Sponsors         SharePoint Saturday  Gold           Advanced InfoPath and            Workflow Techniques SilverBronze    ...
Who am I• Design and build advanced form and  workflow solutions• Also train, mentor, guide and consult on all  facets of ...
Session Overview• InfoPath Form design tips• Use a REST Data Connection in InfoPath  – Use a known but variable list of ap...
Session Overview• Assumed knowledge of SharePoint 2010• Assumed knowledge of InfoPath and Nintex  Workflow• Not a 100 leve...
General Form Design• Make it “wizard” based• Use views to split a form  into logical sections• Use rules to change views• ...
Why wizards•   Reduce initial form load time•   Choose when to load data connections•   Use logic to guide user through fo...
Data Connections• SharePoint Lists• Web Services  – SOAP (userprofileservice.asmx)  – REST (listdata.svc)• SQL Server  – L...
Approver List• Solution uses a list to hold approvers for each  Office and Department• These approvers are in a specific o...
REST Data Connections• Use a URL to connect to a list• Filter, sort, lookup parameters• Used in this solution to show a fi...
REST Web Service• http://sp2010/sites/spsdemo - Site where the list is• /_vti_bin/listdata.svc – REST Web Service• ?$filte...
Setup REST in InfoPath• See blog post• http://kevinannfield.wordpress.com                                       SharePoint...
Approval Form DemoBUILD A REST DATA CONNECTION                          SharePoint Saturday                               ...
REST Web Service                   SharePoint Saturday                            Brisbane 2012
InfoPath Attachments - Problems• Documents shouldn’t stay in a form• No collaboration, versioning, check out• Large files ...
Attachments - Solution• Copy documents into a Document Set• Link to documents from form• Remove documents from form       ...
SharePoint Saturday         Brisbane 2012
Copy Attachment to Document Set• Query XML to see if document attached check box = TRUE• If attachment exists    – Copy to...
Approval Form DemoCOPY AND LINK ATTACHMENTS                            SharePoint Saturday                                ...
Nintex Task Approval in InfoPath• Provides a single interface to complete a task• Allows a form designer to give more cont...
In form Task Approval• Setup data connections in form  – /_vti_bin/nintexworkflow/workflow.asmx     • GetRunningWorkflowTa...
Approval Form DemoIN FORM TASK APPROVAL                        SharePoint Saturday                                 Brisban...
Advanced InfoPath and Nintex Workflow TechniquesQUESTION AND ANSWER                                                   Shar...
Related Links• http://connect.nintex.com• http://kevinannfield.wordpress.com• Feedback at  http://tinyurl.com/bnefeedback ...
SharePoint Saturday                                           Sponsors                                             Gold   ...
Upcoming SlideShare
Loading in …5
×

SPSBNE - Advanced InfoPath and Nintex Workflow Techniques

6,259 views

Published on

Published in: Technology
1 Comment
1 Like
Statistics
Notes
  • is it possible to get a software which shows the rate of company shares advance ? send me ur ans to my mail id reddy.yvr8@gmail.com plz
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
No Downloads
Views
Total views
6,259
On SlideShare
0
From Embeds
0
Number of Embeds
15
Actions
Shares
0
Downloads
46
Comments
1
Likes
1
Embeds 0
No embeds

No notes for slide

SPSBNE - Advanced InfoPath and Nintex Workflow Techniques

  1. 1. Sponsors SharePoint Saturday Gold Advanced InfoPath and Workflow Techniques SilverBronze Kevin Annfield OBS
  2. 2. Who am I• Design and build advanced form and workflow solutions• Also train, mentor, guide and consult on all facets of SharePoint 2010 SharePoint Saturday Brisbane 2012
  3. 3. Session Overview• InfoPath Form design tips• Use a REST Data Connection in InfoPath – Use a known but variable list of approvers• Copy attachments from InfoPath to Document Set• Nintex Workflow Task Approval in InfoPath form SharePoint Saturday Brisbane 2012
  4. 4. Session Overview• Assumed knowledge of SharePoint 2010• Assumed knowledge of InfoPath and Nintex Workflow• Not a 100 level session but also not an advanced 300 level session, all NO CODE• This session based off a real form, for a real multi national client. SharePoint Saturday Brisbane 2012
  5. 5. General Form Design• Make it “wizard” based• Use views to split a form into logical sections• Use rules to change views• Use same rules to query data connections when required SharePoint Saturday Brisbane 2012
  6. 6. Why wizards• Reduce initial form load time• Choose when to load data connections• Use logic to guide user through form• Show related information on different views SharePoint Saturday Brisbane 2012
  7. 7. Data Connections• SharePoint Lists• Web Services – SOAP (userprofileservice.asmx) – REST (listdata.svc)• SQL Server – Limited functionality – Use External List SharePoint Saturday Brisbane 2012
  8. 8. Approver List• Solution uses a list to hold approvers for each Office and Department• These approvers are in a specific order• There are also optional approvers in the sequence SharePoint Saturday Brisbane 2012
  9. 9. REST Data Connections• Use a URL to connect to a list• Filter, sort, lookup parameters• Used in this solution to show a filtered list of approvers from a SP List – Multiple query fields – Query using “Less than or Equal to”. Not possible with standard SOAP queries. SharePoint Saturday Brisbane 2012
  10. 10. REST Web Service• http://sp2010/sites/spsdemo - Site where the list is• /_vti_bin/listdata.svc – REST Web Service• ?$filter= - what filter values and types are used • eq, ne, gt, ge, lt, le, and, or etc• &$select= - fields to include• &$orderby= - the order of the returned valueshttp://sp2010/sites/spsdemo/_vti_bin/listdata.svc/Approvers()?$filter=DelegationAmount le 250000 and OfficeNameTxt eq Brisbane andDepartmentNameTxt eqDelivery&$select=ApproverName,ApproverId,Role,DepartmentNameTxt,OfficeNameTxt,ApproverRequiredValue&$orderby=ApprovalOrder SharePoint Saturday Brisbane 2012
  11. 11. Setup REST in InfoPath• See blog post• http://kevinannfield.wordpress.com SharePoint Saturday Brisbane 2012
  12. 12. Approval Form DemoBUILD A REST DATA CONNECTION SharePoint Saturday Brisbane 2012
  13. 13. REST Web Service SharePoint Saturday Brisbane 2012
  14. 14. InfoPath Attachments - Problems• Documents shouldn’t stay in a form• No collaboration, versioning, check out• Large files can slow a form down SharePoint Saturday Brisbane 2012
  15. 15. Attachments - Solution• Copy documents into a Document Set• Link to documents from form• Remove documents from form SharePoint Saturday Brisbane 2012
  16. 16. SharePoint Saturday Brisbane 2012
  17. 17. Copy Attachment to Document Set• Query XML to see if document attached check box = TRUE• If attachment exists – Copy to sharepoint • embedded document with xpath from form • save result url in variable – Regex on result url to extract file name – Set field on form to show the link field on form. • Rule on form to show this from the “Yes” value – Encode url, space = %20 – Update the URL field, add child node to url group repeating table • <my:AttachmentUrlRptTbl> • <my:AttachmentUrl my:AttachmentUrlTitle="{TitleOfDocument}">{UrlOfCopiedDocument}</my:Attachmen tUrl> • </my:AttachmentUrlRptTbl> – Remove attachment, clear checkbox so people can add another document • update XML to update attachment URL, Remove Attachment and clear checkbox SharePoint Saturday Brisbane 2012
  18. 18. Approval Form DemoCOPY AND LINK ATTACHMENTS SharePoint Saturday Brisbane 2012
  19. 19. Nintex Task Approval in InfoPath• Provides a single interface to complete a task• Allows a form designer to give more context around task• Gives a much nicer user interface than the standard Flexi Task response• Can provide more functionality, as per demo SharePoint Saturday Brisbane 2012
  20. 20. In form Task Approval• Setup data connections in form – /_vti_bin/nintexworkflow/workflow.asmx • GetRunningWorkflowTasksForCurrentUser • GetOutcomesForFlexiTask • ProcessFlexiTaskResponse2• Setup Task Approval section and fields• Setup Flexi Task in workflow• Use the Nintex SDK available at Nintex Connect – http://connect.nintex.com/files/folders/sdk_nw2010 /default.aspx SharePoint Saturday Brisbane 2012
  21. 21. Approval Form DemoIN FORM TASK APPROVAL SharePoint Saturday Brisbane 2012
  22. 22. Advanced InfoPath and Nintex Workflow TechniquesQUESTION AND ANSWER SharePoint Saturday Brisbane 2012
  23. 23. Related Links• http://connect.nintex.com• http://kevinannfield.wordpress.com• Feedback at http://tinyurl.com/bnefeedback SharePoint Saturday Brisbane 2012
  24. 24. SharePoint Saturday Sponsors Gold Thanks for listening! Remember to submit your feedback so Silver you can go into the raffle draw at the end of the day! And don’t forget that Bronzeyou have to be at the draw to claim your prizes!

×