Solving Business Problems with SharePoint and InfoPath 2010

1. Solving Business Problems with SharePoint and InfoPath 2010 Brought to you by: LeaderQuest and Planet Technologies April 29, 2011 Presented by: Clayton Cobb

2. 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

3. 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

4. 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

5. 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?

6. 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?

7. 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

8. Sit She did it!

9. 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

10. 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

11. InfoPath Basics Layout Fields Controls Data Connections Rules Views

12. 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)

13. 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

14. Other Forms • SharePoint Designer 2010 workflow forms • Out-of-the-box Workflows • Custom Workflows • Form Types • Task • Initiation • Association • External List Forms

15. Crawl InfoPath 2010: A Quick Look

16. 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

17. Techniques • Universal Data Connections • Auto-Generating Filenames • User Profile Service • Form Load Rules • Parameterized Queries • Cascading Dropdowns • Filters • Workflow email hyperlinking

18. InfoPath Form Web Part Form display Connected web parts Input/Outputparameters Trigger rules Query string input Send data to web part

19. 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?

20. Welcome Back

21. Wake Up!

22. Get Excited!

23. Walk

24. 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

25. 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

26. 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

27. Conclusion

28. 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