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InfoPath Forms and Workflows in SP 2010

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

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InfoPath Forms and Workflows in SP 2010

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

  2. 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

  3. InfoPath 2010 • InfoPath Designer 2010 • InfoPath Filler 2010 • InfoPath Forms Services

  4. 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

  5. Usage in SharePoint • Custom List Forms • Form Libraries • External List Forms • Workflow: Association, Initiation, Tasks etc.

  6. 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

  7. InfoPath in SP2010 - Advantages • Easy and quick way to generate forms for Custom and External Lists • Great WYSIWYG form designer • Extensibility

  8. 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

  9. 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

  10. Limitations of External List Forms • No custom code if use with External Item Pickers • No support for additional Data Sources

  11. Common InfoPath Limitations • Browser-enabled forms lack true Web experience • More or less complex scenarios require strong technical knowledge • Printing capabilities

  12. Workflows in SharePoint 2010 • Business process automation • Workflow management system

  13. Standard vs. Custom From http://blogs.msdn.com/b/sharepointdesigner/archive/2010/02/22/overview-of-human-workflow-in-sharepoint-2010.aspx

  14. Workflow Authoring Tools • SharePoint Designer 2010 • Visio 2010 Premium • Visual Studio 2010 • Etc.

  15. 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

  16. 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

  17. Q & A • Your questions and suggestions • http://wyldesolutions.com/SharePointQuestions.aspx

  18. Resources • http://claytoncobb.wordpress.com/ • http://blogs.msdn.com/b/infopath/ • http://wyldesharepoint.blogspot.com

  19. Reference • Slava Gorbunov – slava@wyldesolutions.com • Web site: http://wyldesolutions.com • Blog: http://wyldesharepoint.blogspot.com • Twitter: @SlavaGorbunov

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