SharePoint 2010 Workflows Tutorials
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SharePoint 2010 Workflows Tutorials

Learn how to design SharePoint workflows using SharePoint Designer 2010, including creating task and approval workflows.
4.4 (25 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
261 students enrolled
Created by Lin Zhang
Last updated 6/2014
English
Price: $35
30-Day Money-Back Guarantee
Includes:
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Most commonly used workflow functions in commercial environment
  • By the end of the course, you will be able to create SharePoint Out-of-the-box workflows and publish to your SharePoint site;
  • You will know how to use SharePoint designer to customize task notifications, create a task for user, and collect data from a user.
  • You will know how to create approval workflows with one or more approvers. The approver(s) can either approve, reject the document, or request changes to the document.
  • You will also be able to use InfoPath Designer to design electronic forms for user to fill out and save the form into a SharePoint form library. Once the form is saved into the library, it will trigger an approval workflow. The approver will receive an customized email notification where they can click the link to view the InfoPath form, and click the link to approve or reject the request form.
View Curriculum
Requirements
  • Basic knowledge of SharePoint 2010 (navigation, list, library)
  • Have access to a SharePoint site to follow the instructions;
  • Have SharePoint Designer 2010 installed;
  • Have InfoPath Designer 2010 installed
Description

This course is designed for SharePoint administrators who needs to create SharePoint Workflows to automate business process. This course assumes you are familiar with SharePoint navigation and you have access to a SharePoint site and permissions to create workflows.

This SharePoint online training video series offers 1.5 hours of training material, with step-by-step visual instruction helping viewers retain what they have learned. The visual instructions are easy to follow and the mouse clicking was highlighted with circles.

You will learn how to use SharePoint designer to customize task notifications, create a task for user, and collect data from a user. You will know how to create approval workflows with one or more approvers. The approver(s) can either approve, reject the document, or request changes to the document.You will also be able to use InfoPath Designer to design electronic forms for users to fill out and submit the form into a SharePoint form library. Once the form is saved into the library, it will trigger an approval workflow. The approver will receive an customized email notification where they can click the link to view the InfoPath form, and click the link to approve or reject the request form.

View other courses and promotions: www.SharePointLearning.net.au

Who is the target audience?
  • SharePoint administrators who need to create SharePoint workflows to automate business process;
  • Anyone who wants to become a SharePoint administrator
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Curriculum For This Course
13 Lectures
01:44:22
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Intro
1 Lecture 00:42

Introduction to this course.

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 - Two Approvers (One at a time / All at once )

6. Approval Workflow - InfoPath Form Approval

Preview 00:42
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Customize Task Notifications
1 Lecture 08:24

Customize Task Email Notifications

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.

Preview 08:24
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Create a task for a user
3 Lectures 27:33

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

Preview 09:41

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

Assign a To-do Item (Part 2)
08:11

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).

Collect Data From a User
09:41
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Approval Workflow
8 Lectures 01:07:43

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.

Approval Workflow - Single Approver (Part 1)
09:03

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.

Approval Workflow - Single Approver (Part 2)
07:57

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.

Approval Workflow - Multiple Approvers (Part 1)
06:56

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.

Approval Workflow - Multiple Approvers (Part 2)
06:23

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.

Approval Workflow - InfoPath Form Approval (Part 1)
09:46

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.

Approval Workflow - InfoPath Form Approval (Part 2)
09:49

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.

Approval Workflow - InfoPath Form Approval (Part 3)
08:54

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.

Approval Workflow - InfoPath Form Approval (Part 4)
08:55
About the Instructor
Lin Zhang
4.4 Average rating
35 Reviews
502 Students
2 Courses
SharePoint Developer, Admin & Trainer

Lin Zhang is a professional SharePoint developer, administrator and Trainer. He provides expert website services, consulting and training services involving SharePoint development, Web Development(ASP.NET/MS SQL), iPhone App Development, Microsoft Office, Adobe Flash, and related technologies.

For more than ten years, He and his partners have trained business professionals on SharePoint administration and development and created video designed to bring SharePoint professionals up-to-speed quickly with these technologies.

Lin has a strong background in business analysis and application development and uses those skills to develop robust and user-friendly SharePoint solutions. Lin holds a master's degree in IT from Monash University in Australia.