No-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio

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Overview

This No-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio training class is designed for the Power User, Collection Administrator, and Developers that want to learn the new SharePoint 2013 workflow development process using SharePoint Designer 2013, the Visual Designer, and Visio 2013.

This course is intended for all business professionals including IT professional, developers, managers, project leads, project managers, and team leads, but we do not expect coding skills, just thinking skills!

Goals
  1. Learn to explore SharePoint 2013 Designer User Interface.
  2. Learn to use Backstage View.
  3. Learn to create a Subsite.
  4. Learn to create a Site Template.
  5. Learn to delete a Subsite.
  6. Learn to create a SharePoint List.
  7. Learn to create a SharePoint Library.
  8. Learn to view Content Types.
  9. Learn to create a New Content Type.
  10. Learn to create a Site Column.
  11. Learn to add a Content Type to a List or Library.
  12. Learn to use The Out-Of-The-Box Workflows.
  13. Learn to use the Three-State Workflow.
  14. Learn to use the Approval Workflow.
  15. Learn to use the Collect Feedback.
  16. Learn to create a Workflow Lunch Request.
  17. Learn to create a Workflow with a Custom Message.
  18. Learn to create and Configure Workflow Parameters.
  19. Learn to create and Configure Stages, Steps, and Parallel Blocks.
  20. Learn to create and Configure Reusable Workflow.
  21. Learn to create and Configure State Machine Workflow.
  22. Learn to use a List as a Data Source.
  23. Learn to open a Workflow in Visual Designer.
  24. Learn to create a Workflow in Visual Designer.
Outline
  1. Course Overview
    1. Introduction
    2. Course Materials
    3. Facilities
    4. Prerequisites
    5. What We'll Be Discussing
  2. SharePoint 2013 Workflows
    1. What Is A Workflow?
    2. What Is New In SharePoint 2013 Workflows?
    3. The Main Building Blocks
    4. Activities
    5. Actions
    6. Workflow Forms
    7. Tasks
    8. Understanding Containers
    9. Types Of Workflows
    10. Sequential Workflow
    11. State Machine Workflow
    12. Flow Chart Workflow
    13. Workflow Associations And Subscriptions
    14. Workflow Visualizations
    15. Optional Module Topics
    16. SharePoint 2013 Workflows
      1. Exploring SharePoint 2013 Designer User Interface
      2. Backstage View
      3. Create a Subsite
      4. Create a Site Template
      5. Delete a Subsite
      6. Create a SharePoint List
      7. Create a SharePoint Library
      8. View Content Types
      9. Create a New Content Type
      10. Create a Site Column
      11. Adding a Content Type to a List or Library
  3. SharePoint 2013 Out-Of-The-Box Workflows
    1. Content Types
    2. Workflow Tasks Lists
    3. Out-Of-The-Box Workflows
    4. Disposition Approval
    5. Three-State
    6. Approval
    7. Collect Feedback
    8. Collect Signatures
    9. Publishing Approval
    10. Workflow Planning
    11. SharePoint 2013 Out-Of-The-Box Workflows
      1. Workflow Lunch Request
      2. Workflow with Custom Message
      3. Workflow Parameters 1
      4. Workflow Parameters 2
      5. Stages, Steps, and Parallel Blocks
      6. Reusable Workflow
      7. State Machine
      8. List as a Data Source
    1. Workflow Interop
    2. SharePoint 2013 Designer Workflow Interface
    3. Workflow Ribbon Commands
    4. Understanding the Workflow GUI
    5. Naming and Messages
    6. Workflow Parameters
    7. Stages, Steps and Parallel Blocks
    8. Reusable Workflows
    9. Workflow Associations and Subscriptions
    10. Workflow Best Practices
    11. SharePoint Designer 2013 Workflows
      1. Workflow Lunch Request
      2. Workflow with Custom Message
      3. Workflow Parameters 1
      4. Workflow Parameters 2
      5. Stages, Steps, and Parallel Blocks
      6. Reusable Workflow
      7. State Machine
      8. List as a Data Source
  4. Workflows Using SharePoint Designer 2013 and Visio 2013
    1. Comparing Text to Visual Designer
    2. SharePoint Designer 2013 Visual Designer
    3. Errors in Workflows with Visio 2013
    4. Packaging Workflows
    5. Lab 1: Workflows Using SharePoint Designer 2013 and Visio 2013
      1. Open a Workflow in Visual Designer
      2. Create a Workflow in Visual Designer
  5. Concept Reinforcement Scenarios
    1. Scenario 1
    2. Scenario 2
    3. Scenario 3
    4. Scenario 4
    5. Scenario 5 (Extra Credit – No Solution)
    6. Lab 1: Concept Reinforcement Scenarios
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this SharePoint class:

  • Basic computer skills.
  • Knowledge of what you want to do either now or in the future with SharePoint 2013 workflows.
Preparing for Class

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