InfoPath Forms and Workflows in SP 2010 Wylde Solutions Sydney SharePoint User Group 18 September 2011 Sydney, Australia

Agenda InfoPath Forms InfoPath 2010 Forms & Form Templates Usage in SharePoint 2010 Demo Workflows Workflows and SharePoint 2010 Standard vs. Custom Authoring tools Demo Q & A © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

InfoPath 2010 InfoPath Designer 2010 InfoPath Filler 2010 InfoPath Forms Services © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Forms & Form Templates Form Templates are form designs Created using InfoPath Designer Hosted or standalone Forms are XML documents Filled using InfoPath Filler or browser Can be submitted anywhere Contain link to Form Template © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Usage in SharePoint Custom List Forms Form Libraries External List Forms Workflow: Association, Initiation, Tasks etc. © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Demo Three repositories: Custom List, Form Library, External List Also related lists: Incident Source Types, Incident Types Database contains three tables to replicate the data structure Creating and/or modifying InfoPath forms for SharePoint lists © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

InfoPath in SP Advantages Easy and quick way to generate forms for Custom and External Lists Great WYSIWYG form designer Extensibility © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Limitations of Custom List Forms No support for document libraries No support for managed metadata columns No way to publish somewhere else and/or reuse No way to generate form for content type No support for custom code © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Limitations of Form Libraries Need to create a form library though it’s not always a business requirement For columns of type Person there is not standard way of passing the values © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Limitations of External List Forms No custom code if use with External Item Pickers No support for additional Data Sources © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Common InfoPath Limitations Browser-enabled forms lack true Web experience More or less complex scenarios require strong technical knowledge Printing capabilities © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Workflows in SharePoint 2010 Business process automation Workflow management system © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Standard vs. Custom From © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Workflow Authoring Tools SharePoint Designer 2010 Visio 2010 Premium Visual Studio 2010 Etc. © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Demo Scenario Incident submitted -> BU Manager is notified BU Manager investigates and if severity is high then notifies Operations Manager Operations Manager provide outcomes and if required notifies external people © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Workflow Management in SP 2010 Advantages Easy to create, modify and publish sequential workflows New features for visual authoring and tracking and new steps and functional improvements Flexible and extensible platform built on WWF Form customization is pretty easy Disadvantages Lack of interoperability between standard tools SharePoint Designer workflows can be only sequential and UI is not user-friendly Need strong technical knowledge to create complex workflows © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Q & A Your questions and suggestions © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Resources © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.

Reference Slava Gorbunov – Web site: Blog: © 2011 Wylde Solutions. All rights reserved. It is forbidden to reproduce any part of this presentation, in any form, without prior written permission from the author.