@chrysalisbts
presented by
Andy Hopkins [email protected]
(425) 761-4143 @AndrewSHopkins
REAL WORLD | SHAREPOINT implementing advanced business solutions
@chrysalisbts
presented by
Andy Hopkins [email protected]
(425) 761-4143 @AndrewSHopkins
REAL WORLD | SHAREPOINT advanced form solutions in SharePoint
@chrysalisbts
• Real World SharePoint
• Andrew (Andy) Hopkins - Chrysalis BTS
• Patrick Halstead – Qdabra Software
• What will we discuss today?
Welcome
@chrysalisbts
• Form based Business Process • InfoPath fields as web part connection
parameters to create mash-ups • Enhance workflow processes through custom
workflow forms • InfoPath fields to build advanced SharePoint
views • InfoPath Form Web Part Integrating forms into
SharePoint pages • Custom development
4
Advanced Usage Scenarios
@chrysalisbts
FORM BASED BUSINESS PROCESS USING INFOPATH FORMS TO MANAGE END TO END BUSINESS PROCESS
BACKGROUND
@chrysalisbts
InfoPath Form Services Limitations
• Repeating data cannot be mapped to fields
• Getting user information
• User SharePoint Web Services
• Images and file attachments
• Cannot add custom event handler for “Save” event
• Disable save and save as – use submit button instead
• Rule “Close the Form” doesn’t support prompt on browser-based forms
• Disable the ribbon
• Custom message boxes cannot be displayed
6
Not supported in based browser forms
@chrysalisbts
AUTOMATING EXPENSE REPORTS USING INFOPATH FORMS AND DECLARATIVE WORKFLOW
BACKGROUND
@chrysalisbts
Expense Report End to End Business Process - Approval through Payment
Expense Report Saved
Initial Save EmailTO: Preparer
Start Employee Review
Start Approval Workflow
Start Manager Review
NoIs Preparer also
Employee? Yes
Approved
Employee Review Email
TO: Employee
Deleted Task Email
TO: EmployeeCC: Preparer
Rejected Task Email
TO: PreparerCC: Employee
Deleted Rejected
Manager Review Email
TO: Manager
Pause 3 additional days
Pause 5 additional days
Manager Review EmailReminder 1
TO: Manager
Manager Review EmailReminder 2
TO: ManagerCC: Employee
Start Reviewer ReviewApproved
Rejected Task Email
TO: Employee
Rejected
Deleted Task Email
TO: ManagerCC: Employee
Deleted
Reviewer Review Email
TO: Reviewer
Rejected Task Email
TO: Employee
Deleted Task Email
TO: Modified ByCC: Employee
DeletedRejected
Start Approver Review (ML)
Pause 14 additional days
Reviewer EmailReminder
TO: Reviewer
No Action Taken
Approved
No Action Taken
Rejected Task Email
TO: Employee
Deleted
Approval Email
TO: EmployeeApproved Start Payroll Review
Payroll Processing
TO: ExpenseReport-Payroll
Funded Email
TO: EmployeeFunded
Rejected Task Email
TO: Employee
Deleted Task Email
TO: TaskModifiedByCC: Errorhandling
DeletedRejected
Expense ReportWorkflow
Rejected
Deleted Task Email
TO: TaskModifiedByCC: Errorhandling
@chrysalisbts
InfoPath Advanced – Code Challenges
• Code extensions required for • Copying, sorting tables • Converting images to links • Mapping repeating data to lists • etc.
• Common practices quick and dirty • Programmers hardcode lookups • Versioning/migration nightmares • No multi-dev environment for IP
• Maintenance costs • Code itself requires a developer • Changes require recompile • Separate DLLs duplicate logic
A
B
C
D
E
@chrysalisbts
InfoPath Extensions – Code Best Practice
• Use a Single Common Library • Example: qRules fills 130 feature gaps • No developer required
• Commands are data source agnostic • Not tightly coupled to form’s schema
• Inexpensive • Write once, use multiple • qRules is ~5 hours of developer cost
• Easy to upgrade • Re-inject updates to get new features
• qRules Benefit • Thousands of enterprise users • Works in browser, filler, 2007-2013
Q
@chrysalisbts
Demo – Using Common Library with Rules
• Demo • Copying Repeating Data
• Pros: make your form’s data-driven
• Editing List Data from InfoPath • Pros: use SharePoint lists as InfoPath database
• Solutions: • Use out-of-box Rules and
• Write Common Library
• Try qRules common library
@chrysalisbts
Resources and Contact Real World SharePoint
Please Give Us Your Feedback
• Matt will send you an email with a link to the presentation and the eval or visit… www.chrysalisbts.com/index.php/events/rws/search/eval/
Successful SharePoint is About Community
• Share your Real World SharePoint stories #RWSharePoint
• Ask the global SharePoint community for their insight #SPHelp
• Attend or speak at SharePoint Saturday (We’d love to meet you at #SPRedmond)
• Join your local SPUG
Attend Qdabra InfoPath Master Class
• Next online classes in August (Master & 101)
• Next in-person Master class in September
Real World SharePoint Presentations
• www.slideshare.net/andyhopkins
Andrew (Andy) Hopkins
• @AndrewSHopkins
Patrick Halstead
• @PatrickHalstead
@chrysalisbts 14
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