Advanced Infowise & SharePoint
No-Code Workflows
Session 1: Infowise
Forms
Forms are behind much of what we do in SharePoint whether it is adding, editing or displaying list items or applying meta data to a document. Microsoft Office
Infowise 2013/2016 is a powerful tool for developing XML-based forms. Users will begin by learning the basics of using the
Infowise desktop client as a stand-alone tool for creating forms. You will learn:
-
Understanding forms as a primary driver of business processes
-
List item forms in SharePoint
-
Benefits of Infowise
-
Data Binding and how Infowise forms work
-
Forms from a designer’s perspective
-
Forms from a user's perspective
Session 2: Designing
Forms
Understanding who your form
users are and what they need is
critical in creating forms and
processes that work.
Understanding who your audiences
are and what they need is
critical in creating forms,
reporting and processes that
work. Making forms easy to fill
out correctly is the goal. In
this Session, you will learn:
-
How to identify your process improvement opportunities
-
Understanding the audiences for your forms and the data they need
-
What questions your form needs
-
Form layout and design best practices
You start making sense of the program, its features and the kinds of forms you can create. In this Session you will begin by designing a form and understanding the structure of the data source behind that form. You will learn:
In this Session you will publish your form to a SharePoint site, and create views to help with reporting on form results. You will learn to:
Data connections and submit options simplify the process and make completing the form a one-click proposition. In this Session you will learn to:
How to use the data that already exists to make it easier to fill out forms. In this Session, you will learn:
Session 7:
Using Rules in your Infowise
Forms
Learn to
create rules that add powerful
logic to your Infowise forms
solutions by giving you
workflow-type capabilities built
into your form to do things like
set a field’s value, create a
filename, and submit form data,
etc. You will learn:
- Types of
rules and how to
create them
- Managing
rules associated
with form
controls
- Validate
data with rules
- Create rules
to retrieve data
- Built-in
Rule Inspector
Session 8:
Conditional Formatting
Help your
users by creating formatting
rules for your form controls
that are based on conditions or
values within the form. You can
change the font, background
shading color or whether to
show, hide or disable the
control altogether.
Session 9:
Leveraging User Roles in Your
Forms
Know who the
user is to present different
views of the form based on their
role in the organization. You
will learn:
- Determine
the current
user’s role and
which method
best suits your
needs
- Default fill
form fields
(name, email,
department,
etc.) based on
current user
- Switch views
based on the
user’s role
Session 10:
SharePoint Workflow Basics
Learn about
the out-of-the-box workflows and
how you can customize them for
your needs. In this Session you
will learn:
- Methods for
creating custom
workflows
- SharePoint
workflow
development for
non-developers/programmers
- Visio for
workflow
development
Session 11:
Getting Started with SharePoint
Designer Workflows
This session
will review where to start what
kind of workflow to create and
where to go from there. In this
Session you will learn:
- Types of
workflows you
can create and
when to use them
- Item events
which trigger
workflow
- Steps,
actions and
conditions
- Else-if
conditional
branching
- Test and
debug your
workflows
- How to
build, test and
use a workflow
Session 12:
Using Workflows to update list
items
In this
session you will look at all the
options for interacting with
lists, updating items, deleting
items, creating items and much
more. In this Session you will
learn:
- Looking up
information in
another list
based on data in
the current item
- Updating
list items
- Creating and
deleting items
in other lists
- List,
column, row:
understanding
the lookup
wizard
- Collecting
data from a user
via workflow
Session 13:
Creating Site Workflows
This session
focuses on site workflows and
what they are such as request
permissions for a site, request
a new site, or provide feedback.
In this Session you will learn:
- Creating and
publishing site
workflows
- Creating
form elements
for the workflow
users to
interact with
- Creating
list items to
capture
information from
users
- Creating a
new site on site
provisioning
approval
Session 14:
Creating Reusable Workflows
When creating
a custom workflow using
SharePoint Designer 2013/2016, you
can choose to create a workflow
that will only be used with a
specific list, library, content
type, or site. Reusable
workflows can be associated with
multiple lists, libraries,
content types, or sites. In this
Session you will learn how and
when to use reusable workflows.
Session 15:
Infowise and SharePoint Forms
Services
Learn about
Forms Services which is included
with the Enterprise edition of
SharePoint Server 2013/2016 and gives
you the capability to create
Infowise forms that your users
can fill out right in a browser.
In this Session you will learn:
-
Browser-enabled
forms
- Form
controls and
features are
compatible with
browser forms
- Infowise
design checker
- Making forms
easier to find,
fill and submit
Session 16:
Receiving Data from Web Services
In this
session you will learn about web
services you can tap into with
your forms. The SharePoint user
profile web service can return
all that and more. In this
Session you will learn:
- Connect to
SharePoint web
services
- Simplify
your forms by
pre-filling form
fields for your
users
Session 17:
Working with Digital Signatures
Learn how to
use digital signatures in your
forms. In this Session, you will
learn:
- Digital
Signatures and
how they work
- Signing,
counter signing
and cosigning
- Determine
the presence of
a digital
signature by
rule
Session 18:
Customizing SharePoint List Item
Forms with Infowise
In this
session you will learn to
customize your list item forms
with Infowise. In this Session
you will:
- Customize
the list item
forms in
Infowise
- Cascading
(filtered) drop
down choice
columns
Session 19:
Storing Data in External
Databases and Reporting
Learn about
the ability to store your form
data in an external database
instead of in the form. In this
Session, Users will learn:
- Submit to a
database via a
web service
- Create
simple reports
on SQL data
originating from
an Infowise form
- Create a
reporting
dashboard using
the Data View
web part
Session 20:
Using Visio 2013/2016 for Visual
Workflow Design
Learn to
design your workflow using
workflow tools in Visio 2013/2016 and
import the results into
SharePoint Designer to apply the
logic and actions.
Session 21:
Take a look at your business
specific issues
In this
session we will review issues
that you have seen in your own
business that need a custom
solution. The session will work
to prototype a solution based on
the training in the class.