Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason - SPTechCon
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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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  • 1. Building BusinessSolutions:InfoPath and WorkflowsJennifer MasonRackspace
  • 2. About me…• • http://blogs.sharepoint911.com/blogs/jennifer••
  • 3. Agenda••••••
  • 4. Introduction••••••
  • 5. The Product ComponentsIntroduction
  • 6. Process Components • • InfoPath form? • SharePoint List form?Introduction • Document in a library? • • •
  • 7. RequirementsIntroduction
  • 8. Today’s Process Automation • SharePoint SiteIntroduction • SharePoint Lists • InfoPath Form w/ Internal Workflow • Custom SPD Routing Workflow
  • 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. Our Process Flow Travel Request SubmittedWorkflow Manager Approval Completion
  • 11. Fundamentals• Creating and filling out a form• Form layouts• Form controls• The data source• Publishing the form
  • 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. Form LayoutsFundamentals • • •
  • 14. Form Controls •Fundamentals • • • •
  • 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. Demo
  • 17. Advanced Concepts• Views• Data Connections• User Profile Services• Working with rules• Form options
  • 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. The Data Source •Fundamentals • • • For dynamic lookups for drop-downs • Get user information from the user profile service • Create cascading drop-downs •
  • 20. Data Connections • • •Advanced
  • 21. User Profile Service • •Advanced • Receive from web service: YourSiteURLHere/_vti_bin/userprofileservice.asmx • Pick operation: GetUserProfileByName •
  • 22. Working with Rules • • Validation • FormattingAdvanced • Action • • • •
  • 23. Form Options •Advanced • •
  • 24. Form Submission Concepts • •Advanced • • • • •
  • 25. Demo
  • 26. Workflow• Workflow concepts• Types of workflows in 2010• SharePoint Designer workflows• Workflow form• Pros and Cons of approval methods
  • 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. Types of Workflows in 2010 • • Customizable now • SimplisticWorkflow • • Customizable in easy interface • Scalable now • • Requires developer resources, highly customizable •
  • 29. SharePoint Designer Workflows • •Workflow • • Custom task process • Custom approval process • Custom feedback process
  • 30. Our Process Flow Travel Request SubmittedWorkflow Manager Approval Completion
  • 31. Demo
  • 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. Define the User InterfaceUser Interface • • • •
  • 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. Demo
  • 36. Want More?•
  • 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