SharePoint Saturday UK 2012 presentation of End User InfoPath & SharePoint Designer with Purchase Order Request demonstration

1. End User
InfoPath &
Chirag Patel
SharePoint Designer
08 December 2012

2. Quick Poll: Who are we?
A. Microsoft Partner
B. Small-Medium Business (< 500
employees)
C. Large Business (> 500 employees)

3. Quick Poll 2: SharePoint
Implementation
A. Getting There!
B. Implementing (Work in progress)
C. Completed

4. chirag.patel@pointbeyond.com
@techChirag
techChirag.com
Customise till it hurts...configure till it works...

6. SharePoint Business Workflow, Types, Compon
InfoPath Components SharePoint Designer Demo - Purchase Request 2013 Goodies!
Application Approach ents

7. Composites
- Combines data, documents, and business process
in a useful, productive way
- DIY business solution!

8. ...to replace the current sickness / absence forms (paper-
based). We would need individual users to be able to mark
themselves absent/ sick/(possibly holiday) on a monthly
planner, and for various levels of management to be able to
see users / groups as appropriate.
For example, the manager would need to be able to see all
the maintenance staff at a glance on a weekly / monthly
plan. There were other bits, but it mostly revolves around
reports on these items, with varying permission levels…

9. SharePoint Business Application
1. Forms, workflows & users essential to business
processes
2. InfoPath pulls data, creates forms with validation
and conditional formatting
3. SharePoint Designer creates multi-step
workflows around the form
4. Data driven form solutions on your SharePoint
sites

10. InfoPath
• Familiar tools (pre-built layout sections and form templates
varied fonts and styles, spelling checker, table designer, clip
art, Ribbon interface)
• Create calculated fields, default values, conditional
formatting, and out-of-the-box rules
• Add custom data validation ensuring that users cannot submit
forms with incorrect data
• Design multiple views to simplify form-filling experience:
- splitting forms into multiple pages
- creating separate views optimized for specific users or tasks
• Data connections to other sources such as SharePoint lists
, Databases and Web services

11. List Forms (SP List)
• Schema structure flat Form Library
• Subset of Web browser • Build hierarchical information
sets with grouped and nested
controls items
• Data stored in list columns • Repeating, optional, or choice
behaviour to individual elements
or groups
• Generates XML document
• Property promotion

12. InfoPath Components
• InfoPath Designer 2010 - To create and publish an InfoPath
form template
• InfoPath Filler 2010 - easy-to-use UI and can choose to save a
draft, save a local copy, or save as a PDF.
• InfoPath Forms Services - InfoPath browser forms in SharePoint
Server 2010.

13. Purchase Order Request Form (InfoPath)
• Approval component
• Supporting documentation
• Download from http://techchir.ag/infopathpo

14. SharePoint Designer
• Web page design program for SharePoint
• Available as a free download
• Customize the components that make up a site
• Access external data
• Lists and libraries (Data Views, custom forms, and data sources)
• Customized Web pages (Master pages, CSS, Web
Parts, branding, and custom actions on the Ribbon)
• Workflows
• External content types

15. Workflow Types
Declarative - created using rules, conditions, actions,
parameters through SharePoint Designer. Captured in
XOML file and compiled at runtime from content database
of web application.
Compiled - rules and actions in form of steps and
parameters, compiled into assembly and deployed into
GAC (global assembly cache). Created in VS and
packaged & deployed into features and solution packages.

16. Workflow Components (Stages and
Forms)
Association - binding workflow to content areas, thereby
every instance created with this association.
Initiation - Start up options/parameters may be required or
at a given stage.
Task Forms - interaction between workflow and
participants. Workflow forms used to capture
data/decisions to drive direction of workflow.

17. Workflow types by Associations
List Workflows - list or library and initiated using list or
document item.
Content Type Workflows - associated with content types
and the related lists and libraries in which those content
types are used.
Site Workflows - associated with site – e.g. Web analytics
workflows send usage analysis reports to users.
Reusable Workflows - reusable workflow can be
associated with many lists or libraries or a particular site
content type - eliminates the need to build a check content
type action into the workflow itself.

18. Purchase Order Request (SharePoint
Designer)
• Approval component
• Supporting documentation
• Download from http://techchir.ag/infopathpo

19. What’s New in 2013 release?
• Workflow as a Service: On-premise/Azure hosted
workflow farm
• Separate task to install Workflow Manager 1.0 for
accessing 2013 workflow types
• Visual Designer – no need for Visio
• Task creation in Workflows
• Loop
• No code call to web service

21. Image Credits
http://jimenapulse.files.wordpress.com/2009/09/show-of-hands.jpg
http://www.crmsolutioncomparison.com/wp-content/uploads/2010/12/AGS-Screenshot1513.jpg
http://www.integratedmgt.com/2010/wp-content/uploads/2012/02/iStock_000016338626Small.jpg
http://dawsononline.com/assets/images/Electronic_Forms.png
http://www.writeawriting.com/wp-content/uploads/2011/04/Comparison-of-Business-and-Academic-Writing.jpg
http://4.bp.blogspot.com/_I-03fyS4QK0/TF7BxeSmVgI/AAAAAAAAAZk/ku8tCgm3Jxs/s1600/1+Graphic+Process+Match-Small.jpg
http://gopalshenoy.files.wordpress.com/2011/04/product_demos.jpg
http://theonlineguru.com/blog/wp-content/uploads/2011/03/Help-Key-Keyboard1.jpg