InfoPath MVP Clayton Cobb of Planet Technologies presents a real world session demonstrating an employee Leave Request System as an example of Building a Codeless Solution in SharePoint 2010 using the 2010 version of InfoPath 2010 SharePoint Designer 2010 Visio 2010, and Outlook 2010 applications. The Leave Request System is automated, paperless, requires electronic signatures and must be approved by manager. Read more about Clayton Cobb's views on Microsoft technology at: www.claytoncobb.wordpress.com

1. Clayton Cobb SharePointMVP August 13, 2010

2. Building a Codeless Solution in SharePoint 2010 using the 2010 versions of InfoPath, SharePoint Designer, Visio, and Outlook SharePoint 2010 Reaching New Limits Without Code

3. Clayton Cobb Microsoft MVP (SharePoint) SharePoint 2007/2010 Architect Planet Technologies: Director, U.S. Central Region MCITP: SharePoint 2010 Administration MCTS: SP2010, MOSS 2007, and WSS 3.0 Configuration SharePoint Saturday Denver - Chairman Colorado SharePoint Users Group (COSPUG) – Co-Founder Blog: Clayton’s SharePoint Madness (http://claytoncobb.wordpress.com) Twitter: @Warrtalon

4. Agenda Introduction Explanation of End-to-End Use Case Overview of Technologies Used Pieces and Parts Live Demonstration Questions

5. Agenda Introduction Explanation of End-to-End Use Case Overview of Technologies Used Pieces and Parts Live Demonstration Questions

6. Explanation of End-to-End Use Case Leave Request System Automated Paperless Electronic Signatures Auto-Detected Identities Users submit leave requests for self or others Accrued Leave Days stored in back-end database Manager must approve Rejections with comments prompt revisions by submitter Approvals finalize request and update back-end database with new leave amount

7. Agenda Introduction Explanation of End-to-End Use Case Overview of Technologies Used Pieces and Parts Live Demonstration Questions

8. Overview of Technologies Used SharePoint Server 2010 Enterprise Windows Server 2008 R2 SQL Server 2008 Hyper-V Business Connectivity Services SharePoint Designer 2010 InfoPath 2010 Outlook 2010 Visio 2010 **All 64-bit software

9. Overview of Technologies Used

10. Agenda Introduction Explanation of End-to-End Use Case Overview of Technologies Used Pieces and Parts Live Demonstration Questions

11. Pieces and Parts – External Content Type HR Database with a single table named LeaveDays 6 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 Database Create operations for Create, Read Item/List, Update, and Delete (CRUD) Allow DBLeaveDays field to be editable but keep DBEmpID as Read-Only

12. 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

13. Pieces and Parts – Leave Request Form Design form template layout and controls Apply styling, theming, and buttons Incorporate picture buttons (new for 2010) Utilize built-in Contact Selector (new for 2010) Design data schema into logical groupings with meaningful names Create Data Connections Submit to form library Retrieve info from LeaveDays external list Retrieve User Profile info from UserProfileService Apply Logic Rules Conditional Formatting Publish Form Template and Promote Properties

14. Pieces and Parts – Mock Up Workflow Create mock workflow in Visio 2010 using the SharePoint Workflow template Ensure you have a start point and termination point Notice the multiple decision points leading to different paths Upon completion, Export to SharePoint Workflow in the Process Tab

15. Pieces and Parts – Import/Build Workflow In SPD 2010, click on Workflows > Import from Visio Choose the .VWI file created by the Visio export Name the new workflow and associate it with a specific list or to a content type to make it reusable Fill in fields to complete workflow Publish workflow

16. Pieces and Parts – Completed Workflow This is how the full Visio workflow looks when completed in SPD 2010 The 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

17. Pieces and Parts – Configure Form Library Modify your view to show the relevant fields that were promoted during the publishing process Notice 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 type Disable folders =)

18. Agenda Introduction Explanation of End-to-End Use Case Overview of Technologies Used Pieces and Parts Live Demonstration Questions

19. Codeless, Paperless, Automated Leave Request Solution Reaching New Limits Without Code DEMO

20. Agenda Introduction Explanation of End-to-End Use Case Overview of Technologies Used Pieces and Parts Live Demonstration Questions

21. Questions ?

22. Wrap Up SharePoint 2010 and Office 2010 are… More tightly integrated Extremely powerful when used together More 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 Social SharePoint 2007: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint SharePoint 2010: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint2010 INFOPATHdev: http://www.infopathdev.com/

23. Contact Information claytoncobb.wordpress.com www.go-planet.com Twitter: @Warrtalon Personal: warrtalon@gmail.com Work: ccobb@go-planet.com