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In SharePoint Business Process Automation, you will learn to fully utilize Content Types to save users time and manage content. You will also learn toolset solutions for automating everyday tasks, manage large sets of documents, compliance and liability, and search.
This three-day instructor-led course teaches business professionals how to take advantage of SharePoint 2013’s robust automated business processes. Get a deep dive into SharePoint automation, working with documentation, to managing records, to full workflow processes and task tracking. Users that have some SharePoint knowledge will find this class perfect for learning and building on advanced SharePoint topics. Each section of the class is followed up by practical and relevant hands-on exercises completed in a fully functional SharePoint 2013 Enterprise environment.
After a quick review of Sharepoint out-of-the-box apps, you will use real-world scenarios to learn how to fully utilize Content Types. This will help you save your users time and effort and allow your business to effectively organize and manage important content. You will then learn how to use Enterprise Content Management and SharePoint’s toolset designed specifically for automating repetitive, everyday tasks, as well as automatically manage large sets of documents, record management, compliance and liability, and easily locate key documents.
You will then learn how to use InfoPath to create List and Library based forms as well as field creation and form control. You will utilize templates and tables for layouts and themes for branding. You will then start using advanced tools for real-time user validation and data formatting. Your knowledge of Sharepoint action rules will expand to include field repopulation, server-side data calculation, and querying data connections. Finally, you will tie Sharepoint and InfoPath together with InfoPath Form Web Part.
After InfoPath, you will take a real-world approach to using Sharepoint’s workflow automation tolls. You will use integrated solutions for approval, feedback, issue tracking, collecting digital signatures, and record retention processes. You will learn how to implement workflow from Apps like Lists and Libraries, from Content Types for specialization, and from SharePoint Sites. You will learn to create a seamlessly integrated end user experience with Office.
You will learn how to modify workflow templates and create custom workflows from scratch using SharePoint Designer. Learn to assign events to start a workflow, apply logic conditions including loops and condition stages, and employ actions as basic units of work.
Finally, you will learn how to tie all the components of SharePoint together to create a complete experience. Learn how to approach the different aspects of SharePoint from an automation standpoint, and create Pages that combine the power of WebParts and Apps for tracking important activities.
You will learn to:
Lesson 1: Working with Sites
Definition of a Site – Why do we create new Sites? Site Components revisited Site Templates explained for Business Process Automation
Site Settings and Features Creating Sites
Lab 1: Creating a Site Structure – BPA Example
Lesson 2: SharePoint Lists
What are Lists? Using Lists to manage Business Processes Automation Available List Apps Creating Apps using List templates
Working with the Tasks List App
Working with Issue Tracking Working with Key Performance Indicator (KPI) List
Advanced List Topics
Working with Views
Lab 2: Working with Lists in the SharePoint BPA Site
Lesson 3: SharePoint Libraries
What are Libraries? Using Libraries to manage document information lifecycle in the Enterprise Library Architecture
Available Library Apps Creating Apps using Library templates
Using Version Control
Advanced Library Topics
Lab 3: Working with Libraries in the SharePoint BPA Site
Lesson 4: Content Types
What are Content Types?
Lab 4: Working with Site Columns and Site Content Types
Lesson 5: Enterprise Content Management
Importance of ECM – What is ECM? Folders vs. Metadata Views and Metadata Navigation
Default Column Values Information Management Policies
In-place Record Management
Document ID Service
Managed Metadata Managed Metadata Navigation
Lab 5: Working with Enterprise Content Management
Lesson 6: InfoPath Form Services
What is InfoPath
Creating List based InfoPath forms. Working with Library based InfoPath Forms. InfoPath page design, layout, and themes. Using tables for advanced layout. InfoPath Fields and Form Controls. Managing Rules
Publishing InfoPath Forms InfoPath Form Web Part
LAB 6: Working with InfoPath Form Services
Lesson 7: Discussion of Alternatives to SharePoint Forms
Nintex K2 Formotus
Lesson 8: SharePoint Designer
What is SharePoint Designer?
Common Uses of SharePoint Designer
LAB 7: Working with SharePoint Designer
Lesson 9: Business Process Automation using Workflow
Workflow Creation from the Web Browser
Complete a Workflow Task
Lab 8: Employing Out-of-the-box Workflows
Lesson 10: Creating Custom Workflows
2010 Custom Workflows supported in 2013
Lab 9: Creating Custom Workflow with SharePoint Designer
Lesson 11: Advanced Workflow Topics
Creating Custom Workflow Forms
Workflows and Quick Parts
LAB 10: Advanced Workflow Topics
Lesson 12: Customizing a SharePoint Environment for Business Process Automation
LAB 11: Customizing your BPA Site
Basic computer knowledge and skill is a requirement for this class. The student should already be familiar with basic SharePoint navigation and should have a good introduction to the basics of SharePoint as this class is a fast-paced, deep dive into more advanced SharePoint topics. The perfect pre-requisite class would be the SharePoint 2013 Boot Camp.
The target audience for this class is experienced SharePoint users tasked with information management. The audience includes the following SharePoint roles:
3 Days Course
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