SharePoint 2010 Business Process Automation

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SharePoint 2010 Business Process Automation

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Description

Automate repetitive tasks, eliminate errors and achieve goals fast.Slash the time spent on labor-intensive daily tasks, make actions consistent and results uniform with SharePoint Server 2010 and its tools, including Microsoft InfoPath and SharePoint Workflows.

In this 3-day interactive lab course, you will learn how to create powerful InfoPath forms that support consistent and efficient data entry and correction. Then, use SharePoint Workflows to act upon that data. Using InfoPath Forms with SharePoint Workflows can help manage and enforce business processes throughout your organization. In addition to core functionality, you will find out how to use SharePoint Designer 2010 to create powe…

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Automate repetitive tasks, eliminate errors and achieve goals fast.Slash the time spent on labor-intensive daily tasks, make actions consistent and results uniform with SharePoint Server 2010 and its tools, including Microsoft InfoPath and SharePoint Workflows.

In this 3-day interactive lab course, you will learn how to create powerful InfoPath forms that support consistent and efficient data entry and correction. Then, use SharePoint Workflows to act upon that data. Using InfoPath Forms with SharePoint Workflows can help manage and enforce business processes throughout your organization. In addition to core functionality, you will find out how to use SharePoint Designer 2010 to create powerful, custom workflows above and beyond what SharePoint offers “out of the box.” Plus, discover how to customize and publish with SharePoint.

Also Available as:
  • Live Online
  • Onsite

How You Will Benefit

  • Enforce business rules using InfoPath
  • Understand InfoPath form controls
  • Submit forms to SharePoint and publish forms for lists and libraries
  • Enable inbound and outbound connections to InfoPath forms and utilize external data
  • Understand the InfoPath form web part and workflow conditions and actions
  • Identify workflows that can be automated with SharePoint
  • Deploy workflows to SharePoint
  • Create and install SharePoint custom solutions
  • Use the cloud to reduce the need for specialized software tools
  • Leverage tools your company uses now
  • Enable cross-platform functionality in your forms and business processes
  • Automate regulatory compliance processes
  • Expedite document approval/routing and digital signature processes

What You Will Cover

  • Exploring InfoPath as a tool to collect data, create forms and streamline workflows
  • Creating and publishing a form in a lab
  • Discovering how to use form controls
  • Becoming familiar with the ins and outs of form rules and functions
  • Becoming conversant with InfoPath functions
  • Learning SharePoint page design and views and working with tables
  • Creating and modifying a SharePoint list, submitting and publishing to SharePoint
  • Using data in InfoPath forms and the InfoPath form web part
  • Finding out how to create workflows with the built-in template
  • Participating in labs on every topic to cement your learning

Extended Seminar Outline

Print this page Extended Seminar Outline Seminar #76009

SharePoint Training Course Outline - Drastically slash the time spent on daily tasks while eliminating errors & enforcing important business processes.

I. An Introduction to InfoPath

A. What is InfoPath?
B. Why use InfoPath?
C. InfoPath and SharePoint Server

· Using InfoPath to Collect Data

· Using Workflows with InfoPath

· The InfoPath Web Part

D. InfoPath vs. Traditional Web Forms

II. Creating an InfoPath Form

A. Using the Blank Form Template
B. Adding Form Controls
C. Naming Your Form Fields
D. Testing Your Form
E. Changing Form Options
F. Submitting Your Form
G. Publishing Your Form

Lab I

A. Creating a New Form
B. Adding Form Controls
C. Exploring and Setting Control Properties
D. Previewing a Form
E. Working with Form Options
F. Setting Submit Methods and Properties
G. Publishing a Form

III. Form Controls

A. Control Types

· Input Controls

· Object Controls

· Container Controls

B. Add Controls to a Form
C. Form Controls

· Text Entry

· Single Selection Lists

· Multiple Selection Lists

· Checkboxes

· Radio Buttons

· Date/Time Controls

· Person Controls

D. Using Controls to Initiate Actions
E. Creating Optional Controls
F. Repeating Controls

Lab II

A. Exploring Different Control Types
B. Working with Control Containers
C. Setting Initiation Options for Controls
D. Using Optional Controls
E. Using Repeating Controls

IV. Form Rules

A. Hide or Show Controls
B. Formatting Entries Based on Conditions
C. Validation Rules
D. Adding Action Rules to Buttons
E. Rules for Form Submission
F. Rules for Form Loading
G. Validating Data Using Patterns

Lab III

A. Hiding and Showing Controls
B. Conditional Formatting
C. Validating Data Entry with Rules
D. Using Button Controls
E. Understanding Form Loading and Submission Rules

V. Form Functions

A. SharePoint URL Functions
B. Calculating Dates
C. Using the Current SharePoint User
D. Removing Spaces from Entries
E. Calculating Sums
F. Extracting Values form Strings
G. Miscellaneous Functions

Lab IV

A. Using InfoPath Functions
B. Determining Who is Completing the Form
C. Exploring Text Manipulation
D. Using Numerical Formulas
E. Retrieving SharePoint URLs with Functions

VI. SharePoint Page Deign and Views

A. Form Views

· Changing the Current View Name

· Creating New Views

· Preventing Users from Using Views

· Print Views

B. Form Design

· Using Different Form Layouts

· Using Form Themes

· Adding Headers and Footers

C. Using Tables

· Inserting Tables

· Modifying Table Layouts

Lab V

A. Creating New Form Views
B. Setting View Properties
C. Securing Views Based on Security
D. Using Print Views
E. Using Form Layouts and Themes
F. Working with Tables to Organize Data

VII. SharePoint List Forms

A. Using a Form to Create a SharePoint List
B. Modifying Existing list Forms
C. Setting Your List Form as the Default Form

Lab VI

A. Creating SharePoint Lists from InfoPath
B. Modifying Existing List Forms
C. Publishing Your InfoPath Form to a SharePoint List

VIII. Submitting and Publishing to SharePoint

A. Enabling Forms for Submission
B. Email

· Configuring Email Submission

· Publishing Your Form to Email

C. SharePoint Libraries

· Configuring SharePoint Library Submission

· Publishing to a SharePoint Library

· Using Multiple Forms in Libraries

Lab VII

A. Setting Submission Properties
B. Submitting InfoPath Forms Through Email
C. Publishing Forms Through Email
D. Submitting InfoPath Forms to SharePoint Libraries
E. Publishing to a SharePoint Library
F. Using Multiple Forms in Libraries
G. Reusing InfoPath Forms as Content Types

IX. Using Data in InfoPath Forms

A. Using Data from Databases
B. Using Data from SharePoint Lists
C. Using Data from SharePoint Data Connection Files
D. Using Data form a SOAP Web Service
E. Populating a Drop-Down List with Data
F. Cascading Drop-Down Lists
G. Displaying Data from SharePoint

Lab VIII

A. Making InfoPath Forms Dynamic with Databases
B. Making InfoPath Forms Dynamic with SharePoint Lists
C. Making InfoPath Forms Dynamic with Web Services
D. Populating Drop-Down Lists with Real-Time Information
E. Creating Cascading Drop-Down Solutions

X. The InfoPath Form Web Part

A. Using an InfoPath Form Web Part
B. Creating Master/Detail Displays from SharePoint
C. Using an Edit Form on a List Page
D. Creating a Form to Send Data to Web Parts

Lab IX

A. Using the InfoPath Web Part
B. Creating Master/Detail Pages with SharePoint
C. Connecting SharePoint Web Parts
D. Creating Forms to Send Data to Web Parts

XI. SharePoint Workflows

A. Workflow Review

· What are Workflows?

· Why Use Workflows?

· Determining the Need for Custom Workflows

B. SharePoint's Built-in Workflow Templates

· Collecting Feedback

· Collecting Digital Signatures

· Approval Workflows

· Three-State Workflows

· Using SharePoint 2007 Workflows

C. Creating Workflows with SharePoint Designer

· The Workflow Designer

· Workflow Initiation and Variables

· Understanding Conditions

· Workflow Actions

· Branching and If/Else Conditions

D. Creating Reusable Workflows in SharePoint Designer

· Why Use Reusable Workflows?

Lab X

A. Working with SharePoint's Built-In Workflows
B. Using SharePoint Designer and the Workflow Designer
C. Creating Custom Workflows for InfoPath Forms
D. Understanding Workflow Conditions
E. Understanding Workflow Actions
F. Understanding If/Else Branching in Workflows
G. Creating Reusable Workflows with SharePoint Designer

Who Should Attend

This course is vital to anyone working in a project environment utilizing SharePoint, including IT managers, developers, designers, business analysts, line managers, product managers and project managers.
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