1. Solving Business Problems with SharePoint and InfoPath 2010 Presented by: Clayton Cobb Brought to you by: LeaderQuest and Planet Technologies April 29, 2011

2. Announcements 0 Colorado Chapter of Women in SharePoint Kick-off Event 0 Friday June 03, 2011, 3:00 - 5:00PM 0 Pappadeaux 0 7520 E Progress Pl 0 Greenwood Village, CO 80111 US 0 Contact: Jen Dodd – jdodd@go-planet.comjdodd@go-planet.com 0 Linked in Group and Event 0 Facebook Page 0 womeninsharepoint.org

3. Upcoming Training 0 10174 - Configuring and Administering Microsoft SharePoint 2010 0 Dates: 6/6-6/10 0 Instructor: Jen Dodd 0 10231 - Designing a Microsoft SharePoint 2010 Infrastructure 0 Dates: 6/20-6/24 0 Instructor: Shannon Bray

4. Introduction 0 Presenter: Clayton Cobb 0 SharePoint MVP (former InfoPath MVP) 0 Director, Central Region - Planet Technologies 0 COSPUG Co-Founder 0 SharePoint Saturday Denver Chairman 0 Blog: claytoncobb.wordpress.com 0 Contact: ccobb@go-planet.com

5. What about you? 0 Audience – Who is here? 0 End User, IT Pro, Information Worker, Developer, Decision maker? 0 Environment – What are you using? 0 SharePoint Version? 0 InfoPath Version? 0 Experience Level 0 Beginner, Intermediate, Advanced?

6. Small Groups 0 Your Name 0 Your Company 0 Your Job Function 0 What are you using SharePoint/InfoPath for or what do you HOPE to be using SharePoint/InfoPath for?

7. Schedule 0 9:30 – 10:30 Sit 0 10:30 – 11:30 Crawl 0 11:30 – 12:30 Lunch 0 12:30 – 2:00 Sleep Walk 0 2:00 – 8:00 Questions =D

8. Sit She did it!

9. What is InfoPath? 0 Microsoft InfoPath 2010 is a forms-creation and data- gathering tool that helps organizations streamline business processes 0 InfoPath 2010: Features and Benefits InfoPath 2010: Features and Benefits 0 InfoPath 2010: Top 10 reasons to try it InfoPath 2010: Top 10 reasons to try it InfoPath 2010: The New Hotness

10. InfoPath 2010 Introduction 0 Microsoft Office 2010 Suites 0 Professional Plus (Enterprise, Ultimate) 0 SharePoint 2010 Versions 0 Foundation, Server Standard, Server Enterprise 0 InfoPath Designer vs. InfoPath Filler 0 Creating a new form template 0 Template Types 0 Template Parts 0 Filler (Client) Form vs. Browser Form

11. InfoPath Basics 0 Layout 0 Fields 0 Controls 0 Data Connections 0 Rules 0 Views

12. InfoPath 2010 Enhancements 0 Ribbon 0 Quick Access Toolbar 0 Quick Publish 0 Rules Manager 0 Copy Rules 0 Improved browser support - No ActiveX 0 Contact Selector and Date Picker 0 Many features that now work in browser forms 0 External Item Picker (external lists)

13. Creating New Templates 0 Library Form 0 Start with a SharePoint Form Library 0 Start with a Form Library Template 0 List Form 0 Start with a SharePoint List 0 Start with a List Form Template (key for multiple entry) 0 Database/Web Service/XML 0 Convert Excel/Word Forms 0 Document Information Panel

14. Other Forms 0 SharePoint Designer 2010 workflow forms 0 Out-of-the-box Workflows 0 Custom Workflows 0 Form Types 0 Task 0 Initiation 0 Association 0 External List Forms

15. Crawl InfoPath 2010: A Quick Look

16. Designing a Form 0 Layout or Schema? 0 Re-use layouts and/or schemas if you can 0 Leverage Template Parts where possible 0 Design elements 0 Data schema 0 Data connections 0 Buttons 0 Submit options 0 Promoting Properties

17. Techniques 0 Universal Data Connections 0 Auto-Generating Filenames 0 User Profile Service 0 Form Load Rules 0 Parameterized Queries 0 Cascading Dropdowns 0 Filters 0 Workflow email hyperlinking

18. InfoPath Form Web Part 0 Form display 0 Connected web parts 0 Input/Output parameters 0 Trigger rules 0 Query string input 0 Send data to web part

19. Questions 0 11:30 – 12:30 Lunch Break 0 SMALL GROUP DISCUSSION QUESTIONS 1. What ONE thing did you learn this morning that stuck out to you? 2. What question(s) do you have about this morning? 3. What problem could potentially be resolved by what you learned? 4. What do you hope to learn in the afternoon session?

20. Welcome Back

21. Wake Up!

22. Get Excited!

23. Walk

24. Performance Appraisal 0 Auto-population of user information 0 Driven by external data 0 Conditional data entry 0 Custom Save and Submit 0 Dynamic notifications via workflow 0 Restricted areas 0 Identity- and status-driven functionality 0 Electronic Signatures

25. Conference Management 0 Two forms in separate form libraries working in concert 0 Workflows go across both 0 Multi-level signatures with dynamically-driven content, data entry, and workflow notifications 0 Data aggregation and analysis through Excel

26. Leave Requests 0 Leave days stored in backend DB (SQL) and exposed via External Content Type + External List 0 Auto-population of almost all data fields on form load 0 Auto-calculation of requested days 0 Dynamic permissions via workflow to protect data 0 Auto-detection and notification of Managers in Active Directory plus Pending Request Dashboard 0 Automatic updating of backend DB upon approval 0 Workflow visualization with Visio Services

27. Conclusion Workflow forms Task Initiation Association XTPs Cascading Dropdowns (filtering) Parameterized Queries InfoPath Form Webpart Form display Connected web parts Input parameters Output parameters Trigger rules Query string input Send data to web part Auto-generating filenames List Forms External List forms User Profile Service Conditional Formatting Validation rules Action rules Form Load rules Views Data Connections UDCs Custom buttons Custom submit Promoting properties Publishing methods/types Submit methods/types DIP Quick Access Toolbar New Features of 2010 Rules Manager Copy Rules Ribbon Contact Selector 1st class No ActiveX External Item Picker Better cross-browser support Controls that now work in the browser Multi-select list box Picture/Hyperlink Combo Box Bulleted List Numbered List Plain List Choice Group Choice Section

28. Questions 0 Thank you for coming today! 0 For all your Corporate Training needs: 0 http://leaderquestonline.com http://leaderquestonline.com 0 For all you SharePoint Consulting needs: 0 http://go-planet.com http://go-planet.com 0 Clayton Cobb 0 ccobb@go-planet.com