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 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