Chapter 5. Advanced SharePoint Designer workflows

This chapter covers

  • Saving a workflow as a template
  • Managing security within workflows
  • Declaring records within workflows
  • Leveraging Business Connectivity Services within workflows
  • Customizing the out-of-the-box workflows
  • Working with document sets within workflows

In chapter 4, we looked at the basics of creating workflows, including how to use the fundamental components of a workflow and how to use the workflow editing interface. Although that was a good start, there’s much more to it.

In SPD 2010, you can save a workflow as a template. This template can be deployed across the entire farm, rather than the site or site collection. Even more valuable is the ability to deploy this workflow ...

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