TechFuse 2012: SharePoint business applications at your fingertips

SharePoint Business Applications at your Fingertips

Avtex ConsultingDonald Donais

Avtex IT Pro Consultantddonais@avtex.com

Blog – Tales from IT Sidehttp://talesfromitside.wordpress.com

Twitter@dondonais

Donald Donais

• What makes up a No Code Application?• Crawl, Walk, Run Approach• Business Process Management• Application Management Lifecycle• Fundamental Features of SharePoint• Knowledge Needed for No Code Application• Crawl Example• Walk Example• Recap

Session Agenda

WHAT MAKES UP A NO-CODE APPLICATION?

No-Code Planning

Data

Workflow

Reporting

• Data • SharePoint list• InfoPath• Database

• Workflow• OOB• 3rd Party Vendor

• Reporting• Views• Charts (2010)• SQL - SSRS

No-Code Application ApproachCrawl, Walk, Run…

Crawl

• Out of the Box Features• Lists & Libraries• Content Types

Document Templates Site Columns Document Information Panel Workflows

• Records Center or In-Place Records Management (2010)

• OOB Workflows

Walk

• Connecting Web Parts• InfoPath Forms

Connecting to Content in SharePoint Web Services Pulling User Profile

• SharePoint Designer Dataview Web Parts Custom Workflows Visio Workflows (SharePoint 2010)

Run

• Database Connections Business Data Connection – BDC (2007) Business Connectivity Service - BCS (2010)

• 3rd Party Vendors for Workflows/Forms• Visual Studio Development

Database Connection Creating ASPX form Advanced Workflows

Things to consider when building

Requirements

Design

Build

Deploy

Operate

Optimize

ApplicationManagementLifecycle

Fundamental Tools for SP2007

• SharePoint 2007 Standard or Enterprise

• InfoPath 2007 Ultimate or Professional Plus

• Business Data Connection – BDC Enterprise

• SharePoint Designer 2007

Fundamental Tools for SP2010

• SharePoint 2010 Standard or Enterprise

• Visio Services• Access Services• InfoPath 2010

Ultimate or Professional Plus• Business Connectivity Service• SharePoint Designer 2010

Fundamental Knowledge Needed• Creating Lists and Form Libraries• OOB Web Parts• SharePoint Designer Data View Web Parts• SharePoint Views/InfoPath Views• InfoPath & Designer Conditional Formatting• Forms Creation – SharePoint & InfoPath• Data Connections & Filtering• Site Content Types & Site Columns• Workflows – OOB & Designer• SharePoint Web Services

DEMO

No-Code Application - Crawl

What Did We Do?

• Created Custom List • Created SOW Content Type

Added Document Template Added Columns – including lookup to Custom List Modified the Document Information Panel

• Created Multiple Views• Added Multiple Web Parts for each View

DEMO

No-Code Application - Walk

What Did We Do?

• Connect Web Parts Together to display Info• Create Expense Report InfoPath Form

Connected to SOW Document library Conditional Format Create Views Publish to InfoPath Form Services

• Added Workflow based on Amount Email with Link to Approval View

Q & A

www.SharePointMN.com

• Website for user group• SharePoint resource documents• SharePoint resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations

• info@sharepointmn.com www.sharepointmn.com

• InfoPath and User Profile Services https://

www.nothingbutsharepoint.com/sites/eusp/Pages/infopath-and-userprofileservices-what-can-be-done_e2_80_a6.aspx

• SharePoint Designer 2007 Workflows http://

office.microsoft.com/en-us/sharepoint-designer-help/introduction-to-workflows-HA010100587.aspx

• SharePoint Designer 2010 Intro to Worfklow http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-to-d

esigning-and-customizing-workflows-HA101859249.aspx

• User Profile Web Service Issue and Workaround http://talesfromitside.wordpress.com/2012/01/17/sharepoint-infopath-and-us

er-profile-web-service-issues/

References