2. Donald Donais
Avtex IT Pro Consultant
ddonais@avtex.com
Blog – Tales from IT Side
http://talesfromitside.wordpress.com
Twitter
@dondonais
3. Session Agenda
• What makes up a No Code Application?
• Crawl, Walk, Run Approach
• Business Process Management
• Application Management Lifecycle
• Fundamental Features of SharePoint
• Knowledge Needed for No Code Application
• Crawl Example
• Walk Example
• Recap
7. Crawl
• Out of the Box Features
• Lists & Libraries
• Content Types
Document Templates
Site Columns
Document Information Panel
Workflows
• Records Center or In-Place Records Management
(2010)
• OOB Workflows
8. Walk
• Connecting Web Parts
• InfoPath Forms
Connecting to Content in SharePoint
Web Services Pulling User Profile
• SharePoint Designer
Dataview Web Parts
Custom Workflows
Visio Workflows (SharePoint 2010)
9. Run
• Database Connections
Business Data Connection – BDC (2007)
Business Connectivity Service - BCS (2010)
• 3rd Party Vendors for Workflows/Forms
• Visual Studio Development
Database Connection
Creating ASPX form
Advanced Workflows
10. Things to consider when building
Requirements
Optimize Design
Application
Management
Lifecycle Operate Build
Deploy
11. Fundamental Tools for SP2007
• SharePoint 2007
Standard or Enterprise
• InfoPath 2007
Ultimate or Professional Plus
• Business Data Connection – BDC
Enterprise
• SharePoint Designer 2007
12. Fundamental Tools for SP2010
• SharePoint 2010
Standard or Enterprise
• Visio Services
• Access Services
• InfoPath 2010
Ultimate or Professional Plus
• Business Connectivity Service
• SharePoint Designer 2010
13. Fundamental Knowledge Needed
• Creating Lists and Form Libraries
• OOB Web Parts
• SharePoint Designer Data View Web Parts
• SharePoint Views/InfoPath Views
• InfoPath & Designer Conditional Formatting
• Forms Creation – SharePoint & InfoPath
• Data Connections & Filtering
• Site Content Types & Site Columns
• Workflows – OOB & Designer
• SharePoint Web Services
15. What Did We Do?
• Created Custom List
• Created SOW Content Type
Added Document Template
Added Columns – including lookup to Custom List
Modified the Document Information Panel
• Created Multiple Views
• Added Multiple Web Parts for each View
17. What Did We Do?
• Connect Web Parts Together to display Info
• Create Expense Report InfoPath Form
Connected to SOW Document library
Conditional Format
Create Views
Publish to InfoPath Form Services
• Added Workflow based on Amount
Email with Link to Approval View
19. www.SharePointMN.com
• Website for user group
• SharePoint resource documents
• SharePoint resource links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
• info@sharepointmn.com www.sharepointmn.com
20. References
• InfoPath and User Profile Services
https://www.nothingbutsharepoint.com/sites/eusp/Pages/infopath-and-
userprofileservices-what-can-be-done_e2_80_a6.aspx
• SharePoint Designer 2007 Workflows
http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-
to-workflows-HA010100587.aspx
• SharePoint Designer 2010 Intro to Worfklow
http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-
to-designing-and-customizing-workflows-HA101859249.aspx
• User Profile Web Service Issue and Workaround
http://talesfromitside.wordpress.com/2012/01/17/sharepoint-infopath-
and-user-profile-web-service-issues/