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Wictor Wilén

Microsoft Certified Master (MCM) - SharePoint 2010 | Microsoft Most Valuable Professional (MVP) - SharePoint Server MVP | Author

Creating SharePoint 2010 workflows with Visio 2010

Posted at 2009-07-20 07:46 by Wictor Wilén in Microsoft Office , SharePoint 2010 with 48 comments.

The new Office 2010 clients have been released as a Technical Preview and I'm fortunate to get my hands on them and free to talk about them. The new clients are awesome!

Visio is one of the applications from the Office suite that I use on a daily basis to design, model and draw diagrams, workflows and solutions. Visio 2010 has gotten a really nice facelift and a whole new set of features. The Ribbon has been one of the things I really missed in the 2007 release and the SharePoint integration, that can be seen in the Sneak Peak, looks awesome!

Building workflows for SharePoint has mainly been done using either SharePoint Designer 2007 (dull and not reusable) or Visual Studio (complex). SharePoint 2010 will use the new Windows Workflow Foundation (4.0) and rumors say that SharePoint Designer 2010 and Visual Studio 2010 has even better support for building workflows.

Microsoft SharePoint Workflow Visio Template Visio 2010 comes with a brand new template; Microsoft SharePoint Workflow. Using this template you can design your workflow and then export it. This exported file can then be imported to SharePoint Designer 2010 or Visual Studio 2010 (just a guess - Visual Studio 2010 with SharePoint 2010 dev tools is not yet publically available). Another guess is that you can export the workflows from SharePoint Designer 2010 and import them into Visio for better visualization or documentation of the workflow.

You can design your SharePoint workflow just as you would design any other workflow using Visio, drag and drop and make a nice layout. This is great when you are making a specification for your SharePoint solution. Far better is that the ones responsible for the actual workflow or processes can design the workflows for you without knowing a bit about SharePoint, just some basic knowledge of Visio.

Workflow sample

Once you're done with your workflow you can validate it, so that you have not missed any branches or any mandatory information. Then you save it as a Visio or file or better export it as a Visio Workflow Interchange (.vwi file).

In Visio you can only make the actual design of the workflow, not the configuration which is done in SharePoint Designer 2010.

The .vwi file is a zip compressed file containing the XOML files (XAML files for workflows) and some Visio information. This XOML file can of course be opened in Visual Studio for editing, you just require the SharePoint 2010 dlls :-)

What I have not been able to test yet is the import in SharePoint Designer 2010, since it requires SharePoint 2010.

I will start using it immediately for designing workflows!

Comments and trackbacks

#  Office 2010 rocks. by Tobias Zimmergren
Screenshot from websnpr Visio 2010, well actually the entire Office 2010 suite just plainly rocks!
#  .net 4.0? by Jeroen Ritmeijer
Screenshot from websnpr Are you sure it will use .net 4.0? I certainly hope so, but screenshots of the SP2010 preview installer show .net 3.5. I hope they make this a first class experience in Visio. I remember similar attempts with the original BizTalk and Visual Studio (UML) and the experience wasn't great. Having said that, I use Visio all the time and am very excited it has been ribonized.
#  Re: .net 4.0 by Wictor
Screenshot from websnpr No I'm not sure. I have not seen SP2010, but I think it would be a logical guess that SP2010 will use .net 4 and WF 4.0 (which I referred to in the post).
#  SharePoint Development Weekly Roundup (21Jul) by Trackback
Screenshot from websnpr No suprises that #SP2010 is the big hitter again this week. Also seems everyone is quiet...no doubt a lot of the MVPs are quietly off playing with SharePoint 2010 and it'll be nuts once it goes public after conference......
#  SharePoint Development Weekly Roundup (21Jul) by Trackback
Screenshot from websnpr No surprises that #SP2010 is the big hitter again this week. Also seems everyone is quiet...no doubt a lot of the MVPs are quietly off playing with SharePoint 2010 and it'll be nuts once it goes public after conference......
#  SharePoint Development Weekly Roundup (21Jul) by Trackback
Screenshot from websnpr No surprises that #SP2010 is the big hitter again this week. Also seems everyone is quiet...no doubt a lot of the MVPs are quietly off playing with SharePoint 2010 and it'll be nuts once it goes public after conference......
#  SharePoint Development Weekly Roundup (21Jul) by Trackback
Screenshot from websnpr No surprises that #SP2010 is the big hitter again this week. Also seems everyone is quiet...no doubt a lot of the MVPs are quietly off playing with SharePoint 2010 and it'll be nuts once it goes public after conference......
#  SharePoint Development Weekly Roundup (21Jul) by Trackback
Screenshot from websnpr No surprises that #SP2010 is the big hitter again this week. Also seems everyone is quiet...no doubt a lot of the MVPs are quietly off playing with SharePoint 2010 and it'll be nuts once it goes public after conference......
#  SharePoint Development Weekly Roundup (21Jul) by Trackback
Screenshot from websnpr No surprises that #SP2010 is the big hitter again this week. Also seems everyone is quiet...no doubt a lot of the MVPs are quietly off playing with SharePoint 2010 and it'll be nuts once it goes public after conference......
#  Re: ,net 4.0 by Wictor
Screenshot from websnpr I'm pretty sure it's .NET 4.0 based. If you look at the public available SDK then you will find that several references are pointing to the .NET 4.0 (beta) documentation of MSDN.
#  Workflow version by Uni
Screenshot from websnpr I doubt that WSS4 will use WWF4
#  @Uni by Wictor
Screenshot from websnpr That's a possibility of course. Since .NET 4 will have the possibility to run different versions of .NET in the same process it won't be any problem. If 2010 is 3.5 based then we just install .NET 4, just like 2007 was .NET 2.0 based and I guess most ppl run .NET 3.5 on their 2007 installations now
#  More Information by Visio Guy
Screenshot from websnpr Hi Wictor, thanks for this great article.! You inspired me to dig deeper into the Visio 2010 SharePoint Workflows and write about it. Some of your readers might be interested in lots of details about this, which they can read here: Visio 2010 SharePoint Workflows http://www.visguy.com/2009/08/10/visio-2010-sharepoint-workflows/
#  Office 2010 by prashanthspark
Screenshot from websnpr There are lots more interesting about Office 2010, Visio 2010, WWF 4.0, SPD 2010 which works with Sharepoint 2010 :) Please let me know more details
#  2010 Workflow by Moy
Screenshot from websnpr Looks like what Ascentn's AgilePoint already does.
#  Workflow Version by Zlatan
Screenshot from websnpr It certainly isn't going to be WF v4.0, it's going to remain v3.5
#  @Zlatan by Wictor
Screenshot from websnpr You're correct, it's now possible to comment on this (after this post I came under NDA). I had hoped that SP2010 was aligned with .NET 4.0, but we'll have to live with it :-)
#  Graphical Workflow is the way to go by SharePoint Workflow SPS Workflow
Screenshot from websnpr Nice post. I agree using graphical tools is the way to go. I prefer using activity diagrams, which is the design concept behind our SharePoint workflow designer. It puts all of the pieces together (forms, documents, databases, etc.) without coding. Keep up the great posts.
#  SharePoint 2010 by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Overview of SharePoint 2010 Capability Sites Sites provides the infrastructure to enable the creation of secure intranets,...
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Overview of SharePoint 2010 Capability Sites Sites provides the infrastructure to enable the creation of secure intranets,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Overview of SharePoint 2010 Capability Sites Sites provides the infrastructure to enable the creation of secure intranets,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Work In Progress aiming to complete by 26th Feb 2010 Overview of SharePoint 2010 Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Overview of SharePoint 2010 Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  Workflows by SP Newbie
Screenshot from websnpr Do you know if the workflows created in 2010 are backwardly compatible with SharePoint 2007?
#  SharePoint 2010 by Trackback
Screenshot from websnpr Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Overview of SharePoint 2010 Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Executive Summary Microsoft SharePoint Server 2010, due for release 2010H2
#  Thats Very helpful by Jordon
Screenshot from websnpr Thank you, Experts. Great intro to SharePoint workflow. SharePoint Designer deploys workflows as XML and compiles it on-the-fly. What’s the implication of this in terms of performance? Will the same workflow created by Visual Studio perform better because it’s compiled into assemblies and deployed in the GAC? Is there a pre-compiling and caching mechanism for SharePoint Designer workflows similar to how execution plans are generated for SQL Server stored procedures?
#  sp 2010 by chris
Screenshot from websnpr sp 2010 uses 3.5 for sure!!!
#  Earlier versions by Howard
Screenshot from websnpr Will this work with earlier versions of Visio/Sharepoint such as Visio 2007?
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Overview of SharePoint 2010 Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Overview of SharePoint 2010 Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 Overview by Trackback
Screenshot from websnpr Overview of SharePoint 2010 Microsoft SharePoint Server 2010, due for release 2010H2 and already at RC1,...
#  SharePoint 2010 by Trackback
Screenshot from websnpr Executive Summary Microsoft SharePoint Server 2010 shipped in 2010H2 and focuses on building on the strengths of SharePoint 2007 whilst also addressing to varying degrees some of the shortcomings of SharePoint 2007 as a total ECM solution....
#  SharePoint 2010 by SharePoint Consulting
Screenshot from websnpr SharePoint 2010 is beneficial for all with it's new features. It is much advanced from it's predecessors. All businessmen, colleagues, partners, customers can work together in efficient manner.
#  SharePoint 2010 by villiams
Screenshot from websnpr Thanks so much for posting all of the awesome info! SharePoint integration is a topic your article and may adopt elements of the program for MS CRM (MS CRM SDK)
#  2010 by Sharepoint consulting
Screenshot from websnpr Thanks for posting this. Our customers really like SharePoint 2010. I have bookmarked this post for our employees.
#  Here is only one limitation... by Alexander
Screenshot from websnpr ...that you can't use custom activities in Visio. But HarePoint Workflow Extensions contains a special Visio plugin which allows to use 3rd party activities in Visio.
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