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Building SharePoint 2010 applications with InfoPath 2010 and SharePoint Designer 2010

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    Building SharePoint 2010 applications with InfoPath 2010 and SharePoint Designer 2010 Building SharePoint 2010 applications with InfoPath 2010 and SharePoint Designer 2010 Presentation Transcript

    • Building SharePoint 2010 Applications with InfoPath 2010 and SharePoint Designer 2010
      Toni FrankolaSharePoint Services MVP, Croatia
      http://www.sharepointusecases.com
      Toni.Frankola@acceleratio.hr
      @ToniFrankola
    • About speaker…
    • Agenda
      SharePoint Editins and forms
      What’s new in v2010 tools
      InfoPath
      SharePoint Designer
      Case Study
      Demos
      Target audience:
      Power (End) User, Site CollectionAdmin
      IT PRO
    • Maincast
      Microsoft SharePoint 2010*
      Different editions
      SharePoint Designer 2010*
      Free
      SharePoint InfoPath 2010*
      Part of Office Professional Plus license
      (*) You can use v2007 products to create very similar application
    • SharePoint 2010 Editions
    • What’s new in InfoPath 2010
      New fluent-UI
      Pre-built Page and Section Layouts
      New controls (Picture buttons, Hyperlink, Date and time picker, Person/Group pickers, Signature Line)
      New Rulesand UI
      Quickpublish
      Customize List formsvia InfoPath
      Usein SharePoint Workspace
      Source: http://goo.gl/MYWW5
    • InfoPath applications
      Designer
      Office client applicationrequired to design forms
      Filler
      Office client application used to fill forms
      Browser
      InfoPath form displayed in browser
    • InfoPath FeaturesMatrix
      Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality.
      Source: http://goo.gl/bB9LO
    • SharePoint Designer 2010
      (new)Fluent UI
      (new) Manage
      ContentTypes
      Columns
      Views
      CustomActions
      Content (pages, structure…)
      (Improved)
      Workflowmanagement + newactions
      Editing page properties
    • Case-study
      A company A needs a simple invoicing and CRM system with following:
      Tracking customers
      Tracking products and prices
      Creating Quotes / Invoices
      In multiple languages
      Tracking Payments
      Tracking Project Time Tracking
      Sales Reports and Revenue
      Tracking Expenses
    • CS: Entity-relationship model
      Additional entities:
      Customer
      1:N
      Quote /
      Invoice
      Product
      Project
      N:N
      N:1
      Price
    • InfoPath Form Deployment options
      Do once, never deploy
      Do once, deploy as content type
      Best practice:
      Package as Sandboxed solution
    • Demo overview
      Phase 1
      SharePoint Listsfrom SharePoint UI
      Customer
      1:N
      Quote /
      Invoice
      Product
      Project
      N:N
      N:1
      Price
    • Demo overview
      Phase 2
      Build InfoPath Form
      Customer
      1:N
      Quote /
      Invoice
      Product
      Project
      N:N
      N:1
      Price
    • Questions
      Why InfoPath here?
      Reasons:
      1 quote = 1 or more products>Repeating Tables
      Printing in general and
      Priting in more than one lang > InfoPath Views
      OOTB integration with SharePoint
      Customer
      1:N
      Quote /
      Invoice
      Product
      Project
      N:N
      N:1
      Price
    • Demo overview
      Phase 3
      Using SP OOTB features to automate stuff
      Workflows
      In-place recordsmanagement
      Alerts
    • Demo overview
      Phase 4
      Custom stuff powered by SharePoint Designer
      Custom actions
      Extending workflows
      Reports via JQuery
    • Demo
    • Questions...
      Toni FrankolaSharePoint Services MVP, Croatia
      http://www.sharepointusecases.com
      Toni.Frankola@acceleratio.hr
      @ToniFrankola