Course Overview
This course is designed for advanced Microsoft SharePoint site owners and administrators who want to integrate data sources, customize content types, and automate common tasks using workflows. Students will learn about SharePoint Designer and connecting to sites, explore the interface and learn about Designer best practices. Additionally, students will create and modify libraries and lists using Designer, and modify site settings using Designer. Students will get an introduction to workflows and create list and site workflows, adding stages and steps, work with workflow settings, create variables, error check, and publish workflows. Students will learn about important workflow actions, then view a complete list workflow demonstration.
Course Objectives
Introduction to SharePoint Designer 2013, Creating and Modifying Lists and Libraries Using Designer, Creating and Modifying Site Settings Using Designer to Workflows, Creating and Publishing Workflows, Important Workflow Actions, Workflow Demonstration
Course Prerequisites
There are no prerequisites for this course.
Agenda
1 - Introduction
2 - Introduction to SharePoint Designer 2013
- What is SharePoint Designer
- Who Can Use SharePoint Designer
- Connecting to a SharePoint Site
- Exploring the Interface
- Working in Designer
- Using Designer Best Practices
3 - Creating and Modifying Lists and Libraries Using Designer
- Creating a List or Library
- Reviewing List or Library Settings
- Deleting a List or Library
- Managing List or Library Permissions
- Changing the Name of a List or Library
- Changing List or Library Settings
- Creating a Column for a List or Library
- Adding Existing Site Columns to a List
- Modifying a Column for a List
- Creating a List Form
- Adding Existing Content Types to a List
4 - Creating and Modifying Site Settings Using Designer
- Modifying Site Settings
- Creating Site Columns
- Modifying Site Columns
- Deleting Site Columns
- Creating Content Types
- Adding Site Columns to a Content Type
- Modifying Content Type Settings
- Deleting Content Types
- Understanding Groups
- Creating Groups
- Adding Users to a Group
- Removing Users from a Group
- Modifying Group Settings
- Deleting a Group
5 - Introduction to Workflows
- What is a Workflow
- Components of a Workflow
- Understanding Workflow Permissions
- Using Workflow Best Practices
- Differences between 2010 and 2013 Platforms
6 - Creating and Publishing Workflows
- Creating a List Workflow
- Creating a Reusable Workflow
- Creating a Site Workflow
- Editing Workflow Steps
- Using Workflow Views
- Adding Stages
- Adding Steps
- Naming a Stage or Step
- Creating an Impersonation Step
- Creating an App Step
- Creating a Loop
- Understanding Workflow Settings
- Creating a Variable
- Adding and Configuring an Action
- Adding and Configuring a Condition
- Deleting an Action or Condition
- Cutting or Copying within a Workflow
- Saving a Workflow
- Checking a Workflow for Errors
- Publishing a Workflow
- Removing a Workflow
- Exporting a Workflow
- Importing a Workflow
7 - Important Workflow Actions
- Using Start a List Workflow
- Using Build Dictionary
- Using Do Calculation
- Using Log to History
- Using Pause for Duration
- Using Pause until Date
- Using Send an Email
- Using Set Workflow Status
- Using Set Workflow Variable
- Using Check in and Check Out
- Copying a Document
- Using Delete Item
- Using Set Content Approval Status
- Using Set Field in Current Item
- Using Update List Item
- Using Wait for Even List Item
- Using Wait for Field Change in Current Item
- Using Assign a Task
- Using Replace List Item Permissions
- Using Add List Item Permissions
- Using Remove List Item Permissions
8 - Workflow Demonstration
- Creating a Complete List Workflow
9 - Conclusion