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SharePoint Saturday Indy - Streamlining Business Processes with InfoPath and SharePoint

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Rob Wilson
Rob Wilson
Technology
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Streamlining Business Processes with InfoPath and SharePoint Rob Wilson, MCT, MCTS, Keller Schroeder
Topics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing InfoPath ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing InfoPath ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Solutions ,[object Object],[object Object],[object Object],1
Business Solutions ,[object Object],[object Object],[object Object],[object Object],2
Business Solutions ,[object Object],[object Object],[object Object],[object Object],3
Business Solutions ,[object Object],[object Object],[object Object],[object Object],4
Common Use Cases ,[object Object],1 2 3 4 New Client, Prospect or Patient Expense Reimbursement IT Support Ticket
When to Use InfoPath ,[object Object],1 2 3 4 To feed data collected from a form to another system (email, SharePoint lists, BizTalk, database) To provide offline form capabilities To assist in prototyping or design
About Workflows ,[object Object],[object Object],[object Object]
Stages of a Workflow ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introducing SPD and Workflows ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Submitted Reviewed Rejected Approved Revised
The Streamlined Solution ,[object Object],[object Object],[object Object]
Advanced Use Cases ,[object Object],[object Object],[object Object],1
Advanced Use Cases ,[object Object],[object Object],[object Object],2
Advanced Use Cases ,[object Object],[object Object],[object Object],[object Object],3
Advanced Use Cases ,[object Object],[object Object],[object Object],[object Object],4
Tips for a Better User Experience ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SharePoint 2010 Improvements ,[object Object],1 2 3 4 SharePoint List Form Customization with InfoPath Re-usable Workflows via Content Type or Site-level Import Workflows from Visio/ Save Workflows as .WSP Template
SharePoint 2010 Improvements ,[object Object],[object Object],[object Object],[object Object],[object Object]
SharePoint 2010 Improvements ,[object Object],[object Object],[object Object],[object Object],[object Object]

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Editor's Notes

  1. Even if less efficient up front, more efficient on back end (“Did I turn that in on my expense report?”) Can feed any system that has XML endpoints
  2. No electricity required – just kidding It can save trees, however and reduce waste
  3. As you know, there are out of the box workflows: WSS: Three-State MOSS: Approval Parallel Approval Disposition Approval Collect Feedback Translation workflows