SharePoint 2013 Designer Workflow - Expense claims approval process part 1 of 3

List of Article in Series

1. Overview of Business requirement

2. Build Workflow using SharePoint Designer

3. Deployment and Testing

Overview of Business requirement

Employees upload their Expense Claims document in the document library with metadata such as Expense amount, Title etc. The below is the flow chart of the business process and read the rules logic in the process carefully.

We can develop the workflow solution either in Visual studio project or SharePoint Designer (SPD) tool. Since the logic is not complex and SPD 2013 is so matured and comes with many handy actions, we are going to develop in SharePoint 2013.

Please wait for the part 2 of 3 article, I will publish is shortly.

SharePoint 2013 BI & SSRS Useful links

SharePoint 2013 BI - Business Intelligence - EPC Group.net

http://www.youtube.com/watch?v=9ZaImjFdYwI

BI Tools: Reporting Services (SSRS) in SharePoint (Tutorial)

http://www.youtube.com/watch?v=mMEIx3S4gqs

Good SSRS Report development with Grouping (parent and child level group), Parameter , Currency format, Header text formats and Deployment (using visual studio)

http://www.youtube.com/watch?v=hjcf8F-b3Iw

Drillthrough and drilldown

http://www.youtube.com/watch?v=wbqwSM26Y8o

Document Maps Lable (Bookmark)

http://www.youtube.com/watch?v=sYLN96l8kqo

SSRS SubReport
http://www.youtube.com/watch?v=6S8Zzqthsbw

The search request was unable to connect to the Search Service.

Getting user preference failed: Microsoft.Office.Server.Search.Query.SearchServiceNotFoundException: The search request was unable to connect to the Search Service.

Cause : The search service application proxy is responsible for the communication between the search webpart and the search service application. Also the proxy application may be corrupted.

Resolution :  If you already have a search service application proxy, then delete it. Now run the below command to create a new proxy

$searchServApp = Get-SPEnterpriseSearchServiceApplication
New-SPEnterpriseSearchServiceApplicationProxy -SearchApplication $searchServApp

SharePoint 2013 training for IT pros

http://technet.microsoft.com/en-us/sharepoint/fp123606

Sharepoint 2013 BI , Performance Point and SSAS

SharePoint Workflow - Video and Text

Workflow actions in SharePoint Designer 2010: A quick reference guide

Create a Site Workflow and modify its form using InfoPath

Creating a Workflow on a List using SharePoint Designer 2010

Customize “Start Custom Task Process” in SharePoint Designer 2010

SPD Workflow Packaging and Deployment

http://blogs.msdn.com/b/sharepointdesigner/archive/2012/08/30/packaging-list-site-and-reusable-workflow-and-how-to-deploy-the-package.aspx

Advanced Workflow 2013
http://blogs.msdn.com/b/chhopkin/archive/2011/11/17/create-your-own-visualizations-for-sharepoint-workflows-built-with-visual-studio-and-visio.aspx

http://plexhosted.com/billing/knowledgebase/300/How-to-enable-workflow-visualization-at-the-SharePoint-site-SharePoint-2010.html

SharePoint 2013 Visual Studio workflows for escalations (StateMachine type with code)

http://www.youtube.com/watch?v=cl_vo6JFBlE


SharePoint 2013 VS Workflow Declarative type (NO code) Sandbox deployment 

http://www.codeproject.com/Tips/620173/Step-by-Step-Approach-to-Create-a-Visual-Studio-Sh

http://blogs.msdn.com/b/officeapps/archive/2013/03/27/sharepoint-workflow-development-with-office-developer-tools-for-visual-studio-2012.aspx

SPD 2013


SharePoint 2013 Workflow ( using Workflow Manager )

Calling an External Web Service using Workflow Manager 1.0 in SharePoint 2013

http://msdn.microsoft.com/en-us/library/office/dn518136(v=office.15).aspx

Workflow Association and Initiation form - Visual studio

Topics on Sharepoint 2013 workflow

1: SharePoint 2013 and Workflow Manager 1.0 In-Depth
This module explains in detail the architecture that makes up the SharePoint 2013 workflow story including SharePoint 2013, Workflow Manager 1.0 and Service Bus 1.0.

2: SharePoint 2013 and Workflow Manager 1.0 Debugging
This module covers the different options developers have in their toolbox to debug workflows they are building for SharePoint 2013 and Workflow Manager 1.0.

3: The New Workflow Services Manager Client API
This module covers the different client APIs, both for managed and unmanaged code, that have been added to control the workflow surface in SharePoint 2013 and Workflow Manager 1.0.

4: Creating Custom Forms for SharePoint 2013 Workflows
This module covers the background story for creating custom forms in SharePoint and guidance on how to create custom forms for SharePoint 2013 workflows.

5: Creating Custom Reusable Activities and Actions for Workflows
This module covers creating custom activities for use in other SharePoint 2013 Visual Studio authored workflows as well as action files for using the activities within SharePoint Designer 2013 authored workflows.

Videos at http://www.pluralsight.com/training/Courses/TableOfContents/sharepoint2013-workflow-advanced-topics

Install and configure Workflow in SharePoint Server 2013 http://technet.microsoft.com/en-us/library/dn201724(v=office.15) Step 1

Configuring Incoming & Outgoing Email on a SharePoint 2013 Document Library