SharePoint 2013 : How to migrate SharePoint 2010 Style Workflows – Part 4

In the previous article SharePoint 2013 : How to migrate SharePoint 2010 Style Workflows – Part 3 of this series on the Workflow migration Process we saw the execution of Steps 5 & 6 for the process.

In this article we are going to see the execution of Steps 7 & 8 and for the sake of quick review I am putting up the process diagram again in here.

Process Diagram

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Step 7: Destination Site – Provision Workflow Export File

Once we are done successfully with the deployment of Content Type in Destination Site “Site002” then next move is to provision the Workflow export file that we have got from “Step 5” earlier

Here we will be using PowerShell Commands to get it deployed. We will be making use of “Add-SPSolution” & “Install-SPSolution” Cmdlets as shown below-

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And that’s all. We are all done with the export process and now it time to finally test it in Destination Site “Site002”

Step 8: Destination Site – Test Workflow

In order the functioning of the Workflow do as follows-

  • Launch SharePoint Designer 2013
  • Connect to Destination Site “Site002”
  • Click on “Workflow” link in the left navigation

There we can see the “CustomerLogs” workflow under “Reusable Workflow” list

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Now visit “CustomerCT” using Site Settings > Site Content Types

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  • Click on the Content Type
  • Click on Workflow Settings

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Click “Add a workflow” link to choose the workflow to associate with the content type

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From the list of available workflows choose “CustomerLogs” and give it a logical name of your choice

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That is how we get the workflow associated with the content type.

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Now we need to create a list and add this content type to the list as we did it earlier

And finally you can create the item based on this content type

47Add some values and save the item

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Once the item is created we can start the workflow as shown in the following steps-

Click on “Workflows” link

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Start the “Log Customers” Workflow on the item

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Once completed see for the status of the Workflow and the message logged by it in the history log

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And we got the Workflow export process working like a charm.

That is all for this demo.

Hope you find it helpful.

 

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SharePoint 2013 : How to migrate SharePoint 2010 Style Workflows – Part 3

In the previous article SharePoint 2013 : How to migrate SharePoint 2010 Style Workflows – Part 2 of this series on the Workflow migration Process we saw the execution of Steps 3 & 4 for the process.

In this article we are going to see the execution of Steps 5 & 6 and for the sake of quick review I am putting up the process diagram again in here.

Process Diagram

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Step 5: Source Site – Export Workflow

So up till now we have tested the workflow and seem it is working all fine

Now finally it is time to move it out of Source Site “Site001”

  • Launch the SharePoint Designer 2013
  • Click on the Workflow in left navigation
  • Select “CustomerLogs” Workflow
  • Click on “Save as Template” from the Ribbon Control

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This will export the workflow as .WSP file at the selected drive location

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With this last action we are all done with the Source Site “Site001”

Please note that we have performed all the above steps just to simulate a proper business case where someone already created a Workflow and now we need to move it to some other SharePoint Site. In case if you already have a workflow created then you can always skip the steps above

Step 6: Destination Site – Provision Content Type

In order to move the Workflow based on the content type we need to first deploy the Content Type Solution to the Destination Site “Site002”

You should deploy it using PowerShell; in here I am making use of Visual Studio to get it deployed as shown below-

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Once the Content Type Solution deployed successfully we should enable the feature to provision the Content Type

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In order to verify if the Content Type has been provisioned correctly we should go as follows:

  • Go to Site Settings
  • Click on “Site Content Types” link

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We can filter the list of available Content Types by “Custom Content Types” Group

And there we can see the “CustomerCT” content type provisioned correctly

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That is all for this demo.

We will be looking for Step 7 & 8 in Part 4 of this Series.

SHAREPOINT 2013 : HOW TO MIGRATE SHAREPOINT 2010 STYLE WORKFLOWS – PART 4

So guys just stay tuned 🙂

 

SharePoint 2013 : How to migrate SharePoint 2010 Style Workflows – Part 2

In the first article SharePoint 2013 : How to migrate SharePoint 2010 Style Workflows – Part 1 of this series on the Workflow migration Process we saw the execution of Steps 1 & 2 for the process.

In this article we are going to see the execution of Steps 3 & 4 and for the sake of quick review I am putting up the process diagram again in here.

Process Diagram

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Step 3: Source Site – Create Workflow

  • Launch the SharePoint 2013 Designer
  • Connect to the Source Site “Site001”
  • Click on the Workflows section on the left
  • Click on the “Reusable Workflow” Ribbon Control

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  •  Specify the Workflow Name “CustomerLogs”
  • Select “CustomerCT” content type that we had provisioned in the earlier steps
  • And since this demo is to show how to export SharePoint 2010 Style Workflows so we should choose the Platform Type as “SharePoint 2010 Workflow”
  • Click OK to save the Workflow

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We can see the new workflow created under “Reusable Workflow” Category

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Step 4: Source Site – Test Workflow

Now we have to associate “CustomerLogs” workflow with Content Type “CustomerCT”

To add the association go to Site Settings > Site Content Types

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Filter the content types by group “Custom Content Types”

We can see the “CustomerCT” Content Type available in the Site Content Types List

Click on “CustomerCT” Content Type and edit it

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Under Settings section click on the “Work Settings”

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Click on “Add a Workflow” Link

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Under the Workflow Section you should see the “CustomerLogs” workflow list in Workflow Template list and specify a suitable name as “Customer Logging” in this case

Save the Workflow Settings

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Now we can see new instance of “CustomerLogs” workflow associated with “CustomerCT” content type

17Now lets’ create a Test SharePoint List to verify the Workflow is working fine in association with Content Type

  • Go to Site Contents
  • Select “Custom List” list template to create a list

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Let us call this list as “Customers” and click “Create”

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We can see the “Customers” List created a successfully

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Now we need to add “CustomerCT” content type to the “Customers” list

  • Go to List Settings
  • Click on the “Advanced Settings” link

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  • Select “Yes” under “Content Types” Section
  • Save the settings

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Click on the “Add from existing content types” link and select the “CustomerCT” content type

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Now create a new item based on “CustomerCT” content type

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  • Add suitable values to the fields

26Since we did not configured the “CustomerLogs” Workflow to start automatically on “Item Added” or “Item Updated” so we need to manually start it

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Now lets’ review the workflow status

Click Ellipsis and select “Workflows” to get the Workflow Start Page

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Click on the “Customer Logging” workflow to start

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  • Click on “Start” button

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And we got the workflow started & completed

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We can verify the Workflow Status and also the message logged by it to the history log

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That is all for this demo.

We will be looking for Step 5 & 6 in Part 3 of this Series.

SHAREPOINT 2013 : HOW TO MIGRATE SHAREPOINT 2010 STYLE WORKFLOWS – PART 3

So guys just stay tuned 🙂

SharePoint 2013 : How to migrate SharePoint 2010 Style Workflows – Part 1

In this article we are going to learn the steps that are involved in moving SharePoint 2010 style reusable workflows from one site to another and I must say this a bit of tricky process all around.

The whole process of exporting SharePoint 2010 Style Workflow involves 8 steps as showing below in Process flow diagram which I will be going to deliver as a series of four articles-

Process Diagram

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So we can see that we got to go a long way in order to accomplish the task of moving workflow from one location to another so let’s hit the floor

Step 1: Create Site Collections

In order to setup this demo we need to first create two Sites lets’ call them “Site001” (Source) & “Site002” (Destination)

So the task is to move a reusable SharePoint 2010 Workflow from Source Site to Destination Site.

So we created both Source & Destination Sites as per usual process as shown below:

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3Step 2: Source Site – Provision Content Type

In order to develop a reusable workflow in the Source site we would be needing a Content Type to be provisioned first based on that we can be able to create the require reusable workflow

In order to provision the Content Type lets create a solution and add a content type based on our business requirements.

Here for the sake of this demo I have added a Content Type called Customers with just two fields “Work Address” & “Company Name”

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Lets’ name the feature associated with this content type as “Enable Customer Logging”

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In order to provision the Content Type we need to deploy the solution and activate the “Enable Customer Logging” feature

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In order to verify if the Content Type is provisioned we can go to Site Settings > Site Content Types

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Filter the content types by group “Custom Content Types”

We can see the “CustomerCT” Content Type available in the Site Content Types List

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That is all for this demo.

We will be looking for Step 3 & 4 in Part 2 of this Series.

SHAREPOINT 2013 : HOW TO MIGRATE SHAREPOINT 2010 STYLE WORKFLOWS – PART 2

So guys just stay tuned 🙂