Building a procurement application using InfoPath 2010, SharePoint Designer 2010, and Word Services

1. Building a procurement application using InfoPath 2010, SharePoint Designer 2010, and Word Services Luther Moen LMoen@microsoft.com Collaboration Specialist Microsoft Corporation

2. Introduction Session Objectives: Explain how a complex application can be built on SharePoint 2010 using InfoPath and SharePoint Designer Apply design patterns for building workflow-centered applications on SharePoint 2010 Describe new functionality in SharePoint 2010 and associated design tools Key Takeaways Recognize the problem/solution space Understand the logical solution architecture Identify the technologies and features involved Demo Portion � point out new functionality in SharePoint 2010 and associated design tools as well as describe new design patterns. Takeaway � Understand how these solutions can help you and/or your customers.Demo Portion � point out new functionality in SharePoint 2010 and associated design tools as well as describe new design patterns. Takeaway � Understand how these solutions can help you and/or your customers.

3. Agenda Problem Space � We�re going to give you a you a Hammer and we want you to know what nails look like. Demo: We will demonstrate the Procurement Application � this was a demo written by the InfoPath Team.Problem Space � We�re going to give you a you a Hammer and we want you to know what nails look like. Demo: We will demonstrate the Procurement Application � this was a demo written by the InfoPath Team.

4. Why are we here?Everyone has a sub-optimal business process Processes need to capture information � many times it�s �Garbage In� - InfoProcesses need to capture information � many times it�s �Garbage In� - Info

5. Introducing the Blue Yonder Procurement Application demo User Perspective Walk through site � Portal Implemented as a SharePoint Team Site. Logon as Contoso\Roby Launches Web Enabled InfoPath Form People Picker Control � First Class Citizen on an InfoPath Form Picture Button leads to cascading Drop Down Lists Data Lives in External System (SQL) Leverages BCS, External Content Types, Exposed as Lists, bound to Form Controls and Filtered Code Sandboxed Code Service � InfoPath 2010 takes advantage � allows Site Admins to publish directly to Site Collection � no longer need to go through Central Admin to upload, Approve and Activate to Site Collection. Submit opens a data connection that drops the content into a Form Library (List) Item Workflow kicks off when an Item is dropped into the Form Library Assigns a Unique ID Changes the Name of the Form to match the ID Looks up the Request Type and maps an appropriate �Approver� which then launches an Approval Workflow Logon as Contoso\AdamB Bring Up Portal Landing Page � Look at �Approve Requests� Link to the original Form . . . Discuss InfoPath Task Form � UI, Branding, Colorized Buttons, Comments from a SharePoint List, etc. Workflow then wakes up Generates a Word Document (Packing List) Generates a PDF Document Back to Rob Look at My Requests Read Only Form for both Approved and Rejected Walk through site � Portal Implemented as a SharePoint Team Site. Logon as Contoso\Roby Launches Web Enabled InfoPath Form People Picker Control � First Class Citizen on an InfoPath Form Picture Button leads to cascading Drop Down Lists Data Lives in External System (SQL) Leverages BCS, External Content Types, Exposed as Lists, bound to Form Controls and Filtered Code Sandboxed Code Service � InfoPath 2010 takes advantage � allows Site Admins to publish directly to Site Collection � no longer need to go through Central Admin to upload, Approve and Activate to Site Collection. Submit opens a data connection that drops the content into a Form Library (List) Item Workflow kicks off when an Item is dropped into the Form Library Assigns a Unique ID Changes the Name of the Form to match the ID Looks up the Request Type and maps an appropriate �Approver� which then launches an Approval Workflow Logon as Contoso\AdamB Bring Up Portal Landing Page � Look at �Approve Requests� Link to the original Form . . . Discuss InfoPath Task Form � UI, Branding, Colorized Buttons, Comments from a SharePoint List, etc. Workflow then wakes up Generates a Word Document (Packing List) Generates a PDF Document Back to Rob Look at My Requests Read Only Form for both Approved and Rejected

6. Key Application Components

7. Building the Blue Yonder Procurement Application demo LOB Data Look at External Content TypesLook at External Content Types

8. Key Application Components

9. Building the Blue Yonder Procurement Application demo InfoPath Forms Form Demo � InfoPath has the Ribbon! (Give it a week!) Look at the Views � Main, View Only, etc. Data � Form Load � New Form � Main Form � Data Initialization InfoPath �UserName Function� and Current Date of �Now� Already have a Request ID � Switch to View Only Form Look at Property Promotion Read-Write - Request ID and Request Status (Form Needs to consume these) Conditional Formatting on Picture Buttons Filter Data Bound by Control has been available in InfoPath and is now available in Web Enabled Forms Code Enabled Form � In 2007 � published in a File Share � Upload to Central Admin, Activate to Site Collection, drop it into a Form Library . . . In 2010 � if the code adheres to Sandboxed Cole � we can do a QuickPublish directly to the Form Library Walk through the Form including custom rules, etc. Submit Button � Walk through Rules Look at Query String � formserver.aspx = custom application page that hosts the form viewer control that loads up the proper templates XSN = path to template In 2007 we used to have a fully qualified path � 2010 allows us to use placeholders SaveLocation is when you enable save functionality, but we�re using submit Source = where do we go when the user closes the form? View Request � Form Show conditional panels based on request status and control hiding Read Only Forms Receipts HyperLinks hidden if status not equal to approved One Click Quick Publish! Form Demo � InfoPath has the Ribbon! (Give it a week!) Look at the Views � Main, View Only, etc. Data � Form Load � New Form � Main Form � Data Initialization InfoPath �UserName Function� and Current Date of �Now� Already have a Request ID � Switch to View Only Form Look at Property Promotion Read-Write - Request ID and Request Status (Form Needs to consume these) Conditional Formatting on Picture Buttons Filter Data Bound by Control has been available in InfoPath and is now available in Web Enabled Forms Code Enabled Form � In 2007 � published in a File Share � Upload to Central Admin, Activate to Site Collection, drop it into a Form Library . . . In 2010 � if the code adheres to Sandboxed Cole � we can do a QuickPublish directly to the Form Library Walk through the Form including custom rules, etc. Submit Button � Walk through Rules Look at Query String � formserver.aspx = custom application page that hosts the form viewer control that loads up the proper templates XSN = path to template In 2007 we used to have a fully qualified path � 2010 allows us to use placeholders SaveLocation is when you enable save functionality, but we�re using submit Source = where do we go when the user closes the form? View Request � Form Show conditional panels based on request status and control hiding Read Only Forms Receipts HyperLinks hidden if status not equal to approved One Click Quick Publish!

10. Key Application Components

11. Building the Blue Yonder Procurement Application demo Workflows Reusable Workflows are now enabled in SharePoint 2010! (you could get workflows placed into site templates and get those things to move around) SharePoint 2010 allows you to associate a sharepoint designer workflow with one or more entities (Lists, Content Types, etc.) Impersonation Step replaces permissions as Full Control for Only the people intamately involved in the workflow. You could also use the Document ID Service to generate a unique document name Show Approver Assignments Portal and show how lookup is done for approvers. Discuss Item Level Security � Works in a small case � per item security will fall over with around 1900 unique permissions � SharePoint 2010 is improved but you need to test � there are alternate ways around this using folder and/or list permissions. Show Assemble Custom Action � and Word Services Automaiton Review Task Form for the workflow � Crafted URL Link � and control bound to Prebuilt approver comments. The form is wholly editable and customizable � you do not need to republish the workflow to update the form � you just need to quick publish and the form will be ready to use on the next instance of the workflow.Reusable Workflows are now enabled in SharePoint 2010! (you could get workflows placed into site templates and get those things to move around) SharePoint 2010 allows you to associate a sharepoint designer workflow with one or more entities (Lists, Content Types, etc.) Impersonation Step replaces permissions as Full Control for Only the people intamately involved in the workflow. You could also use the Document ID Service to generate a unique document name Show Approver Assignments Portal and show how lookup is done for approvers. Discuss Item Level Security � Works in a small case � per item security will fall over with around 1900 unique permissions � SharePoint 2010 is improved but you need to test � there are alternate ways around this using folder and/or list permissions. Show Assemble Custom Action � and Word Services Automaiton Review Task Form for the workflow � Crafted URL Link � and control bound to Prebuilt approver comments. The form is wholly editable and customizable � you do not need to republish the workflow to update the form � you just need to quick publish and the form will be ready to use on the next instance of the workflow.

12. Key Application Components

13. Building the Blue Yonder Procurement Application demo Portals Procurement App is an SPWeb LOB Data is External Show �Customize Form� in Request Approvers List You have quite a bit of flexibility here � custom validation, etc. Cannot change the schema of the list. Show / Edit Approver Assignment Wiki Edit Page Show / Edit Main Portal Show / Edit Approval Portal Show /Edit Request Port Show Conditional Formatting in �RequestPortal.aspx� in SharePoint designerProcurement App is an SPWeb LOB Data is External Show �Customize Form� in Request Approvers List You have quite a bit of flexibility here � custom validation, etc. Cannot change the schema of the list. Show / Edit Approver Assignment Wiki Edit Page Show / Edit Main Portal Show / Edit Approval Portal Show /Edit Request Port Show Conditional Formatting in �RequestPortal.aspx� in SharePoint designer

14. Key Application Components

15. Review Session Objectives: Explain how a complex application can be built on SharePoint 2010 using InfoPath and SharePoint Designer Apply design patterns for building workflow-centered applications on SharePoint 2010 Describe new functionality in SharePoint 2010 and associated design tools Key Takeaways Recognize the problem/solution space Understand the logical solution architecture Identify the technologies and features involved Key Design Patterns: Get Data Out of the List by Promoting Properties within the FormKey Design Patterns: Get Data Out of the List by Promoting Properties within the Form

16. Related Content Academy Live Webcasts INP02AL - An Introduction to SharePoint Applications using InfoPath 2010 INP03CAL - Building SharePoint Applications with InfoPath 2010 INP04CAL - Form-Driven Mashups using InfoPath and SharePoint 2010 INP05CAL - InfoPath 2010 - Best practices in Form Design Other Stuff I found Useful for this talk Publishing Forms with Code http://msdn.microsoft.com/en-us/library/ee526360.aspx InfoPath 2010 and Visual Studio http://channel9.msdn.com/learn/courses/Office2010/InfoPathUnit/InfoPathVisualStudio Understand Approval Workflows in SharePoint 2010 http://office.microsoft.com/en-gb/sharepoint-designer-help/understand-approval-workflows-in-sharepoint-2010-HA101857172.aspx InfoPath Team Blog http://blogs.msdn.com/infopath

17. ThankYou!