Workflow in the 2007 Microsoft Office System

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Author: David Mann

ISBN-10: 1590597001

ISBN-13: 9781590597002

Category: Integrated Software Packages

Workflow is the glue that binds information worker processes, users, and artifacts. Without workflow, information workers are just islands of data and potential. Workflow in the 2007 Microsoft Office System details how to implement workflow in SharePoint 2007 and the rest of the 2007 Office System to help information workers share data, enforce processes and business rules, and work more efficiently together or solo.\ This book covers anything you're likely going to need to know—from what...

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Workflow is the glue that binds information worker processes, users, and artifacts. Without workflow, information workers are just islands of data and potential. Workflow in the 2007 Microsoft Office System details how to implement workflow in SharePoint 2007 and the rest of the 2007 Office System to help information workers share data, enforce processes and business rules, and work more efficiently together or solo.This book covers anything you're likely going to need to know -- from what workflow is all about, to creating new Activities; from InfoPath forms to ASP.NET forms; from the Rules Engine to the object model. Theres even a section on integrating Office 2003 clients with SharePoint 2007 workflows. Youll come away from reading this book with solid knowledge of how to implement workflow in the new world of Office and SharePoint.

Foreword     xiiiAbout the Author     xvAbout the Technical Reviewer     xviiAcknowledgments     xixA New BeginningIntroduction     3Introducing Workflow     3Workflow Scenarios     5Types of Workflow     7Workflowasaurus: Workflow in the Pre-Office 2007 Mesozoic     16Ladies and Gentlemen...Windows Workflow Foundation     17Windows Workflow Foundation Architecture     17Office 2007 Workflow Technology     22Introducing the Office 2007 Client     23Introducing the Office 2007 Servers     28The Cast of Ben-Hur     32Key Facts Summary     33Sample Office 2007 Workflow Scenarios     34Summary     35Getting Started     37Setting Up the Environment     37Scenarios in This Book     43Welcome to KCD Holdings     43Scenarios in the Chapters     46Summary     47Having an Out-of-the-Box ExperienceUsing the Default Workflows     51The Out-of-the-Box Workflows     51WSS Workflow: Three-State     52MOSS Workflow: DocumentApproval     53Solving the Problem: The Workflow Administrator's Role     55Showcasing the Solution     62Permutations = Power     73Benefits of the Solution     76Workflow in Previous Office Versions     77Summary     78Using the SharePoint Designer     79Introducing the SharePoint Designer     79Overview of the Workflow Designer     80Steps     81Conditions     81Actions     83Variables     86Workflow Lookups     87Initiation     89Check Your Workflow     89Information Types     90Workflow Forms     93Constructing a Workflow with the Workflow Designer     93Going Through the Steps     95Deploying Our New Workflow     106Testing 1, 2, 3...Testing 1, 2, 3     106Summary     109Teaching Your Workflow to DanceActivities     113Simple Activities     113Composite Activities     115Out-of-the-Box Activities     115WF Activities     116SharePoint Activities      121Building a Custom Simple Activity     124Setting Up the Environment     127Coding the Activity     128Adding Custom Properties     135Wrapping It All Up     138Finishing and Compiling     146Deploying Our Activity     146Building a Custom Composite Activity     146Setting Up the Environment     147Coding the Activity     148Compiling and Finishing     154Summary     155Building a Workflow with Visual Studio 2005     157Getting Started     157New Project Types     157Building a Sequential Workflow     159Working in the Designer     161Adding Activities     165Writing All That Code     174Compiling and Wrapping Up     176Deploying Our Workflow     176Testing Our Workflow     183Wrap Up     186Building a State Machine Workflow     186Exploring State Machines and the State Machine Designer     187Working in the Designer     195Deploying and Testing     202Deploying to Production      202Summary     203Workflow Forms     205Types of Forms     205Introducing InfoPath     205ASP.NET     208Association and Initiation Forms     208Modification Forms     210Task Forms     211Creating Custom Workflow Forms     212Using InfoPath Forms     212Using ASP.NET Forms     239Summary     151Turning Things Up a NotchWorkflow Rules     255Rule Mechanics     257Code Conditions     259Declarative Rule Conditions     260Policy Activity     266Office Workflow External Policy Solution     275External Policy Activity     276Rule Management     284Putting It All Together-A Sample Workflow     295Summary     300A Workflow Smorgasbord     301Dehydration     301Reality Check     302Workflow Processing     302Debugging     304Going Mobile     306SharePoint Mobile Views     307Outlook Synchronization With SharePoint     309The Mobile Experience     310Fault Handling     313Configuring Fault Handlers     316Local Scope     318Fault Handling Summary     319Canceling Workflows     319Tools Comparison     321Integrating Office 2003     322Getting Started     323Write a Web Service     325Create the VSTO Solution     329Create the File Share     334Publish the Solution     334Create Site and Document Library     335Move VSTO Document     335Switch New Document Template     335Set Security     336Test     336Celebrate     337Wrapping Up     337Picking On People-The InfoPath Contact Picker and the ASPX People Editor     338InfoPath Contact Picker     340ASPX People Editor     345Building with Blocks-The Makings of an ASPX Form     350XAML     355Hiding Documents During Workflow Processing     357Custom Conditions and Actions for SPD     359Custom Actions     359Custom Conditions     363Activity Verbs      365Workflow Reports     367Odds and Sods     368Summary     369The Workflow Object Model     371Primary Objects     371SPWorkflow     372SPWorkflowCollection     374SPWorkflowFilter     375SPWorkflowActivationProperties     376SPWorkflowAssociation     378SPWorkflowManager     381SPWorkflowState     382SPWorkflowTask     383SPWorkflowTaskProperties     384SPWorkflowTemplate     384SPWorkflowHistoryEventType     385Workflow Throughout the Object Model     386MOSS     387Workflow Web Service     387Extensions to the Core Object Model     388Summary     388Frequently Asked Questions     389Introduction and General Questions     389Development Questions     391Administration Questions     396Glossary     399Index     405