SharePoint 2010 - InfoPath, Workflow

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SharePoint 2010 - InfoPath, Workflow

  1. 1. SharePoint Saturday: Denver<br />Clayton Cobb<br />Dec. 12, 2009<br />
  2. 2. Building a Codeless Solution in SharePoint 2010 using the 2010 versions of InfoPath, SharePoint Designer, Visio, and Outlook<br />SharePoint 2010<br />Reaching New Limits Without Code<br />
  3. 3. Clayton Cobb<br />Planet Technologies: Technical Architect<br />Planet Technologies: Central Region Practice Manager<br />SharePoint Architect<br />MCTS: MOSS 2007 and WSS 3.0 Configuration<br />InfoPath MVP Nominee (CY09 Q4)<br />Colorado SharePoint Users Group (COSPUG) Board Member<br />Blog: Clayton’s SharePoint Madness (http://claytoncobb.wordpress.com)<br />Twitter: @Warrtalon<br />
  4. 4. Agenda<br />Introduction<br />Overview of Technologies Used<br />Explanation of End-to-End Use Case<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  5. 5. Agenda<br />Introduction<br />Overview of Technologies Used<br />Explanation of End-to-End Use Case<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  6. 6. Agenda<br />Introduction<br />Overview of Technologies Used<br />Explanation of End-to-End Use Case<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  7. 7. Overview of Technologies Used<br />SharePoint Server 2010<br />SQL Server 2008<br />Business Connectivity Services<br />SharePoint Designer 2010<br />InfoPath 2010<br />Outlook 2010<br />Visio 2010<br />**All 64-bit software<br />
  8. 8. Overview of Technologies Used<br />
  9. 9. Agenda<br />Introduction<br />Overview of Technologies Used<br />Explanation of End-to-End Use Case<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  10. 10. Explanation of End-to-End Use Case<br />Leave Request System<br />Automated<br />Paperless<br />Electronic Signatures<br />Auto-Detected Identities<br />User requests leave for self or another employee<br />Accrued Leave Days stored in back-end database<br />Manager must approve<br />Rejections with comments prompt revisions by submitter<br />Approvals finalize request and update back-end database with new leave amount<br />
  11. 11. Agenda<br />Introduction<br />Overview of Technologies Used<br />Explanation of End-to-End Use Case<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  12. 12. Pieces and Parts – External Content Type<br />HR Database with a single table named LeaveDays<br />6 rows of data with Employee ID as the unique key (DBEmpID)<br /># of Accrued Leave Days in Integer field (DBLeaveDays)<br />In SPD 2010, create an External Content Type tied to the LeaveDays table in the SQL 2008 HR Database<br />Create operations for Create, Read Item/List, Update, and Delete (CRUD)<br />Allow DBLeaveDays field to be editable but keep DBEmpID as Read-Only<br />
  13. 13. Pieces and Parts – External List<br />In SPD 2010, create an External List using the External Content Type named LeaveDays<br />Accrued Leave data shows up in SharePoint just like a regular list, but the data resides in a non-SharePoint SQL database<br />
  14. 14. Pieces and Parts – Leave Request Form<br />Design form template layout and controls<br />Apply styling, theming, and buttons<br />Incorporate picture buttons (new for 2010)<br />Utilize built-in Contact Selector (new for 2010)<br />Design data schema into logical groupings with meaningful names<br />Create Data Connections<br />Submit to form library<br />Retrieve info from LeaveDays external list<br />Retrieve User Profile info from UserProfileService<br />Apply Logic<br />Rules<br />Conditional Formatting<br />Publish Form Template and Promote Properties<br />
  15. 15. Pieces and Parts – Mock Up Workflow<br />Create mock workflow in Visio 2010 using the SharePoint Workflow template<br />Ensure you have a start point and termination point<br />Notice the multiple decision points leading to different paths<br />Upon completion, Export to SharePoint Workflow in the Process Tab<br />
  16. 16. Pieces and Parts – Import/Build Workflow<br />In SPD 2010, click on Workflows > Import from Visio<br />Choose the .VWI file created by the Visio export<br />Name the new workflow and associate it with a specific list or to a content type to make it reusable<br />Fill in fields to complete workflow<br />Publish workflow<br />
  17. 17. Pieces and Parts – Completed Workflow<br />This is how the full Visio workflow looks when completed in SPD 2010<br />The workflow building interface is much improved both in the workflow canvas and in the dynamic string builders, which allow you to combine free text with metadata easily (i.e. “[Current Item:Employee] has requested leave.”<br />Email configuration interface now has full rich text tools<br />
  18. 18. Pieces and Parts – Configure Form Library<br />Modify your view to show the relevant fields that were promoted during the publishing process<br />Notice that there is a new “server default” setting in Form Libraries, which defaults to opening forms in the browser (new for 2010)<br />If you publish the form template as a content type, be sure to disable the built-in Form content type<br />Disable folders =)<br />
  19. 19. Agenda<br />Introduction<br />Overview of Technologies Used<br />Explanation of End-to-End Use Case<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  20. 20. Codeless, Paperless, Automated Leave Request Solution<br />Reaching New Limits Without Code<br />DEMO<br />
  21. 21. Agenda<br />Introduction<br />Overview of Technologies Used<br />Explanation of End-to-End Use Case<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  22. 22. Questions ?<br />
  23. 23. Wrap Up<br />SharePoint 2010 and Office 2010 are…<br />More tightly integrated<br />Extremely powerful when used together<br />More robust and empowering for non-developers<br />Learn to use the tools that you likely already have on your desktop (or can get for free, such as SharePoint Designer)<br />Reach out into the community for help<br />MSDN Social<br />SharePoint 2007: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint<br />SharePoint 2010: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint2010<br />INFOPATHdev: http://www.infopathdev.com/<br />
  24. 24. Contact Information<br />claytoncobb.wordpress.com<br />www.go-planet.com<br />Twitter: @Warrtalon<br />Personal: warrtalon@gmail.com<br />Work: ccobb@go-planet.com<br />

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