Professional Workflow in SharePoint 2010

Class 112Technical Patterns 112Business Patterns 113Business Problem Description 113Requirements Discussion 113Actors 114Actions 114Challenges 115Requirements Summary 115High-Level Solution 116Solution Overview 116Swim Lane Diagram 117Technical Implementation Overview 118Detailed Technical Implementation 122Setup 122Content Types Summary 126Create Workfl ows 126Create the Dashboard 131Extending the Solution 138Summary 139CHAPTER 7: FACILITIES MANAGEMENT 141What Is the Facilities Management Process? 141Problem Class 142Technical Patterns 142Business Patterns 143Business Problem Description 144Requirements Discussion 144Actors 146Actions 146Challenges 146High-Level Solution 147Solution Overview 147Swim Lane Diagrams 148Technical Implementation Overview 149Detailed Technical Implementation 150Setup 151Create Workfl ows 155Managing the Process 160Summary 162CHAPTER 8: ENTERPRISE: AUTHORIZATION FOR CAPITAL EXPENDITURE 165What Is Authorization for Capital Expenditure? 166Estimates 166Decision-Making Process 167Problem Class 168Technical Patterns 168Business Patterns 168Business Problem Description 169Requirements Discussion 169Actors 171Actions 171Challenges 172High-Level Solution 172Solution Overview 172CAPEX Expenditure Decision Swim Lane Diagrams 173Technical Implementation Overview 175Detailed Technical Implementation 177Setup 177Create Workfl ows 184Summary 187CHAPTER 9: MARKETING CONTACT MANAGEMENT 189The Anonymous Contact Us Form 190Facts 190Website Myths 190Golden Rules 191Problem Class 192Technical Patterns 193Business Patterns 193Business Problem Description 194Requirements Discussion 194Actors 195Actions 195Challenges 196High-Level Solution 196Solution Overview 196An Anonymous Form Submission Process 197Technical Implementation Overview 199Content Types 199SharePoint Lists 199Detailed Technical Implementation 200Setup 200Lists 206Create Workfl ows 210Summary 215CHAPTER 10: R&D GATEWAY PROCESS 217What Is the R&D (Research and Development) Gateway? 217Problem Class 218Technical Patterns 219Business Patterns 219Business Problem Description 219Requirements Discussion 219Actors 220Actions 221Challenges 221High-Level Solution 222Solution Overview 222Swimlane Diagram 222Technical Implementation Overview 224Detailed Technical Implementation 228Setup 228Create Workfl ows 238Summary 256CHAPTER 11: ENHANCING THE USER INTERFACE 257How to Build Great User Interfaces 258Enhancement Techniques in Detail 258InfoPath 258Data View Web Part 268jQuery 275Summary 283CHAPTER 12: CUSTOM ACTIVITIES 285The What, Why, and How of Custom Activities 286What Is a Custom Activity? 286Why Create a Custom Activity? 287What Tools Do You Need to Create a Custom Activity? 287The Business Scenario 288Technical Overview 289SharePoint Designer 289Actions File 290Web.confi g 291The .NET Assembly 291Detailed Walk-Through: Create a Custom Activity 291Creating the Custom Activity Project 292Create a Deployment Project 294Deploy, Test, and Debug -- Part 1 299Error Scenarios and Fixes 301Finishing the Logic 303Advanced Topics 308Troll for Ideas 308Debugging Workfl ows 308Automatically Update web.confi g 310Summary 310CHAPTER 13: SITE GOVERNANCE 311What Is Site Governance? 311Problem Class 312Technical Patterns 313Business Patterns 313Business Problem Description 313Requirements Discussion 313Actors 315Actions 316Challenges 317Requirements Summary 318High Level Solution 318Solution Overview 318Swim Lane Diagrams 319Technical Implementation Overview 321Content Types 321Custom Lists 322Workfl ow 323Custom Activity 323SharePoint Time Job 324Dashboard 325Detailed Technical Implementation 325Setup 325Custom Activity 327Timer Job 330Workfl ows 333Create the Dashboard 334Extending the Solution 335Auditing 335Identifying Abandoned Sites 335Archiving Versus Deleting 335Security Considerations 336Parameter-Driven Timer Job 336Summary 336INDEX 337