Building SharePoint 2010 applications with InfoPath 2010 and SharePoint Designer 2010

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

Questions...
Toni FrankolaSharePoint Services MVP, Croatia
http://www.sharepointusecases.com
Toni.Frankola@acceleratio.hr
@ToniFrankola

Building SharePoint 2010 applications with InfoPath 2010 and SharePoint Designer 2010

by Toni Frankola

Accessibility

Categories

Upload Details

Usage Rights

2 Embeds 369

Statistics

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

http://www.sharepointusecases.com	368
http://feeds2.feedburner.com	1