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Building SharePoint Workflows Self-Paced Training Course

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Training Description

This Building SharePoint Workflows technical training course presents how to build SharePoint workflows using three separate applications: SharePoint 2007, SharePoint Designer 2007, and InfoPath 2007. The self-paced course discusses the business benefits of SharePoint workflows, the advantages and disadvantages of each of the three development applications, and step-by-step instructions to build workflow using each of the three development applications, using multiple examples.

Training Objectives

As a result of taking this technical training course, you will be able to:

  • Explain what SharePoint workflows are and the business benefits available through SharePoint workflows
  • Discuss the hardware and software specifications required to build SharePoint workflows
  • Identify how to build SharePoint workflows using each of the three applications: SharePoint 2007, SharePoint Designer 2007, and InfoPath 2007
  • Describe how the three applications interact cooperatively to build SharePoint workflows

PreRequisites

Attendees should be familiar with the concepts of business workflow processes, have a basic familiarity with the Windows operating system (XP, Vista, or Windows Server 2003), and have a basic familiarity with electronic forms and controls (drop-down list boxes, check boxes, option buttons, etc.).

Self-Paced Modules

Course 1: SharePoint Workflows: Overview and Benefits

Module 1: Tour of an Example SharePoint Workflow

  • Approval workflow: Create, Start, Complete stages

Module 2: Business Benefits of SharePoint Workflows

  • Data Governance Control Efficiency Accountability Integration with Outlook

Module 3: Hardware and Software Prerequisites to Build SharePoint Workflows

  • SharePoint 2007
  • SharePoint Designer 2007
  • InfoPath 2007

Module 4: Overview of Basic Development Applications: SharePoint 2007, SharePoint Designer 2007, and InfoPath 2007

  • SharePoint 2007
  • SharePoint Designer 2007
  • InfoPath 2007

Module 5: Plan for the Workflow Lifecycle

  • 1. Model your business workflow
  • 2. Create a workflow development scenario
  • 3. Preparing your environment for Workflow development
  • 4. Create an InfoPath or SharePoint Form
  • 5. Create workflow tasks and processes
  • 6. Test and revise workflow design
  • 7. Deploy workflow solution

Course 2: Developing SharePoint Workflows with SharePoint 2007

Module 1: Workflows Included in SharePoint 2007

  • Tasks Common to SharePoint Workflows
  • Approval workflow
  • Collect Feedback workflow
  • Collect Signatures workflow
  • Disposition Approval workflow
  • Three-state workflow

Module 2: Build an Approval Workflow

  • Create the workflow
  • Start the workflow
  • Complete a workflow task
  • Modify the status or review the history of a workflow

Module 3: Build a Collect Feedback Workflow

  • Create the workflow
  • Start the workflow
  • Complete a workflow task
  • Modify the status or review the history of a workflow

Module 4: Build a Collect Signatures Workflow

  • Create the workflow
  • Start the workflow
  • Complete a workflow task
  • Modify the status or review the history of a workflow

Module 5: Build a Disposition Approval Workflow

  • Create the workflow
  • Start the workflow
  • Complete a workflow task
  • Modify the status or review the history of a workflow

Module 6: Build a Three-state Workflow

  • Create the workflow
  • Start the workflow
  • Complete a workflow task
  • Modify the status or review the history of a workflow

Course 3: Developing SharePoint Workflows with SharePoint Designer 2007

Module 1: SharePoint Designer Workflow Design Process

  • 1. Create, name, and assign a workflow
  • 2. Define steps, conditions, and actions
  • 3. Set the variables
  • 4. Use variables to make decisions
  • 5. Add ‘Else If’ conditional branching
  • 6. Complete the workflow
  • 7. Test the workflow

Module 2: Understand Workflow Components and Processes

  • Workflow initiation parameters
  • Workflow local variables
  • Understand and implement conditional logic
  • How a workflow evaluates steps
  • Understand and Implement specific conditions

Module 3: Understand and Implement Workflow Actions

  • Items & Lists, Date/Time/Pause, Variables & Data, Miscellaneous Actions

Module 4: Create a Custom Approval Workflow

  • 1. Create, name, and assign a workflow
  • 2. Define steps, conditions, and actions
  • 3. Set the variables
  • 4. Use variables to make decisions
  • 5. Add ‘Else If’ conditional branching
  • 6. Complete the workflow
  • 7. Test the workflow

Course 4: Developing SharePoint Workflows with InfoPath 2007

Module 1: Build InfoPath Form Design Tasks

  • Create forms
  • Customize form layout
  • Create and customize form controls
  • Create and customize data entry controls

Module 2: Conditional Formatting and Data Validation

  • Conditional Formatting
  • Data Validation

Module 3: Create an InfoPath Browser Form

  • Check InfoPath browser compatibility settings
  • Review list of browser-disabled form features
  • Discuss workarounds for these limitations
  • Design forms to optimize the user experience

Module 4: Publish Forms to a SharePoint Form Library

  • Set up the database connection
  • Enable the Submit function and rules
  • Publish the form to SharePoint

Module 5: Create an InfoPath Form with Custom Approval Workflow

  • Add fields to capture user input information
  • Add fields to capture status information
  • Define a new workflow with SharePoint Designer
  • Specify conditional logic and actions in SharePoint Designer

Course Summary

  • Understand what SharePoint workflows are and the business benefits available through SharePoint workflows
  • Understand the hardware and software specifications required to build SharePoint Workflows
  • Understand how to build SharePoint workflows using each of the three applications: SharePoint 2007, SharePoint Designer 2007, and InfoPath 2007
  • Understand how the three applications interact cooperatively to build SharePoint workflows