We are currently having a promotion at Udemy.com. Come here to take this course for $12 ONLY (75% OFF)!

Discover the keys to creating powerful user-friendly forms for data collection with InfoPath 2010 and building complex workflow solutions using SharePoint Designer 2010. Learn InfoPath digital forms creation and use, and integrate the use of those forms into the automation of common business processes through SharePoint workflows. For Power Users and IT Pros.

Topics include:

  1. Customize Task Notifications
  2. Assign a To-Do Item
  3. Collect Data from a User
  4. Approval Workflow - Single Approver
  5. Approval Workflow - Multiple Approver
  6. Approval Workflow - InfoPath Form Approval
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Designing SharePoint Workflow Using SharePoint Designer 2010

By Lin Zhang on 03 June 14
We are currently having a promotion at Udemy.com. Come here to take this course for $12 ONLY (75% OFF)!

Discover the keys to creating powerful user-friendly forms for data collection with InfoPath 2010 and building complex workflow solutions using SharePoint Designer 2010. Learn InfoPath digital forms creation and use, and integrate the use of those forms into the automation of common business processes through SharePoint workflows. For Power Users and IT Pros.

Topics include:

  1. Customize Task Notifications
  2. Assign a To-Do Item
  3. Collect Data from a User
  4. Approval Workflow - Single Approver
  5. Approval Workflow - Multiple Approver
  6. Approval Workflow - InfoPath Form Approval

Lecture 1: Introduction

Uploaded on 03 June 2014     FREE

Watch the video »

Introduction - Video Training & Tutorial

Lecture 2: Customize Task Notifications

Uploaded on 03 June 2014     FREE

When a task is created and assigned to someone, SharePoint can send an email notification to this person. This lecture shows you how to customize this email template.

Steps include:

1. Disable the default SharePoint task email;

2. Create a workflow on the task list to send the customized email notification.

Watch the video »

Customize Task Notifications - Video Training & Tutorial

Lecture 3: Assign a To-do Item

Uploaded on 03 June 2014

This lecture shows you how to use SharePoint Designer 2010 to assign a to-do item (create a task) to a user.

Watch the video »

Assign a To-do Item - Video Training & Tutorial

Lecture 4: Collect Data From a User

Uploaded on 03 June 2014

This lecture shows you another way to create a task for a user. In the task form we will create a text box to collect extra information from the user. After the user has enter the information required and marked the task as complete, the information is then saved into the document library (or list).

Watch the video »

Collect Data From a User - Video Training & Tutorial

Lecture 5: Approval Workflow - Single Approver

Uploaded on 03 June 2014

This lecture shows you how to use SharePoint Designer 2010 to create an approval workflow with one approver. Once a document has been uploaded into the library, the approval workflow is triggered and the approver can either approve, reject or request changes to the document.

Watch the video »

Approval Workflow - Single Approver - Video Training & Tutorial

Lecture 6: Approval Worklfow - Multiple Approvers

Uploaded on 03 June 2014

This lecture shows you how to add another approver to the approval process. You can ask the approvers to review the document "one at a time" or "all at once". It also shows you how you can customize the email that is sent to the approvers.

Watch the video »

Approval Worklfow - Multiple Approvers - Video Training & Tutorial

Lecture 7: InfoPath Form and Approval Workflow

Uploaded on 03 June 2014

This lecture shows you how to create a form library, then use InfoPath Designer to create a Capital Expenditure Request form, then publish the form to this form library. Users can open this form on their browser, fill out the required information and then submit the form to the form library. Once the form has been submitted, it triggers an approval workflow with multiple approvers to approve or reject the request.

Watch the video »

InfoPath Form and Approval Workflow - Video Training & Tutorial

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