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Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason - SPTechCon

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SPTechCon
SPTechCon

This document discusses using InfoPath and workflows to build business solutions in SharePoint. It covers topics like choosing between InfoPath forms and list forms, requirements gathering, different types of workflows, and the user experience. The presenter provides an agenda and overviews of concepts like forms, data connections, rules, and workflow types before demonstrating specific features and examples.

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Building Business Solutions: InfoPath and Workflows Jennifer Mason Rackspace
About me… • • http://blogs.sharepoint911.com/blogs/jennifer • •
Agenda • • • • • •
Introduction • • • • • •
The Product Components Introduction
Process Components • • InfoPath form? • SharePoint List form? Introduction • Document in a library? • • •
Requirements Introduction
Today’s Process Automation • SharePoint Site Introduction • SharePoint Lists • InfoPath Form w/ Internal Workflow • Custom SPD Routing Workflow
The SharePoint site • • This is the main list for the requests themselves. Workflow is based on this list. Introduction • • For your first request, fill out information such as frequent flier and airplane seat preferences • • These are assigned to approvers throughout the workflow
Our Process Flow Travel Request Submitted Workflow Manager Approval Completion
Fundamentals • Creating and filling out a form • Form layouts • Form controls • The data source • Publishing the form
Creating and Filling Out a Form • • Very simplistic. Quick but less Fundamentals functionality • • My common choice • • Rarely needed • • Only needed for client-based forms being filled out on computers with IP 2007.
Form Layouts Fundamentals • • •
Form Controls • Fundamentals • • • •
Publishing the Form • • Browser-based is most Fundamentals common: it doesn’t matter what software client machines have installed. • Form library is most common, preferred • • Administrator-approved is only necessary when the form needs to be used in multiple site collections in the farm. • Site Content Type – just plain hard to deal with, update and test a form this way. •
Demo
Advanced Concepts • Views • Data Connections • User Profile Services • Working with rules • Form options
Views in InfoPath • • • Create different stages of an approval process Advanced • Split a large form in to multiple pages, with “Next Page” to move to next view • Create a view specifically for printing • Create a read-only view for a finalized form • • New Form • Approvals • Read Only •
The Data Source • Fundamentals • • • For dynamic lookups for drop-downs • Get user information from the user profile service • Create cascading drop-downs •
Data Connections • • • Advanced
User Profile Service • • Advanced • Receive from web service: YourSiteURLHere/_vti_bin/userprofileservice.asmx • Pick operation: GetUserProfileByName •
Working with Rules • • Validation • Formatting Advanced • Action • • • •
Form Options • Advanced • •
Form Submission Concepts • • Advanced • • • • •
Demo
Workflow • Workflow concepts • Types of workflows in 2010 • SharePoint Designer workflows • Workflow form • Pros and Cons of approval methods
Introduction - Concepts • • Manual, on Creation, on Change • Workflow • If WHAT then do something • • This is the something that happens according to the condition • • The order of progression of the workflow • Impersonation Steps
Types of Workflows in 2010 • • Customizable now • Simplistic Workflow • • Customizable in easy interface • Scalable now • • Requires developer resources, highly customizable •
SharePoint Designer Workflows • • Workflow • • Custom task process • Custom approval process • Custom feedback process
Our Process Flow Travel Request Submitted Workflow Manager Approval Completion
Demo
The User Interface • What is the user’s experience on the site? • Plan out web parts, such as a button to fill the form out quickly • Who needs to see the library itself? • Create an admin page for forms
Define the User Interface User Interface • • • •
Form Admin Interface • User Interface • • Current user filter web part can be used • Show a view of all forms to defined form admins • • Don’t over-complicate the workflow just because of simple notification emails. • Utilize alerts and alerts based on views
Demo
Want More? •
RACKSPACE® HOSTING | 5000 WALZEM ROAD | SAN ANTONIO, TX 78218 US SALES: 1-800-961-2888 | US SUPPORT: 1-800-961-4454 | WWW.RACKSPACE.COM RACKSPACE® HOSTING | © RACKSPACE US, INC. | RACKSPACE® AND FANATICAL SUPPORT® ARE SERVICE MARKS OF RACKSPACE US, INC. REGISTERED IN TH E UNITED STATES AND OTHER COUNTRIES. | WWW.RACKSPACE.COM 3

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Tutorial: Building Business Solutions: InfoPath & Workflows by Jennifer Mason - SPTechCon

  • 1. Building Business Solutions: InfoPath and Workflows Jennifer Mason Rackspace
  • 2. About me… • • http://blogs.sharepoint911.com/blogs/jennifer • •
  • 6. Process Components • • InfoPath form? • SharePoint List form? Introduction • Document in a library? • • •
  • 8. Today’s Process Automation • SharePoint Site Introduction • SharePoint Lists • InfoPath Form w/ Internal Workflow • Custom SPD Routing Workflow
  • 9. The SharePoint site • • This is the main list for the requests themselves. Workflow is based on this list. Introduction • • For your first request, fill out information such as frequent flier and airplane seat preferences • • These are assigned to approvers throughout the workflow
  • 10. Our Process Flow Travel Request Submitted Workflow Manager Approval Completion
  • 11. Fundamentals • Creating and filling out a form • Form layouts • Form controls • The data source • Publishing the form
  • 12. Creating and Filling Out a Form • • Very simplistic. Quick but less Fundamentals functionality • • My common choice • • Rarely needed • • Only needed for client-based forms being filled out on computers with IP 2007.
  • 14. Form Controls • Fundamentals • • • •
  • 15. Publishing the Form • • Browser-based is most Fundamentals common: it doesn’t matter what software client machines have installed. • Form library is most common, preferred • • Administrator-approved is only necessary when the form needs to be used in multiple site collections in the farm. • Site Content Type – just plain hard to deal with, update and test a form this way. •
  • 16. Demo
  • 17. Advanced Concepts • Views • Data Connections • User Profile Services • Working with rules • Form options
  • 18. Views in InfoPath • • • Create different stages of an approval process Advanced • Split a large form in to multiple pages, with “Next Page” to move to next view • Create a view specifically for printing • Create a read-only view for a finalized form • • New Form • Approvals • Read Only •
  • 19. The Data Source • Fundamentals • • • For dynamic lookups for drop-downs • Get user information from the user profile service • Create cascading drop-downs •
  • 20. Data Connections • • • Advanced
  • 21. User Profile Service • • Advanced • Receive from web service: YourSiteURLHere/_vti_bin/userprofileservice.asmx • Pick operation: GetUserProfileByName •
  • 22. Working with Rules • • Validation • Formatting Advanced • Action • • • •
  • 23. Form Options • Advanced • •
  • 24. Form Submission Concepts • • Advanced • • • • •
  • 25. Demo
  • 26. Workflow • Workflow concepts • Types of workflows in 2010 • SharePoint Designer workflows • Workflow form • Pros and Cons of approval methods
  • 27. Introduction - Concepts • • Manual, on Creation, on Change • Workflow • If WHAT then do something • • This is the something that happens according to the condition • • The order of progression of the workflow • Impersonation Steps
  • 28. Types of Workflows in 2010 • • Customizable now • Simplistic Workflow • • Customizable in easy interface • Scalable now • • Requires developer resources, highly customizable •
  • 29. SharePoint Designer Workflows • • Workflow • • Custom task process • Custom approval process • Custom feedback process
  • 30. Our Process Flow Travel Request Submitted Workflow Manager Approval Completion
  • 31. Demo
  • 32. The User Interface • What is the user’s experience on the site? • Plan out web parts, such as a button to fill the form out quickly • Who needs to see the library itself? • Create an admin page for forms
  • 33. Define the User Interface User Interface • • • •
  • 34. Form Admin Interface • User Interface • • Current user filter web part can be used • Show a view of all forms to defined form admins • • Don’t over-complicate the workflow just because of simple notification emails. • Utilize alerts and alerts based on views
  • 35. Demo
  • 37. RACKSPACE® HOSTING | 5000 WALZEM ROAD | SAN ANTONIO, TX 78218 US SALES: 1-800-961-2888 | US SUPPORT: 1-800-961-4454 | WWW.RACKSPACE.COM RACKSPACE® HOSTING | © RACKSPACE US, INC. | RACKSPACE® AND FANATICAL SUPPORT® ARE SERVICE MARKS OF RACKSPACE US, INC. REGISTERED IN TH E UNITED STATES AND OTHER COUNTRIES. | WWW.RACKSPACE.COM 3