Microsoft Training Icon

Advanced Workflow Solutions with SharePoint


2 Days Classroom Session   |  
2 Days Live Online
Classroom Registration
Individual:
$1295.00
Group Rate:
$1195.00
(per registrant, 2 or more)
GSA Individual:
$945.35
Live Online Registration
Live Online:
$1295.00
Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

Request a Private Onsite Price Quote

Professional Credits

IIBA (CDU)

ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.

PMI (PDU)

Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    14.00 PMP/PgMP Technical PDUs
    5.00 PfMP Technical PDUs
    5.00 PMI-PBA Technical PDUs
    5.00 PMI-ACP Technical PDUs
    5.00 PMI-RMP Technical PDUs
    5.00 PMI-SP Technical PDUs

14
PMI PDUs
Certification
Overview

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.

In this course you will:

Use The Out-Of-The-Box Workflows.
Explore SharePoint 2013 Designer User Interface.
Learn Workflow Platform types available in SharePoint 2013/2016/Online
Create a SharePoint 2010 and 2013 Workflow
Create and Configure Stages, Steps, Actions, Conditions, and Events
List Workflows, Reusable Workflows, and Site Workflows
Learn Workflow Best Practices
Create and Configure Workflow Initiation Parameters and Variables
Use Workflow Data Sources and Lookups
Use Workflow in Visual Designer and Visio, and Microsoft Flow in Office 365
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Request a quote for private onsite training Request
Oct 29, 2020 – Oct 30, 2020    9:30am – 5:30pm Live Online Register
Nov 16, 2020 – Nov 17, 2020    8:30am – 4:30pm Live Online Register
Dec 17, 2020 – Dec 18, 2020    11:30am – 7:30pm Live Online Register
Jan 12, 2021 – Jan 13, 2021    10:30am – 5:30pm Live Online Register
Feb 16, 2021 – Feb 17, 2021    8:30am – 4:30pm Live Online Register
Feb 16, 2021 – Feb 17, 2021    8:30am – 4:30pm Boston, Massachusetts

Please call ASPE for location details
at 1-877-800-5221
Boston, MA 02101
United States

Register
Mar 22, 2021 – Mar 23, 2021    10:30am – 5:30pm Live Online Register
Apr 6, 2021 – Apr 7, 2021    8:30am – 4:30pm San Diego, California

Please call ASPE for location details
at 1-877-800-5221
San Diego, CA 92101
United States

Register
Apr 6, 2021 – Apr 7, 2021    11:30am – 7:30pm Live Online Register
May 18, 2021 – May 19, 2021    10:30am – 5:30pm Live Online Register
Jun 14, 2021 – Jun 15, 2021    8:30am – 4:30pm Chicago, Illinois

Please call ASPE for location details
at 1-877-800-5221
Chicago, IL 60601
United States

Register
Jun 14, 2021 – Jun 15, 2021    9:30am – 5:30pm Live Online Register
Jul 21, 2021 – Jul 22, 2021    8:30am – 4:30pm Live Online Register
Aug 10, 2021 – Aug 11, 2021    8:30am – 4:30pm Denver, Colorado

Please call ASPE for location details
at 1-877-800-5221
Denver, CO 80202
United States

Register
Aug 10, 2021 – Aug 11, 2021    10:30am – 6:30pm Live Online Register
Sep 20, 2021 – Sep 21, 2021    10:30am – 5:30pm Live Online Register
Oct 19, 2021 – Oct 20, 2021    8:30am – 4:30pm Live Online Register
Oct 19, 2021 – Oct 20, 2021    8:30am – 4:30pm Pittsburgh, Pennsylvania

Please call ASPE for location details
at 1-877-800-5221
Pittsburgh, PA 15201
United States

Register
Nov 17, 2021 – Nov 18, 2021    10:30am – 5:30pm Live Online Register
Dec 8, 2021 – Dec 9, 2021    8:30am – 4:30pm Dallas, Texas

Please call ASPE for location details
at 1-877-800-5221
Dallas, TX 75201
United States

Register
Course Outline

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

 

Who should attend

his 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
Pre-Requisites

Although it is not mandatory, students who have completed the self-paced Introduction to Custom Workflow in SharePoint Designer eLearning course have found it very helpful when completing this course.

0
1

Download the brochure