Duration
3 days
Overview
SharePoint 2013 is everywhere! And the SharePoint Designer tool has reached the critical mass and ease of usability to where the tool and its many uses should be a skillset in the realm of all business professionals including IT professional, developers, mangers, project leads, project managers, and team leads just like Excel. This 3-day instructor-led course is designed to get you rolling with a clear understandings of common functionality for frequent use of SharePoint. Today we need to maximize the out-of-the-box functions and tweak them to fit our ever changing needs. Think Excel functionality, then think of all that you can do with it. We start out-of-the-box, then add. After this class you will be able to use SharePoint Designer 2013 to do the same, maximizing both your company’s and your personal investment.
Audience Profile
This course is intended for all business professionals including IT professional, developers, managers, project leads, project managers, and team leads, but we do not expect coding skills, just thinking skills!
At Course Completion
- Explore SharePoint 2013 Designer User Interface.
- Use Backstage View.
- Create a Subsite.
- Create a Site Template.
- Delete a Subsite.
- Create a SharePoint List.
- Create a SharePoint Library.
- View Content Types.
- Create a New Content Type.
- Create a Site Column.
- Add a Content Type to a List or Library.
- Use The Out-Of-The-Box Workflows.
- Use The Three-State Workflow.
- Use The Approval Workflow.
- Use The Collect Feedback.
- Create a Workflow Lunch Request.
- Create a Workflow with a Custom Message.
- Create and Configure Workflow Parameters
- Create and Configure Stages, Steps, and Parallel Blocks.
- Create and Configure Reusable Workflow.
- Create and Configure State Machine Workflow.
- Use a List as a Data Source.
- Open a Workflow in Visual Designer.
- Create a Workflow in Visual Designer.
Day 1
9:00am-10:30am
Module 1: COURSE OVERVIEW
Lessons
Introduction
- Course Materials
- Facilities
10:30am-10:45am Morning break
10:45am-12:30pm
Prerequisites
- What We'll Be Discussing
12:30pm-1:30pm Lunch
1:30pm-3:30pm
Module 2: SHAREPOINT 2013 WORKFLOWS
Lessons
- What Is A Workflow?
- What Is New In SharePoint 2013 Workflows?
- The Main Building Blocks
- Types Of Workflows
3:30pm-3:45pm Afternoon break
3:45pm-5:00pm
- Workflow Associations And Subscriptions
- Workflow Visualizations
- Optional Module Topics
Lab 1: SHAREPOINT 2013 WORKFLOWS
- Exploring SharePoint 2013 Designer User Interface
- Backstage View
- Create a Subsite
- Create a Site Template
- Delete a Subsite
- Create a SharePoint List
- Create a SharePoint Library
- View Content Types
- Create a New Content Type
- Create a Site Column
- Adding a Content Type to a List or Library
Day 2
9:00am-10:30am
Module 3: SHAREPOINT 2013 OUT-OF-THE-BOX WORKFLOWS
Lessons
- Content Types
- Workflow Tasks Lists
- Out-Of-The-Box Workflows
- Workflow Planning
10:30am-10:45am Morning break
10:45am-12:30pm
Lab 1: SHAREPOINT 2013 OUT OF THE BOX WORKFLOWS
- Out-Of-The-Box Workflows
- Three-State Workflow
- Approval Workflow
- Collect Feedback
12:30pm-1:30pm Lunch
1:30pm-3:30pm
Module 4: SHAREPOINT DESIGNER 2013 WORKFLOWS
Lessons
- Workflow Interop
- SharePoint 2013 Designer Workflow Interface
- Workflow Ribbon Commands
- Understanding the Workflow GUI
- Naming and Messages
- Workflow Parameters
- Stages, Steps and Parallel Blocks
- Reusable Workflows
- Workflow Associations and Subscriptions
- Workflow Best Practices
3:30pm-3:45pm Afternoon break
3:45pm-5:00pm
Lab 1: SHAREPOINT DESIGNER 2013 WORKFLOWS
- Workflow Lunch Request
- Workflow with Custom Message
- Workflow Parameters 1
- Workflow Parameters 2
- Stages, Steps, and Parallel Blocks
- Reusable Workflow
- State Machine
- List as a Data Source
Day 3
9:00am-10:30am
Module 5: WORKFLOWS USING SHAREPOINT DESIGNER 2013 AND VISIO 2013
Lessons
- Comparing Text to Visual Designer
- SharePoint Designer 2013 Visual Designer
- Errors in Workflows with Visio 2013
- Packaging Workflows
10:30am-10:45am Morning break
10:45am-12:30pm
Lab 1: WORKFLOWS USING SHAREPOINT DESIGNER 2013 AND VISIO 2013
- Open a Workflow in Visual Designer
- Create a Workflow in Visual Designer
12:30pm-1:30pm Lunch
1:30pm-3:30pm
Module 6: CONCEPT REINFORCEMENT SCENARIOS
Lessons
- Scenario 1
- Scenario 2
- Scenario 3
- Scenario 4
- Scenario 5 No Solution
3:30pm-3:45pm Afternoon break
3:45pm-5:00pm
Lab 1: SCENARIO SOLUTIONS
- Scenario Solution 1
- Scenario Solution 2
- Scenario Solution 3
- Scenario Solution 4
Prerequisites
- Basic computer skills.
- Knowledge of what you want to do either now or in the future with SharePoint 2013 workflows.
Programme scope, delivery arrangements and suitability are confirmed during enquiry.