SharePoint 2010 - InfoPath, Workflow
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SharePoint 2010 - InfoPath, Workflow

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SharePoint 2010 - InfoPath, Workflow SharePoint 2010 - InfoPath, Workflow Presentation Transcript

  • SharePoint Saturday: Denver
    Clayton Cobb
    Dec. 12, 2009
  • Building a Codeless Solution in SharePoint 2010 using the 2010 versions of InfoPath, SharePoint Designer, Visio, and Outlook
    SharePoint 2010
    Reaching New Limits Without Code
  • Clayton Cobb
    Planet Technologies: Technical Architect
    Planet Technologies: Central Region Practice Manager
    SharePoint Architect
    MCTS: MOSS 2007 and WSS 3.0 Configuration
    InfoPath MVP Nominee (CY09 Q4)
    Colorado SharePoint Users Group (COSPUG) Board Member
    Blog: Clayton’s SharePoint Madness (http://claytoncobb.wordpress.com)
    Twitter: @Warrtalon
  • Agenda
    Introduction
    Overview of Technologies Used
    Explanation of End-to-End Use Case
    Pieces and Parts
    Live Demonstration
    Questions
  • Agenda
    Introduction
    Overview of Technologies Used
    Explanation of End-to-End Use Case
    Pieces and Parts
    Live Demonstration
    Questions
  • Agenda
    Introduction
    Overview of Technologies Used
    Explanation of End-to-End Use Case
    Pieces and Parts
    Live Demonstration
    Questions
  • Overview of Technologies Used
    SharePoint Server 2010
    SQL Server 2008
    Business Connectivity Services
    SharePoint Designer 2010
    InfoPath 2010
    Outlook 2010
    Visio 2010
    **All 64-bit software
  • Overview of Technologies Used
  • Agenda
    Introduction
    Overview of Technologies Used
    Explanation of End-to-End Use Case
    Pieces and Parts
    Live Demonstration
    Questions
  • Explanation of End-to-End Use Case
    Leave Request System
    Automated
    Paperless
    Electronic Signatures
    Auto-Detected Identities
    User requests leave for self or another employee
    Accrued Leave Days stored in back-end database
    Manager must approve
    Rejections with comments prompt revisions by submitter
    Approvals finalize request and update back-end database with new leave amount
  • Agenda
    Introduction
    Overview of Technologies Used
    Explanation of End-to-End Use Case
    Pieces and Parts
    Live Demonstration
    Questions
  • Pieces and Parts – External Content Type
    HR Database with a single table named LeaveDays
    6 rows of data with Employee ID as the unique key (DBEmpID)
    # of Accrued Leave Days in Integer field (DBLeaveDays)
    In SPD 2010, create an External Content Type tied to the LeaveDays table in the SQL 2008 HR Database
    Create operations for Create, Read Item/List, Update, and Delete (CRUD)
    Allow DBLeaveDays field to be editable but keep DBEmpID as Read-Only
  • Pieces and Parts – External List
    In SPD 2010, create an External List using the External Content Type named LeaveDays
    Accrued Leave data shows up in SharePoint just like a regular list, but the data resides in a non-SharePoint SQL database
  • Pieces and Parts – Leave Request Form
    Design form template layout and controls
    Apply styling, theming, and buttons
    Incorporate picture buttons (new for 2010)
    Utilize built-in Contact Selector (new for 2010)
    Design data schema into logical groupings with meaningful names
    Create Data Connections
    Submit to form library
    Retrieve info from LeaveDays external list
    Retrieve User Profile info from UserProfileService
    Apply Logic
    Rules
    Conditional Formatting
    Publish Form Template and Promote Properties
  • Pieces and Parts – Mock Up Workflow
    Create mock workflow in Visio 2010 using the SharePoint Workflow template
    Ensure you have a start point and termination point
    Notice the multiple decision points leading to different paths
    Upon completion, Export to SharePoint Workflow in the Process Tab
  • Pieces and Parts – Import/Build Workflow
    In SPD 2010, click on Workflows > Import from Visio
    Choose the .VWI file created by the Visio export
    Name the new workflow and associate it with a specific list or to a content type to make it reusable
    Fill in fields to complete workflow
    Publish workflow
  • Pieces and Parts – Completed Workflow
    This is how the full Visio workflow looks when completed in SPD 2010
    The workflow building interface is much improved both in the workflow canvas and in the dynamic string builders, which allow you to combine free text with metadata easily (i.e. “[Current Item:Employee] has requested leave.”
    Email configuration interface now has full rich text tools
  • Pieces and Parts – Configure Form Library
    Modify your view to show the relevant fields that were promoted during the publishing process
    Notice that there is a new “server default” setting in Form Libraries, which defaults to opening forms in the browser (new for 2010)
    If you publish the form template as a content type, be sure to disable the built-in Form content type
    Disable folders =)
  • Agenda
    Introduction
    Overview of Technologies Used
    Explanation of End-to-End Use Case
    Pieces and Parts
    Live Demonstration
    Questions
  • Codeless, Paperless, Automated Leave Request Solution
    Reaching New Limits Without Code
    DEMO
  • Agenda
    Introduction
    Overview of Technologies Used
    Explanation of End-to-End Use Case
    Pieces and Parts
    Live Demonstration
    Questions
  • Questions ?
  • Wrap Up
    SharePoint 2010 and Office 2010 are…
    More tightly integrated
    Extremely powerful when used together
    More robust and empowering for non-developers
    Learn to use the tools that you likely already have on your desktop (or can get for free, such as SharePoint Designer)
    Reach out into the community for help
    MSDN Social
    SharePoint 2007: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint
    SharePoint 2010: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint2010
    INFOPATHdev: http://www.infopathdev.com/
  • Contact Information
    claytoncobb.wordpress.com
    www.go-planet.com
    Twitter: @Warrtalon
    Personal: warrtalon@gmail.com
    Work: ccobb@go-planet.com