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Laura Rogers @WonderLaura

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Microsoft MVP
 
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July 31
My Blog is Moving

​Hi everyone,

My blog now has a new URL! 

You can now find me at http://www.wonderlaura.com

July 17
SharePoint 2013 Web Part: Content Search

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The new content search web part in the SharePoint 2013 preview (enterprise) is just awesome, awesome, awesome. 

Remember quite a while back when I wrote a post about how to utilize the search results web part to show the logged in user a list of sites that they have access to?  Well now in this new SharePoint, this web part is used all over the place, and you can also insert it anywhere you want.  For example, when you are on your My Site and you see a list of all of the tasks assigned to you, THAT is this web part rolling up that content from all over the farm.  Also, on the Community Portal (site collection template), you see a list of all community sites rolled up in one list.  THAT is also this web part.  There are many other examples, but let me go ahead and show you the coolness:

 

 

When I click the Change Query button, it brings up this interface with TONS of options, and as you change options your live results show in the search results preview on the right:

 

 

Basics

You can select from Documents, content types, tags, videos and more, and then pick the scope, such as a certain site or site collection, or unrestricted (whole farm).

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Refiners

There a many refiners (filters) you can choose from.  In this case, SharePoint recognizes that I created a column called “Department” in a document library, so it shows as a refiner.  There are dates, file types, creator, editor, content types, size, and more.

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Settings

On the settings tab, you can even change the performance of your web part on the page!  Wow, this is much better than that old content query web part which could be a real hog.

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Test

The test tab shows you the actual query text that is used behind the scenes to create that query.

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After I click OK at the bottom of this query page, there are still more settings available in the web part properties.

Number of Items to show

You can set up the default number of items to show in the web part.  The default is 3.

Display TemplatesCropperCapture[84]

The control drop-down box lets you choose from list, list with paging, and slideshow.

The Item drop-down box has selections such as “picture on left”, 2 lines, large picture. 

 

Property Mappings

CropperCapture[85]Depending on what you select in the Item drop-down box, you have different choices in the Property mappings. 

Since I chose two lines, I get to customize what those 2 lines are if I want to.  Right now, line 2 is empty, but I can pick another property to display on that second line, like the last modified by person, or a description or something.

 

Settings

CropperCapture[87]The Result Table drop-down lets you pick from Relevant Results, Personal Favorite Results, Refinement Results, and Special Term results.

 

 

In summary:

Remember that for search results to be accurate, you have to actually have your search crawls / indexing set up and on a schedule.  If your search only indexes the content once a day, then the results in this web part could be a day old.  If you set up your index say, every 20 minutes, you’re going to have much more accurate and current results displayed.

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July 16
SharePoint 2013 Social: Community Sites

A community site is a new site template that is available in SharePoint 2013, and it is also available as a feature that you can enable, called the Community Site Feature.  This type of site is truly like a forum.  Remember the old discussion boards in previous versions of SharePoint?  This is a dramatically improved discussion board!  The idea is that, just like any interactive forum, you have concepts like “Likes”, ratings, badges and reputation scores.  Top contributors are rewarded with higher points, which equate to badges.

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Here is some information about the features you can look forward to on your community sites:

Categories

  • When you click on Categories on the community site, you are presented with a pretty metro interface with all of the categories as big boxes. 
  • When creating categories, you can assign each one an image to be associated with it, as I’ve done below.
  • When you hover over each category, like I’ve done with the General category, it shows the description and how many discussions and replies there are in it.
    Where did I get those cool metro icons? This software.
    categories

Discussions (Conversations)

  • You can start a new conversation, similar to the way you did it in old SharePoint versions (with a subject and body), but you have an extra check box to indicate whether your conversation is a question or not.  Pick a category also.
  • Site admins can also mark any conversation as “featured”, which puts it at the top of the list in that category, indicating that it is featured.

Replies

  • Reply to any conversation, by clicking the Reply button.
  • Site admins can mark a reply as “Best Reply”, which will then be listed directly under the question, indicating that it’s the best reply.  Also, when you’re looking at the list of all conversations, the ones that have a best reply will say so.
  • Notice several things in this screenshot.  Todd started a conversation.  A couple of people “Like” it, and the reply by me was marked as the best reply.  Also notice the little blue bars next to our pictures.  Those are our points / reputation.
    CropperCapture[71]

Likes and Ratings

  • You can click the “Like” button next to any conversation and/or any of the replies
  • There is a setting where site admins can choose whether to use the “Like / Unlike” or a rating scale 1 to 5.

Your Reputation

  • Your reputation score is affected by the member achievements point system, which can be set up by the site admin on each community site. This score does not carry across to multiple community sites.
  • Assign a certain number of points for creating a new post, replying to a post, get likes or 4-5 star ratings on your posts, and points for getting marked as the best reply to a post.
    CropperCapture[75]

Community Members

  • The members screen shows the top contributors by default, and can be switched to the “new members” or to the
    A-Z view.
  • See your own reputation score on the right.
    CropperCapture[76]

Community Portal Site

  • There is a site collection template that you can use called a “Community Portal Site”.
  • A community portal site is not meant for having each community site as a sub-site.
  • Instead, the community portal site, AUTOMATICALLY shows a roll-up of all community sites in the environment, in other site collections and web apps.
July 12
InfoPath– Getting the “Signature”

You can add real digital certificates to your InfoPath forms, but there are a few problems with them:

  • They are not compatible with browser-based forms
  • They don’t collect any real data that you can do anything with.

So, for most clients I work with, they don’t need to have “real” certificates involved, and simply need to capture a person’s name and the date that they are signing a form.

Here’s my solution, which I use some variation of in every single form I create:

  1. In your InfoPath form, in the Fields on the right, right click on myFields and choose Add
  2. For the Name, type SignatureGroup.  For Type, select Group.  Click OK.
    CropperCapture[62]
  3. Right-click on SignatureGroup, and click Add…
  4. For the Name, type SignatureCheck.  Click OK.
    CropperCapture[63]
  5. Just like in steps 3/4, create another field called SignatureName
  6. Right-click on SignatureGroup one more time, and click Add…
  7. Name this one SignatureDate, and for data type, select Date.  If you need date and time, you can choose DateTime.  Click OK.
  8. You can right click on any field on the right, and pick what type of control it needs to be.  Insert SignatureCheck as a check box, and insert SignatureName and SignatureDate as calculated values.  Type “I agree” next to the check box.  You can add any kind of extra verbiage that you need, such as “by signing this form, I agree to this… blah blah”  Your company’s lawyers can probably provide you with that part.  Winking smile
    CropperCapture[64]
    (Note: inserting those fields as calculated values is pretty much the same as inserting them as text boxes and then setting them to read only.  The point is that we don’t want people to be able to edit it.)
  9. Click to select the check box.  Open the check box properties.  Notice that by default, the value when cleared is no, and value when checked is yes.  These are important to remember, even the proper capitalization (all lowercase).  Close the properties, and open the rules pane on the right.
  10. With the check box still selected, Click the New button in the rules pane.  Choose Action.
  11. In the Details for box, type checked.  The condition needs to be that SignatureCheck is equal to yes.  Click OK.
    CropperCapture[65]
  12. Next to Run these actions, click the Add button.  Choose Set a field’s value.
  13. For the Field, choose SignatureName, and for the value, click the Function button and use the expression userName()   Click OK.
    CropperCapture[66]
  14. Click the Add button again, and this time the field is SignatureDate, and the function is today()
    (If you used DateTime at step 7, you need to use the now() function instead)
  15. Next, we can add another rule, so that if the box is UNchecked, it clears the values out.  Select the “checked” rule, and click the little Copy icon at the top of the rule pane.  Click the Paste icon.
  16. Call this next rule “Uncheck”, and change the condition so that SignatureCheck is not equal to yes.
  17. Click the first action, and just delete the function out of the Value box so it’s blank.  Do the same for the other action, so that we’re basically clearing out both SignatureName and SignatureDate so they’re blank.
    CropperCapture[67]
  18. Now test this out by clicking the Preview icon at the top.  Obviously you can make this prettier, but that part is up to you and your creativity. 
    One more thing, is that you can disable the submit button if they do not check the box.  Click to select your Submit button.  Click the New button in the rules pane, and choose Formatting.
  19. Call this rule “disabled”.  The condition is if SignatureCheck is not equal to yes.  Click OK.
    CropperCapture[68]
  20. Still in the rule pane, check the Disable this control box at the bottom of your new rule.
    CropperCapture[69]

All done.  Now, if you don’t “sign” the document, you can’t submit it.  One thing to watch out for is the default submit button in the toolbar in InfoPath.  If you have this enabled, then people will be able to submit your form whether they signed it or not.  You can click the Data tab at the top, click Submit Options, and UNcheck the box for allow users to submit this form.  Now there will be no submit button in the toolbar.  You can also go to form options and remove the toolbar altogether if you want.

You’ll notice that when it captures your signature, it only gets your NT login name.  If you want to get all fancy and show a First Name, Last Name (which isn’t unique like the username), you could use the user profile service for that.  You can take a look at a recent post of mine to see how to obtain that information.

 

July 12
SharePoint Permissions Video Series

Jennifer Mason and I created a series of videos for beginners, to explain permissions in SharePoint.  Now that the series is complete, here are all of the links to our posts. 

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  1. Understanding Permissions in Office 365: The Basics – by Jennifer
    • Video 1: An Overview Of Permissions
    • Video 2: Creating New Users And Granting Them Access
    • Video 3: Introduction To The Pages used To Manage Permissions
  2. SharePoint Permissions: A More Detailed Look – by Me
    • Video 1: Create a new permission level in SharePoint Online
    • Video 2: Selective Permission Granting
    • Video 3: Office 365 Security Groups versus SharePoint Groups
  3. Understanding Permissions In Office 365: Inheritance And Limited Access – by Jennifer
    • Video 1: Inheritance
    • Video 2: Limited Access
  4. SharePoint Permissions: Custom Scenarios – by Me
    • Video 1: SharePoint Site Level Permissions
    • Video 2: SharePoint List and Library Level Permissions
    • Video 3: SharePoint Item (and Folder) Level Permissions
  5. Understanding Permissions In Office 365: Tips & Tricks – by Jennifer
    • Video 1: Basic Troubleshooting
    • Video 2: Look Up A User’s Permission

 

We hope you enjoy all of our videos!

July 09
SharePoint Tuesday! Come visit me Online

Every Tuesday, Rackspace hosts a FREE virtual question and answer session.  Each of us on the SharePoint team have been taking turns.  On July 17th, 2012, it’s my turn! 

This will be from 2 to 3 Central time, and you can REGISTER HERE to attend.

This is going to be a great interactive session, and I’m really looking forward to seeing you all there!  My areas of expertise are workflows, InfoPath, and data view web parts, but you probably already know that if you read my blog.  Winking smile

 

July 17th, 2-3 central, FREE

 

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July 09
Permissions Web Part: List of Site Owners

How would you like to have a nice pretty web part on the home page of each of your sites, showing a dynamic list of the people who are in the owners group for that site?  This is a great idea, because it gives the site users a quick reference list so that they know who to contact if they have questions about that site.

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This solution is applicable in any version of SharePoint 2010 or 2007.

  1. First, you need to double-check your group settings.  If you want to be able to display it in a web part, the membership needs to be visible to everyone.  In Site Settings –> People and Groups, go to your group, and click Settings in the toolbar and Group Settings.  On that page, Who can view the membership of this group needs to be Everyone.
  2. Open your site in SharePoint Designer.
  3. In SharePoint Designer 2010, click Data Sources on the left. (If you have SharePoint 2007, here is my screencast on how to do web services in SPD 2007)
  4. Click the SOAP Service Connection button at the top.
  5. Go to the Login tab, and choose Use Windows Authentication.
    CropperCapture[48]
  6. Go back to the Source tab.
  7. Type or paste in your site’s URL in the Service description location box, with /_vti_bin/usergroup.asmx at the end of it.  So mine looks like this:
    http://laurarogers.sharepoint.com/_vti_bin/usergroup.asmx
    (This can just be the root of your site collection.  All of the sub-sites will have the same list of users and groups, so this URL won’t have to be changed for each different sub-site that you use this web part on)
  8. Click the Connect button.
  9. For the Port, I usually pick UserGroupSoap12, but I’m not sure if it matters which one you pick.
  10. In the Operation drop-down box, choose GetUserCollectionFromGroup.
  11. In the Parameters section, double-click groupName.  Type the name of your SharePoint group in the Value box.  Also, be sure to check the box The value of this parameter…
    Click OK.
    CropperCapture[47]
  12. Your screen should look something like this.
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  13. On the General tab, type the Name Site Owners.  Click OK.
  14. Create a blank (temporary) web part page in order to create a new data view web part.  (one way: in the browser, click Site Actions –> More Options… –> choose Web Part Page, and click Create. This will let you name the file and put it in any library)
  15. In SharePoint Designer, open the new page you created.  (You can click the little pushpin icon next to All Files on the left, and drill down to the library you put this new page in.  Open your new page and click Edit File.)
  16. Those blue rectangles on the page are web part zones.  Put your cursor in one of them. 
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  17. Click the Insert tab at the top, click the Data View button in the ribbon, and click the name of your new Site Owners data connection in that list.  You may have to scroll down in the drop-down to see it.
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  18. Alright, there’s your list of site owners, but it’s a bit messy.  We don’t need all that stuff.  Click the Add/Remove Columns button in the ribbon.  Remove everything except the Name and email columns, and click OK
  19. We’re going to make the email column a hyperlink to send each person an email.  You can alternately just remove the email column and leave just the name, and make the name a hyperlink instead.  Click to select the first person’s email address.  On the Insert tab, click Hyperlink.  In the Link To column on the left, click Email address.  In the Email address box, type mailto:{@Email}
    You can also type in a subject if you’d like, such as “Question about Team Site”.  Click OK.
    CropperCapture[53]
  20. Save the page.  With your cursor in the web part you just created, click the Web Part tab in the ribbon.  Click the To File button.  Save this .WEBPART file off to your desktop or wherever.
  21. Go to your home page, and upload and insert this new web part onto your page.  There’s your list of site admins!
  22. Now, you can STILL use this same web part on all the other sites in this site collection, without having to go back into SharePoint Designer.  In my example, I have a site called Project A, and the name of the owners group is Project A Owners.  Go to the Project A home page, and Upload and insert that same web part.
  23. Open the web part toolpane (Edit Web Part) of the new web part you just inserted.  Click the Parameters Editor button.
  24. Find the parameter that says Name=”groupName”, and you’ll see that the default value says “Team Site Owners” (from step 11).  Change the text of Team Site Owners to say “Project A Owners” instead. (Note that if you didn’t check the box in step 11, you won’t see your parameter here).
    CropperCapture[55]
  25. Click Save.  Click OK in the web part toolpane on the right side of the browser. 
  26. Once you stop editing the page, and refresh the browser, you’ll see your new list of people, you just won’t see it immediately.  Done!

Note that I couldn’t get this to work in Office 365, because I can’t seem to get any of the web services to work in data view web parts like this.

Similar Web Parts

There are a couple of out of box web parts that do something similar, that are important to note.  (Thanks, Craig for your question about this in the comments below)

The Site Users web part will show a list of people who have permission to the site, and it lets you see their presence (online status) and quickly send instant messages to them or click on their name to see their profile.  In this particular case, I didn’t use this web part for a couple of reasons.  First of all, at this particular client’s workplace, they have no instant messaging client at all.  Secondly, most of the SharePoint groups simply contain active directory groups, which means that you wouldn’t be able to directly contact individuals.  The third reason was simply formatting.  They wanted the names displayed with the email address next to them.

The Contact Details web part is one that is very simple but pretty.  It lets you enter a single person’s name in the web part settings, and it displays some basic info about them, such as their picture, name and job title, with presence information.  Unfortunately, this is static information, and will not automatically change as people are added and removed from SharePoint groups.


June 28
Redirect Users if They’ve Taken the Survey

The basis for today’s blog post is regarding some work I’ve been doing with a client and the Microsoft Productivity Hub (here’s a description of it).  The Productivity Hub is great because it gives the enterprise users a one stop place to go to for self-service training on many different Microsoft products. 

The client wanted to provide end users a link to the Productivity Hub in their environment, but they didn’t want to overwhelm everyone, and wanted to gradually wean them into it.  They also wanted to start out by just providing the SharePoint training modules at first, and then put the other MS Office modules later, in Phase 2, once they’re used to the interface.

I created a 45 minute video of “Introduction to SharePoint” for end users for this client (specific to their own site and environment).  A cool think about the Productivity Hub is that it has a built in Quiz.  There are already existing quiz questions for products such as Excel and Word.  There weren’t any SharePoint questions, so I created some based off of topics I had covered in my own video.  FUN!

Then, here’s the cool part that this blog is about.  We wanted the end users to HAVE to watch my video and take the quiz FIRST before going through all the other SharePoint content in the Productivity Hub.  I created a web part and put it on the home page.  If you haven’t taken the quiz yet, it automatically redirects you to a web part page that only has my video embedded and a big button to “Take the Quiz”.

Keep in mind: This solution can be applied to ANY SharePoint list.  The concept is that you give a condition such as a certain item exists or doesn’t exist in the list, and the user gets redirected.  Therefore, this solution can be done in ANY version of SharePoint or SharePoint Online with Office 365.

This is how I did it:

In the productivity hub, there is a list called Quiz Results.  So basically, if the currently logged in user has no items in that list under the topic “SharePoint”, I want to redirect them. 

  1. Create a blank web part page. 
  2. (If you’re not sure what it means to create a web part page, click here.)
  3. On that web part page, put the Media web part with your video, and under that put a hyperlink or pretty image with hyperlink to fill out the quiz.  Note that the Media Web Part is only available with the enterprise version of SharePoint.
  4. Insert the quiz list web part on your homepage, and set up a filter so that the Created By field equals [Me], and in my case I also added AND Product is equal to SharePoint.
  5. In the web part toolpane, in the Layout section, check the box next to Hidden.
  6. Open this page in SharePoint Designer.  Put your cursor inside this new web part, and click the Design tab in the ribbon.
  7. In the Preview section of the Design tab, click the drop-down and choose No Matching Items Template.
  8. Click the Split button at the bottom of SharePoint Designer.  Find the text in the code portion that says “There are no items to show in this view”. Put your cursor to the right of it.
    Extra tips: After you select the text in the bottom design pane, click the Design tab, click Customize XSLT and choose Customize item. Then, you’ll see that in the code you can see the exact text that you have selected.  In the code, you can put your cursor after the <xsl: value-of select=”$NoAnnouncementsHowTo”/>
  9. This is the code that you need to paste in, so that users get redirected to wherever you want them to get redirected to.
    <meta http-equiv="refresh" content="0;url=http://yoursitetoredirectto"></meta>   
  10. Save the page.  (oh, and that number 0 in there is the number of seconds until you get redirected, which is none in this case because I want it to be instantaneous)

Basically, if there are no items in the list, we’re redirecting the user somewhere else.  In my case, if they haven’t taken the quiz yet, I’m redirecting them to the page that I created at step 2, with my instructional video and quiz.  After they’ve taken the quiz, then the next time they visit the productivity hub, they will have “unlocked” all the fancy web parts on the home page, with have the links to all the other help content.

Another method, is if you want people to be redirected if there IS something in that list of items, you’d put your cursor in the code inside the actual row of data where the item is, instead of in the no items template.

 

June 27
InfoPath 2010: Pre-populate the People Picker

In business forms, a common requirement is to pre-populate a people picker control, such as to default to the name of the currently logged in user, which would then allow them to pick someone else if needed.  For example, a secretary could fill out a travel request for her boss, and in the “Traveler” people picker, she could pick his name instead of her own.

This solution can be done with any version of SharePoint 2010 or SharePoint Online with Office 365. 

Here’s a little bit of background on how the people picker is structured:image

It is structured as a repeating table, and the “group” can be renamed.  No other fields can be renamed

DisplayName = Laura Rogers
This is the first name and last name of the user, which is going to be equivalent to the value of the PreferredName field in the user profile service.

AccountId = contoso\laura
This is domain\username

AccountType = User
This is User or Group.

image

Here are the steps to prepopulate the people picker:

  1. On the Data tab, click Data Connections.  Click Add..
  2. Choose Receive data and click Next.  Choose SOAP web service, and click Next.
  3. Type the URL of your site, and after the site, type /_vti_bin/userprofileservice.asmx
    Click Next.
  4. Choose GetUserProfileByName.  Click Next.  Click Next.  Click Next. Click Finish.
    image
  5. All we’ve done so far is create a connection to the user profile service web service, so that we can get some additional information about the logged in user.  Since we only want the people picker to get pre-populated when it’s a new form, we’re going to create a form load rule that does this. 
    If you haven’t already placed a people picker control on your InfoPath 2010 form, go ahead and do that.
  6. On the Data tab, click Form Load.
  7. In the form load rule pane on the right, click New and choose Action.
  8. We only want this to happen if there’s no name in the people picker yet, so we’ll create a condition first.  Under the word “Condition”, click the blue word None – …
  9. Creating the condition: In the first drop-down box (myFields), click Select a Field or Group.  Navigate down to your people picker control group and expand it.  Select the AccountId and click OK.
    CropperCapture[38]
  10. On the condition’s second drop-down, choose Is Blank.  Click OK.
    CropperCapture[40]
  11. Back in the form load rule pane, click Add and choose Set a Field’s Value.
  12. For the Field box, select the DisplayName field inside your people picker form (that DisplayName field you see in the screenshot at step 9).  Click OK.
  13. Click the fx (function) button next to the Value box.  Click Insert Field or Group… In the Fields drop-down box, choose GetUserProfileByName.
    CropperCapture[41]
  14. Drill all the way in the DataFields until you get to Value.
    CropperCapture[42]
  15. Click the Filter Data button.  Click the Add button.
  16. In the first drop-down box that says Value, choose Select a field or group.  Select the Name field.  Click OK.
  17. Leave the middle drop-down to say Is equal to.  In the third drop-down box, choose Type text.  Type the word PreferredName
    It will automatically put the quotes around it for you, you don’t need to type those.  (this is case sensitive, so you have to type it exactly right) Click OK.
    CropperCapture[43]
  18. On the Filter Data screen, click OK.  On the select a field or group screen, click OK.  On the insert formula screen, click OK.
  19. This is what your Rule Detail screen will look like.  Click OK.
    CropperCapture[44]
  20. Back over in the form load rule pane on the right, click the Add button again, and choose Set a field’s value.
  21. For the Field, drill down to your form’s people picker, and select the AccountId field, as seen in step 9.  Click OK.
  22. Repeat steps 13-16. 
  23. Leave the middle drop-down to say Is equal to. In the third drop-down box, choose Type text. Type the word AccountName
    Click OK.
  24. This is what your Rule Detail screen will look like.  Click OK.
    CropperCapture[45]
  25. In the Rule pane on the right, click the Add button yet again.  Choose set a field’s value.
  26. For the Field, pick the AccountType field within your people picker.  You can see what this field looks like back in step 9.  Click OK.
  27. In the Value box, just type the word User
  28. This is what your Rule Details screen will look like.  Click OK.
    CropperCapture[46]
  29. Done.  Publish your form and try it out.  When you fill out a new form, your own name will be populated in the people picker.

If you need to do this solution in SharePoint 2007, follow Lori Gowin’s 2 part blog series that starts here.

 

May 31
SPTechCon Boston 2012 in July!

The upcoming SharePoint Technology conference is July 22-25 in Boston, and I’m very excited because I’ll be doing three brand new sessions this time!  Jennifer Mason and I will be doing the full day workshop which we’ve presented before, but all of my other sessions will be new. 

You can register with the code ROGERS to receive $200 off of your cost!

First, here's a LINK TO MY CALENDAR.

Here’s the breakdown:

Using Report Builder for List Views and Charting

With SharePoint lists and libraries, views are used as different ways of looking at the data. Sometimes the out of box view settings are not sufficient for what needs to be accomplished, when it comes to how the information appears on the page. In many cases, SharePoint Designer is used in order to customize those views or create data view Web parts. When SQL Server Reporting services (SQL 2008 R2) is installed on your server, it opens up a whole new way of creating list views, which is Report Builder 3.0.
In this session, you will learn an entirely different approach to list views. You will learn how quick and easy it is to create pretty and professional reports based on SharePoint list data, and even cross-site data. Reports, charts, and even maps can be created and displayed in a Web part on any SharePoint page. Not only are these reports printable and exportable, but they can be put together on your site to create your own dashboards.

Level : Intermediate
Topic Areas : Architecture Essentials, Business User Essentials

 

Creating a Forms Portal

Does your organization currently have or plan to have multiple InfoPath forms that will be filled out by end users? Create a single portal for your organization’s forms, so that hunting around for forms is not necessary. In this session, you will learn how to create a forms portal in SharePoint or SharePoint Online with Office 365.
Form best practices and considerations will be covered, such as the use of site columns and content types. There is also standardization that can be done across multiple forms, such as the use of universal data connections and form templates and template parts. You will also learn how to create a user interface that is easy to navigate. Form administration dashboards will be created, so that the business users who are in charge of each form will have a location where their forms are available to them.
Also attend the class InfoPath and SharePoint Designer 2010 Workflow Best Practices for the InfoPath deep dive. In conjunction, the two classes take you through form development and the full user interface creation.

Level : Intermediate
Topic Areas : Architecture Essentials, Business User Essentials

 

InfoPath and SharePoint Designer 2010 Workflows Together

(I’ll be presenting this session twice since it’s so popular)

In your organization, forms are everywhere. InfoPath is a program that lets you quickly and easily create forms for business users to fill out and submit. The easy part is creating the form. The more complicated part is
finding out what needs to happen when it gets submitted, and automating that process. This is where workflows come in. InfoPath forms and SharePoint Designer workflows can be used in conjunction to create a complete business process.
In this session, we will discuss and compare the different ways that forms can be submitted and streamlined, so that the life cycle of the form is efficient and logical. This includes best practices around the form’s data connections, buttons, rules, views, and the workflow that sends the form through an approval process. All of this is done without code, making the most out of the InfoPath and SharePoint Designer out-of-box functionalities. Also attend the class Creating a Forms Portal. In conjunction, the two classes take you through form development and the full user interface creation.
on.

Level : Advanced
Topic Areas : Architecture Essentials, Business User Essentials

 

FULL DAY WORKSHOP

Building Business Solutions: InfoPath & Workflows

Jennifer Mason and Laura Rogers

Business Processes and forms are everywhere. In your organization, there are always forms to be filled out, and these forms usually entail some type of automation such as a workflow. Microsoft Office InfoPath is a powerful form-creation tool that lets you create highly customized and professional-looking business forms, without writing any code. When you use this product in conjunction with SharePoint and SharePoint Designer, you have all the tools you need to build a no-code automated business solution.

In this all-day session, Laura and Jennifer will teach you everything you need to know about creating a full-blown business process using SharePoint, InfoPath and SharePoint Designer. Some basics will be covered, along with common practices for form-submission approval processes and SharePoint Designer workflows. When you walk away from this session, you will be confident that whatever processes the business throws at you, you will be able to create a solution using the tools and best practices that you learned during this workshop.

Level : Intermediate
Topic Areas : Line of Business Essentials


Book Signings – NEW!

  • Beginning SharePoint 2010: Building Business Solutions with SharePoint
    When: Tuesday, July 24th, 11:30 AM
    Where: Rackspace booth
  • Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010: Step by Step
    When: Tuesday, July 24th, 3:00 PM
    Where: Rackspace booth
  • SharePoint 2010 at Work
    When: Tuesday, July 24th, 5:15 PM
    Where: O’Reilly booth
  • Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010: Step by Step
    When: Wednesday, July 25th, 11:00 AM
    Where: O’Reilly booth
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 Laura Rogers Calendar

 
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