• SharePoint Saturday New York City 2018

    SharePoint Saturday New York City 2018

    SharePoint Saturday New York City 2018 will be a fantastic conference and I will be delivering a joint presentation with Sarah Haase this year! We will be giving a new session titled Driving adoption of Microsoft Flow, one solution at a time. In the session, you will learn the essentials of the Microsoft Flow service and how it can be used to drive business value. You’ll also learn how to showcase custom workflow templates for your organization to give your users a jump-start with Microsoft Flow. Registration is open – join us on July 28th!  

  • IT DEV Connections 2017

    IT/Dev Connections 2017

    [UPDATED] It was a great week in San Francisco! The #ITDEVConnections conference is a high-quality event that focuses on real-world technical sessions and the conference delivered. Both of my sessions had good participation from attendees – I enjoyed answering questions and getting to know everyone. My first session topic was how you can plan and execute a transition from SharePoint Designer workflows to Microsoft Flow. The slides are available via the IT/Dev Connections website, but there was a question regarding the functionality gaps between Designer and MS Flow – in the session I mentioned a website to keep track of the gaps and here is the link: https://ms.flow.microsoft.com/en-us/documentation/release-notes/#known-issues-and-resolutions I also mentioned…

  • Cincinnati SharePoint User Group – June 22nd

    On June 22nd 2017, I will again be speaking to the Cincinnati SharePoint User Group and this time around we will be discussing workflow. I will present the options for creating workflows in SharePoint and Office 365, as well as look at the process (and potential pitfalls) for upgrading your SharePoint Designer workflows to Microsoft Flow. Find details on the topic, as well as register on the Meetup page. [UPDATE] Thank you so much to everyone who came out tonight to the meeting – I had a great time and the group participation was wonderful. I mentioned tonight the Known issues and resolutions page Microsoft is maintaining for Flow –…

  • New Simple Approval Flows In SharePoint Libraries

    Microsoft announced today the newest improvement in workflow for the SharePoint platform – easy-to-use approval workflows built-in that will enable you to route a document for approval and give you the ability to give a custom message. In my workflow presentations, I talk about having a simple approval workflow being a great first step but we need a better user experience than what we have been given out-of-the-box with SharePoint in the past. We need the user to be able to approve/deny directly within their email client, without having to go to a SharePoint page, edit the task, complete the task, and then save it. Too many steps!! With this…

  • Creating & Upgrading SharePoint Workflows – April 9th 2017

    I am excited to be speaking once again at the Nashville SharePoint Users Group. The meeting on May 9th 2017 is in-person and via online meeting and the topic is “Creating & Upgrading SharePoint Workflows”. The details of my presentation are below. For a long time, we have used workflow for automating business processes in every version of SharePoint, while using various tools to create them: out of the box workflows, SharePoint Designer, Visual Studio, & third-party applications like Nintex and K2. Now that SharePoint Designer will no longer updated and there is a push to move to the cloud, what are we supposed to do now to automate tasks…

  • SharePoint 2010 Workflows on a SharePoint 2016 Farm

    [This is a quick post – it will be updated with more information soon] During a recent client meeting, I was asked if SharePoint 2010 version workflows, developed on a SharePoint Server 2013 farm, will continue to work if the server farm is upgraded to 2016. SharePoint Server 2016 has not been released at the time of this writing, but we do have the Release Candidate to test with, so I went about testing. On a SharePoint Server 2013 farm (version ​15.0.4719.1002, which is SP1 with May 2015 CU) I created a SharePoint 2010 version workflow and associated it with a document library. I took a SQL backup of the content…