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Solving Business Problems with SharePoint and InfoPath 2010

Learn how to streamline business processes and solve problems with Microsoft SharePoint and InfoPath 2010. This presentation covers the features, benefits, and enhancements of InfoPath 2010, as well as designing and creating form templates. Examples of using InfoPath for performance appraisals, conference management, and leave requests will be discussed.

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Solving Business Problems with SharePoint and InfoPath 2010

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  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

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