DIY Solutions: SharePoint Forms & Workflows

Course Duration: One Day

Ask us about running this onsite for your team!

We offer this course for the following versions of SharePoint: 2013, Office 365

$750 (plus GST)

 per person

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Can’t make our scheduled course? Interested in other locations? Let us know!

Upcoming Courses:

Event Venue Date

Course Summary:

You’ve mastered the basics and you’re tired of waiting for the IT department to deliver that widget you need. Perhaps you’ve just seen some of the amazing functionality at one of our conferences. Either way, this course will give you exposure to the tools that will allow to deliver your own IT solutions without having to write a line of code.

Course Pre-requisites:

​​A general familiarity with SharePoint is essential. This includes navigating through site contents, using lists and columns.

Attendees are required to BRING YOUR OWN LAPTOP to the course, with SharePoint Designer and InfoPath installed.

Course Content*:

 * First time offered in NZ – so module contents are indicative only and may change slightly, prior to course being delivered.

MODULE 1: MANAGING LISTS & LIBRARIES

  • Adding Built-in Workflows
  • Working with Content Approval
  • Saving a List as a Template
  • Deleting Lists and Libraries

MODULE 2: INFOPATH PART ONE

  • Introduction to InfoPath 2013 and InfoPath Form Services
  • Customising SharePoint List Forms
  • Creating and Publishing Browser-based Forms

MODULE 3: INFOPATH PART TWO

  • Validation and Data Sources​​​​
  • Conditional Fields
  • Layout and Formatting

MODULE 4: SHAREPOINT DESIGNER & WORKFLOWS

  • Overview of SharePoint Designer
  • Overview of Workflow​ options in SharePoint 2013
  • Creating Simple Workflows
  • Building​ Custom Workflows
  • Using Variables in Workflows
  • Creating Custom Workflow ​Emails
  • Conditional Logic
  • Creating Tasks and Alerts
  • Linking to External Data
  • Limitations and Tips

MODULE 5: BRINGING IT ALL TOGETHER

  • Linking to a Form
  • Promoted Links
  • Views
  • Alerts
  • Export to Excel