1. SharePoint Saturday: Denver
Clayton Cobb
Dec. 12, 2009

2. Building a Codeless Solution in SharePoint 2010 using the 2010 versions of InfoPath, SharePoint Designer, Visio, and Outlook
SharePoint 2010
Reaching New Limits Without Code

3. Clayton Cobb
Planet Technologies: Technical Architect
Planet Technologies: Central Region Practice Manager
SharePoint Architect
MCTS: MOSS 2007 and WSS 3.0 Configuration
InfoPath MVP Nominee (CY09 Q4)
Colorado SharePoint Users Group (COSPUG) Board Member
Blog: Claytons SharePoint Madness (http://claytoncobb.wordpress.com)
Twitter: @Warrtalon

4. Agenda
Introduction
Overview of Technologies Used
Explanation of End-to-End Use Case
Pieces and Parts
Live Demonstration
Questions

5. Agenda
Introduction
Overview of Technologies Used
Explanation of End-to-End Use Case
Pieces and Parts
Live Demonstration
Questions

6. Agenda
Introduction
Overview of Technologies Used
Explanation of End-to-End Use Case
Pieces and Parts
Live Demonstration
Questions

7. Overview of Technologies Used
SharePoint Server 2010
SQL Server 2008
Business Connectivity Services
SharePoint Designer 2010
InfoPath 2010
Outlook 2010
Visio 2010
**All 64-bit software

8. Overview of Technologies Used

9. Agenda
Introduction
Overview of Technologies Used
Explanation of End-to-End Use Case
Pieces and Parts
Live Demonstration
Questions

10. Explanation of End-to-End Use Case
Leave Request System
Automated
Paperless
Electronic Signatures
Auto-Detected Identities
User requests leave for self or another employee
Accrued Leave Days stored in back-end database
Manager must approve
Rejections with comments prompt revisions by submitter
Approvals finalize request and update back-end database with new leave amount

11. Agenda
Introduction
Overview of Technologies Used
Explanation of End-to-End Use Case
Pieces and Parts
Live Demonstration
Questions

12. Pieces and Parts External Content Type
HR Database with a single table named LeaveDays
6 rows of data with Employee ID as the unique key (DBEmpID)
# of Accrued Leave Days in Integer field (DBLeaveDays)
In SPD 2010, create an External Content Type tied to the LeaveDays table in the SQL 2008 HR Database
Create operations for Create, Read Item/List, Update, and Delete (CRUD)
Allow DBLeaveDays field to be editable but keep DBEmpID as Read-Only

13. Pieces and Parts External List
In SPD 2010, create an External List using the External Content Type named LeaveDays
Accrued Leave data shows up in SharePoint just like a regular list, but the data resides in a non-SharePoint SQL database

14. Pieces and Parts Leave Request Form
Design form template layout and controls
Apply styling, theming, and buttons
Incorporate picture buttons (new for 2010)
Utilize built-in Contact Selector (new for 2010)
Design data schema into logical groupings with meaningful names
Create Data Connections
Submit to form library
Retrieve info from LeaveDays external list
Retrieve User Profile info from UserProfileService
Apply Logic
Rules
Conditional Formatting
Publish Form Template and Promote Properties

15. Pieces and Parts Mock Up Workflow
Create mock workflow in Visio 2010 using the SharePoint Workflow template
Ensure you have a start point and termination point
Notice the multiple decision points leading to different paths
Upon completion, Export to SharePoint Workflow in the Process Tab

16. Pieces and Parts Import/Build Workflow
In SPD 2010, click on Workflows > Import from Visio
Choose the .VWI file created by the Visio export
Name the new workflow and associate it with a specific list or to a content type to make it reusable
Fill in fields to complete workflow
Publish workflow

17. Pieces and Parts Completed Workflow
This is how the full Visio workflow looks when completed in SPD 2010
The workflow building interface is much improved both in the workflow canvas and in the dynamic string builders, which allow you to combine free text with metadata easily (i.e. [Current Item:Employee] has requested leave.
Email configuration interface now has full rich text tools

18. Pieces and Parts Configure Form Library
Modify your view to show the relevant fields that were promoted during the publishing process
Notice that there is a new server default setting in Form Libraries, which defaults to opening forms in the browser (new for 2010)
If you publish the form template as a content type, be sure to disable the built-in Form content type
Disable folders =)

19. Agenda
Introduction
Overview of Technologies Used
Explanation of End-to-End Use Case
Pieces and Parts
Live Demonstration
Questions

20. Codeless, Paperless, Automated Leave Request Solution
Reaching New Limits Without Code
DEMO

21. Agenda
Introduction
Overview of Technologies Used
Explanation of End-to-End Use Case
Pieces and Parts
Live Demonstration
Questions

22. Questions ?

23. Wrap Up
SharePoint 2010 and Office 2010 are
More tightly integrated
Extremely powerful when used together
More robust and empowering for non-developers
Learn to use the tools that you likely already have on your desktop (or can get for free, such as SharePoint Designer)
Reach out into the community for help
MSDN Social
SharePoint 2007: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint
SharePoint 2010: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint2010
INFOPATHdev: http://www.infopathdev.com/

24. Contact Information
claytoncobb.wordpress.com
www.go-planet.com
Twitter: @Warrtalon
Personal: warrtalon@gmail.com
Work: ccobb@go-planet.com