Solving Business Problems with SharePoint and InfoPath 2010Presented by: Clayton Cobb

Brought to you

by: Planet

Technologies

August 12, 2011

Introduction0 Presenter: Clayton Cobb

0 SharePoint MVP (former InfoPath MVP)0 Director, U.S. Central Region - Planet Technologies0 COSPUG Co-Founder0 SharePoint Saturday Denver Chairman0 Blog: claytoncobb.wordpress.com0 Contact: ccobb@go-planet.com

What about you?0 Audience – Who is here?

0 End User, IT Pro, Information Worker, Developer, Decision maker?

0 Environment – What are you using?0 SharePoint Version?0 InfoPath Version?

0 Experience Level0 Beginner, Intermediate, Advanced?

Small Groups0 Your Name0 Your Company0 Your Job Function0 What are you using SharePoint/InfoPath for or what

do you HOPE to be using SharePoint/InfoPath for?

Schedule0 1:30 – 2:45 Sit0 3:00 – 4:15 Crawl0 4:30 – 5:45 Sleep Walk0 6:00 – 12:00 Questions =D

Sit

She did it!

What is InfoPath?0 Microsoft InfoPath 2010 is a forms-creation and data-

gathering tool that helps organizations streamline business processes0 InfoPath 2010: Features and Benefits0 InfoPath 2010: Top 10 reasons to try it

InfoPath 2010: The New Hotness

InfoPath 2010 Introduction0 Microsoft Office 2010 Suites

0 Professional Plus (Enterprise, Ultimate)0 SharePoint 2010 Versions

0 Foundation, Server Standard, Server Enterprise0 InfoPath Designer vs. InfoPath Filler0 Creating a new form template

0 Template Types0 Template Parts0 Filler (Client) Form vs. Browser Form

InfoPath Basics0 Layout0 Fields0 Controls0 Data Connections0 Rules0 Views

InfoPath 2010 Enhancements0 Ribbon

0 Quick Access Toolbar0 Quick Publish0 Rules Manager

0 Copy Rules0 Improved browser support - No ActiveX

0Contact Selector and Date Picker

0 Many features that now work in browser forms0 External Item Picker (external lists)

Creating New Templates0 Library Form

0 Start with a SharePoint Form Library0 Start with a Form Library Template

0 List Form0 Start with a SharePoint List0 Start with a List Form Template (key for multiple entry)

0 Database/Web Service/XML0 Convert Excel/Word Forms0 Document Information Panel

Other Forms0 SharePoint Designer 2010 workflow forms

0 Out-of-the-box Workflows0 Custom Workflows0 Form Types

0Task0 Initiation0Association

0 External List Forms

Questions0 2:45 – 3:00 Break0 SMALL GROUP DISCUSSION QUESTIONS

1. What ONE thing did you learn this session that stuck out to you?

2. What question(s) do you have about this session?3. What problem could potentially be resolved by what

you learned?4. What do you hope to learn in the next session?

Crawl

InfoPath 2010: A Quick Look

Designing a Form0 Layout or Schema?

0 Re-use layouts and/or schemas if you can0 Leverage Template Parts where possible

0 Design elements0 Data schema0 Data connections

0 Buttons0 Submit options

0 Promoting Properties

Techniques0 Universal Data Connections0 Auto-Generating Filenames0 User Profile Service0 Form Load Rules0 Parameterized Queries0 Cascading Dropdowns

0 Filters0 Workflow email hyperlinking

InfoPath Form Web Part0 Form display0 Connected web parts0 Input/Output parameters0 Trigger rules0 Query string input0 Send data to web part

Questions0 4:15 – 4:30 Break0 SMALL GROUP DISCUSSION QUESTIONS

1. What ONE thing did you learn this session that stuck out to you?

2. What question(s) do you have about this session?3. What problem could potentially be resolved by what

you learned?4. What do you hope to learn in the next session?

Welcome Back

Wake Up!

Get Excited!

Walk

Performance Appraisal0 Auto-population of user information

0 Driven by external data0 Conditional data entry0 Custom Save and Submit0 Dynamic notifications via workflow0 Restricted areas0 Identity- and status-driven functionality0 Electronic Signatures

Conference Management0 Two forms in separate form libraries working in

concert0 Workflows go across both0 Multi-level signatures with dynamically-driven

content, data entry, and workflow notifications0 Data aggregation and analysis through Excel

Leave Requests0 Leave days stored in backend DB (SQL) and exposed

via External Content Type + External List0 Auto-population of almost all data fields on form load0 Auto-calculation of requested days0 Dynamic permissions via workflow to protect data0 Auto-detection and notification of Managers in Active

Directory plus Pending Request Dashboard0 Automatic updating of backend DB upon approval0 Workflow visualization with Visio Services

Conclusion• Workflow forms

• Task• Initiation• Association

• XTPs• Cascading Dropdowns

(filtering)• Parameterized Queries• InfoPath Form Webpart

• Form display• Connected web parts• Input parameters• Output parameters• Trigger rules• Query string input• Send data to web part

• Auto-generating filenames• List Forms

• External List forms

• User Profile Service• Conditional Formatting• Validation rules• Action rules• Form Load rules• Views• Data Connections

• UDCs• Custom buttons• Custom submit• Promoting properties• Publishing methods/types• Submit methods/types• DIP• Quick Access Toolbar

New Features of 2010• Rules Manager

• Copy Rules• Ribbon• Contact Selector

• 1st class• No ActiveX

• External Item Picker• Better cross-browser support• Controls that now work in the

browser• Multi-select list box• Picture/Hyperlink• Combo Box• Bulleted List• Numbered List• Plain List• Choice Group• Choice Section

Questions0 Thank you for coming today!0 For all you SharePoint Consulting and Training needs:

0 http://www.go-planet.com0 Clayton Cobb0 ccobb@go-planet.com