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Building BusinessSolutions:InfoPath and WorkflowsJennifer MasonRackspace
About me…•    •   http://blogs.sharepoint911.com/blogs/jennifer••
Agenda••••••
Introduction••••••
The Product ComponentsIntroduction
Process Components               •                   • InfoPath form?                   • SharePoint List form?Introductio...
RequirementsIntroduction
Today’s Process Automation               • SharePoint SiteIntroduction               • SharePoint Lists               • In...
The SharePoint site               •                   • This is the main list for the requests themselves. Workflow is    ...
Our Process Flow           Travel Request SubmittedWorkflow             Manager Approval                Completion
Fundamentals• Creating and filling out a form• Form layouts• Form controls• The data source• Publishing the form
Creating and Filling Out a Form               •                   • Very simplistic. Quick but lessFundamentals           ...
Form LayoutsFundamentals               •               •               •
Form Controls               •Fundamentals               •               •               •               •
Publishing the Form               •                   • Browser-based is mostFundamentals                     common: it d...
Demo
Advanced Concepts• Views• Data Connections• User Profile Services• Working with rules• Form options
Views in InfoPath           •           •               • Create different stages of an approval processAdvanced          ...
The Data Source               •Fundamentals               •               •                   • For dynamic lookups for dr...
Data Connections           •           •           •Advanced
User Profile Service           •           •Advanced               • Receive from web service:                 YourSiteURL...
Working with Rules           •               • Validation               • FormattingAdvanced               • Action       ...
Form Options           •Advanced           •           •
Form Submission Concepts           •           •Advanced           •           •           •           •           •
Demo
Workflow• Workflow concepts• Types of workflows in 2010• SharePoint Designer workflows• Workflow form• Pros and Cons of ap...
Introduction - Concepts           •               • Manual, on Creation, on Change           •Workflow               • If ...
Types of Workflows in 2010           •               • Customizable now               • SimplisticWorkflow           •    ...
SharePoint Designer Workflows           •           •Workflow           •               • Custom task process             ...
Our Process Flow           Travel Request SubmittedWorkflow             Manager Approval                Completion
Demo
The User Interface• What is the user’s experience on the site?• Plan out web parts, such as a button to fill the  form out...
Define the User InterfaceUser Interface                 •                 •                 •                 •
Form Admin Interface                 •User Interface                 •                     • Current user filter web part ...
Demo
Want More?•
RACKSPACE® HOSTING                   |     5000 WALZEM ROAD               |    SAN ANTONIO, TX 78218                      ...
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Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason - SPTechCon

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Full-Day Tutorial:
Sunday, March 4
9:00 AM - 5:00 PM

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Transcript of "Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason - SPTechCon"

  1. 1. Building BusinessSolutions:InfoPath and WorkflowsJennifer MasonRackspace
  2. 2. About me…• • http://blogs.sharepoint911.com/blogs/jennifer••
  3. 3. Agenda••••••
  4. 4. Introduction••••••
  5. 5. The Product ComponentsIntroduction
  6. 6. Process Components • • InfoPath form? • SharePoint List form?Introduction • Document in a library? • • •
  7. 7. RequirementsIntroduction
  8. 8. Today’s Process Automation • SharePoint SiteIntroduction • SharePoint Lists • InfoPath Form w/ Internal Workflow • Custom SPD Routing Workflow
  9. 9. The SharePoint site • • This is the main list for the requests themselves. Workflow is based on this list.Introduction • • For your first request, fill out information such as frequent flier and airplane seat preferences • • These are assigned to approvers throughout the workflow
  10. 10. Our Process Flow Travel Request SubmittedWorkflow Manager Approval Completion
  11. 11. Fundamentals• Creating and filling out a form• Form layouts• Form controls• The data source• Publishing the form
  12. 12. Creating and Filling Out a Form • • Very simplistic. Quick but lessFundamentals functionality • • My common choice • • Rarely needed • • Only needed for client-based forms being filled out on computers with IP 2007.
  13. 13. Form LayoutsFundamentals • • •
  14. 14. Form Controls •Fundamentals • • • •
  15. 15. Publishing the Form • • Browser-based is mostFundamentals common: it doesn’t matter what software client machines have installed. • Form library is most common, preferred • • Administrator-approved is only necessary when the form needs to be used in multiple site collections in the farm. • Site Content Type – just plain hard to deal with, update and test a form this way. •
  16. 16. Demo
  17. 17. Advanced Concepts• Views• Data Connections• User Profile Services• Working with rules• Form options
  18. 18. Views in InfoPath • • • Create different stages of an approval processAdvanced • Split a large form in to multiple pages, with “Next Page” to move to next view • Create a view specifically for printing • Create a read-only view for a finalized form • • New Form • Approvals • Read Only •
  19. 19. The Data Source •Fundamentals • • • For dynamic lookups for drop-downs • Get user information from the user profile service • Create cascading drop-downs •
  20. 20. Data Connections • • •Advanced
  21. 21. User Profile Service • •Advanced • Receive from web service: YourSiteURLHere/_vti_bin/userprofileservice.asmx • Pick operation: GetUserProfileByName •
  22. 22. Working with Rules • • Validation • FormattingAdvanced • Action • • • •
  23. 23. Form Options •Advanced • •
  24. 24. Form Submission Concepts • •Advanced • • • • •
  25. 25. Demo
  26. 26. Workflow• Workflow concepts• Types of workflows in 2010• SharePoint Designer workflows• Workflow form• Pros and Cons of approval methods
  27. 27. Introduction - Concepts • • Manual, on Creation, on Change •Workflow • If WHAT then do something • • This is the something that happens according to the condition • • The order of progression of the workflow • Impersonation Steps
  28. 28. Types of Workflows in 2010 • • Customizable now • SimplisticWorkflow • • Customizable in easy interface • Scalable now • • Requires developer resources, highly customizable •
  29. 29. SharePoint Designer Workflows • •Workflow • • Custom task process • Custom approval process • Custom feedback process
  30. 30. Our Process Flow Travel Request SubmittedWorkflow Manager Approval Completion
  31. 31. Demo
  32. 32. The User Interface• What is the user’s experience on the site?• Plan out web parts, such as a button to fill the form out quickly• Who needs to see the library itself?• Create an admin page for forms
  33. 33. Define the User InterfaceUser Interface • • • •
  34. 34. Form Admin Interface •User Interface • • Current user filter web part can be used • Show a view of all forms to defined form admins • • Don’t over-complicate the workflow just because of simple notification emails. • Utilize alerts and alerts based on views
  35. 35. Demo
  36. 36. Want More?•
  37. 37. RACKSPACE® HOSTING | 5000 WALZEM ROAD | SAN ANTONIO, TX 78218 US SALES: 1-800-961-2888 | US SUPPORT: 1-800-961-4454 | WWW.RACKSPACE.COMRACKSPACE® HOSTING | © RACKSPACE US, INC. | RACKSPACE® AND FANATICAL SUPPORT® ARE SERVICE MARKS OF RACKSPACE US, INC. REGISTERED IN TH E UNITED STATES AND OTHER COUNTRIES. | WWW.RACKSPACE.COM 3
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