1. | www.catraining.co.uk | Tel: 020 7920 9500 | info@catrainingltd.co.uk | Computer Training & Personal Development Microsoft SharePoint Designer 2010 Advanced

2. In this section you will learn how to: Section 1: Using Data Views and Item Forms Set up an internal data source Create an XSLT data view Create an empty data view Create, edit, and test item forms Use the Data and List View Tools tabs (Options, Design, Web Part, and Table) Filter, sort, and group data Apply conditional formatting to a data view

3. In this section you will also learn how to: Section 1: Using Data Views and Item Forms Use custom formulas and parameters in a data view Hide or show sample data in a data view Hide or show the totals row in a data view Apply a style to a data view Change toolbar display in a data view

4. Lesson 1.1: Linking Data to a Site Page In this lesson, we will learn how to link data to an existing site page, as well as how to create an empty data view and an XSLT data view.

5. Lesson 1.1: Linking Data to a Site Page Setting Up an Internal Data Source (I) Click Insert  Data Source

6. Lesson 1.1: Linking Data to a Site Page Setting Up an Internal Data Source (II) Data source will be placed on page Data Source Details pane also opens

7. Lesson 1.1: Linking Data to a Site Page Setting Up an Internal Data Source (III) Click small arrow beside data source to show menu

8. Lesson 1.1: Linking Data to a Site Page Setting Up an Internal Data Source (IV) Data Source Properties dialog appears Choose what fields to show and filter/sort options

9. Lesson 1.1: Linking Data to a Site Page Creating XSLT Data View from an Existing Data Source (I) Insert view of XML data source Click Insert  Data View  Select source

10. Lesson 1.1: Linking Data to a Site Page Creating XSLT Data View from an Existing Data Source (II) Data view will be added at your cursor

11. Lesson 1.1: Linking Data to a Site Page Creating an Empty Data View (I) Click Insert  Data View  Empty Data View

12. Lesson 1.1: Linking Data to a Site Page Creating an Empty Data View (II) Empty data view will be inserted Click blue link to select data source

13. Lesson 1.1: Linking Data to a Site Page Creating an Empty Data View (III) Data Sources Picker will open Select a view and click OK

14. Lesson 1.1: Linking Data to a Site Page Creating an Empty Data View (IV) Drag and drop fields from Data Source Details to data view

15. Lesson 1.1: Linking Data to a Site Page Creating an Empty Data View (V) Data fields will be shown in view

16. Lesson 1.2: Creating Item Forms Item forms are used to add, view, and/or edit items in a connected data source. In this lesson we will learn how to create a new item form, as well as how to edit and test a form after it has been inserted. Note that although this lesson focuses on creating the new item form, the same process may be followed to create, edit, and display other types of forms as well.

17. Lesson 1.2: Creating Item Forms Creating a New Item Form (I) Click Insert  New Item Form  Select data source

18. Lesson 1.2: Creating Item Forms Creating a New Item Form (II) New item form will be inserted at cursor User can use web browser to add/items, if permitted

19. Lesson 1.2: Creating Item Forms Editing an Item Form (I) Use commands from Data View Tools - Options

20. Lesson 1.2: Creating Item Forms Editing an Item Form (II) Use commands from Data View Tools – Design These commands will change form appearance and make it read-only

21. Lesson 1.2: Creating Item Forms Editing an Item Form (III) To change form labels, just delete and retype existing labels

22. Lesson 1.2: Creating Item Forms Testing an Item Form (I) Click Preview in QAT or press F12

23. Lesson 1.2: Creating Item Forms Testing an Item Form (II) Use the form as a user would

24. Lesson 1.2: Creating Item Forms Testing an Item Form (III) Examine data source to check if values were properly added

25. Lesson 1.3: Using the Data View Tools Tabs After you have inserted an item form, you will see that several contextual tabs will become available. In this lesson we will examine each contextual tab and their commands. Note that when working with a data view, the tabs will be named List View Tools instead of Data View Tools, but the tabs will be nearly identical to what is shown here.

26. Lesson 1.3: Using the Data View Tools Tabs The Options Tab Sort and filter data, add or remove fields, add and manage data connections

27. Lesson 1.3: Using the Data View Tools Tabs The Design Tab Show and hide data elements, apply a view style, add a toolbar, add action controls, and create data previews

28. Lesson 1.3: Using the Data View Tools Tabs The Web Part Tab Set web part properties, control the size and appearance, manage connections, and save the web part

29. Lesson 1.3: Using the Data View Tools Tabs The Table Tab Select table elements, add and remove rows & columns, merge cells, apply formatting, and control size and alignment

30. Lesson 1.4: Organizing Data View Information There are many useful tools available to you that allow you to organize data view information in SharePoint Designer. In this lesson, we will explore a few of these tools and learn how to use them.

31. Lesson 1.4: Organizing Data View Information Filtering Data (I) Click Data View Tools – Options – Filter

32. Lesson 1.4: Organizing Data View Information Filtering Data (II) Filter Criteria dialog box will appear Enter filtering criteria into the dialog Click OK to view results See next slide for image

33. Lesson 1.4: Organizing Data View Information Filtering Data (III)

34. Lesson 1.4: Organizing Data View Information Sorting and Grouping Data (I) Click Data View Tools – Options – Sort & Group

35. Lesson 1.4: Organizing Data View Information Sorting and Grouping Data (II) Sort and Group dialog will appear Add field(s), set sort and group properties

36. Lesson 1.4: Organizing Data View Information Sorting and Grouping Data (III) If using a group header, it will be displayed above each item

37. Lesson 1.4: Organizing Data View Information Sorting and Grouping Data (IV) Reopen Sort and Group dialog and remove all fields to remove any sorting or grouping

38. Lesson 1.4: Organizing Data View Information Applying Conditional Formatting (I) Click Data View Tools – Options – Conditional Formatting

39. Lesson 1.4: Organizing Data View Information Applying Conditional Formatting (II) Condition Criteria dialog will appear Click Set Style button

40. Lesson 1.4: Organizing Data View Information Applying Conditional Formatting (III) Condition Criteria dialog will appear Define criteria that will be formatted Click Set Style button

41. Lesson 1.4: Organizing Data View Information Applying Conditional Formatting (IV) Modify Style dialog will appear Set formatting options and click OK

42. Lesson 1.4: Organizing Data View Information Applying Conditional Formatting (V) Any fields meeting criteria will be formatted

43. Lesson 1.4: Organizing Data View Information Applying Conditional Formatting (VI) Conditional Formatting pane will appear Pane lists any formatting you applied and what it does

44. Lesson 1.4: Organizing Data View Information Applying Conditional Formatting (VII) Remove conditional formatting by right-clicking item in the pane – Delete

45. Lesson 1.4: Organizing Data View Information Applying Conditional Formatting (VIII) Show or hide Conditional Formatting pane: click Data View Tools – Options – Conditional Formatting – Show Taskpane

46. Lesson 1.4: Organizing Data View Information Using Formulas and Parameters (I) Click appropriate command in Filter, Sort & Group group of Options tab

47. Lesson 1.4: Organizing Data View Information Using Formulas and Parameters (II) Click Parameters for Data View Parameters dialog Passes data to view via control/server variable

48. Lesson 1.4: Organizing Data View Information Using Formulas and Parameters (III) Click Formulas for Insert Formula dialog Calculate values on the page

49. Lesson 1.5: Formatting the Data View In this lesson, we will learn about the various ways in which the data view may be formatted. Our topics will include showing and hiding sample data, using the totals row, applying a style, and changing toolbar display.

50. Lesson 1.5: Formatting the Data View Showing and Hiding Sample Data (I) List View Tools – Design – Sample Data

51. Lesson 1.5: Formatting the Data View Showing and Hiding Sample Data (II) Data will be displayed in current view

52. Lesson 1.5: Formatting the Data View Showing and Hiding Totals Row (I) List View Tools – Design – Totals Row

53. Lesson 1.5: Formatting the Data View Showing and Hiding Totals Row (II) Displays the number of items in a column

54. Lesson 1.5: Formatting the Data View Applying a Style (I) Styles available on List View Tools – Design tab Use arrows to browse or click More button to see all

55. Lesson 1.5: Formatting the Data View Applying a Style (II) Click any style to use it Control elements of the style by using Data View Tools – Table tab

56. Lesson 1.5: Formatting the Data View Changing Toolbar Display (I) SharePoint Designer includes two premade toolbars: Full and Summary Accessible by clicking List View Tools – Design – Options

57. Lesson 1.5: Formatting the Data View Changing Toolbar Display (II) Full toolbar is used to add new items, create new columns, adjust list settings, export data

58. Lesson 1.5: Formatting the Data View Changing Toolbar Display (III) Summary toolbar lets you add new items to a data source

59. Lesson 1.5: Formatting the Data View Changing Toolbar Display (IV) Disable toolbar by clicking List View Tools – Design – Options – None

60. In this section you will learn how to: Section 2: Doing More with Data Views Set paging options for a data view Add and remove columns in a data view Configure data view update procedures Enable and disable inline editing Manage data source connections Use the Data Source Details pane Refresh a data source Change folder scope Insert controls

61. In this section you will also learn how to: Section 2: Doing More with Data Views Use the Toolbox pane Add a form action Preview data views and reset a preview Edit a Data View web part title Change chrome settings for a Data View web part Change the size of a Data View web part Manage Data View web part actions Save a Data View web part to the Site Gallery or to a file

62. Lesson 2.1: Configuring Data View Display SharePoint Designer data views can be configured to suit most of your needs. In this lesson, we will learn how to configure data views, including how to add or remove columns, set paging options, enable inline editing, and more.

63. Lesson 2.1: Configuring Data View Display Setting Paging Options (I) Define how many items will appear at once Click List View Tools – Options – Paging

64. Lesson 2.1: Configuring Data View Display Setting Paging Options (II) Click More Paging Options to configure further

65. Lesson 2.1: Configuring Data View Display Adding and Removing Columns (I) Click List View Tools – Options – Add/Remove Columns

66. Lesson 2.1: Configuring Data View Display Adding and Removing Columns (II) Displayed Fields dialog will appear Select column to add, click Add

67. Lesson 2.1: Configuring Data View Display Adding and Removing Columns (III) Remove or rearrange columns in Displayed Fields dialog as well

68. Lesson 2.1: Configuring Data View Display Configuring Update Procedures (I) Manual refresh button Refresh only data instead of page Click List View Tools – Options – Commands in Update group

69. Lesson 2.1: Configuring Data View Display Configuring Update Procedures (II) Set refresh interval to control asynchronous updates Click List View Tools – Options – Refresh Interval

70. Lesson 2.1: Configuring Data View Display Enable/Disable Inline Editing (I) Allows users to edit lines of data Click List View Tools – Options – Inline Editing

71. Lesson 2.1: Configuring Data View Display Enable/Disable Inline Editing (II) When enabled, green + icon will add a new item

72. Lesson 2.1: Configuring Data View Display Enable/Disable Inline Editing (III) Type data and click Save button

73. Lesson 2.1: Configuring Data View Display Enable/Disable Inline Editing (IV) Edit existing items by clicking Edit icon

74. Lesson 2.2: Managing Data There are a number of ways in which you can manage data when working with data views. In this lesson, we will cover how to work with data source connections, use the Data Source Details pane, refresh data, and change folder scope.

75. Lesson 2.2: Managing Data Managing Data Source Connections (I) Click List View Tools – Web Part – Manage Connections

76. Lesson 2.2: Managing Data Managing Data Source Connections (II) Add, modify, or remove connections with Web Part Connections dialog

77. Lesson 2.2: Managing Data Using the Data Source Details Pane (I) Click List View Tools – Options – Data Source Details

78. Lesson 2.2: Managing Data Using the Data Source Details Pane (II) Pane will open on right-hand side of window Browse data sets by clicking left/right arrows

79. Lesson 2.2: Managing Data Using the Data Source Details Pane (III) Insert any selected field as a new data view

80. Lesson 2.2: Managing Data Refreshing Data (I) Click “Refresh data source” at bottom of Data Source Details pane

81. Lesson 2.2: Managing Data Refreshing Data (II) Click List View Tools – Options – Refresh Data

82. Lesson 2.2: Managing Data Changing the Folder Scope Click List View Tools – Options – Folder Scope Choose what information to display

83. Lesson 2.3: Adding Controls to Data View Much like a simple web page in SharePoint, you are able to add controls to a data view that will help enhance its capabilities. In this lesson, we will learn how to insert new controls into a data view and how to configure them. We will also learn how to customize and reset a data view.

84. Lesson 2.3: Adding Controls to Data View Inserting Controls (I) Click List View Tools – Design – Insert Control – Select a control

85. Lesson 2.3: Adding Controls to Data View Inserting Controls (II) Control will be added to all data view rows

86. Lesson 2.3: Adding Controls to Data View Using the Toolbox Pane (I) Click List View Tools – Design – Insert Control – Show Toolbox

87. Lesson 2.3: Adding Controls to Data View Using the Toolbox Pane (II) Pane will appear on right-hand side of window

88. Lesson 2.3: Adding Controls to Data View Adding a Form Action (I) Can assign Form Action to button in data row Click List View Tools – Design – Form Action

89. Lesson 2.3: Adding Controls to Data View Adding a Form Action (II) Form Actions dialog will appear Select an action and click Add

90. Lesson 2.3: Adding Controls to Data View Adding a Form Action (III) Customize action by selecting action and clicking Settings button

91. Lesson 2.3: Adding Controls to Data View Previewing the Data View Preview how data will be displayed Click List View Tools – Design – Data View Preview combo box

92. Lesson 2.3: Adding Controls to Data View Resetting Data View Preview Click List View Tools – Design – Data View Preview combo box – Default Preview

93. Lesson 2.4: Managing the Data View Web Part For the most part, managing a Data View web part is no different from managing a regular web part in SharePoint Designer. However, there are a few exceptions that you should be aware of. In this lesson, we will focus on how to manage the Data View web part so that it may be customized to suit your needs.

94. Lesson 2.4: Managing the Data View Web Part Editing the Title (I) Title appears at the top of certain Data View web parts

95. Lesson 2.4: Managing the Data View Web Part Editing the Title (II) Click List View Tools – Web Part – Change info in Web Part Title field

96. Lesson 2.4: Managing the Data View Web Part Changing Chrome Settings (I) Settings found on List View Tools – Web Part tab

97. Lesson 2.4: Managing the Data View Web Part Changing Chrome Settings (II) Chrome Type command lets you enable different interface components

98. Lesson 2.4: Managing the Data View Web Part Changing Chrome Settings (III) Chrome State commands lets you determine if Data View web part starts normal or minimized

99. Lesson 2.4: Managing the Data View Web Part Setting the Height and Width (I) Click List View Tools – Web Part Enter size in pixels in Width and Height fields

100. Lesson 2.4: Managing the Data View Web Part Setting the Height and Width (II) Preview in browser to make sure you haven’t cut anything off

101. Lesson 2.4: Managing the Data View Web Part Choosing what Action(s) to Allow Click List View Tools – Web Part – Check or uncheck items in the Allow group

102. Lesson 2.4: Managing the Data View Web Part Saving the Web Part (I) Click List View Tools – Web Part – Options in the Save Web Part group

103. Lesson 2.4: Managing the Data View Web Part Saving the Web Part (II) Saving to Site Gallery

104. Lesson 2.4: Managing the Data View Web Part Saving the Web Part (III) Saving to File

105. In this section you will learn how to: Section 3: Using InfoPath 2010 with SPD 2010 Identify the features of InfoPath Designer and InfoPath Filler 2010 Design SharePoint forms using InfoPath 2010 Publish completed forms from InfoPath to the SharePoint Forms library Configure a form’s options to submit to SharePoint Create, modify, and test List Form web parts Create a connection between an InfoPath form and SharePoint

106. In this section you will also learn how to: Section 3: Using InfoPath 2010 with SPD 2010 Identify the features of workflows Add a choice column for a workflow Create a workflow Add a data connection to receive workflow information Create a new form view for a workflow Adjust a workflow in response to the workflow status’s

107. Lesson 3.1: Getting Started In this lesson, we will start our examination of how Microsoft InfoPath and Microsoft SharePoint Server work with each other. We’ll learn the basics of how to design a form, publish it to SharePoint, and connect its submit options to the correct library.

108. Lesson 3.1: Getting Started Understanding InfoPath 2010 InfoPath Designer is used to create forms InfoPath Filler is used to fill them in Use InfoPath Filler to complete forms Use InfoPath Designer to publish new forms

109. Lesson 3.1: Getting Started Designing SP Forms in InfoPath (I) Click File – New SharePoint List/SharePoint Form Library forms

110. Lesson 3.1: Getting Started Designing SP Forms in InfoPath (II) This lesson will focus on SharePoint Form Library template Form template will look like this

111. Lesson 3.1: Getting Started Publishing Forms to Forms Library (I) Click File – Info – Publish

112. Lesson 3.1: Getting Started Publishing Forms to Forms Library (II) Click SharePoint Server command

113. Lesson 3.1: Getting Started Publishing Forms to Forms Library (III) Publishing wizard will appear, enter URL

114. Lesson 3.1: Getting Started Publishing Forms to Forms Library (IV) Choose Form Library or Site Content Type

115. Lesson 3.1: Getting Started Publishing Forms to Forms Library (V) Create library or update existing one

116. Lesson 3.1: Getting Started Publishing Forms to Forms Library (VI) Enter name and description

117. Lesson 3.1: Getting Started Publishing Forms to Forms Library (VII) Add form fields as columns

118. Lesson 3.1: Getting Started Publishing Forms to Forms Library (VIII) Choose what fields to display as a column

119. Lesson 3.1: Getting Started Publishing Forms to Forms Library (IX) Click Next after adding fields

120. Lesson 3.1: Getting Started Publishing Forms to Forms Library (X) Verify information and click Publish

121. Lesson 3.1: Getting Started Publishing Forms to Forms Library (XI) Click close to complete wizard

122. Lesson 3.1: Getting Started Submitting a Form to SharePoint (I) Open the form Click Data – To SharePoint Library

123. Lesson 3.1: Getting Started Submitting a Form to SharePoint (II) Specify where document library is located

124. Lesson 3.1: Getting Started Submitting a Form to SharePoint (III) Create a name and click Finish

125. Lesson 3.2: Working w/InfoPath List Forms Now that we know how to work with InfoPath and SharePoint, let’s add SharePoint Designer into the mix. In this lesson we will learn how to create and modify a List Form web part.

126. Lesson 3.2: Working w/InfoPath List Forms Creating a List Form Web Part (I) Create a blank ASPX page Click Insert – Share Point – List Form

127. Lesson 3.2: Working w/InfoPath List Forms Creating a List Form Web Part (II) List or Document Library Form will appear Choose list or doc. library and form type

128. Lesson 3.2: Working w/InfoPath List Forms Creating a List Form Web Part (III) New form will appear

129. Lesson 3.2: Working w/InfoPath List Forms Setting up a Connection (I) Need to set up a connection to use a List Form web part Select List Form web part, click Web Part Tools – Format – Add Connection

130. Lesson 3.2: Working w/InfoPath List Forms Setting up a Connection (II) Web Part Connections Wizard will open Choose action web part will use

131. Lesson 3.2: Working w/InfoPath List Forms Setting up a Connection (III) Select page that contains web part

132. Lesson 3.2: Working w/InfoPath List Forms Setting up a Connection (IV) Select target web part and action

133. Lesson 3.2: Working w/InfoPath List Forms Setting up a Connection (V) Choose columns that match input parameters for the target web part

134. Lesson 3.2: Working w/InfoPath List Forms Setting up a Connection (VI) Confirm your settings

135. Lesson 3.2: Working w/InfoPath List Forms Modifying List Form Properties (I) Right-click web part – List Form Properties

136. Lesson 3.2: Working w/InfoPath List Forms Modifying List Form Properties (II) Change the source and form type

137. Lesson 3.2: Working w/InfoPath List Forms Modifying Web Part Properties (I) Right-click web part – Web Part Properties

138. Lesson 3.2: Working w/InfoPath List Forms Modifying Web Part Properties (II) Properties dialog for web part will appear Adjust appearance, layout position, advanced properties, etc. Click + to expand category Image on next slide

139. Lesson 3.2: Working w/InfoPath List Forms Modifying Web Part Properties (III)

140. Lesson 3.2: Working w/InfoPath List Forms Testing the Web Part Preview your page by pressing F12 Use the form Try to make mistakes or break the form

141. Lesson 3.3: Using Forms w/SharePoint Workflows In this lesson, we will cover how forms interact with SharePoint workflows. We will start by outlining how forms and workflows can work together. Then, we will look at adding a workflow, adding a data connection, creating a new form view, and changing the form in response to workflow status.

142. Lesson 3.3: Using Forms w/SharePoint Workflows Understanding Forms and Workflows Workflows automate movement of files through actions to complete tasks For example, workflow can route expense claims for approval to a group of people Instructions can also be send Author can track progress

143. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Choice Column (I) Visit SharePoint site and browse to library where workflow will be published Click Library Tools – Library – Library Settings

144. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Choice Column (II) Click “Create column” link

145. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Choice Column (III) Enter name, click “Choice” radio button, add description, define choices

146. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Choice Column (IV) Click OK to finish defining column New column will be available in library

147. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (I) Open library Click Library Tools – Library – Workflow Settings

148. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (II) Click “Add a workflow”

149. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (III) Select workflow to apply Enter name Choose starting criteria if applicable

150. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (IV) Customize workflow settings, click OK to implement

151. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (V) Test by opening related library, clicking “Add document”

152. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (VI) Once document is added, workflow will start

153. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (VII) Click the “In progress” link, workflow status page will open

154. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (VIII) Click form title link (circled in previous image) to view further workflow options

155. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (IX) Click Edit Item (previous slide) to further customize workflow, inc. manual status change

156. Lesson 3.3: Using Forms w/SharePoint Workflows Creating a Workflow (X) Can manually set some workflow statuses

157. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (I) Open form template in InfoPath Click Data – Data Connections

158. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (II) Opens Data Connections dialog Click Add to start Data Connection Wizard

159. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (III) Select connection type

160. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (IV) Select data source

161. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (V) Enter URL of data source

162. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (VI) Select field(s) to receive

163. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (VII) Choose to save a local copy of data if necessary

164. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (VIII) Enter a name and choose to automatically retrieve data if necessary

165. Lesson 3.3: Using Forms w/SharePoint Workflows Adding a Data Connection to Receive Workflow Information (IX) Close Data Connections dialog

166. Lesson 3.3: Using Forms w/SharePoint Workflows Creating New Form View for Workflow (I) Create new view by clicking Page Design – New View

167. Lesson 3.3: Using Forms w/SharePoint Workflows Creating New Form View for Workflow (II) When Add View dialog appears, enter name and click OK

168. Lesson 3.3: Using Forms w/SharePoint Workflows Creating New Form View for Workflow (III) New view will be created

169. Lesson 3.3: Using Forms w/SharePoint Workflows Creating New Form View for Workflow (IV) Copy and paste controls from one view to another Change view properties for new view as necessary For example, if new view is shown, can make the view read-only

170. Lesson 3.3: Using Forms w/SharePoint Workflows Changing the Form in Response to the Workflow Status (I) Need to set up rule to display new view Click Data – Form Load

171. Lesson 3.3: Using Forms w/SharePoint Workflows Changing the Form in Response to the Workflow Status (II) Rules pane will appear Click New – Action

172. Lesson 3.3: Using Forms w/SharePoint Workflows Changing the Form in Response to the Workflow Status (III) Click link in Rules pane to open Condition dialog

173. Lesson 3.3: Using Forms w/SharePoint Workflows Changing the Form in Response to the Workflow Status (IV) Define rule conditions here

174. Lesson 3.3: Using Forms w/SharePoint Workflows Changing the Form in Response to the Workflow Status (V) Once defined, can add additional conditions by clicking And Click OK to confirm condition

175. Lesson 3.3: Using Forms w/SharePoint Workflows Changing the Form in Response to the Workflow Status (VI) In Rules pane, click Add – Switch views

176. Lesson 3.3: Using Forms w/SharePoint Workflows Changing the Form in Response to the Workflow Status (VII) Rule Details dialog will appear Select new view and click OK Then republish form

177. In this section you will learn how to: Section 4: Using Visio 2010 with SPD 2010 Identify the features of Visio 2010 Work with Visio and SharePoint Designer Create SharePoint workflow diagrams in Visio 2010 Use the Process tab in Visio 2010 Add start and terminate shapes and connectors to a diagram Add actions and conditions to a diagram Check a diagram and a workflow for errors

178. In this section you will also learn how to: Section 4: Using Visio 2010 with SPD 2010 Save a drawing as a Visio 2010 Workflow Interchange (.vwi) file Import a Visio 2010 Workflow Interchange (.vwi) file into Visio Importing Visio 2010 drawings into a SharePoint workflow and vice-versa Set variables Check a workflow for errors Publish a workflow Export a workflow to Visio

179. Lesson 4.1: Creating Workflow Diagrams Similar to InfoPath, Microsoft Visio 2010 includes functionality that is compatible with current versions of SharePoint. In this lesson, we will begin our examination of the relationship between Visio 2010 and SharePoint Designer 2010. Please note that Visio 2010 Premium is required for the features described in this section.

180. Lesson 4.1: Creating Workflow Diagrams Understanding Visio 2010 Diagramming software Includes templates for most common diagrams

181. Lesson 4.1: Creating Workflow Diagrams Creating a SharePoint Workflow Diagram in Visio 2010 (I) Click File – New – Flowchart – Microsoft SharePoint Workflow – Units – Create

182. Lesson 4.1: Creating Workflow Diagrams Creating a SharePoint Workflow Diagram in Visio 2010 (II) New diagram will be opened, relevant shapes displayed

183. Lesson 4.1: Creating Workflow Diagrams Using the Process Tab Contains command that create subprocesses, validate diagrams, export workflows

184. Lesson 4.1: Creating Workflow Diagrams Adding Start/Terminate Shapes Drag and drop from Shapes pane onto drawing

185. Lesson 4.1: Creating Workflow Diagrams Adding Conditions Open Conditions section of Shapes pane Click and drag onto drawing

186. Lesson 4.1: Creating Workflow Diagrams Adding Actions Open Actions section of Shapes pane Click and drag onto drawing Actions occur if conditions are satisfied

187. Lesson 4.1: Creating Workflow Diagrams Adding Connectors (I) Connect shapes in a diagram AutoConnect will link to nearest shape; just click blue arrows

188. Lesson 4.1: Creating Workflow Diagrams Adding Connectors (II) Connector tool (Home – Connector) Click and drag connector from one shape to another

189. Lesson 4.1: Creating Workflow Diagrams Adding Connectors (III) Define connection types by right-clicking connector Choose Yes, No, Blank

190. Lesson 4.2: Completing Workflow Diagram Even though you have finished adding shapes and connectors, you are still not quite done. Before a workflow diagram is ready to be implemented, it needs to checked for errors and then exported to a supported format. In this lesson, we will learn how to check a diagram for errors, export it to a Visio 2010 Workflow Interchange file, and import an already completed workflow diagram into Visio.

191. Lesson 4.2: Completing Workflow Diagram Checking the Diagram for Errors (I) Click Process – Check Diagram

192. Lesson 4.2: Completing Workflow Diagram Checking the Diagram for Errors (II) Issues pane will open at bottom of Visio

193. Lesson 4.2: Completing Workflow Diagram Checking the Diagram for Errors (III) Double-click issue to view source

194. Lesson 4.2: Completing Workflow Diagram Checking the Diagram for Errors (IV) If no issues found, click OK

195. Lesson 4.2: Completing Workflow Diagram Saving Your Drawing as a Visio 2010 Workflow Interchange File (I) Click Process – Export

196. Lesson 4.2: Completing Workflow Diagram Saving Your Drawing as a Visio 2010 Workflow Interchange File (II) Name file, click Save

197. Lesson 4.2: Completing Workflow Diagram Import Wk.flow Drawing into Visio (I) Click Process – Import

198. Lesson 4.2: Completing Workflow Diagram Import Wk.flow Drawing into Visio (II) Browse to file, click Open

199. Lesson 4.2: Completing Workflow Diagram Import Wk.flow Drawing into Visio (III) Drawing will appear

200. Lesson 4.3: Creating Workflow in SPD After creating a workflow in Visio, you can import it into SharePoint Designer. In this lesson we will learn how to import a Visio 2010 drawing into a SharePoint workflow, check the workflow for errors, set variables, and publish the completed workflow. We will also look at how to export a SharePoint Designer workflow back to Visio.

201. Lesson 4.3: Creating Workflow in SPD Importing a Visio Drawing into a SharePoint Workflow (I) Click Workflows – Import from Visio

202. Lesson 4.3: Creating Workflow in SPD Importing a Visio Drawing into a SharePoint Workflow (II) Browse for the file

203. Lesson 4.3: Creating Workflow in SPD Importing a Visio Drawing into a SharePoint Workflow (III) Enter a name, choose a list to attach to

204. Lesson 4.3: Creating Workflow in SPD Importing a Visio Drawing into a SharePoint Workflow (IV) A partially completed workflow will be made available

205. Lesson 4.3: Creating Workflow in SPD Setting the Variables (I) Click blue links to define particular values or conditions

206. Lesson 4.3: Creating Workflow in SPD Setting the Variables (II) Depending on action, different dialogs will appear Here we are selecting user to e-mail

207. Lesson 4.3: Creating Workflow in SPD Checking Workflow for Errors (I) Click Workflow – Check for Errors If no errors, you will see notification

208. Lesson 4.3: Creating Workflow in SPD Checking Workflow for Errors (II) Any errors flagged with two red asterisks

209. Lesson 4.3: Creating Workflow in SPD Publishing the Workflow (I) Click Workflow – Publish

210. Lesson 4.3: Creating Workflow in SPD Publishing the Workflow (II) Workflow will be published to SharePoint site

211. Lesson 4.3: Creating Workflow in SPD Publishing the Workflow (III) Check Workflow gallery to verify publication

212. Lesson 4.3: Creating Workflow in SPD Exporting Workflow to Visio (I) Click Workflows – Export to Visio

213. Lesson 4.3: Creating Workflow in SPD Exporting Workflow to Visio (II) Choose a save location, will be saved as.vwi file

214. In this section you will learn how to: Section 5: Using MS SP Workspace 2010 Identify features of Microsoft SharePoint Workspace 2010 Open and close Microsoft SharePoint Workspace Configure Microsoft SharePoint Workspace Use the Microsoft SharePoint Workspace interface and the Launchbar Create a workspace and a shared folder Open and close a workspace and the Launchbar

215. In this section you will also learn how to: Section 5: Using MS SP Workspace 2010 Identify and use the ribbon tabs in Microsoft SharePoint Workspace Use Microsoft SharePoint Workspace to view documents, add list objects, view server objects, and sync changes Use Microsoft SharePoint Workspace to create a new team discussion, add messages to a discussion, collapse and expand message threads, and delete messages and discussions Change connection settings for your workspace

216. In this section you will also learn how to: Section 5: Using MS SP Workspace 2010 Manage your workspace accounts, alerts, messages, and contacts Print from Microsoft SharePoint Workspace Export your account Save a workspace shortcut Delete a workspace

217. Lesson 5.1: Getting Started w/Launchbar One of SharePoint’s key features is the ability to collaborate between all the members of your organization. This ability has been expanded upon and made easier with the introduction of Microsoft SharePoint Workspace 2010. In this lesson, we will introduce SharePoint Workspace 2010 and use it to complete some basic tasks.

218. Lesson 5.1: Getting Started w/Launchbar Understanding SharePoint Workspace Document collaboration solution Uses shared workspace on SharePoint Server Lets users download and update data, synchronize later Includes chat functionality

219. Lesson 5.1: Getting Started w/Launchbar Opening SharePoint Workspace Start – All Programs – Microsoft Office – Microsoft SharePoint Workspace 2010

220. Lesson 5.1: Getting Started w/Launchbar Configuring SharePoint Workspace (I) Account Configuration Wizard Create new account or restore existing

221. Lesson 5.1: Getting Started w/Launchbar Configuring SharePoint Workspace (II) Create new or enter configuration code

222. Lesson 5.1: Getting Started w/Launchbar Configuring SharePoint Workspace (III) If creation/restoration successful, Launchbar will appear

223. Lesson 5.1: Getting Started w/Launchbar Launchbar Overview (I) Create new or open existing workspaces

224. Lesson 5.1: Getting Started w/Launchbar Launchbar Overview (II) Home tab contains simple management tasks

225. Lesson 5.1: Getting Started w/Launchbar Launchbar Overview (III) View tab used to view/organize workspaces

226. Lesson 5.1: Getting Started w/Launchbar Launchbar Overview (IV) View new, unread, and read workspaces

227. Lesson 5.1: Getting Started w/Launchbar Launchbar Overview (V) Switch between workspaces and contacts using commands at the bottom

228. Lesson 5.1: Getting Started w/Launchbar Creating a Workspace (I) Click Home – New – SharePoint Workspace

229. Lesson 5.1: Getting Started w/Launchbar Creating a Workspace (II) Enter URL in New SharePoint Workspace dialog

230. Lesson 5.1: Getting Started w/Launchbar Creating a Workspace (III) Click Configure before clicking OK to customize what information will be downloaded

231. Lesson 5.1: Getting Started w/Launchbar Creating a Workspace (IV) Select item and choose what to download

232. Lesson 5.1: Getting Started w/Launchbar Creating a Workspace (V) Once files have downloaded, click Open Workspace

233. Lesson 5.1: Getting Started w/Launchbar Creating a Workspace (VI) Workspace contents will be displayed

234. Lesson 5.1: Getting Started w/Launchbar Creating a Workspace (VII) Repeat as often as necessary Open any existing workspace by double- clicking

235. Lesson 5.1: Getting Started w/Launchbar Creating a Shared Folder (I) Click Home – New – Shared Folder

236. Lesson 5.1: Getting Started w/Launchbar Creating a Shared Folder (II) Name the folder

237. Lesson 5.1: Getting Started w/Launchbar Creating a Shared Folder (III) Select location or use existing folder

238. Lesson 5.1: Getting Started w/Launchbar Creating a Shared Folder (IV) Windows Explorer will show folder with synchronization tools on the left

239. Lesson 5.1: Getting Started w/Launchbar Closing SP Workspace & Launchbar (I) Click X to close workspace

240. Lesson 5.1: Getting Started w/Launchbar Closing SP Workspace & Launchbar (II) Click X or File – Exit to close Launchbar

241. Lesson 5.2: The SP Workspace Interface Now that we have a handle on how to work with the Microsoft SharePoint Workspace Launchbar it’s time to start using the SharePoint Workspace Interface. In this lesson, we will examine the Home, Sync, and View tabs available in this interface.

242. Lesson 5.2: The SP Workspace Interface Interface Overview (I)

243. Lesson 5.2: The SP Workspace Interface Interface Overview (II)

244. Lesson 5.2: The SP Workspace Interface Interface Overview (III) Lists: Any list items will be shown

245. Lesson 5.2: The SP Workspace Interface Interface Overview (IV) Discussions: All messages will be shown, like an e-mail inbox

246. Lesson 5.2: The SP Workspace Interface Interface Overview (V) Available on Server: Not everything can be viewed in SP Workspace, click link to open

247. Lesson 5.2: The SP Workspace Interface Using the Home Tab (Documents) Create items, cut/copy/paste Manage documents Versioning and tracking

248. Lesson 5.2: The SP Workspace Interface Using the Home Tab (Lists/Discussions) Create items, cut/copy/paste View lists, import/export data Track and find items

249. Lesson 5.2: The SP Workspace Interface Using the Home Tab (On Server) If item cannot be opened in Workspace, limited options Share and track item Open in browser

250. Lesson 5.2: The SP Workspace Interface Using the Sync Tab (I) Start sync or change settings View sync status

251. Lesson 5.2: The SP Workspace Interface Using the Sync Tab (II) Sync status shows more info

252. Lesson 5.2: The SP Workspace Interface Using the View Tab Show/hide content Sort items Change screen layout Open new window

253. Lesson 5.3: Working w/Your Site With SharePoint Workspace properly configured, it is time to learn how to work with the items displayed in it. In this lesson, we will cover how to view documents, add list objects, view server objects, and sync changes while connected to a SharePoint workspace.

254. Lesson 5.3: Working w/Your Site Viewing Documents Open location Open folder Double-click icon to open file

255. Lesson 5.3: Working w/Your Site Adding a List Object (I) Select list in Content pane Click Home – New – List item type

256. Lesson 5.3: Working w/Your Site Adding a List Object (II) Enter object details

257. Lesson 5.3: Working w/Your Site Adding a List Object (III) Click Home – Save & Close

258. Lesson 5.3: Working w/Your Site Viewing Server Objects (I) “Available on Server” category in Content pane

259. Lesson 5.3: Working w/Your Site Viewing Server Objects (II) Click Home – Open in Browser or link to open

260. Lesson 5.3: Working w/Your Site Viewing Server Objects (III) Object will open in browser

261. Lesson 5.3: Working w/Your Site Syncing Your Changes Click Sync – Sync Status bar will show sync status

262. Lesson 5.4: Working w/Team Discussions Another handy feature in SharePoint Workspace 2010 is the ability to have a discussion with team members through a forum. In this lesson, you will learn how to create a new discussion, add a message to a discussion, delete messages and discussions, and collapse and expand message threads.

263. Lesson 5.4: Working w/Team Discussions Creating a New Discussion (I) Open Discussions folder in Content page Click Home – New – Discussion

264. Lesson 5.4: Working w/Team Discussions Creating a New Discussion (II) Fill in info and click Home – Save & Close

265. Lesson 5.4: Working w/Team Discussions Add Messages to a Discussion (I) Check for ongoing discussions

266. Lesson 5.4: Working w/Team Discussions Add Messages to a Discussion (II) Click Home – New – Message

267. Lesson 5.4: Working w/Team Discussions Add Messages to a Discussion (III) Fill in message content Click Home – Save & Close

268. Lesson 5.4: Working w/Team Discussions Add Messages to a Discussion (IV) Message will appear below others in discussion

269. Lesson 5.4: Working w/Team Discussions Collapsing/Expanding Threads (I) Click Home – Collapse All Click– sign beside title to collapse just one

270. Lesson 5.4: Working w/Team Discussions Collapsing/Expanding Threads (II) Click Home – Expand All Click + sign beside thread to expand just one

271. Lesson 5.4: Working w/Team Discussions Deleting Discussions and Messages (I) Select discussion and click Home – Delete

272. Lesson 5.4: Working w/Team Discussions Deleting Discussions and Messages (II) Right-click discussion – Delete

273. Lesson 5.5: Customizing Your Workspace Did you know that you can use SharePoint Workspace 2010 to customize workspaces to suit your needs? In this lesson we will learn how to work with alerts, manage accounts, change your connection settings, and more.

274. Lesson 5.5: Customizing Your Workspace Changing Connection Settings (I) Click File – Info – Connection Settings

275. Lesson 5.5: Customizing Your Workspace Changing Connection Settings (II) Communications Manager lets you suspend certain items

276. Lesson 5.5: Customizing Your Workspace Changing Connection Settings (III) If paused, click File – Info – Connection Settings – Pause or Resume All Workspaces

277. Lesson 5.5: Customizing Your Workspace Managing Alerts (I) Alerts used to notify you when workspace content changes Can potentially lead to overwhelming number of alerts

278. Lesson 5.5: Customizing Your Workspace Managing Alerts (II) Click File – Info – Manage Alerts

279. Lesson 5.5: Customizing Your Workspace Managing Alerts (III) Set Alerts option lets you customize

280. Lesson 5.5: Customizing Your Workspace Managing Alerts (IV) Click and drag slider to set level

281. Lesson 5.5: Customizing Your Workspace Managing Alerts (V) Can also select new audio alert

282. Lesson 5.5: Customizing Your Workspace Managing Your Accounts (I) File – Info – Manage Account

283. Lesson 5.5: Customizing Your Workspace Managing Your Accounts (II) Account Preferences opens Preferences dialog

284. Lesson 5.5: Customizing Your Workspace Managing Your Accounts (III) Log off current account or all accounts

285. Lesson 5.5: Customizing Your Workspace Managing Messages and Contacts (I) File – Info – Messages and Contacts

286. Lesson 5.5: Customizing Your Workspace Managing Messages and Contacts (II) Message History lets you review all sent/received messages from other people

287. Lesson 5.5: Customizing Your Workspace Managing Messages and Contacts (III) Contact Manager lets you view/manage displayed or hidden contacts

288. Lesson 5.5: Customizing Your Workspace Managing Messages and Contacts (IV) Point to contacts for contact options

289. Lesson 5.6: Working w/Your Space Now that we have learned how to create and customize a workspace and complete some basic tasks in SharePoint Workspace, it is time to learn some of the more advanced tasks. In this lesson, we will learn how to export your account, save a workspace shortcut, print objects, and how to open new workspaces.

290. Lesson 5.6: Working w/Your Space Printing Objects (I) Right-click object – Print File – Print – Print

291. Lesson 5.6: Working w/Your Space Printing Objects (II) Select what to print and click OK

292. Lesson 5.6: Working w/Your Space Exporting Your Account (I) File – Save & Send – Send Account to Another Computer

293. Lesson 5.6: Working w/Your Space Exporting Your Account (II) Read steps in Use Account on Another Computer dialog Set account file path, click OK

294. Lesson 5.6: Working w/Your Space Exporting Your Account (III) Select save location, click Save

295. Lesson 5.6: Working w/Your Space Exporting Your Account (IV) Will be prompted to enter password Click OK to complete process

296. Lesson 5.6: Working w/Your Space Saving a Workspace Shortcut (I) File – Save & Send – Shortcut

297. Lesson 5.6: Working w/Your Space Saving a Workspace Shortcut (II) Can also right-click workspace – Save Shortcut to Desktop

298. Lesson 5.6: Working w/Your Space Deleting a Workspace (I) Select workspace, press Delete Right-click workspace – Delete – From This Computer Click Home – Delete

299. Lesson 5.6: Working w/Your Space Deleting a Workspace (II) Will be asked to confirm your choice