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Developing Workflow Applications for Sharepoint 2013 (part 1) - The Big New Features for SharePoint Designer

10/11/2013 9:02:17 PM
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1. Introducing Workflow Manager

The Workflow Manager is the new workflow engine that runs on the newest workflow technology from Microsoft, the Workflow Framework in .NET 4.5. The Workflow Manager also leverages the Windows Azure Service Bus when running in the cloud or Service Bus for Windows Server when running on-premises to provide workflow state consistency, reliable event delivery, and brokered messaging with the publisher/subscriber (Pub/Sub) messaging pattern. Workflow Manager and Service Bus working in concert provide a workflow service that can work at Internet scale, independent of SharePoint. This independence enables workflow processing to happen in a more predictable and transparent fashion because it is no longer coupled with the SharePoint server, competing for resources. Figure 1 shows the high-level architecture for the new workflow.

FIGURE 1

image

The integration layer that connects SharePoint to Workflow Manager is through the Workflow Service Application Proxy, and all the new workflow capability is exposed in the object model via the Workflow Services Manager. To make the actual connection from SharePoint to Workflow Manager, a workflow client is required to be installed on the SharePoint machine.

The workflow API has four major components:

  • Deployment Service: This is used to publish workflows and create associations.
  • Messaging Service: Events are piped into the workflow through the Messaging Service. When SharePoint sends an event into the workflow, the event is saved in the Windows Azure Service Bus database before it is delivered to Workflow Manager. The Workflow Manager takes care of keeping the state of the workflow and the state of the message queue in sync. Messaging Services uses another feature of the Service Bus, which is Pub/Sub. With Pub/Sub multiple workflows can subscribe to one event. For instance, suppose you have 10 workflows waiting on a list item. SharePoint will send only one message when an event fires on the list and Service Bus takes care of delivering that message to the 10 workflows that subscribe to that list item. In the classic SharePoint 2010 workflow model, SharePoint would have run 10 event receivers, putting a greater load on the workflow engine.
  • Instance Service: This is used to query an instance to see information about it and control workflow instances; for example, you can terminate them.
  • Interoperability Service: This is used to invoke or start instances of classic SharePoint 2010 workflows.

All workflow callbacks into SharePoint take place over the _API endpoint using the REST/OData protocol. The communication between SharePoint and the Workflow Manager is secured using the OAuth security model, making the new workflow infrastructure a premier implementation of the new cloud app model.

2. The Big New Features for SharePoint Designer

SharePoint Designer (SPD) has been the mainstay for SharePoint workflow creation. In SharePoint 2013 SPD has advanced its feature set for making workflow design easier, and in some cases, just more enjoyable to work with (as you will experience). Also, although you could stitch together workflows in SharePoint 2010 to do some very powerful things, a number of features, actions, and programming constructs were not available to give you the type of control over the “flow” in workflow that you really wanted and needed. SPD fills these gaps. Following is a list of some of the big new features you’ll experience in SPD 2013; these were highly requested features from Microsoft partners and customers alike:

  • Visual Designer: For those who prefer a visual design surface with which to build their workflow, SharePoint Designer has a new Visual Designer. However, you must have Microsoft Visio Professional 2013 installed on your computer to use it.
  • Stages: You no longer need to use just linear workflows that go from top to bottom as with SharePoint 2010. Human business processes are not strictly linear. Typically these processes have a number of tasks to be performed as a unit of work and processes generally include one or more units of work. When a unit of work is completed, sometimes there is a pause for a period of time before the next unit of work is triggered. Other times the business process needs to return to a previously completed unit of work to have its steps performed again, or it might proceed on to the next unit of work in a linear fashion. In human processes, business rules and policy guide the transitions between one unit of work being completed and what the next unit of work to be started should be. SharePoint 2013 workflows can now better parallel these human process patterns by representing a unit of work as a specific set of workflow actions within a stage. In your workflow, once a stage, (that is, unit of work), is complete, you can choose the next stage for your workflow to transition to, or whether to pause, return to a stage previously completed for further processing, or continue on to the next stage in a linear flow. Therefore, stages give you the flexibility to logically determine your transition from one stage in your workflow to the next.
  • Call Web Services: You can now extend your workflows to reach data beyond the boundaries of SharePoint. You can reach out to different systems using HTTP/REST and bring the external data you need into the context of your workflow process.
  • Copy/Paste: In SharePoint’s Text-based Designer and the new Visual Designer, you can now copy/paste individual lines or complete constructs.
  • Looping: You can loop by using the transition between stages to continue to go to a specific stage unless a specific criterion is met. You can also use the two new loop structures — one describes a determinate loop, the other an indeterminate loop.
  • Dictionary Variable: This new variable data type is suited for storing complex data, such as a JSON object returned from a REST call or an array of data.
  • Portability: Any workflow type can now be packaged as a .wsp file for redeploying from site to site. You can export your SharePoint Designer workflow into a Visio .VSDX file and import it into another site as well.
  • App Step: This contains actions that run with app-level permissions in your workflow. This means that these actions can run outside of the users’ permissions if your workflow needs to perform some action on behalf of users where they do not have that level of permission.
  • Interoperability: This provides support for interoperability with classic SharePoint 2010 workflows. Sometimes you might need to use a 2010 action inside of a SharePoint 2013 workflow, but these two workflow engines are inherently incompatible. Two actions are available in SharePoint Designer 2013 — Start a List Workflow, and Start a Site Workflow. With them, you can pass parameters into a SharePoint 2010 workflow, and the 2010 workflow can execute its actions and return data to the 2013 workflow that you can use for its processing.

Hopefully these new feature descriptions have whetted your appetite for wanting to get your hands on the tools, so let’s take a look at them.

 
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