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Webinar – Automate Business Processes using SharePoint Designer 2010 and InfoPath 2010

by Asif Rehmani on December 12, 2012 | no comments

This was a hands-on webinar conducted in partnership with CloudShare. Attendees got a chance to build a no-code end-to-end expense reporting application in their own virtual environment provided by CloudShare.

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Enabling and disabling drop down context menus for Lists and Libraries – ECB

by Asif Rehmani on September 24, 2012 | no comments

The list item menu, also referred to as the Edit Control Button (ECB), and the link to the item appear for only some of the field types. There is no way in the browser to change it so that the menu and link appear on another field. However, you can make that change by using SharePoint Designer 2010. This video shows exactly how you can make that happen.

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Hide a list or library from the browser

by Asif Rehmani on September 24, 2012 | no comments

The Hide from Browser functionality is available through SharePoint Designer 2010. It lets you hide the navigation link for a list/library from the browser. You would do this if you do not want your site users to navigate directly to the list, however, you still wish to show the contents of this list on a page of the site.

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Exporting a reusable workflow to a different Site Collection

by Asif Rehmani on July 2, 2010 | no comments

A reusable workflow can be packaged up as a workflow template and moved to a different site collection. The package is a workflow solution file with a .wsp extension. This file is deployed to the solution gallery and then activated so it can be used at the other site collection. The procedure is demonstrated in this video.

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Modifying the built-in Workflow templates

by Asif Rehmani on July 2, 2010 | 7 comments

SharePoint Server ships with several built-in workflow templates to be utilized right away. As a site administrator, you can use any of these templates to create a new unique workflow for any list or library on your site. Most of these templates are exposed and available to be modified as needed using SharePoint Designer 2010. This video shows how you can modify the Approval workflow template to your needs.

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Publishing globally reusable Workflows

by Asif Rehmani on July 2, 2010 | 1 comment

You can publish a reusable workflow globally to a site collection. Once published, the workflow is then available throughout the site collection and can be used at any site. This video shows how easy it is to create this type of workflow.

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Customize SharePoint Designer Workflow forms using InfoPath

by Asif Rehmani on July 2, 2010 | no comments

SharePoint Designer workflows automatically generate forms as needed to interact with participants of the workflow. If you are running SharePoint Foundation, these forms can be modified using SharePoint Designer itself. However, if you are running SharePoint Server Standard or Enterprise, the forms generated are automatically InfoPath forms. If you have InfoPath 2010 available to you, you can use it to modify these forms and use all types of powerful functionality available in InfoPath such as data validation, conditional formatting, and action rules.

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Visualize a running workflow with Visio Services

by Asif Rehmani on July 2, 2010 | no comments

If you are running SharePoint Server 2010 Enterprise, you have the capability to visualize any running SharePoint workflow. The visualization appears in the workflow history page and shows you the current status of the workflow. This process is supported by Visio Graphics services which ships with SharePoint Server Enterprise. This video shows how this visualization works.

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Create Workflows in Visio then transfer to SharePoint Designer

by Asif Rehmani on July 2, 2010 | 5 comments

Visio Premium 2010 supports modeling a SharePoint workflow. This functionality is not available in Visio Standard or Professional. A business or process analyst can model a workflow in Visio then hand it off to a developer, power user or site administrator to configure and deploy the workflow in SharePoint Designer 2010. This process can work the other way around as well. You can take an existing workflow in SharePoint Designer 2010 and export it to be viewed in Visio Premium 2010 without any loss of functionality or settings.

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Display List data of one Site on another Site

by Asif Rehmani on May 5, 2010 | 1 comment

Use SharePoint Designer 2010 to show list or library information from one site onto another site within the same site collection.

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