building codeless solutions with sharepoint and office 2010
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SharePoint Saturday: Denver
Dec. 12, 2009
Clayton Cobb
Building a Codeless Solution in SharePoint 2010 using the 2010 versions of InfoPath, SharePoint Designer, Visio, and Outlook
Reaching New Limits Without Code
SharePoint 2010
Planet Technologies: Technical ArchitectPlanet Technologies: Central Region Practice ManagerSharePoint ArchitectMCTS: MOSS 2007 and WSS 3.0 ConfigurationInfoPath MVP Nominee (CY09 Q4)Colorado SharePoint Users Group (COSPUG) Board MemberBlog: Clayton’s SharePoint Madness (http://claytoncobb.wordpress.com)Twitter: @Warrtalon
Clayton Cobb
IntroductionOverview of Technologies UsedExplanation of End-to-End Use CasePieces and PartsLive DemonstrationQuestions
Agenda
IntroductionOverview of Technologies UsedExplanation of End-to-End Use CasePieces and PartsLive DemonstrationQuestions
Agenda
IntroductionOverview of Technologies UsedExplanation of End-to-End Use CasePieces and PartsLive DemonstrationQuestions
Agenda
SharePoint Server 2010SQL Server 2008Business Connectivity Services
SharePoint Designer 2010InfoPath 2010Outlook 2010Visio 2010
Overview of Technologies Used
**All 64-bit software
Overview of Technologies Used
Visio ServicesWorkflow Visualization
Workflow Emails
Create ExternalContent TypesCreate Workflows
Create External Lists
InfoPath Forms ServicesForm Libraries
User Profile Service
WorkflowMetadata Fields
Read/WriteData to DB
Workflow DesignImport/Export
IntroductionOverview of Technologies UsedExplanation of End-to-End Use CasePieces and PartsLive DemonstrationQuestions
Agenda
Leave Request SystemAutomatedPaperlessElectronic SignaturesAuto-Detected Identities
User requests leave for self or another employeeAccrued Leave Days stored in back-end databaseManager must approve
Rejections with comments prompt revisions by submitterApprovals finalize request and update back-end database with new leave amount
Explanation of End-to-End Use Case
IntroductionOverview of Technologies UsedExplanation of End-to-End Use CasePieces and PartsLive DemonstrationQuestions
Agenda
Pieces and Parts – External Content TypeHR Database with a single table named
LeaveDays6 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 DatabaseCreate operations for Create, Read Item/List, Update, and Delete (CRUD)Allow DBLeaveDays field to be editable but keep DBEmpID as Read-Only
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
Pieces and Parts – Leave Request FormDesign form template layout and controlsApply styling, theming, and buttonsIncorporate picture buttons (new for 2010)Utilize built-in Contact Selector (new for 2010)
Design data schema into logical groupings with meaningful namesCreate Data Connections
Submit to form libraryRetrieve info from LeaveDays external listRetrieve User Profile info from UserProfileService
Apply LogicRulesConditional FormattingPublish Form Template and Promote
Properties
Pieces and Parts – Mock Up Workflow
Create mock workflow in Visio 2010 using the SharePoint Workflow templateEnsure you have a start point and termination pointNotice the multiple decision points leading to different pathsUpon completion, Export to SharePoint Workflow in the Process Tab
Pieces and Parts – Import/Build WorkflowIn SPD 2010, click on Workflows > Import from VisioChoose the .VWI file created by the Visio exportName the new workflow and associate it with a specific list or to a content type to make it reusableFill in fields to complete workflowPublish workflow
Pieces and Parts – Completed WorkflowThis is how the full Visio workflow looks when completed in SPD 2010The 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
Pieces and Parts – Configure Form LibraryModify your view to show the relevant fields that were promoted during the publishing processNotice 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 typeDisable folders =)
IntroductionOverview of Technologies UsedExplanation of End-to-End Use CasePieces and PartsLive DemonstrationQuestions
Agenda
Codeless, Paperless, Automated Leave Request Solution
Reaching New Limits Without Code
DEMO
IntroductionOverview of Technologies UsedExplanation of End-to-End Use CasePieces and PartsLive DemonstrationQuestions
Agenda
Questions ?
SharePoint 2010 and Office 2010 are…More tightly integratedExtremely powerful when used togetherMore 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 SocialSharePoint 2007: http://social.technet.microsoft.com/Forums/en-US/category/sharepointSharePoint 2010: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint2010
INFOPATHdev: http://www.infopathdev.com/
Wrap Up
claytoncobb.wordpress.comwww.go-planet.com
Twitter: @WarrtalonPersonal: [email protected]: [email protected]
Contact Information