Udayakumar Ethirajulu is a Microsoft SharePoint MVP, frequent blogger, and public speaker at SharePoint events. Uday works at RSC Solutions as Vice President & Chief Architect in New York.
Foreword | p. xxiii |
Introduction | p. xxv |
Introduction To Sharepoint 2010 Workflow | p. 1 |
Expanding the Circle of Trust | p. 2 |
Patterns | p. 4 |
Business Patterns | p. 4 |
Technical Patterns | p. 5 |
What's New in SharePoint 2010 Workfl ow | p. 6 |
Conclusion | p. 7 |
Workflow Basics | p. 9 |
Getting Started | p. 9 |
What You Need | p. 10 |
Create the "Hello, World" Solution | p. 12 |
Concepts and Defi nitions | p. 22 |
What Is SharePoint Designer? | p. 22 |
Core Workfl ow Concepts | p. 23 |
Content Types | p. 24 |
Software Development Life Cycle | p. 24 |
Designing Business Solutions | p. 25 |
Interviews | p. 25 |
Swim Lane Diagrams | p. 26 |
Reusable Patterns | p. 29 |
Knowing SharePoint Designer's Limits | p. 29 |
Summary | p. 30 |
Hr On-Boarding | p. 31 |
What Is the HR On-Boarding Process? | p. 32 |
Problem Class | p. 32 |
Technical Patterns | p. 33 |
Business Patterns | p. 33 |
Business Problem Description | p. 33 |
Requirements Discussion | p. 34 |
Actors | p. 35 |
Actions | p. 35 |
Challenges | p. 36 |
High-Level Solution | p. 36 |
Solution Overview | p. 36 |
Swim Lane Diagrams | p. 37 |
Technical Implementation Overview | p. 38 |
Detailed Technical Implementation | p. 41 |
Setup | p. 41 |
Create Workfl ows | p. 46 |
Advanced Topics | p. 50 |
Dashboards | p. 51 |
Delegation | p. 51 |
Data Cleanup | p. 51 |
Summary | p. 52 |
Helpdesk Ticketing | p. 53 |
What Is the Helpdesk Ticketing Process? | p. 53 |
Problem Class | p. 55 |
Technical Patterns | p. 55 |
Business Patterns | p. 56 |
Business Problem Description | p. 56 |
Requirements Discussion | p. 57 |
Actors | p. 58 |
Actions | p. 59 |
Challenges | p. 59 |
High-Level Solution | p. 59 |
Solution Overview | p. 59 |
Swim Lane Diagrams | p. 60 |
Technical Implementation Overview | p. 62 |
Detailed Technical Implementation | p. 63 |
Setup | p. 64 |
Create Workfl ows | p. 67 |
Managing the Process | p. 76 |
Summary | p. 79 |
Time Off Management | p. 81 |
What Is the Time Off Management Process? | p. 81 |
Problem Class | p. 82 |
Technical Patterns | p. 82 |
Business Patterns | p. 83 |
Business Problem Description | p. 83 |
Requirements Discussion | p. 83 |
Actors | p. 85 |
Actions | p. 86 |
Challenges | p. 86 |
High-Level Solution | p. 87 |
Solution Overview | p. 87 |
Swim Lane Diagrams | p. 89 |
Technical Implementation Overview | p. 90 |
Detailed Technical Implementation | p. 91 |
Setup | p. 91 |
Content Types Summary | p. 95 |
Custom Lists | p. 95 |
Create Workfl ow | p. 97 |
Auditing | p. 107 |
Managing the Process | p. 108 |
Summary | p. 110 |
Interview Scheduling | p. 111 |
What Is the Interview Scheduling Process? | p. 111 |
Problem Class | p. 112 |
Technical Patterns | p. 112 |
Business Patterns | p. 113 |
Business Problem Description | p. 113 |
Requirements Discussion | p. 113 |
Actors | p. 114 |
Actions | p. 114 |
Challenges | p. 115 |
Requirements Summary | p. 115 |
High-Level Solution | p. 116 |
Solution Overview | p. 116 |
Swim Lane Diagram | p. 117 |
Technical Implementation Overview | p. 118 |
Detailed Technical Implementation | p. 122 |
Setup | p. 122 |
Content Types Summary | p. 126 |
Create Workfl ows | p. 126 |
Create the Dashboard | p. 131 |
Extending the Solution | p. 138 |
Summary | p. 139 |
Facilities Management | p. 141 |
What Is the Facilities Management Process? | p. 141 |
Problem Class | p. 142 |
Technical Patterns | p. 142 |
Business Patterns | p. 143 |
Business Problem Description | p. 144 |
Requirements Discussion | p. 144 |
Actors | p. 146 |
Actions | p. 146 |
Challenges | p. 146 |
High-Level Solution | p. 147 |
Solution Overview | p. 147 |
Swim Lane Diagrams | p. 148 |
Technical Implementation Overview | p. 149 |
Detailed Technical Implementation | p. 150 |
Setup | p. 151 |
Create Workfl ows | p. 155 |
Managing the Process | p. 160 |
Summary | p. 162 |
Enterprise: Authorization For Capital Expenditure | p. 165 |
What Is Authorization for Capital Expenditure? | p. 166 |
Estimates | p. 166 |
Decision-Making Process | p. 167 |
Problem Class | p. 168 |
Technical Patterns | p. 168 |
Business Patterns | p. 168 |
Business Problem Description | p. 169 |
Requirements Discussion | p. 169 |
Actors | p. 171 |
Actions | p. 171 |
Challenges | p. 172 |
High-Level Solution | p. 172 |
Solution Overview | p. 172 |
CAPEX Expenditure Decision Swim Lane Diagrams | p. 173 |
Technical Implementation Overview | p. 175 |
Detailed Technical Implementation | p. 177 |
Setup | p. 177 |
Create Workfl ows | p. 184 |
Summary | p. 187 |
Marketing Contact Management | p. 189 |
The Anonymous Contact Us Form | p. 190 |
Facts | p. 190 |
Website Myths | p. 190 |
Golden Rules | p. 191 |
Problem Class | p. 192 |
Technical Patterns | p. 193 |
Business Patterns | p. 193 |
Business Problem Description | p. 194 |
Requirements Discussion | p. 194 |
Actors | p. 195 |
Actions | p. 195 |
Challenges | p. 196 |
High-Level Solution | p. 196 |
Solution Overview | p. 196 |
An Anonymous Form Submission Process | p. 197 |
Technical Implementation Overview | p. 199 |
Content Types | p. 199 |
SharePoint Lists | p. 199 |
Detailed Technical Implementation | p. 200 |
Setup | p. 200 |
Lists | p. 206 |
Create Workfl ows | p. 210 |
Summary | p. 215 |
R&D Gateway Process | p. 217 |
What Is the R&D (Research and Development) Gateway? | p. 217 |
Problem Class | p. 218 |
Technical Patterns | p. 219 |
Business Patterns | p. 219 |
Business Problem Description | p. 219 |
Requirements Discussion | p. 219 |
Actors | p. 220 |
Actions | p. 221 |
Challenges | p. 221 |
High-Level Solution | p. 222 |
Solution Overview | p. 222 |
Swimlane Diagram | p. 222 |
Technical Implementation Overview | p. 224 |
Detailed Technical Implementation | p. 228 |
Setup | p. 228 |
Create Workfl ows | p. 238 |
Summary | p. 256 |
Enhancing The User Interface | p. 257 |
How to Build Great User Interfaces | p. 258 |
Enhancement Techniques in Detail | p. 258 |
InfoPath | p. 258 |
Data View Web Part | p. 268 |
jQuery | p. 275 |
Summary | p. 283 |
Custom Activities | p. 285 |
The What, Why, and How of Custom Activities | p. 286 |
What Is a Custom Activity? | p. 286 |
Why Create a Custom Activity? | p. 287 |
What Tools Do You Need to Create a Custom Activity? | p. 287 |
The Business Scenario | p. 288 |
Technical Overview | p. 289 |
SharePoint Designer | p. 289 |
Actions File | p. 290 |
Web.confi g | p. 291 |
The .NET Assembly | p. 291 |
Detailed Walk-Through: Create a Custom Activity | p. 291 |
Creating the Custom Activity Project | p. 292 |
Create a Deployment Project | p. 294 |
Deploy, Test, and Debug - Part | p. 1 |
299 Error Scenarios and Fixes | p. 301 |
Finishing the Logic | p. 303 |
Advanced Topics | p. 308 |
Troll for Ideas | p. 308 |
Debugging Workfl ows | p. 308 |
Automatically Update web.confi g | p. 310 |
Summary | p. 310 |
Site Governance | p. 311 |
What Is Site Governance? | p. 311 |
Problem Class | p. 312 |
Technical Patterns | p. 313 |
Business Patterns | p. 313 |
Business Problem Description | p. 313 |
Requirements Discussion | p. 313 |
Actors | p. 315 |
Actions | p. 316 |
Challenges | p. 317 |
Requirements Summary | p. 318 |
High Level Solution | p. 318 |
Solution Overview | p. 318 |
Swim Lane Diagrams | p. 319 |
Technical Implementation Overview | p. 321 |
Content Types | p. 321 |
Custom Lists | p. 322 |
Workfl ow | p. 323 |
Custom Activity | p. 323 |
SharePoint Time Job | p. 324 |
Dashboard | p. 325 |
Detailed Technical Implementation | p. 325 |
Setup | p. 325 |
Custom Activity | p. 327 |
Timer Job | p. 330 |
Workfl ows | p. 333 |
Create the Dashboard | p. 334 |
Extending the Solution | p. 335 |
Auditing | p. 335 |
Identifying Abandoned Sites | p. 335 |
Archiving Versus Deleting | p. 335 |
Security Considerations | p. 336 |
Parameter-Driven Timer Job | p. 336 |
Summary | p. 336 |
Index | p. 337 |
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