Intermediate

SharePoint

Facilitated by:

Ivor Davies

9/7/2014

1

Breaks

Morning 15 min (between 10:00 & 10:30 am)

Duration is approximately from 9:00 AM to about 12:30 PM

This will be an interactive session – you will participate with me.

Ask questions anytime!

http://team.lcbo.com/sites/trainingtemplate

Course Logistics

Review of SharePoint Sites

Working with SharePoint Lists and Forms

InfoPath 2010

Excel Services

Visio Services

Site Actions Menu

Agenda for today’s session:

Name

Have you taken any SharePoint (LCBO or External)

Training before ?

Any specific expectations from today’s session?

Introductions…

Central place for team information

Documents

Calendars

Issues

Discussions

Views

And more!

Empowerment of collaborative teams

Reduce the need for paper documents

Review of SharePoint Sites

Working with SharePoint Lists & Forms

Review: The List Ribbons

Working with SharePoint Lists

• There are different data types that can be used for each column. The standard

types include text, number and date as well as link, user, choice, image and many

other types.

• The data in the list is displayed through views. A list will always have a default

view that displays all items. You may create any number of views and choose

which columns to display, what to filter by, how to order by and what to group on.

• Security permissions are inherited from the site the list is created in unless you

specify unique permissions. Each item's security permissions inherits from it's list's

(parent) permission unless you specify unique permissions for it.

• When you create a list for the first time – SharePoint creates two columns

automatically. One is called “Title” and the other is “Attachment”. You can rename

the title filed to some other name if you lake and the attachment column can be

deleted.

• All lists are populated / completed using an online form – this leads us into

InfoPath.

InfoPath 2010 & SharePoint Lists

What is InfoPath?

• Microsoft InfoPath is a software application for designing, distributing, filling

and submitting electronic forms containing structured data.

• Microsoft initially released InfoPath as part of Microsoft Office 2003 family.

• Microsoft Office 2010 contains both InfoPath 2010 Designer and InfoPath

2010 Filler.

• All LCBO Head Office users will eventually have Microsoft Office 2010

(including InfoPath).

• Microsoft is discontinuing InfoPath after Office 2013 – it will be moving in a

new direction for online forms. But…..

• InfoPath will still be supported in SharePoint 2013 and Office 365 until 2023.

Designer (Create Online Forms)

Filler (Fill out / Complete Online Forms)

InfoPath Form Services in SharePoint

(Complete Forms via the Browser (Internet Explorer)).

InfoPath consists of:

Provide useful descriptions and instructions for your controls and user interface elements.

Arrange form controls in the order in which you intend for people to complete them.

Use a combination of background and foreground colors that provide good contrast for easy reading.

Avoid changing the default keyboard focus. This is especially important if your form is used on a Web Part page with other Web Parts.

Make sure that an explicit user action is required to trigger a view switch.

Key Guidelines for Form Design

Use meaningful Headings.

Add new sections where applicable

Avoid nesting layout tables

Use alternative text (alt text)

You can convert existing Microsoft Word and Excel

forms to an InfoPath form.

Make your Form Layout accessible

Submit data to a SharePoint List

Submit data to existing business systems

Query data from existing business systems

Add workflow to forms (Advanced)

Manage forms and form templates in a centralized

location. (Advanced)

Streamline forms-driven business processes

Sample Form in InfoPath Designer

Interactive Demo – Please follow along with me

Approximately 60 minutes

Form will contain four fields: Attachment (Attachment), Name

(Text), Division (Drop-Down List) and Date (Date).

Custom List must be created at:

http://team.lcbo.com/sites/trainingtemplate/TeamSite

A SUBMIT button will be used to submit the form data to the

SharePoint List – we will remove the InfoPath ribbon from the

form to avoid confusion.

You must ensure that you set the proper security on your list so

that users and FILL OUT (add data) to the list via your form.

Design an Online Form using InfoPath

Receival Error Report Form

Delivery Discrepancy Report

STAR Nomination Form

Site Request Form

SMi Feedback Form

Audit Survey Form

Examples of existing InfoPath Forms

Excel Services

What is Excel Services?

Interactive Demo – Please follow along with me

Approximately 15 minutes

Excel Services Demo

Visio Services

What is Visio Services?

Interactive Demo – Please follow along with me

Approximately 15 minutes

Visio Services Demo

Site Actions Menu

(Site Administrative Functions)

Site Actions Menu

Edit Page

Show Ribbon

New Page

New Document Library

New Site

More Options….

Manage Content and Structure

View All Site Content

Edit in SharePoint Designer

Site Permissions

Site Settings

Search & Metadata

Search & Metadata Demo

Resources available to you:

BrainStorm QuickHelp – http://officequickhelp

LCBO Content Manager Team Site – http://team.lcbo.com/sites/cms

Introduction to designing a form in InfoPath 2010 -

http://office.microsoft.com/en-ca/infopath-help/introduction-to-designing-a-

form-in-infopath-2010-HA101821252.aspx

Learning Tree International - Developing InfoPath Forms for SharePoint

Course 1507 (3 days) http://www.learningtree.ca/courses/1507/developing-

infopath-forms-for-sharepoint/

Introduction to Form Templates and Forms - http://office.microsoft.com/en-

ca/infopath-help/introduction-to-form-templates-and-forms-HA010062685.aspx

BrainStorm QuickHelp Online Videos for LCBO -

http://quickhelp.brainstorminc.com/lcbo/Pages/QuickHelp.aspx

Thank You for your attending today’s session!