End UserInfoPath &

SharePoint DesignerChirag Patel08 December 2012

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

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

chirag.patel@pointbeyond.com@techChiragtechChirag.comCustomise till it hurts...configure till it works...

SharePoint

Business Applicati

on Approach

InfoPath

Components

SharePoint

Designer

Workflow,

Types, Compon

ents

Demo - Purchas

e Request

2013 Goodies

!

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

...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…

SharePoint Business Application1. Forms, workflows & users essential to business

processes2. InfoPath pulls data, creates forms with validation

and conditional formatting3. SharePoint Designer creates multi-step workflows

around the form4. Data driven form solutions on your SharePoint sites

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

List Forms (SP List)• Schema structure flat• Subset of Web browser

controls• Data stored in list

columns

Form Library• Build hierarchical information

sets with grouped and nested items• Repeating, optional, or choice

behaviour to individual elements or groups• Generates XML document• Property promotion

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.

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

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

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.

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.

Workflow types by AssociationsList 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.

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

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

Chirag Patel

www.techChirag.com

@techChirag

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