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Solving Business Problems with SharePoint and InfoPath 2010. Brought to you by: LeaderQuest and Planet Technologies. April 29, 2011. Presented by: Clayton Cobb. Announcements. Colorado Chapter of Women in SharePoint Kick-off Event Friday June 03, 2011, 3:00 - 5:00PM Pappadeaux

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solving business problems with sharepoint and infopath 2010

Solving Business Problems with SharePoint and InfoPath 2010

Brought to you by: LeaderQuest and Planet Technologies

April 29, 2011

Presented by: Clayton Cobb

announcements
Announcements
  • Colorado Chapter of Women in SharePoint Kick-off Event
    • Friday June 03, 2011, 3:00 - 5:00PM
    • Pappadeaux
    • 7520 E Progress Pl
    • Greenwood Village, CO 80111 US
    • Contact: Jen Dodd – jdodd@go-planet.com
    • Linked in Group and Event
    • Facebook Page
    • womeninsharepoint.org
upcoming training
Upcoming Training
  • 10174 - Configuring and Administering Microsoft SharePoint 2010
    • Dates: 6/6-6/10
    • Instructor: Jen Dodd
  • 10231 - Designing a Microsoft SharePoint 2010 Infrastructure
    • Dates: 6/20-6/24
    • Instructor: Shannon Bray
introduction
Introduction
  • Presenter: Clayton Cobb
    • SharePoint MVP (former InfoPath MVP)
    • Director, Central Region - Planet Technologies
    • COSPUG Co-Founder
    • SharePoint Saturday Denver Chairman
    • Blog: claytoncobb.wordpress.com
    • Contact: ccobb@go-planet.com
what about you
What about you?
  • Audience – Who is here?
    • End User, IT Pro, Information Worker, Developer, Decision maker?
  • Environment – What are you using?
    • SharePoint Version?
    • InfoPath Version?
  • Experience Level
    • Beginner, Intermediate, Advanced?
small groups
Small Groups

Your Name

Your Company

Your Job Function

What are you using SharePoint/InfoPath for or what do you HOPE to be using SharePoint/InfoPath for?

schedule
Schedule

9:30 – 10:30 Sit

10:30 – 11:30 Crawl

11:30 – 12:30 Lunch

12:30 – 2:00 Sleep Walk

2:00 – 8:00 Questions =D

slide8

Sit

She did it!

what is infopath
What is InfoPath?

InfoPath 2010: The New Hotness

  • Microsoft InfoPath 2010 is a forms-creation and data-gathering tool that helps organizations streamline business processes
    • InfoPath 2010: Features and Benefits
    • InfoPath 2010: Top 10 reasons to try it
infopath 2010 introduction
InfoPath 2010 Introduction
  • Microsoft Office 2010 Suites
    • Professional Plus (Enterprise, Ultimate)
  • SharePoint 2010 Versions
    • Foundation, Server Standard, Server Enterprise
  • InfoPath Designer vs. InfoPath Filler
  • Creating a new form template
    • Template Types
    • Template Parts
    • Filler (Client) Form vs. Browser Form
infopath basics
InfoPath Basics

Layout

Fields

Controls

Data Connections

Rules

Views

infopath 2010 enhancements
InfoPath 2010 Enhancements
  • Ribbon
    • Quick Access Toolbar
  • Quick Publish
  • Rules Manager
    • Copy Rules
  • Improved browser support - No ActiveX
      • Contact Selector and Date Picker
  • Many features that now work in browser forms
  • External Item Picker (external lists)
creating new templates
Creating New Templates
  • Library Form
    • Start with a SharePoint Form Library
    • Start with a Form Library Template
  • List Form
    • Start with a SharePoint List
    • Start with a List Form Template (key for multiple entry)
  • Database/Web Service/XML
  • Convert Excel/Word Forms
  • Document Information Panel
other forms
Other Forms
  • SharePoint Designer 2010 workflow forms
    • Out-of-the-box Workflows
    • Custom Workflows
    • Form Types
      • Task
      • Initiation
      • Association
  • External List Forms
crawl
Crawl

InfoPath 2010: A Quick Look

designing a form
Designing a Form
  • Layout or Schema?
    • Re-use layouts and/or schemas if you can
  • Leverage Template Parts where possible
    • Design elements
    • Data schema
    • Data connections
  • Buttons
    • Submit options
  • Promoting Properties
techniques
Techniques
  • Universal Data Connections
  • Auto-Generating Filenames
  • User Profile Service
  • Form Load Rules
  • Parameterized Queries
  • Cascading Dropdowns
    • Filters
  • Workflow email hyperlinking
infopath form web part
InfoPath Form Web Part

Form display

Connected web parts

Input/Outputparameters

Trigger rules

Query string input

Send data to web part

questions
Questions
  • 11:30 – 12:30 Lunch Break
  • SMALL GROUP DISCUSSION QUESTIONS
    • What ONE thing did you learn this morning that stuck out to you?
    • What question(s) do you have about this morning?
    • What problem could potentially be resolved by what you learned?
    • What do you hope to learn in the afternoon session?
performance appraisal
Performance Appraisal
  • Auto-population of user information
    • Driven by external data
  • Conditional data entry
  • Custom Save and Submit
  • Dynamic notifications via workflow
  • Restricted areas
  • Identity- and status-driven functionality
  • Electronic Signatures
conference management
Conference Management

Two forms in separate form libraries working in concert

Workflows go across both

Multi-level signatures with dynamically-driven content, data entry, and workflow notifications

Data aggregation and analysis through Excel

leave requests
Leave Requests

Leave days stored in backend DB (SQL) and exposed via External Content Type + External List

Auto-population of almost all data fields on form load

Auto-calculation of requested days

Dynamic permissions via workflow to protect data

Auto-detection and notification of Managers in Active Directory plus Pending Request Dashboard

Automatic updating of backend DB upon approval

Workflow visualization with Visio Services

questions28
Questions
  • Thank you for coming today!
  • For all your Corporate Training needs:
    • http://leaderquestonline.com
  • For all you SharePoint Consulting needs:
    • http://go-planet.com
    • Clayton Cobb
    • ccobb@go-planet.com