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Paul J. Galvin - Professional Workflow 4 in SharePoint 2010: Real World Business Workflow Solutions

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Paul J. Galvin Professional Workflow 4 in SharePoint 2010: Real World Business Workflow Solutions

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Although many organizations have embraced SharePoint, most just scratch the surface of its potential to provide comprehensive business process automation solutions--even though all the components are there to do so. Written by two SharePoint MVPs, this comprehensive guide shows you step by step how to build solutions to real-world problems using SharePoint 2010 and leverage the exciting new workflow capabilities Microsoft introduced in the platform. The authors dive into a variety of common challenges that companies face every day and explore them in great detail--while also offering specific instructions and screenshots--so you can confidently know when and how to use SharePoint Designer as well as Visual Studio. Professional Workflow in SharePoint 2010: Presents an approachable and highly effective method for engaging with your end user communityEmpowers non-technical users to create simple but valuable business applications thereby freeing developers for more complex tasksDemonstrates ways to use SharePoint Designer to create a variety of top-notch solutions, including on-boarding, time off requests, helpdesk ticketing, and many moreShares ways to build custom actions using Visual Studio to be integrated directly into SharePoint Designer

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CONTENTS Professional Workflow in SharePoint 2010 Real World Business - photo 1

CONTENTS

Professional Workflow in SharePoint 2010 Real World Business Workflow - photo 2

Professional Workflow in SharePoint 2010: Real World Business Workflow Solutions

Published by

John Wiley & Sons, Inc.

10475 Crosspoint Boulevard

Indianapolis, IN 46256

www.wiley.com

Copyright 2012 by John Wiley & Sons, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-0-470-61788-5

ISBN: 978-1-118-21972-0 (ebk)

ISBN: 978-1-118-21971-3 (ebk)

ISBN: 978-1-118-21973-7 (ebk)

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions .

Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read.

For general information on our other products and services please contact our Customer Care Department within the United States at (877) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002.

Wiley also publishes its books in a variety of electronic formats and by print-on-demand. Not all content that is available in standard print versions of this book may appear or be packaged in all book formats. If you have purchased a version of this book that did not include media that is referenced by or accompanies a standard print version, you may request this media by visiting http://booksupport.wiley.com . For more information about Wiley products, visit us at www.wiley.com .

Library of Congress Control Number: 2011939654

Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Wrox Programmer to Programmer, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. SharePoint is a registered trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc., is not associated with any product or vendor mentioned in this book.

This book is dedicated to the SharePoint community.

ABOUT THE AUTHORS

PAUL J. GALVIN is a four-time Microsoft SharePoint MVP. Paul is a prolific blogger and writes for a wide array of online periodicals and has contributed to two other SharePoint books. He regularly speaks at SharePoint conferences throughout the United States on a monthly basis. He is the Principle SharePoint Architect at BrightStarr, US.

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.

CREDITS

ACQUISITIONS EDITOR

Paul Reese

PROJECT EDITOR

Kelly Talbot

TECHNICAL EDITOR

Fabio Claudio Ferracchiati

PRODUCTION EDITOR

Kathleen Wisor

COPY EDITOR

San Dee Phillips

EDITORIAL MANAGER

Mary Beth Wakefield

FREELANCER EDITORIAL MANAGER

Rosemarie Graham

ASSOCIATE DIRECTOR OF MARKETING

David Mayhew

MARKETING MANAGER

Ashley Zurcher

BUSINESS MANAGER

Amy Knies

PRODUCTION MANAGER

Tim Tate

VICE PRESIDENT AND EXECUTIVE GROUP PUBLISHER

Richard Swadley

VICE PRESIDENT AND EXECUTIVE PUBLISHER

Neil Edde

ASSOCIATE PUBLISHER

Jim Minatel

PROJECT COORDINATOR, COVER

Katie Crocker

PROOFREADER

Sheilah Ledwidge, Word One

INDEXER

Robert Swanson

COVER DESIGNER

Mike Trent

COVER IMAGE

Remus Eserblom / iStockPhoto

ACKNOWLEDGMENTS

I COULD NEVER HAVE FINISHED this project without the sustained support of my loving wife, Samantha, and my son, Aidan. This project has been looming over the Galvin family household for a mighty long time. The Book has been used as a legitimate (and occasionally illegitimate) reason to cancel or defer various social and household obligations. These obligations inevitably fell upon Samantha and Aidans shoulders. Samantha and Aidan: Thank you.

Many others have contributed to this effort, and although I dont think I can remember all of them, let me try. Thank you Bob for inspiring me to really join in the SharePoint community. Thanks Mark for opening my eyes to the world of SharePoint end users (and for writing the Foreword to this book). Thank you my co-authors and contributing writers, starting with Uday (who was always there to help me talk things through), Peter Ward for his contributions, and Chris Beckett for a brilliant effort. I need to acknowledge the various potential writers who never quite found time to contribute. The universal support and enthusiasm you displayed helped me to keep working at it.

Lastly, I wish to acknowledge the members of the Heart Circle Sangha. Despite my prolonged absence, you always made me feel welcome when I did (occasionally) show up for service. I truly value that support.

FOREWORD

SharePoint workflow comes in many shapes and flavors, yet to the average SharePoint user it is a master magicians art learned through a formidable journey. Why is it that one of the most important aspects of SharePoint is also one of the hardest to comprehend and learn? SharePoint default workflows, SharePoint Designer workflows, custom-made workflows using Visual Studio, Visio exporting to SharePoint Designer, third-party tools including BPM suites... the choices for creating workflows are confusing and complex. How is one to choose a solution for solving real business problems?

Research confirms it takes 10,000 hours of concentrated practice to internalize, truly understand, and become a master of your chosen topic. With the speed of change in the technology field and the complexity of the solutions, there is no longer time to become conversant in every aspect of the field. There is no longer an apprentice program where you can learn your craft under the watchful eye of a master craftsman while building your 10,000 hours of expertise.

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