Full-Day Tutorial: Sunday, March 4 9:00 AM - 5:00 PM

1. Building Business
Solutions:
InfoPath and Workflows
Jennifer Mason
Rackspace

2. About me…
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• http://blogs.sharepoint911.com/blogs/jennifer
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3. Agenda
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4. Introduction
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5. The Product Components
Introduction

6. Process Components
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• InfoPath form?
• SharePoint List form?
Introduction
• Document in a library?
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7. Requirements
Introduction

8. Today’s Process Automation
• SharePoint Site
Introduction
• SharePoint Lists
• InfoPath Form w/ Internal Workflow
• Custom SPD Routing Workflow

9. The SharePoint site
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• This is the main list for the requests themselves. Workflow is
based on this list.
Introduction
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• For your first request, fill out information such as frequent flier
and airplane seat preferences
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• 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
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• Very simplistic. Quick but less
Fundamentals
functionality
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• My common choice
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• Rarely needed
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• Only needed for client-based
forms being filled out on
computers with IP 2007.

13. Form Layouts
Fundamentals
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14. Form Controls
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Fundamentals
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15. Publishing the Form
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• Browser-based is most
Fundamentals
common: it doesn’t matter
what software client
machines have installed.
• Form library is most
common, preferred
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• 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.
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16. Demo

17. Advanced Concepts
• Views
• Data Connections
• User Profile Services
• Working with rules
• Form options

18. Views in InfoPath
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• 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
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• New Form
• Approvals
• Read Only
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19. The Data Source
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Fundamentals
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• For dynamic lookups for drop-downs
• Get user information from the user profile service
• Create cascading drop-downs
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20. Data Connections
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Advanced

21. User Profile Service
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Advanced
• Receive from web service:
YourSiteURLHere/_vti_bin/userprofileservice.asmx
• Pick operation: GetUserProfileByName
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22. Working with Rules
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• Validation
• Formatting
Advanced
• Action
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23. Form Options
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Advanced
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24. Form Submission Concepts
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Advanced
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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
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• Manual, on Creation, on Change
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Workflow
• If WHAT then do something
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• This is the something that happens according to the condition
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• The order of progression of the workflow
• Impersonation Steps

28. Types of Workflows in 2010
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• Customizable now
• Simplistic
Workflow
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• Customizable in easy interface
• Scalable now
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• Requires developer resources, highly customizable
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29. SharePoint Designer Workflows
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Workflow
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• 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
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34. Form Admin Interface
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User Interface
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• Current user filter web part can be used
• Show a view of all forms to defined form admins
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• Don’t over-complicate the workflow just because of simple
notification emails.
• Utilize alerts and alerts based on views

35. Demo

36. Want More?
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