard

Extending the Solution

Summary

Chapter 7: Facilities Management

What Is the Facilities Management Process?

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

High-Level Solution

Solution Overview

Swim Lane Diagrams

Technical Implementation Overview

Detailed Technical Implementation

Setup

Create Workflows

Managing the Process

Summary

Chapter 8: Enterprise: Authorization for Capital Expenditure

What Is Authorization for Capital Expenditure?

Estimates

Decision-Making Process

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

High-Level Solution

Solution Overview

CAPEX Expenditure Decision Swim Lane Diagrams

Technical Implementation Overview

Detailed Technical Implementation

Setup

Create Workflows

Summary

Chapter 9: Marketing Contact Management

The Anonymous Contact Us Form

Facts

Website Myths

Golden Rules

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

High-Level Solution

Solution Overview

An Anonymous Form Submission Process

Technical Implementation Overview

Content Types

SharePoint Lists

Detailed Technical Implementation

Setup

Lists

Create Workflows

Summary

Chapter 10: R& D Gateway Process

What Is the R& D ( Research and Development) Gateway?

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

High-Level Solution

Solution Overview

Swimlane Diagram

Technical Implementation Overview

Detailed Technical Implementation

Setup

Create Workflows

Summary

Chapter 11: Enhancing the User Interface

How to Build Great User Interfaces

Enhancement Techniques in Detail

InfoPath

Data View Web Part

jQuery

Summary

Chapter 12: Custom Activities

The What, Why, and How of Custom Activities

What Is a Custom Activity?

Why Create a Custom Activity?

What Tools Do You Need to Create a Custom Activity?

The Business Scenario

Technical Overview

SharePoint Designer

Actions File

Web.config

The .NET Assembly

Detailed Walk-Through: Create a Custom Activity

Creating the Custom Activity Project

Create a Deployment Project

Deploy, Test, and Debug — Part 1

Error Scenarios and Fixes

Finishing the Logic

Advanced Topics

Troll for Ideas

Debugging Workflows

Automatically Update web.config

Summary

Chapter 13: Site Governance

What Is Site Governance?

Problem Class

Technical Patterns

Business Patterns

Business Problem Description

Requirements Discussion

Actors

Actions

Challenges

Requirements Summary

High Level Solution

Solution Overview

Swim Lane Diagrams

Technical Implementation Overview

Content Types

Custom Lists

Workflow

Custom Activity

SharePoint Time Job

Dashboard

Detailed Technical Implementation

Setup

Custom Activity

Timer Job

Workflows

Create the Dashboard

Extending the Solution

Auditing

Identifying Abandoned Sites

Archiving Versus Deleting

Security Considerations

Parameter-Driven Timer Job

Summary

Index

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PROFESSIONAL WORKFLOW IN SHAREPOINT® 2010 FOREWORD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv CHAPTER 1 Introduction to SharePoint 2010 Workﬂ ow . . . . . . . . . . . . . . . . . . . . . . . . . .1 CHAPTER 2 Workﬂ ow Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 CHAPTER 3 HR On-Boarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 CHAPTER 4 Helpdesk Ticketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 CHAPTER 5 Time Off Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81 CHAPTER 6 Interview Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 CHAPTER 7 Facilities Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 CHAPTER 8 Enterprise: Authorization for Capital Expenditure . . . . . . . . . . . . . . . . . 165 CHAPTER 9 Marketing Contact Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 CHAPTER 10 R&D Gateway Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 CHAPTER 11 Enhancing the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257 CHAPTER 12 Custom Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285 CHAPTER 13 Site Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311 INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337 ffirs.indd i ffirs.indd i 10/15/11 9:19:24 AM 10/15/11 9:19:24 AM

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PROFESSIONAL Workﬂ ow in SharePoint® 2010 ffirs.indd iii ffirs.indd iii 10/15/11 9:19:25 AM 10/15/11 9:19:25 AM

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PROFESSIONAL Workﬂ ow in SharePoint® 2010 REAL WORLD BUSINESS WORKFLOW SOLUTIONS Paul J. Galvin Udayakumar Ethirajulu John Wiley & Sons, Inc. ffirs.indd v ffirs.indd v 10/15/11 9:19:25 AM 10/15/11 9:19:25 AM

Professional Workﬂ ow in SharePoint® 2010: Real World Business Workﬂ ow Solutions Published by John Wiley & Sons, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2012 by John Wiley & Sons, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-61788-5 ISBN: 978-1-118-21972-0 (ebk) ISBN: 978-1-118-21971-3 (ebk) ISBN: 978-1-118-21973-7 (ebk) Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions. Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and speciﬁ cally disclaim all warranties, including without limitation warranties of ﬁ tness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read. For general information on our other products and services please contact our Customer Care Department within the United States at (877) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002. Wiley also publishes its books in a variety of electronic formats and by print-on-demand. Not all content that is available in standard print versions of this book may appear or be packaged in all book formats. If you have purchased a version of this book that did not include media that is referenced by or accompanies a standard print version, you may request this media by visiting http://booksupport.wiley.com. For more information about Wiley products, visit us at www.wiley.com. Library of Congress Control Number: 2011939654 Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Wrox Programmer to Programmer, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its afﬁ liates, in the United States and other countries, and may not be used without written permission. SharePoint is a registered trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc., is not associated with any product or ven- dor mentioned in this book. ffirs.indd vi ffirs.indd vi 10/15/11 9:19:25 AM 10/15/11 9:19:25 AM

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