Streamlining Business Processes with InfoPath and SharePoint

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Rob Wilson

From devLINK 2010.

Technology

Streamlining Business Processes with InfoPath and SharePoint Rob Wilson, MCT, MCTS DevLINK 2010 Nashville, TN

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],[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

Resources ,[object Object],[object Object],[object Object],[object Object]

Contacting Me ,[object Object],[object Object],[object Object],[object Object]

Enabling Anonymous Access in SharePoint isn’t just a matter of flipping a switch in IIS manager. Anonymous Access must be enabled in IIS and then configured in SharePoint. But there are also situations where this basic configuration isn't sufficient. In this talk we’ll review how to enable and configure anonymous access for SharePoint web sites, lists, and libraries. Then we'll turn our attention to strategies that can be used overcome specific problems with SharePoint anonymous access. We'll demonstrate solutions and workarounds for questions like: 1) How do you require authentication for some items while maintaining anonymous access for the rest? 2) What content from a personal MySite can be accessed via anonymous access? 3) How do you enable anonymous responses to a discussion list? 4) Can BLOGS and Wiki sites be used in an anonymous access site collection?

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Since its introduction in 2001, SharePoint has been a juggernaut in legal services, supporting everything from intranets to content management and beyond. The release of SharePoint 2013 offers substantial new features, such as enterprise search, moving to the cloud and a customizable app model -- all significant improvements that can positively impact your IT performance. In this presentation, we will discuss SharePoint 2013's new capabilities, such as enhanced search and collaboration, as well as new ways to visualize and create workflows. We'll also cover: - Top reasons for -- and warnings about -- moving SharePoint to the cloud - How to reduce risk and administration in SharePoint and its applications - Talent and tools needed to undertake application development for SharePoint - A demonstration of a successful SharePoint legal app Speaker: Ted Theodoropoulos, as the founder and President of Acrowire, combines his interest in technology with his passion to improve the business productivity of entrepreneurs and corporations. He has a background in technology going back to the early 1980s and is an expert at reducing the cost of doing business by identifying process inefficiencies and implementing the right technology solution to bridge the gap. Ted has earned Six Sigma Green and Black Belt certifications, and his Green Belt work led to a United States patent for which he was recognized with the 2007 Best of Six Sigma Award. He is a Microsoft Certified Professional and a Certified Scrum Master. Contact Ted at ted@acrowire.com.

Do teams in your organization need to report on the status of their projects or action items? Are managers and executives looking for a way to aggregate and synthesize this information, to help them focus on key issues? In this session, we'll see on a case study how to display visual indicators in SharePoint 2007 lists, and aggregate these lists at different levels of the hierarchy to populate dashboards. No third party tool is involved in this customization. All is done on the client side using OOTB SharePoint features, and applies to all flavors of SharePoint 2007 (wss and MOSS).

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Enterprise social networks allow you share best practices within organizations, identify co-workers with particular expertise, exchange knowledge and work more efficiently together on projects , but they can also be a lot of fun. Microsoft has made some significant investments in social capabilities with SharePoint Server 2013. In this session we will explore the different social capabilities in SharePoint 2013 and show how to build a SharePoint app which leverages social and search features to build your own "Hot or Not" app. Technologies covered in this session include the new Social and Search REST APIs in SharePoint 2013, the SharePoint app framework, Azure , Windows 8 and Windows Phone 8 ... but it is mostly about having some fun to build a social app

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K2 Speaking Session - BIWUG - SharePoint Saturday Belgium 2014 - Adam Castle (Senior Technical Specialist) - adam.castle@k2.com The release of SharePoint 2013 saw the platform deliver some tremendous improvements across most feature areas. However, one area of focus conspicuously absent was the lack of development and investment around InfoPath. Microsoft has finally made the formal announcement that they are no longer investing in InfoPath, saying that "industry trends and feedback from our customers and partners make it clear that today’s businesses demand an intelligent, integrated forms experience that spans devices.

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Los comandos utilizados son: npm install -g @microsoft/generator-sharepoint npm install @microsoft/generator-sharepoint --save-dev yo @microsoft/sharepoint --plusbeta npm install momento gulp serve gulp bundle --ship gulp package-solution –ship Sigue a HelpDesk SharePoint Twitter - https://twitter.com/helpdsp Facebook - https://facebook.com/helpdsp Instagram - https://www.instagram.com/helpdsp GetCSLatam - http://get-cslatam.com/

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