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