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SharePoint Designer 2013 - Workflows & Data-Driven Solutions

( Duration: 4 Days )

The SharePoint Designer 2013 - Workflows & Data-Driven Solutions training course provides the knowledge and skills to create and automate SharePoint business solutions with SharePoint Designer 2013.

By attending SharePoint Designer 2013 - Workflows & Data-Driven Solutions workshop, delegates will learn to:

  • Build SharePoint business solutions with SharePoint Designer 2013
  • Develop workflows to automate business processes
  • Connect data to SharePoint through Business Connectivity Services
  • Incorporate JSON and relational data to integrate disparate systems
  • Customize content to create intuitive web pages that enhance the user experience

Anyone responsible for creating, building or managing SharePoint 2013 sites & who wants to expand the out-of-the-box functionalities, to build custom workflows, and incorporate enterprise data sources or has basic knowledge of SharePoint site structure at the level of Course, SharePoint 2013 Developer.

COURSE AGENDA

1

Customizing Sites with SharePoint Designer 2013

  • Planning the site structure and data apps
    • Organizing site content
    • Utilizing list and library apps
    • Designing workflow components
    • Configuring Web Parts
  • Standardizing processes and data
    • Defining site columns
    • Writing validation rules to enforce integrity
    • Attaching workflows to standardized data
    • Implementing content types
2

Building the Workflow Framework

  • Storyboarding with Visio
    • Incorporating Visual Designer
    • Switching between Visual Designer and sentence style
    • Migrating workflows from Visio to SharePoint Designer
    • Collaborating on workflows using Visio Services
    • Importing existing workflows from Visio 2013
  • Developing modular workflows
    • Creating workflow stages, steps and actions
    • Establishing business procedures with actions
    • Cycling recurring actions with loops
    • Determining execution paths with conditions
    • Organizing actions and conditions with stages
3

Constructing Dynamic Workflows

  • Adapting workflows to real-world environments
    • Porting 2010 workflows to the 2013 Azure service
    • Organizing common data using dictionaries
    • Applying core, list and utility actions
    • Executing multiple actions through parallel processes
  • Controlling workflows
    • Soliciting input with custom forms
    • Parameterizing actions to create adaptable processes
    • Completing actions using elevated permissions
    • Initiating workflows with Quick Steps
  • Managing execution
    • Recalling and rolling back in-flight workflows
    • Handling errors and logging events
4

Connecting and Formatting External Data

  • Configuring BCS to integrate LOB data
    • Centralizing security through Secure Store Services
    • Defining connections with SQL Server and web services
    • Setting up external content types
    • Excluding data with filters and parameters
  • Presenting information from BCS
    • Creating external lists and updating external data sources
    • Rolling up Content Query Web Parts
    • Focusing content by using Filter Web Parts
    • Editing XSL to format data display
    • Refining data sets with CAML queries
5

Incorporating External Data into the Workflow

  • Establishing connections to relational databases and JSON data sources
    • Retrieving data from SQL Server
    • Obtaining dynamic JSON
    • Consuming web services through REST and SOAP
  • Driving workflows with external data
    • Triggering workflows with changes, additions and conditions
    • Orchestrating business processes through data-driven actions
    • Monitoring results with subscriptions
    • Alerting users of data source changes
  • Migrating workflows to production
    • Creating and exporting templates
    • Packaging reusable workflows
    • Activating deployed solutions from the Gallery
    • Leveraging best practices for delivering workflows
6

Scripting in SharePoint Designer

  • Writing jQuery to customize data
    • Building a dynamic presentation with jQuery
    • Querying lists across site collections using SPServices
    • Displaying the results of a workflow
    • Adding JavaScript to the 15 Hive

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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