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Advanced Workflow Solutions with SharePoint

2 Days Classroom Session   |  
2 Days Live Online
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This course can be tailored to your needs for private, onsite delivery at your location.

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Professional Credits


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.


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


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. SharePoint Online and SharePoint 2016 maintain the same functionality as SharePoint 2013 for workflows and continue to use SharePoint Designer 2013.

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
Aug 15, 2019 – Aug 16, 2019    8:30am – 4:30pm Live Online Register
Sep 12, 2019 – Sep 13, 2019    8:30am – 4:30pm Austin, Texas

Embassy Suites Austin Central
5901 North IH-35
Frontage Rd
Austin, TX 78723
United States

Sep 12, 2019 – Sep 13, 2019    9:30am – 5:30pm Live Online Register
Oct 17, 2019 – Oct 18, 2019    8:30am – 4:30pm Live Online Register
Oct 17, 2019 – Oct 18, 2019    8:30am – 4:30pm Columbia, Maryland

Homewood Suites by Hilton
8320 Benson Drive
Columbia, MD 21045
United States

Nov 12, 2019 – Nov 13, 2019    8:30am – 4:30pm Live Online Register
Nov 12, 2019 – Nov 13, 2019    8:30am – 4:30pm Atlanta, Georgia

Microtek Atlanta
1000 Abernathy Rd. NE Ste 194
Northpark Bldg 400
Atlanta, GA 30328
United States

Nov 14, 2019 – Nov 15, 2019    8:30am – 4:30pm Phoenix, Arizona

Dynamic Worldwide
4500 S. Lakeshore Dr
Suite 600
Tempe, AZ 85282
United States

Nov 14, 2019 – Nov 15, 2019    11:30am – 7:30pm Live Online 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
-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


5.SharePoint 2013 Custom Workflows

-Changes from 2010 Custom Workflows
-Create Rules Based Workflows


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


-Build a Flow

Part 12: Lab - Create a Flow

1.Building Flows


2.Managing Flows

13.Azure Workflow


Who should attend

This course is intended for all SharePoint business professionals 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

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.


Download the brochure