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Advanced Workflow Solutions with SharePoint

Across the enterprise, teams use Microsoft SharePoint sites to collaborate on documents and share information. You want to build SharePoint solutions that improve the productivity and efficiency of your organization, but you don’t want to write code. Where do you start?

With Microsoft SharePoint Designer, you can design no-code workflow solutions that manage simple to more complex business processes in an organization. Workflows add logic to both system and human processes. Workflows for system processes might update one data source when another data source changes. Workflows for human processes might send a document, such as an expense report, to an employee's manager for approval, and, if approved, on to the accounting department for processing.

This course is designed for the Power User, Site Owner, Site Collection Administrator, and Developer who want to learn to create custom SharePoint workflow solutions using SharePoint Designer, Visual Designer, and Visio. All on-premises SharePoint farms (2013, 2016, 2019) maintain and will continue to support the current workflow models using SharePoint Designer.

If you work in SharePoint Online, Microsoft is retiring the current out-of-the-box workflows and SharePoint Designer workflows from the online platform starting in November 2020. SharePoint Designer 2013 workflows will still be supported, but Microsoft recommends customers move to Power Automate or other supported solutions. If you work in SharePoint Online, please review and consider taking our Power Automate Workshop.

Available formats for this course
In-Person
Live Online
Corporate
Corporate Online
Duration
2 days/16 hours of instruction

Starting at: $1295

Get the full details on this course Download the .PDF Brochure

Part 1: Introduction to Business Process Automation using Workflow

1.Out-Of-The-Box Workflows

-Approval Workflow
-Feedback Workflow
-Digital Signatures Workflow
-Three State Workflow
-Publishing Workflow
-Disposition Workflow

2.Workflow Settings

i.Association Forms

1.Workflow Template
2.Task List
3.History List

-Workflow Initiation Parameters

1.Adding Users to Workflows
2.Due Dates
3.Duration Per Task
4.Content Approval

3.Workflow administration

-Manually Starting a Workflow by an Authenticated User

4.Workflow Creation from the Web Browser

-List/Library Workflows
-Content Type Workflows
-Site Workflows

5.Complete a Workflow Task

-Office Applications
-Outlook
-SharePoint Sites

6.Workflow Status

Part 2: Lab – Using Out-of-the-box Workflows

1.Creating List/Library Workflows

-Creating an Approval Workflow
-Creating a Feedback Workflow

2.Creating Content Type Workflows

-Creating a Digital Signature Workflow
-Creating a Three-State Workflow

3.Creating Site Workflows

Part 3: Creating Custom Workflows with SharePoint Designer

1.Explore SharePoint Designer 2013 User Interface

2.Workflow Platforms available in SharePoint 2013/2016/Online

3.List Workflows, Reusable Workflows, and Site Workflows

4.SharePoint 2010 Custom Workflows

-Create Rules Based Workflows

A.Steps
B.Actions
C.Conditions
D.Events

5.SharePoint 2013 Custom Workflows

-Changes from 2010 Custom Workflows
-Create Rules Based Workflows

A.Stages
B.Actions
C.Conditions
D.Events
E.Loops

6.Workflow Best Practices

-Comments, Log to History List, Parallel Blocks, If/Else If Branches

Part 4: Lab – Creating Custom Workflow with SharePoint Designer

1.Workflow Basics and Settings
2.Creating a 2010 Custom Workflow
3.Creating a 2013 Custom Workflow

5.Advanced Workflow Topics

1.Email Customization

-Layout, Markup, and Branding

2.Creating Custom Workflow Forms

-Modifying Forms Used in SharePoint Workflows

3.Initiation Forms 

-Collection Information from Users to Reference in Workflows

4.Workflow Variables 

-Creating Reusable Content in Word for use in Workflows

E.Workflows and Quick Parts

Part 6: LAB – Advanced Workflow Topics

1.Working with Advanced Workflow Topics

-Email Customization
-Creating Custom Workflow Forms
-Initiation Forms with Workflow
-Workflow Variables

Part 7: Customizing Out-Of-The-Box Workflows

1.Feedback workflow
2.Approval workflow

Part 8: Lab – Modify out-Of-The-Box Approval Workflow

1.Approval workflow

Part 9: Visio Workflow

1.SharePoint Designer 2013 Workflow in Visual Designer
2.Custom Workflows with Visio Professional

10.Lab 5: Visio Workflow

11.Flow for Office 365 Workflows

1.Intro to Flow
2.Application and Service Integration with Flow
3.Creating and Administering Flow

-Flow Templates
-Flow Basics

A.Services 
B.Triggers 
C.Actions 
D.Conditions 
E.Loops

-Build a Flow

Part 12: Lab – Create a Flow

1.Building Flows

A.Services 
B.Triggers 
C.Actions 
D.Conditions 
E.Loops

2.Managing Flows

13.Azure Workflow

 

This course is intended for all SharePoint business professionals using SharePoint on-premise 2010 to 2019 including:

  • IT professionals
  • Power users
  • Site Owners
  • Team leads and supervisors
  • Business analysts
  • Project managers
  • Project leads
  • Developers
  • Content editors
  • Information managers
  • Site administrators
  • Site collection administrators

Advanced Workflow Solutions with SharePoint Schedule

Location
Date
Price
Register
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Live, Online Training
Oct 29th - 30th 9:30am - 5:30pm ET
$1295
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Live, Online Training
Nov 16th - 17th 8:30am - 4:30pm ET
$1295
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Live, Online Training
Dec 17th - 18th 11:30am - 7:30pm ET
$1295
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Live, Online Training
Jan 12th - 13th 10:30 AM - 5:30 PM ET
$1295
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Live, Online Training
Feb 16th - 17th 8:30 AM - 4:30 PM ET
$1295
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Boston, MA
Feb 16th - 17th 8:30 AM - 4:30 PM Local Time
$1295
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Live, Online Training
Mar 22nd - 23rd 10:30 AM - 5:30 PM ET
$1295
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San Diego, CA
Apr 6th - 7th 8:30 AM - 4:30 PM Local Time
$1295
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Live, Online Training
Apr 6th - 7th 11:30 AM - 7:30 PM ET
$1295
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Live, Online Training
May 18th - 19th 10:30 AM - 5:30 PM ET
$1295
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Live, Online Training
Jun 14th - 15th 9:30 AM - 5:30 PM ET
$1295
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Chicago, IL
Jun 14th - 15th 8:30 AM - 4:30 PM Local Time
$1295
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Live, Online Training
Jul 21st - 22nd 8:30 AM - 4:30 PM ET
$1295
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Live, Online Training
Aug 10th - 11th 10:30 AM - 6:30 PM ET
$1295
CPSFDC\Entity\Session::__set_state(array( 'sfId' => 'a011G00000VNPXyQAP', 'startDate' => '2021-08-10', 'startTime' => '8:30 AM', 'endDate' => '2021-08-11', 'endTime' => '4:30 PM', 'name' => '972005DEN', 'standardCourseFee' => 1295.0, 'courseId' => 'SPWORKFLOW', 'course' => 'a0037000008lIjTAAU', 'courseSfId' => 'a0037000008lIjTAAU', 'courseName' => 'Advanced Workflow Solutions with SharePoint', 'instructorId' => '85388', 'instructorSfId' => 'a0237000001Y4RDAA0', 'instructorDisplayName' => 'TBD', 'instructorName' => 'TBD', 'locationCode' => 'DEN', 'sessionStatus' => 'O', 'city' => 'Denver, CO', 'state' => 'CO', 'cityState' => 'Denver, CO', 'locationSfId' => 'a0637000000tn3mAAA', 'subjectSfId' => 'a051G00000Jso4mQAB', 'subjectName' => 'Microsoft', 'specialitySfId' => 'a051G00000Jso4rQAB', 'specialityName' => 'SharePoint', 'expertiseSfId' => 'a051G00000JsoC1QAJ', 'expertiseName' => NULL, 'certificationSfId' => NULL, 'certificationBody' => NULL, 'certificationName' => NULL, 'pdus' => NULL, 'deliveryModalities' => array ( 0 => 'In-Person', 1 => 'Live Online', ), ))
Denver, CO
Aug 10th - 11th 8:30 AM - 4:30 PM Local Time
$1295
CPSFDC\Entity\Session::__set_state(array( 'sfId' => 'a011G00000VNPXzQAP', 'startDate' => '2021-09-20', 'startTime' => '10:30 AM', 'endDate' => '2021-09-21', 'endTime' => '5:30 PM', 'name' => '972005VCL03', 'standardCourseFee' => 1295.0, 'courseId' => 'SPWORKFLOW', 'course' => 'a0037000008lIjTAAU', 'courseSfId' => 'a0037000008lIjTAAU', 'courseName' => 'Advanced Workflow Solutions with SharePoint', 'instructorId' => '85388', 'instructorSfId' => 'a0237000001Y4RDAA0', 'instructorDisplayName' => 'TBD', 'instructorName' => 'TBD', 'locationCode' => 'VCL', 'sessionStatus' => 'O', 'city' => 'Live Online Training', 'state' => NULL, 'cityState' => 'Live, Online Training', 'locationSfId' => 'a0637000000tn2hAAA', 'subjectSfId' => 'a051G00000Jso4mQAB', 'subjectName' => 'Microsoft', 'specialitySfId' => 'a051G00000Jso4rQAB', 'specialityName' => 'SharePoint', 'expertiseSfId' => 'a051G00000JsoC1QAJ', 'expertiseName' => NULL, 'certificationSfId' => NULL, 'certificationBody' => NULL, 'certificationName' => NULL, 'pdus' => NULL, 'deliveryModalities' => array ( 0 => 'In-Person', 1 => 'Live Online', ), ))
Live, Online Training
Sep 20th - 21st 10:30 AM - 5:30 PM ET
$1295
CPSFDC\Entity\Session::__set_state(array( 'sfId' => 'a011G00000VNPY0QAP', 'startDate' => '2021-10-19', 'startTime' => '8:30 AM', 'endDate' => '2021-10-20', 'endTime' => '4:30 PM', 'name' => '972006VCL', 'standardCourseFee' => 1295.0, 'courseId' => 'SPWORKFLOW', 'course' => 'a0037000008lIjTAAU', 'courseSfId' => 'a0037000008lIjTAAU', 'courseName' => 'Advanced Workflow Solutions with SharePoint', 'instructorId' => '85388', 'instructorSfId' => 'a0237000001Y4RDAA0', 'instructorDisplayName' => 'TBD', 'instructorName' => 'TBD', 'locationCode' => 'VCL', 'sessionStatus' => 'O', 'city' => 'Live Online Training', 'state' => NULL, 'cityState' => 'Live, Online Training', 'locationSfId' => 'a0637000000tn2hAAA', 'subjectSfId' => 'a051G00000Jso4mQAB', 'subjectName' => 'Microsoft', 'specialitySfId' => 'a051G00000Jso4rQAB', 'specialityName' => 'SharePoint', 'expertiseSfId' => 'a051G00000JsoC1QAJ', 'expertiseName' => NULL, 'certificationSfId' => NULL, 'certificationBody' => NULL, 'certificationName' => NULL, 'pdus' => NULL, 'deliveryModalities' => array ( 0 => 'In-Person', 1 => 'Live Online', ), ))
Live, Online Training
Oct 19th - 20th 8:30 AM - 4:30 PM ET
$1295
CPSFDC\Entity\Session::__set_state(array( 'sfId' => 'a011G00000VNPY1QAP', 'startDate' => '2021-10-19', 'startTime' => '8:30 AM', 'endDate' => '2021-10-20', 'endTime' => '4:30 PM', 'name' => '972006PIT', 'standardCourseFee' => 1295.0, 'courseId' => 'SPWORKFLOW', 'course' => 'a0037000008lIjTAAU', 'courseSfId' => 'a0037000008lIjTAAU', 'courseName' => 'Advanced Workflow Solutions with SharePoint', 'instructorId' => '85388', 'instructorSfId' => 'a0237000001Y4RDAA0', 'instructorDisplayName' => 'TBD', 'instructorName' => 'TBD', 'locationCode' => 'PIT', 'sessionStatus' => 'O', 'city' => 'Pittsburgh, PA', 'state' => 'PA', 'cityState' => 'Pittsburgh, PA', 'locationSfId' => 'a0637000000tn6tAAA', 'subjectSfId' => 'a051G00000Jso4mQAB', 'subjectName' => 'Microsoft', 'specialitySfId' => 'a051G00000Jso4rQAB', 'specialityName' => 'SharePoint', 'expertiseSfId' => 'a051G00000JsoC1QAJ', 'expertiseName' => NULL, 'certificationSfId' => NULL, 'certificationBody' => NULL, 'certificationName' => NULL, 'pdus' => NULL, 'deliveryModalities' => array ( 0 => 'In-Person', 1 => 'Live Online', ), ))
Pittsburgh, PA
Oct 19th - 20th 8:30 AM - 4:30 PM Local Time
$1295
CPSFDC\Entity\Session::__set_state(array( 'sfId' => 'a011G00000VNPY2QAP', 'startDate' => '2021-11-17', 'startTime' => '10:30 AM', 'endDate' => '2021-11-18', 'endTime' => '5:30 PM', 'name' => '972006VCL02', 'standardCourseFee' => 1295.0, 'courseId' => 'SPWORKFLOW', 'course' => 'a0037000008lIjTAAU', 'courseSfId' => 'a0037000008lIjTAAU', 'courseName' => 'Advanced Workflow Solutions with SharePoint', 'instructorId' => '85388', 'instructorSfId' => 'a0237000001Y4RDAA0', 'instructorDisplayName' => 'TBD', 'instructorName' => 'TBD', 'locationCode' => 'VCL', 'sessionStatus' => 'O', 'city' => 'Live Online Training', 'state' => NULL, 'cityState' => 'Live, Online Training', 'locationSfId' => 'a0637000000tn2hAAA', 'subjectSfId' => 'a051G00000Jso4mQAB', 'subjectName' => 'Microsoft', 'specialitySfId' => 'a051G00000Jso4rQAB', 'specialityName' => 'SharePoint', 'expertiseSfId' => 'a051G00000JsoC1QAJ', 'expertiseName' => NULL, 'certificationSfId' => NULL, 'certificationBody' => NULL, 'certificationName' => NULL, 'pdus' => NULL, 'deliveryModalities' => array ( 0 => 'In-Person', 1 => 'Live Online', ), ))
Live, Online Training
Nov 17th - 18th 10:30 AM - 5:30 PM ET
$1295
CPSFDC\Entity\Session::__set_state(array( 'sfId' => 'a011G00000VNPY3QAP', 'startDate' => '2021-12-08', 'startTime' => '9:30 AM', 'endDate' => '2021-12-09', 'endTime' => '5:30 PM', 'name' => '972006VCL03', 'standardCourseFee' => 1295.0, 'courseId' => 'SPWORKFLOW', 'course' => 'a0037000008lIjTAAU', 'courseSfId' => 'a0037000008lIjTAAU', 'courseName' => 'Advanced Workflow Solutions with SharePoint', 'instructorId' => '85388', 'instructorSfId' => 'a0237000001Y4RDAA0', 'instructorDisplayName' => 'TBD', 'instructorName' => 'TBD', 'locationCode' => 'VCL', 'sessionStatus' => 'O', 'city' => 'Live Online Training', 'state' => NULL, 'cityState' => 'Live, Online Training', 'locationSfId' => 'a0637000000tn2hAAA', 'subjectSfId' => 'a051G00000Jso4mQAB', 'subjectName' => 'Microsoft', 'specialitySfId' => 'a051G00000Jso4rQAB', 'specialityName' => 'SharePoint', 'expertiseSfId' => 'a051G00000JsoC1QAJ', 'expertiseName' => NULL, 'certificationSfId' => NULL, 'certificationBody' => NULL, 'certificationName' => NULL, 'pdus' => NULL, 'deliveryModalities' => array ( 0 => 'In-Person', 1 => 'Live Online', ), ))
Live, Online Training
Dec 8th - 9th 9:30 AM - 5:30 PM ET
$1295
CPSFDC\Entity\Session::__set_state(array( 'sfId' => 'a011G00000VNPY4QAP', 'startDate' => '2021-12-08', 'startTime' => '8:30 AM', 'endDate' => '2021-12-09', 'endTime' => '4:30 PM', 'name' => '972006DAL', 'standardCourseFee' => 1295.0, 'courseId' => 'SPWORKFLOW', 'course' => 'a0037000008lIjTAAU', 'courseSfId' => 'a0037000008lIjTAAU', 'courseName' => 'Advanced Workflow Solutions with SharePoint', 'instructorId' => '85388', 'instructorSfId' => 'a0237000001Y4RDAA0', 'instructorDisplayName' => 'TBD', 'instructorName' => 'TBD', 'locationCode' => 'DAL', 'sessionStatus' => 'O', 'city' => 'Dallas, TX', 'state' => 'TX', 'cityState' => 'Dallas, TX', 'locationSfId' => 'a0637000000tn6GAAQ', 'subjectSfId' => 'a051G00000Jso4mQAB', 'subjectName' => 'Microsoft', 'specialitySfId' => 'a051G00000Jso4rQAB', 'specialityName' => 'SharePoint', 'expertiseSfId' => 'a051G00000JsoC1QAJ', 'expertiseName' => NULL, 'certificationSfId' => NULL, 'certificationBody' => NULL, 'certificationName' => NULL, 'pdus' => NULL, 'deliveryModalities' => array ( 0 => 'In-Person', 1 => 'Live Online', ), ))
Dallas, TX
Dec 8th - 9th 8:30 AM - 4:30 PM Local Time
$1295

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