Wednesday, June 26, 2013

Make SharePoint workflows using Visio 2010

Lately i was developing a company work-flow for the bank and it happened that what if i can make the work-flow using a visual move and fall device, and there it was already responded to by Microsoft company, the ability to make SharePoint work-flow using a mixture of Visio 2010 and SharePoint developer 2010.

1.    In Visio Premium 2010, on the File tab, click New.
2.    Under Choose a Template, under Template Categories, click Flowchart. Click Microsoft SharePoint Workflow, and then click Create.
3.    From the Shapes window, drag a Start shape onto the drawing page. To pass validation, all SharePoint workflows must begin with a Start shape.
4.    From the Shapes window, drag action and condition shapes to the workflow. NOTE You can replace the default shape text with a more specific and accurate description of the workflow activity. This helps the person implementing your workflow in SharePoint Designer 2010 understand the business intention of your workflow.
5.    Link each activity to the previous one using connectors. For connectors following a condition shape, right-click the connector, and then click Yes,No, or (Blank) to add a label to the connector.
6.    To terminate the workflow, from the Shapes window, drag a Stop action onto the drawing page. A Stop shape at the end of the workflow is necessary for the workflow to pass validation.

When you are done publishing your work-flow in Visio Top quality 2010, you can trade the work-flow to a Visio Workflow Change (.vwi) computer file that can be brought in directly into SharePoint Designer 2010. The .vwi computer file contains a set of XML and support files that have been included and compacted into a single computer file. Based on the complexness of the work-flow, the .vwi computer file is typically between 100 kilobytes (KB) and 1 mb (MB) in size and can be shifted, duplicated, stored, and sent via e-mail just like any other compacted computer file.

To save your SharePoint Workflow as a .vwi file, do the following:
1.    On the Process tab, in the SharePoint Workflow group, click ExportNOTE Visio will automatically validate the workflow first to make sure the workflow does not contain any issues. If there are issues related to the validation, you must fix them before you can successfully export the file.
2.    In the Export Workflow dialog box, navigate to the location where you want to save the .vwi file, and then clickSave.
To import a workflow from SharePoint Designer, do the following:
1.    In Visio Premium 2010, on the File tab, click New.
2.    In the Choose a Template pane, under Template Categories, clickFlowchart.
3.    Click Microsoft SharePoint Workflow, and then click Create.
4.    On the Process tab, in the SharePoint Workflow group, click Import.
5.    In the Import Workflow dialog box, click the .vwi file you want to import, and then click Open.

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