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Microsoft SharePoint 2013 Custom Workflows for End Users - Advanced Skills

Special Notices

Please note: for Attend from Anywhere customers an additional screen is required for this course to work through remote desktop labs and view training information.

This course applies to the following platforms: SharePoint On-Premise, SharePoint Online

This course is designed to give you the knowledge needed to create advanced custom workflows using SharePoint Designer. You will use your knowledge of SharePoint management and site structure to build no code workflow systems. These will enable you to automate processes according to the needs of your business.

Target audience
This course is aimed at end users, knowledge workers and managers who have the responsibility to create automated business processes within SharePoint Sites. This course is not aimed at a technical audience but end users will appreciate some technical background information.

Select specific date to see price, venue and full details.

Learning Objectives

  • Work with content types in workflows
  • Use workflow actions to automate document management
  • Work with parallel block completion conditions, dictionary variables and loops
  • Use elevated permissions to run actions as the workflow author
  • Work with secondary workflow features
  • Use the Call HTTP Web Service Action
  • Create Reusable and Site workflows
  • Integrate InfoPath Forms and Workflows
  • Work with Task Processes
  • Create workflows using Visio 2013 professional and the Visual Designer


  • A basic understanding of Windows XP, Vista, Windows 7 or Windows 8.
  • Experience using Internet Explorer or an equivalent browser.
  • Have knowledge of using SharePoint as a Site Owner or Site Collection Administrator.
  • Experience with or have attended Microsoft SharePoint 2013 Custom Workflows for End Users - Core.
  • Experience with or have attended Microsoft InfoPath 2013 SharePoint Integration.
  • Have an understanding of what is expected of them by their organisation on what business systems or processes need automation.

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.

Course Content

Module 1 - Using Content Types within Workflows

  • Recap on use of Content Types
  • Using workflows to create documents based on Content Types
  • Use a Content Type to create a custom 2013 Workflow Task

Module 2 - Managing Information using Workflows

  • Use workflow actions to: Check In and Check Out Documents; Delete Drafts and Previous Document Versions (2010 workflows only); Declare and Undeclare a Record (2010 Workflows only)
  • Using 2013 based Workflow Actions: Use The Parallel Block Completion Condition; Use Dictionary Variables; Work with Loops

Module 3 - Creating a Workflow with Elevated Permissions

  • Understanding Elevated Permissions
  • Impersonation Steps and Associated Actions (2010 Workflow Template)
  • The App Catalog and the App Step (2013 Workflow template)

Module 4 - Secondary Workflows for SharePoint 2010 Workflows

  • Defining a Secondary Workflow
  • Avoiding Infinite Loops
  • Workflow ID Fields
  • Creating Primary and Secondary Workflows

Module 5 - Secondary Workflows for SharePoint 2013 workflows

  • Limitations using Secondary Workflows in a 2013 based workflow system
  • Looping Stages
  • The Wait for Event in List Item action
  • Create a 2013 Secondary Workflow

Module 6 - Working with Web Services in a Workflow

  • The SharePoint 2013 REST Service
  • Using RESTful HTTP requests
  • The Call HTTP Web Service Action
  • Calling Web Service data using the GET Method
  • Interpreting Web Service Data using Third Party Tools
  • Viewing Requests to the REST service
  • Adding HTML Content to Workflow Emails

Module 7 - Reusable and Site Workflows

  • Reusable Workflows (2010 Workflows Only)
  • Globally Reusable Workflows (2010 Workflows Only)
  • Create a Site Workflow
  • Deploying List and Site Workflow Solutions (2013 Workflows Only)

Module 8 - Integrating InfoPath Forms

  • Use of InfoPath Forms in SharePoint
  • Requirements for Integrating InfoPath Forms in SharePoint
  • Considerations for Designing InfoPath Forms for SharePoint
  • Using InfoPath to Edit SharePoint List Forms
  • Using InfoPath to Create Forms for a Form Library
  • Combining InfoPath Forms and Workflows

Module 9 - Using Task Processes

  • Understanding Task Processes within SharePoint 2010 workflows
  • The Task Process Summary Page
  • Task Process Conditions and Actions
  • Task Process Data Sources and Initiation Forms
  • Customising the Start Approval Process and Start Feedback Process actions
  • Using the Start a Task Process action (2013 Workflow Template)

Module 10 - Creating Workflows using Visio Professional 2013

  • The Microsoft SharePoint 2010 Workflow Stencil
  • Building a 2010 Workflow using Visio Professional
  • Importing a Visio Workflow into SharePoint Designer
  • Export a SharePoint Designer Workflow as a Visio File
  • The Microsoft 2013 SharePoint Workflow Template
  • Creating a 2013 Workflow using Visio Professional
  • Using Stage Outlines
  • Importing and Exporting 2013 Visio Files
  • Using the Visual Designer

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