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Live Webinar – August 15th 2014, 12:00-1:00 PM EDT
Offered by ASPE (REP 2161) 1 Category C PDU – Free PDU

Learn about PART 1 of this presentation & view the recording see the PDU Of The Day article:

Part II – Create a workflow initiation form

A key component of SharePoint Server 2013 is Business Process Automation, taking the repetitive daily tasks business users are presented with and configuring SharePoint to handle them.

Most SharePoint workflows are pre-configured for your users – they automatically assign a task to the same participant, use the same duration per task, or the same due date.

What if, however, you need a workflow that allows the person who manually started the workflow to specify the participants, duration per task, and due date?

You need an initiation form.

Initiation forms collect information from the person starting the workflow, and references this information later as part of the workflow process.

In this webinar Andy will examine:

  • What an initiation form is and how workflows use initiation forms.
  • What the types of initiation form fields are used in the workflow process.
  • What default values are and how to use them.
  • How to use initiation forms to update values in the current list.

Join Andy in this series of lectures as he explores the process of creating custom SharePoint 2013 workflows using SharePoint Designer 2013 as we work to build custom solutions to solve real-world problems.

Presenter: Andy Huneycutt

PDU Category C (PMBOK 5) documentation details:
Process Groups: Planning, Monitoring & Controlling
Knowledge Areas: 4 – Integration 10 – Communications 13 – Stakeholder

  • 4.3 Direct and Manage Project Work
  • 5.1 Collect Requirements
  • 5.2 Define Scope
  • 5.5 Validate Scope

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’

Click to register for Custom Workflow Solutions in SharePoint Server 2013