Microsoft SharePoint Server 2010 Custom Workflow Training Course
Audience : This course is aimed at more advanced users of SharePoint who wish to create custom workflows using SharePoint Designer 2010.
Duration : 3 Days
Course Description : This course covers the basic requirements to work with SharePoint Designer and start building custom workflows. This Training Course will help demonstrate how non code workflows can save time and money. This course can be completed with the Forms Course to complete the line of Business Workflows you may be wishing to create.
Further Learning : If you are create LOB processes in SharePoint 2010 it might be worth completing our SharePoint 2010 InfoPath Form Training Course.
Courseware : Courseware will be provided electronically.
Topics covered during the course:
Module 1 – Overview of Workflows
Topic A – What are Workflows
Topic B – Alternate Workflow Products
Topic C – How Workflows Run in SharePoint
Module 2 – Working with OTB Workflows
Topic A – Configuring and Running the Approval Workflow
Topic B – Configuring and Running the Feedback Workflow
Topic C – Limitations of Using Built In Workflows
Module 3 – SharePoint Designer Custom Workflows
Topic A – Opening SharePoint Designer
Topic B – Understand the Different Types of Workflow
Topic C – Creating a List Workflow
Topic D – Steps, Conditions and Actions
Topic E – Publishing a Workflow
Topic F – Running a Workflow
Module 4 – Workflow Tasks and Initiation Forms
Workflow Task Actions
Topic A – The Assign a To-Do Item Task
Topic B – The Collect Data from a User Task
Topic C – The Assign a Form to a Group Task
Module 5 – Data Action Workflows
Topic A – Look Up Data from Other SharePoint Lists
Topic B – Create Items in Other SharePoint Lists
Topic C – Update Data in Other SharePoint Lists
Topic D – Using Calculations in Workflows
Module 6 – Managing Items and Documents using Workflows
Topic A – Check In and Check Out
Topic B – Delete Drafts and Previous Document Versions
Topic C – Declare and Undeclare a Record
Module 7 – Reusable and Site Workflows
Topic A – Reusable Workflows
Topic B – Globally Reusable Workflows
Topic C – Site Workflows
Module 8 – Using Visio to create SharePoint Workflows
Topic A – How to enable the Visual Designer
Topic B – How to Create a Flowchart in Visio
Topic C – How to Import from Visio
Topic D – How to Export to Visio
Booking This Course
If you wish to discuss or ask an questions in regards to this course our team can be contacted at [email protected] and we will be happy to discuss your requirements.