@chrysalisbts
presented by
Andy Hopkins
andyh@chrysalisbts.com
(425) 761-4143
@AndrewSHopkins
REAL WORLD| SHAREPOINT
imple...
@chrysalisbts
presented by
Andy Hopkins
andyh@chrysalisbts.com
(425) 761-4143
@AndrewSHopkins
REAL WORLD| SHAREPOINT
advan...
@chrysalisbts
• Real World SharePoint
• Andrew (Andy) Hopkins - Chrysalis BTS
• Patrick Halstead – Qdabra Software
• What ...
@chrysalisbts
• Form based Business Process
• InfoPath fields as web part connection
parameters to create mash-ups
• Enhan...
@chrysalisbts
FORM BASED BUSINESS PROCESS
USING INFOPATH FORMS TO MANAGE END TO END BUSINESS PROCESS
BACKGROUND
@chrysalisbts
InfoPath Form Services Limitations
• Repeating data cannot be mapped to fields
• Getting user information
• ...
@chrysalisbts
AUTOMATING EXPENSE REPORTS
USING INFOPATH FORMS AND DECLARATIVE WORKFLOW
BACKGROUND
@chrysalisbts
Expense Report
End to End Business Process - Approval through Payment
Expense Report Saved
Initial Save Emai...
@chrysalisbts
InfoPath Advanced – Code Challenges
• Code extensions required for
• Copying, sorting tables
• Converting im...
@chrysalisbts
InfoPath Extensions – Code Best Practice
• Use a Single Common Library
• Example: qRules fills 130 feature g...
@chrysalisbts
Demo – Using Common Library with Rules
• Demo
• Copying Repeating Data
• Pros: make your form’s data-driven
...
@chrysalisbts
Resources and Contact
Real World SharePoint
Please Give Us Your Feedback
• Matt will send you an email with ...
@chrysalisbts
14
&
@chrysalisbts
15
presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414
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InfoPath Forms Services Breakdown: Supporting Complex Business Processes and Multiple Data Source Integration

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InfoPath allows powers users and developers to rapidly create rich smart forms that integrate directly with SharePoint. It includes features that allow form designers to add business rules and integrate line of business data into their forms. But what if you need to update multiple SharePoint lists with one form? What if you have complex data structures (like in the real world)? What do you do when you’ve reached the edge of InfoPath capabilities? In this session, we will examine real world InfoPath use cases where integration of third party tools or custom development are a must. We will look at sample forms and walk through code examples to better understand how to implement these solutions. We’ll also look at a leading ISV solution (Qdabra qRules) to see how quickly a developer can add the most commonly required features to their InfoPath forms. Lastly, we’ll discuss the implications to SharePoint administration when you opt to build more complex forms.

Join Andy Hopkins of Chrysalis | BTS as he discusses:

-How to identify scenarios that go beyond out of the box InfoPath
-Identify new application scenarios that can be facilitated through InfoPath and extensions
-How to address complex data structures in InfoPath forms
-Real world insights on what works and what doesn’t

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InfoPath Forms Services Breakdown: Supporting Complex Business Processes and Multiple Data Source Integration

  1. 1. @chrysalisbts presented by Andy Hopkins andyh@chrysalisbts.com (425) 761-4143 @AndrewSHopkins REAL WORLD| SHAREPOINT implementing advanced business solutions
  2. 2. @chrysalisbts presented by Andy Hopkins andyh@chrysalisbts.com (425) 761-4143 @AndrewSHopkins REAL WORLD| SHAREPOINT advancedformsolutionsinSharePoint
  3. 3. @chrysalisbts • Real World SharePoint • Andrew (Andy) Hopkins - Chrysalis BTS • Patrick Halstead – Qdabra Software • What will we discuss today? Welcome
  4. 4. @chrysalisbts • Form based Business Process • InfoPath fields as web part connection parameters to create mash-ups • Enhance workflow processes through custom workflow forms • InfoPath fields to build advanced SharePoint views • InfoPath Form Web Part Integrating forms into SharePoint pages • Custom development 4 Advanced Usage Scenarios
  5. 5. @chrysalisbts FORM BASED BUSINESS PROCESS USING INFOPATH FORMS TO MANAGE END TO END BUSINESS PROCESS BACKGROUND
  6. 6. @chrysalisbts InfoPath Form Services Limitations • Repeating data cannot be mapped to fields • Getting user information • User SharePoint Web Services • Images and file attachments • Cannot add custom event handler for “Save” event • Disable save and save as – use submit button instead • Rule “Close the Form” doesn’t support prompt on browser-based forms • Disable the ribbon • Custom message boxes cannot be displayed 6 Not supported in based browser forms
  7. 7. @chrysalisbts AUTOMATING EXPENSE REPORTS USING INFOPATH FORMS AND DECLARATIVE WORKFLOW BACKGROUND
  8. 8. @chrysalisbts Expense Report End to End Business Process - Approval through Payment Expense Report Saved Initial Save Email TO: Preparer StartEmployee Review StartApproval Workflow StartManager Review No Is Preparer also Employee? Yes Approved Employee Review Email TO: Employee Deleted Task Email TO: Employee CC: Preparer Rejected Task Email TO: Preparer CC: Employee Deleted Rejected Manager Review Email TO: Manager Pause 3 additional days Pause 5 additional days ManagerReviewEmail Reminder1 TO: Manager ManagerReviewEmail Reminder2 TO: Manager CC: Employee StartReviewer ReviewApproved Rejected Task Email TO: Employee Rejected Deleted Task Email TO: Manager CC: Employee Deleted ReviewerReview Email TO: Reviewer Rejected Task Email TO: Employee Deleted Task Email TO: Modified By CC: Employee DeletedRejected StartApprover Review (ML) Pause 14 additional days ReviewerEmail Reminder TO: Reviewer No Action Taken Approved No Action Taken Rejected Task Email TO: Employee Deleted Approval Email TO: Employee Approved StartPayroll Review Payroll Processing TO: ExpenseReport- Payroll Funded Email TO: Employee Funded Rejected Task Email TO: Employee Deleted Task Email TO: TaskModifiedBy CC: Errorhandling DeletedRejected Expense Report Workflow Rejected Deleted Task Email TO: TaskModifiedBy CC: Errorhandling
  9. 9. @chrysalisbts InfoPath Advanced – Code Challenges • Code extensions required for • Copying, sorting tables • Converting images to links • Mapping repeating data to lists • etc. • Common practices quick and dirty • Programmers hardcode lookups • Versioning/migration nightmares • No multi-dev environment for IP • Maintenance costs • Code itself requires a developer • Changes require recompile • Separate DLLs duplicate logic A B C D E
  10. 10. @chrysalisbts InfoPath Extensions – Code Best Practice • Use a Single Common Library • Example: qRules fills 130 feature gaps • No developer required • Commands are data source agnostic • Not tightly coupled to form’s schema • Inexpensive • Write once, use multiple • qRules is ~5 hours of developer cost • Easy to upgrade • Re-inject updates to get new features • qRules Benefit • Thousands of enterprise users • Works in browser, filler, 2007-2013 Q
  11. 11. @chrysalisbts Demo – Using Common Library with Rules • Demo • Copying Repeating Data • Pros: make your form’s data-driven • Editing List Data from InfoPath • Pros: use SharePoint lists as InfoPath database • Solutions: • Use out-of-box Rules and • Write Common Library • Try qRules common library
  12. 12. @chrysalisbts Resources and Contact Real World SharePoint Please Give Us Your Feedback • Matt will send you an email with a link to the presentation and the eval or visit… www.chrysalisbts.com/index.php/events/rws/search/eval/ Successful SharePoint is About Community • Share your Real World SharePoint stories #RWSharePoint • Ask the global SharePoint community for their insight #SPHelp • Attend or speak at SharePoint Saturday (We’d love to meet you at #SPRedmond) • Join your local SPUG Attend Qdabra InfoPath Master Class • Next online classes in August (Master & 101) • Next in-person Master class in September Real World SharePoint Presentations • www.slideshare.net/andyhopkins Andrew (Andy) Hopkins • andyh@chrysalisbts.com • @AndrewSHopkins Patrick Halstead • Patrick.Halstead@Qdabra.com • @PatrickHalstead
  13. 13. @chrysalisbts 14 &
  14. 14. @chrysalisbts 15 presented by Dave Healey dhealey@chrysalisbts.com (206) 734-9414
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