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The no-code development story for
Power Users in Office 365 and
SharePoint 2013
Asif Rehmani
SharePoint MVP and MCT
VisualSP.com
Download my presentations at:
http://bit.ly/asifconference
Agenda
2 minutes intro about me and our company
The importance of going no-code
Examples of a few no-code solutions
Lessons learned
Please Help me understand
who You are
About me - Asif Rehmani
Trainer
Founder and CEO
VisualSP
Chicago, USA
Contact
@asifrehmani
asif@visualsp.com
www.VisualSP.com
Author
Trainer and ConsultantSharePoint MVP, MCTConference Speaker
About our company - VisualSP
Two Solutions
Help System Training Center
Help users when
They need it
most
Help items for
current page and
context
List of in-context Help ItemsHelp Tab
VisualSP Help System
In-context support through Help tab
SharePoint topics covered
End User SharePoint Site Administration
InfoPath SharePoint Designer
Workflows Branding
Project management Metadata Management
Access and Access Services Records Management
Business Connectivity Services Search
Reporting JavaScript customizations
• Hundreds of SharePoint
video tutorials
• Fully narrated by
SharePoint experts
VisualSP Training Center
Come visit us at our booth
Giveaways for today’s session
1 Year access to
* Retail value: $199.50
Target audience for this session:
Intranet/Web Content Manager
Portal Solutions Manager
SharePoint Guy/Gal
SharePoint Guru
Session level:
250 – Intermediate
Session focus
Powerful no-code solutions on the SharePoint platform
What can SharePoint do?
Collaboration
Document management
Internal Social Network
Forms
Process Automation
(Workflows)
Business Intelligence
Reporting
Search
Metadata Management
…
Super secret
The next version will even make
coffee!
Creating Solutions
Recommended sequence when creating your solutions:
1. Browser based only
2. Use no-code tools
3. Use code tools
OR
3rd party products
“Let’s not write code until
we have to write code.”
Power User’s motto:
Let’s look at an example…
Search based solutions
Demo: Search Web Parts
Show pre-configured data on pages using
Search web parts
Live pre-defined
search results on
web pages
Ability for users to
refine the results
as needed
How do we define ‘no-code’ ?
Yes
Browser
Office applications
Desktop application built for SharePoint and related technologies
Scripting technologies (*debatable…)
No
Visual Studio
Managed code
Why go ‘no-code’?
Possibilities of what you can do are Enormous!
Quick learning curve
Easier ongoing management of solution
Delegate responsibility easily
Guess who’s making a
comeback..?
Microsoft Access
Access Web Apps
Using Access 2013 to simplify web
development
Access 2013 –
Used to create the interface of the app
SharePoint 2013 / Office 365 –
Used to host the front end of the app
SQL Server 2012 –
Used as the backend data storage technology for the app
Time for another demo
Demo: Access Web App
Create web applications using Access
Build Access web apps and launch to SharePoint Online
In case you need it..
Ability to disable Access apps at the tenant level
SharePoint admin center  Settings
Implement Quick Wins
Identify real pain points and focus in on them
Customize
SharePoint
Out-of-the-Box
(sites, docs, lists, social)
SharePoint
Composites
(Access App, BI,
Workflow, BCS)
Declarative
Capabilities
(Doc Sets,
Records, Search)
Managed Code
(Apps, CSOM,
Reusable components)
The customization continuum
Process Automation
No-code Workflows
32
Workflow tools
Browser
SharePoint Designer 2013
Visio 2013
Visual Studio 2012/2013
33
SharePoint 2013 - Workflow Manager 1.0
SharePoint 2013 workflow processing moved to Workflow
Manager (WM)
Workflow no longer runs in the SharePoint content farm /
servers
SharePoint farm & Workflow Manager farm can be on same /
different servers
The ‘New Stuff’
Stages
• New base level concept of
stages
Visual Designer
• Direct Visio incorporation
• Stage-Level Diagrams
New Task Actions
• Quick and easy to create
tasks and approval
processes
Web Services
• Able to call into Rest/HTTP
web services
Loops!
• Able now to loop indirectly
with stages or directly with
the new Loop actions
Copy/Cut and Paste
• Core copy/cut and paste
abilities now introduced
35
2010 and 2013 style workflows
SharePoint Designer
2010
2013
Are there any
differences..?
New Workflow Activities & Actions
New Actions & Activities
Microsoft Project Specific
Actions
Assign a Task Get Property from
[Dictionary/DynamicValue]
Create a Project from Current Item
Start a Task Process Count Items in
[Dictionary/DynamicValue]
Set the current project stage status to
this value
Go to This Stage Trim String Set the status field in the idea list item
to this value
Call HTTP Web Service Find Substring in String Wait for Project Event
Start a List Workflow Replace Substring in String Set this field in the project to this
value
Start a Site Workflow Translate Document
Build [Dictionary/DynamicValue] Set Workflow Status
Demo:
SharePoint Designer 2013
Workflows
Examples of no-code solutions
Human
Resource
portals
Self-service
reporting,
financial
dashboards
Expense
reporting
Review and
approve
document
workflows
New-hire
orientation
sites
Ideation,
feedback, &
“suggestion
boxes”
Structured
documents:
contracts,
RFPs, &
invoices
And now.. The story of InfoPath
Library form Custom SharePoint list form
InfoPath 2010 & 2013
Forms update (from Microsoft)
FoSL
Canceled / Delayed
Indefinitely
FoSL – Forms on SharePoint Lists Canceled / Delayed
Indefinitely
Even more ideas for no-code
solutions…
Location Mapping
Use Geolocation column for live mapping
Show maps directly within lists and libraries
Dynamic
Dashboards
PowerView to visualize data
© DEVintersection. All rights reserved.
http://www.DEVintersection.com48
More Dashboards
PerformancePoint Dashboard
Designer
© DEVintersection. All rights reserved.
http://www.DEVintersection.com49
And more Dashboards
SQL Server PowerPivot
Project Management
Utilize Project Server to
manage projects
SharePoint Composites Showcase
created by Mark Gillis from Microsoft
http://technet.microsoft.com/en-us/sharepoint/dn594430
How do I practice my ideas and concepts?
Watch free videos at:
http://visualsp.com/video-categories/all-free-videos/
Get a sandbox environment for practicing:
Build your own dev VM
Or
Try the templates available at CloudShare –
http://www.cloudshare.com
Or
Office 365 Trial 52
Call to Action
Download my presentations at:
http://bit.ly/asifconference
Watch video tutorials at:
VisualSP.com
Thank You!
@asifrehmani
asif@visualsp.com
www.visualsp.com

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No-code developer options in Office 365 and SharePoint 2013

  • 1. The no-code development story for Power Users in Office 365 and SharePoint 2013 Asif Rehmani SharePoint MVP and MCT VisualSP.com Download my presentations at: http://bit.ly/asifconference
  • 2. Agenda 2 minutes intro about me and our company The importance of going no-code Examples of a few no-code solutions Lessons learned
  • 3. Please Help me understand who You are
  • 4. About me - Asif Rehmani Trainer Founder and CEO VisualSP Chicago, USA Contact @asifrehmani asif@visualsp.com www.VisualSP.com Author Trainer and ConsultantSharePoint MVP, MCTConference Speaker
  • 5. About our company - VisualSP Two Solutions Help System Training Center
  • 6. Help users when They need it most Help items for current page and context List of in-context Help ItemsHelp Tab VisualSP Help System In-context support through Help tab
  • 7. SharePoint topics covered End User SharePoint Site Administration InfoPath SharePoint Designer Workflows Branding Project management Metadata Management Access and Access Services Records Management Business Connectivity Services Search Reporting JavaScript customizations • Hundreds of SharePoint video tutorials • Fully narrated by SharePoint experts VisualSP Training Center
  • 8. Come visit us at our booth
  • 9. Giveaways for today’s session 1 Year access to * Retail value: $199.50
  • 10. Target audience for this session: Intranet/Web Content Manager Portal Solutions Manager SharePoint Guy/Gal SharePoint Guru Session level: 250 – Intermediate
  • 11. Session focus Powerful no-code solutions on the SharePoint platform
  • 12. What can SharePoint do? Collaboration Document management Internal Social Network Forms Process Automation (Workflows) Business Intelligence Reporting Search Metadata Management … Super secret The next version will even make coffee!
  • 13. Creating Solutions Recommended sequence when creating your solutions: 1. Browser based only 2. Use no-code tools 3. Use code tools OR 3rd party products
  • 14. “Let’s not write code until we have to write code.” Power User’s motto:
  • 15. Let’s look at an example…
  • 18. Show pre-configured data on pages using Search web parts Live pre-defined search results on web pages Ability for users to refine the results as needed
  • 19. How do we define ‘no-code’ ? Yes Browser Office applications Desktop application built for SharePoint and related technologies Scripting technologies (*debatable…) No Visual Studio Managed code
  • 20. Why go ‘no-code’? Possibilities of what you can do are Enormous! Quick learning curve Easier ongoing management of solution Delegate responsibility easily
  • 21. Guess who’s making a comeback..? Microsoft Access
  • 23. Using Access 2013 to simplify web development Access 2013 – Used to create the interface of the app SharePoint 2013 / Office 365 – Used to host the front end of the app SQL Server 2012 – Used as the backend data storage technology for the app
  • 26. Create web applications using Access Build Access web apps and launch to SharePoint Online
  • 27. In case you need it.. Ability to disable Access apps at the tenant level SharePoint admin center  Settings
  • 28. Implement Quick Wins Identify real pain points and focus in on them
  • 29. Customize SharePoint Out-of-the-Box (sites, docs, lists, social) SharePoint Composites (Access App, BI, Workflow, BCS) Declarative Capabilities (Doc Sets, Records, Search) Managed Code (Apps, CSOM, Reusable components) The customization continuum
  • 32. 32 Workflow tools Browser SharePoint Designer 2013 Visio 2013 Visual Studio 2012/2013
  • 33. 33 SharePoint 2013 - Workflow Manager 1.0 SharePoint 2013 workflow processing moved to Workflow Manager (WM) Workflow no longer runs in the SharePoint content farm / servers SharePoint farm & Workflow Manager farm can be on same / different servers
  • 34. The ‘New Stuff’ Stages • New base level concept of stages Visual Designer • Direct Visio incorporation • Stage-Level Diagrams New Task Actions • Quick and easy to create tasks and approval processes Web Services • Able to call into Rest/HTTP web services Loops! • Able now to loop indirectly with stages or directly with the new Loop actions Copy/Cut and Paste • Core copy/cut and paste abilities now introduced
  • 35. 35 2010 and 2013 style workflows SharePoint Designer 2010 2013 Are there any differences..?
  • 36. New Workflow Activities & Actions New Actions & Activities Microsoft Project Specific Actions Assign a Task Get Property from [Dictionary/DynamicValue] Create a Project from Current Item Start a Task Process Count Items in [Dictionary/DynamicValue] Set the current project stage status to this value Go to This Stage Trim String Set the status field in the idea list item to this value Call HTTP Web Service Find Substring in String Wait for Project Event Start a List Workflow Replace Substring in String Set this field in the project to this value Start a Site Workflow Translate Document Build [Dictionary/DynamicValue] Set Workflow Status
  • 38. Examples of no-code solutions Human Resource portals Self-service reporting, financial dashboards Expense reporting Review and approve document workflows New-hire orientation sites Ideation, feedback, & “suggestion boxes” Structured documents: contracts, RFPs, & invoices
  • 39. And now.. The story of InfoPath
  • 40. Library form Custom SharePoint list form InfoPath 2010 & 2013
  • 41. Forms update (from Microsoft) FoSL Canceled / Delayed Indefinitely
  • 42. FoSL – Forms on SharePoint Lists Canceled / Delayed Indefinitely
  • 43. Even more ideas for no-code solutions…
  • 45. Use Geolocation column for live mapping Show maps directly within lists and libraries
  • 47. © DEVintersection. All rights reserved. http://www.DEVintersection.com48 More Dashboards PerformancePoint Dashboard Designer
  • 48. © DEVintersection. All rights reserved. http://www.DEVintersection.com49 And more Dashboards SQL Server PowerPivot
  • 49. Project Management Utilize Project Server to manage projects
  • 50. SharePoint Composites Showcase created by Mark Gillis from Microsoft http://technet.microsoft.com/en-us/sharepoint/dn594430
  • 51. How do I practice my ideas and concepts? Watch free videos at: http://visualsp.com/video-categories/all-free-videos/ Get a sandbox environment for practicing: Build your own dev VM Or Try the templates available at CloudShare – http://www.cloudshare.com Or Office 365 Trial 52
  • 52. Call to Action Download my presentations at: http://bit.ly/asifconference Watch video tutorials at: VisualSP.com Thank You! @asifrehmani asif@visualsp.com www.visualsp.com

Editor's Notes

  1. Power Users have a lot of power. Recognize what you can do without code using powerful tools before jumping
  2. This session will be providing the reasoning to go no-code and then some examples of it
  3. Fundamentally what SharePoint can do has not changed from version to version
  4. Example of how ‘coded’ workflows has changed and what SharePoint consultants are currently doing with their 2010 coded workflows
  5. 3009
  6. Demo video: https://www.youtube.com/watch?v=L0XAEIyB6iQ 3011
  7. https://sharepointvideos-admin.sharepoint.com/_layouts/15/online/SiteCollections.aspx
  8. Don’t try to go for Everything at once. It’s been a recipe for failure for many orgs Remember the secretary in Tennessee who did Not have a pain point
  9. The types of solutions that can be created with each type of enhancement
  10. 3007 http://sharepoint-videos.com/module-1/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer-2013-workflow/
  11. Excel Surveys already available - https://blog.onedrive.com/excel-surveys-now-available/ FoSL canceled: http://roadmap.office.com/en-us Update on InfoPath and forms: http://blogs.office.com/2014/01/31/update-on-infopath-and-sharepoint-forms/
  12. Map out anything – Company / personnel locations Resellers Users
  13. To make Geolocation column visible: $weburl = “http://<webAppAddress>/” $fieldXml = “<Field Type =’Geolocation’ DisplayName=’Location’ />” $web = get-spweb $weburl $field = $web.Fields.AddFieldAsXml($fieldXml) $web.Update() Demo video: http://blog.sharepoint-videos.com/my-geolocation-video-on-mvp-award-blog/ 3008
  14. 3008
  15. Use Power View to better visualize and present your data dashboard http://sharepoint-videos.com/module-1/visualize-your-excel-data-in-sharepoint-using-power-view/ 3025
  16. http://sharepoint-videos.com/video-categories/sharepoint-2013-training-courses/sp13-310-sharepoint-2013-business-intelligence-course/
  17. http://sharepoint-videos.com/video-categories/sharepoint-2013-training-courses/sp13-310-sharepoint-2013-business-intelligence-course/
  18. http://sharepoint-videos.com/module-1/project-management-big-picture-project-2013/