SharePoint at Work: Creating a Workflow in SharePoint Designer

This course covers the fundamentals on how to create a SharePoint workflow in SharePoint Designer. This course applies to SharePoint 2010, 2013, 2016 as well as SharePoint Online in Office 365.
Course info
Rating
(81)
Level
Beginner
Updated
Jan 29, 2016
Duration
3h 4m
Table of contents
Description
Course info
Rating
(81)
Level
Beginner
Updated
Jan 29, 2016
Duration
3h 4m
Description

One of the big advantages of implementing SharePoint in the enterprise is process automation. By using Out of the box workflows as well as easy to create custom SharePoint Designer Workflows, Power Users are able to automate processes, avoid repetitive tasks, and boost team productivity. In this course, students will learn what workflows are, the workflows that Microsoft included in SharePoint that can easily be created directly from the SharePoint UI as well as, how to create their own custom workflows using the simple, but powerful, SharePoint Designer tool. This course applies to SharePoint 2010, 2013, 2016, and even SharePoint Online in Office 365, so chances are it applies to your company's SharePoint deployment.

About the author
About the author

Vlad is a SharePoint and Office 365 Consultant specializing in SharePoint and SharePoint Online deployments as well as hybrid scenarios. As a Pluralsight Author, Microsoft Certified Trainer, and recognized international speaker, Vlad has helped thousands of users and IT Pros across the globe to better understand and to get the most out of SharePoint. Vlad is also a Microsoft Most Valuable Professional (MVP) in SharePoint since 2013 and has his own blog at www.absolute-sharepoint.com and he often shares his knowledge by speaking at local conferences and community events. Vlad also blogs at CMSWire as well as Computerworld and is often featured in other Microsoft sites such as Redmond Channel Partner. In Addition, Vlad is the recipient of the "Top 25 Office 365 Influencers" award, showcasing him as one of the most influential Office 365 specialists in 2015 demonstrating his expertise and passion for Microsoft's shift towards the cloud in the past years.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hello everyone my name is Vlad Catrinescu and I would like to welcome you to my course on Creating a Workflow in SharePoint Designer. Let me present myself, I'm an independent consultant from Montreal, Canada as well as a SharePoint server MVP. Why learn SharePoint designer workflows? Well as you know one of the benefits of SharePoint is business automation using workflows. With SharePoint workflows, you can save both time and money as well as make sure that all your processes are consistent. The best part is that by using SharePoint designer, you don't need to have access to this SharePoint server or have advanced SharePoint knowledge to start automating processes. Some of the major topics that we will include cover out-of-the-box SharePoint workflows, SharePoint designer 2010 mode workflows, SharePoint designer 2013 mode workflows, as well as the integration between SharePoint designer and Microsoft Visio. By the end of this course, you'll be able to create your own awesome workflows in SharePoint. This course applies to users of SharePoint 2010 2013, 2016, as well as SharePoint online. Before beginning this course, the only thing that you need to be familiar with is the basics of SharePoint such as adding a list item, knowing your way around the ribbon, and that's all. I hope you'll join me on this journey to learn workflows with the creating a workflow in SharePoint designer course at Pluralsight.

Visio Integration
Hello everyone and welcome to this course on Creating a Workflow in SharePoint Designer. My name is Vlad Catrinescu and I will be your instructor for this course. In this module we'll talk about integration between SharePoint Designer and Visio. We'll first start with looking at what we can do and what are some pre-requirements to making it work. We will then look at how we can create workflows in Visio to be used in SharePoint Designer later and afterwards we will look at how to take an existing SharePoint Designer workflow and export it to Visio. So the first thing you need to know is that you need Visio Professional to be able to use all the integration features. The standard version doesn't cut it. There are two main things that you can do, the first one is creating workflows in Visio and in exporting the Visio diagram to be used in SharePoint Designer. And the second one being creating workflows in SharePoint Designer from the start and then exporting them to Visio for documentation. Both of those actions, as you will see, are really easy to use, and options for both SharePoint Designer and Visio can be found directly in the ribbon. There isn't a lot of theory we can say about this module, so in this module there will be a lot of demos, which I'm sure you will enjoy a lot more than slides.