Learn about the "No-Code" application approach and things to consider when building. Presented by Don Donais.

1. SharePoint Business Applications
at your Fingertips
Avtex Consulting
Donald Donais

2. Donald Donais
Avtex IT Pro Consultant
ddonais@avtex.com
Blog – Tales from IT Side
http://talesfromitside.wordpress.com
Twitter
@dondonais

3. Session Agenda
• What makes up a No Code Application?
• Crawl, Walk, Run Approach
• Business Process Management
• Application Management Lifecycle
• Fundamental Features of SharePoint
• Knowledge Needed for No Code Application
• Crawl Example
• Walk Example
• Recap

4. WHAT MAKES UP A NO-CODE
APPLICATION?

5. No-Code Planning
• Data
• SharePoint list
• InfoPath Reporting
• Database
• Workflow
• OOB Workflow
• 3rd Party Vendor
Data
• Reporting
• Views
• Charts (2010)
• SQL - SSRS

6. No-Code Application Approach
Crawl, Walk, Run…

7. Crawl
• Out of the Box Features
• Lists & Libraries
• Content Types
 Document Templates
 Site Columns
 Document Information Panel
 Workflows
• Records Center or In-Place Records Management
(2010)
• OOB Workflows

8. Walk
• Connecting Web Parts
• InfoPath Forms
 Connecting to Content in SharePoint
 Web Services Pulling User Profile
• SharePoint Designer
 Dataview Web Parts
 Custom Workflows
 Visio Workflows (SharePoint 2010)

9. Run
• Database Connections
 Business Data Connection – BDC (2007)
 Business Connectivity Service - BCS (2010)
• 3rd Party Vendors for Workflows/Forms
• Visual Studio Development
 Database Connection
 Creating ASPX form
 Advanced Workflows

10. Things to consider when building
Requirements
Optimize Design
Application
Management
Lifecycle Operate Build
Deploy

11. Fundamental Tools for SP2007
• SharePoint 2007
 Standard or Enterprise
• InfoPath 2007
 Ultimate or Professional Plus
• Business Data Connection – BDC
 Enterprise
• SharePoint Designer 2007

12. Fundamental Tools for SP2010
• SharePoint 2010
 Standard or Enterprise
• Visio Services
• Access Services
• InfoPath 2010
 Ultimate or Professional Plus
• Business Connectivity Service
• SharePoint Designer 2010

13. Fundamental Knowledge Needed
• Creating Lists and Form Libraries
• OOB Web Parts
• SharePoint Designer Data View Web Parts
• SharePoint Views/InfoPath Views
• InfoPath & Designer Conditional Formatting
• Forms Creation – SharePoint & InfoPath
• Data Connections & Filtering
• Site Content Types & Site Columns
• Workflows – OOB & Designer
• SharePoint Web Services

14. No-Code Application - Crawl

15. What Did We Do?
• Created Custom List
• Created SOW Content Type
 Added Document Template
 Added Columns – including lookup to Custom List
 Modified the Document Information Panel
• Created Multiple Views
• Added Multiple Web Parts for each View

16. No-Code Application - Walk

17. What Did We Do?
• Connect Web Parts Together to display Info
• Create Expense Report InfoPath Form
 Connected to SOW Document library
 Conditional Format
 Create Views
 Publish to InfoPath Form Services
• Added Workflow based on Amount
 Email with Link to Approval View

18. Q&A

19. www.SharePointMN.com
• Website for user group
• SharePoint resource documents
• SharePoint resource links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
• info@sharepointmn.com www.sharepointmn.com

20. References
• InfoPath and User Profile Services
 https://www.nothingbutsharepoint.com/sites/eusp/Pages/infopath-and-
userprofileservices-what-can-be-done_e2_80_a6.aspx
• SharePoint Designer 2007 Workflows
 http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-
to-workflows-HA010100587.aspx
• SharePoint Designer 2010 Intro to Worfklow
 http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-
to-designing-and-customizing-workflows-HA101859249.aspx
• User Profile Web Service Issue and Workaround
 http://talesfromitside.wordpress.com/2012/01/17/sharepoint-infopath-
and-user-profile-web-service-issues/