Custom Workflow Solutions In SharePoint Server 2013: Expense Reporting Approval Process
Posted by EdmontonPMFeb 27
Live Webinar – March 4th 2015, 12:00-1:00 PM EST
Offered by ASPE (REP 2161) 1 Category A PDU – Free PDU
Note: Although ASPE is an REP presentations may have to be recorded as a Cat C PDU Event – Contact Traci Lester Marketing Specialist at ASPE for more information
In Andy’s November session Custom Workflow Solutions in SharePoint Server 2013 Part IV, (pduOTD description) we were building a business solution designed to implement a multilevel approval process for expense reporting.
Previously, Andy created a custom workflow using SharePoint Designer 2013.
It used the following features:
- Creating a custom workflow with SharePoint Designer 2013.
- List, libraries, and content types in the workflow process.
- Workflow building blocks Step, Stages, Actions, Conditions, and Loops.
- Assigning a Task and Starting a Task Process.
- What an initiation form is and how workflows use initiation forms.
- Two types of workflow data – variables and initiation parameters.
- Retrieve data from a data source during run time.
In this webinar Andy Huneycutt will complete our real world example of the expense reporting approval process.
The features covered will include:
- Customizing the workflow tasks list
- Building a web page for manager reporting and key performance indicators
- Using web parts as an out-of-the-box reporting tool
- Implementing a Content Search Web Part
- Best practices for working with workflow variables.
PDU Category C (PMBOK 5) documentation details:
Process Groups: Executing
Knowledge Areas: 9 – Human Resources
- 9.1 Plan Human Resource Management
- 9.2 Acquire Project Team
- 9.3 Develop Project Team
- 9.4 Manage Project Team
As a Category C “Self Directed Learning Activity” remember to document your learning experience and its relationship to project management for your “PDU Audit Trail Folder”
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