Microsoft SharePoint Designer 2010 - Advanced Course Outline

Microsoft SharePoint Designer 2010 - Advanced

Introduction

Prerequisites

Section 1: Using Data Views and Item Forms

Lesson 1.1: Linking Data to a Site Page

Setting Up an Internal Data Source

Creating an XSLT Data View from an Existing Data Source

Creating an Empty Data View

Step-By-Step

Skill Sharpener

Lesson 1.2: Creating Item Forms

Creating a New Item Form

Editing an Item Form

Testing an Item Form

Step-By-Step

Skill Sharpener

Lesson 1.3: Using the Data View Tools Tabs

The Options Tab

The Design Tab

The Web Part Tab

The Table Tab

Step-By-Step

Skill Sharpener

Lesson 1.4: Organizing Data View Information

Filtering Data

Sorting and Grouping Data

Applying Conditional Formatting

Using Formulas and Parameters

Step-By-Step

Skill Sharpener

Lesson 1.5: Formatting the Data View.

Showing and Hiding Sample Data

Showing and Hiding the Totals Row

Applying a Style

Changing Toolbar Display

Step-By-Step

Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Doing More with Data Views

Lesson 2.1: Configuring the Data View Display

Setting Paging Options

Adding and Removing Columns

Configuring Update Procedures

Enabling and Disabling Inline Editing

Step-By-Step

Skill Sharpener

Lesson 2.2: Managing Data

Managing Data Source Connections

Using the Data Source Details Pane

Refreshing Data

Changing the Folder Scope

Step-By-Step

Skill Sharpener

Lesson 2.3: Adding Controls to the Data View.

Inserting Controls

Using the Toolbox Pane

Adding a Form Action

Previewing the Data View

Resetting Data View Preview

Step-By-Step

Skill Sharpener

Lesson 2.4: Managing the Data View Web Part

Editing the Title

Changing Chrome Settings

Setting the Height and Width

Choosing What Action(s) to Allow

Saving the Web Part

Step-By-Step

Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Using InfoPath 2010 with SharePoint Designer 2010

Lesson 3.1: Getting Started

Understanding InfoPath 2010

Designing SharePoint Forms in InfoPath

Publishing Forms to the Forms Library

Submitting a Form to SharePoint

Step-By-Step

Skill Sharpener

Lesson 3.2: Working with InfoPath List Forms

Creating a List Form Web Part

Setting up a Connection

Modifying List Form Properties

Modifying Web Part Properties

Testing the Web Part

Step-By-Step

Skill Sharpener

Lesson 3.3: Using Forms with SharePoint Workflows

Understanding Workflows

Adding a Choice Column

Creating a Workflow

Adding a Data Connection to Receive Workflow Information

Creating a New Form View for the Workflow

Changing the Form in Response to Workflow Status

Step-By-Step

Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Using Visio 2010 with SharePoint Designer 2010

Lesson 4.1: Creating Workflow Diagrams

Understanding Visio 2010

Creating a SharePoint Workflow Diagram in Visio 2010

Using the Process Tab

Adding Start and Terminate Shapes

Adding Conditions

Adding Actions

Adding Connectors

Step-By-Step

Skill Sharpener

Lesson 4.2: Completing Your Workflow Diagram.

Checking the Diagram for Errors

Saving Your Drawing as a Visio 2010 Workflow Interchange File

Importing a Workflow Drawing into Visio

Step-By-Step

Skill Sharpener

Lesson 4.3: Creating a Workflow in SharePoint Designer

Importing a Visio 2010 Drawing into a SharePoint Workflow

Setting the Variables

Checking the Workflow for Errors

Publishing the Workflow

Exporting a Workflow to Visio

Step-By-Step

Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Section 5: Using Microsoft SharePoint Workspace 2010

Lesson 5.1: Getting Started with the Launchbar

Understanding Microsoft SharePoint Workspace 2010

Opening Microsoft SharePoint Workspace 2010

Configuring Microsoft SharePoint Workspace 2010

Launchbar Overview

Creating a Workspace

Creating a Shared Folder

Closing a SharePoint Workspace and the Launchbar

Step-By-Step

Skill Sharpener

Lesson 5.2: Using the SharePoint Workspace Interface

Interface Overview

Using the Home Tab

Using the Sync Tab

Using the View Tab

Step-By-Step

Skill Sharpener

Lesson 5.3: Working with Your Site

Viewing Documents

Adding a List Object

Viewing Server Objects

Syncing Your Changes

Step-By-Step

Skill Sharpener

Lesson 5.4: Working with Team Discussions

Creating a New Discussion

Adding Messages to a Discussion

Collapsing and Expanding Threads

Deleting Discussions and Messages

Step-By-Step

Skill Sharpener

Lesson 5.5: Customizing Your Workspace

Changing Connection Settings

Managing Alerts

Managing Your Accounts

Managing Messages and Contacts

Step-By-Step

Skill Sharpener

Lesson 5.6: Working with Your Space

Printing Objects

Exporting Your Account

Saving a Workspace Shortcut

Deleting a Workspace

Step-By-Step

Skill Sharpener

Section 5: Case Study

Section 5: Review Questions

Index


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