This three-day course teaches business professionals how to take advantage of SharePoint's robust automated business processes. This course is designed to provide students with a deep dive into SharePoint automation ranging from working with documentation to managing records to full workflow processes and task tracking. Users that have some SharePoint knowledge will find this class perfect for learning and building on advanced SharePoint topics.
This class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2013 and will be updated to the SharePoint 2016 environment as of June/July 2016.
Who should attend:
The target audience for this class is experienced SharePoint users tasked with information management. The audience includes the following SharePoint roles:
This class is for SharePoint 2013, 2016, and Office 365 Users.
To view more of our SharePoint course offerings, click here.
What is business process automation?
A SharePoint Site is a collection of pages, lists, libraries, apps, configurations, features, content types, and sub-sites.
Customize the navigation for your site to give users quick access to sites and pages.
Lab: Working with site collections and sites, and navigation
A list in SharePoint is a collection of data that gives you and your co-workers a flexible way to organize information. Create SharePoint lists to keep track of information, including titles, descriptions, people and dates.
Lab: Working with SharePoint lists
A document library provides a secure place to store files where you and your colleagues can find them easily, collaborate on them together, and access them from any device at any time.
Lab: Working with SharePoint libraries
You can create custom views of libraries and lists to organize and show items that are most important for your business process (like certain columns), to add filtering or sorting, or to have a more engaging style. You can create a personal view (that only you can see) or, if you have permissions to do so, you can create a public view for everyone who uses the list to see.
Lab: Working with list and libraries views
SharePoint columns help you group, categorize, and track information, in a list or library. A site column is a reusable column definition, or template, that you can assign to multiple lists across multiple SharePoint sites. Site columns are useful if your organization wants to establish some consistent settings across lists and libraries.
Lab: Working with columns and site columns
A content type is a reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents in a SharePoint list or document library. Content types enable you to manage the settings for a category of information in a centralized, reusable way.
Lab: Working with Site Columns and Site Content Types
SharePoint lists and libraries contain forms that allow users to display, edit, and add items to a list or library. You can create and customize these forms to make it easier for users to add and update items in a list or properties for a file. If the list form is part of a solution you've designed, you'll want to customize the form so that it's targeted toward the solution and collects the relevant data to support your solution. In a custom list form, you can show or hide certain fields, reorganize those fields, change the layout of the form, add formatted text and graphics, change the behavior.
Lab: Customizing forms in SharePoint
With Microsoft InfoPath, you can customize the forms used for creating and editing items in a SharePoint list. Using InfoPath to customize a SharePoint list form enables you to re-arrange the fields, control the layout, and apply themes and branding. Advanced InfoPath features, such as conditional formatting, can be used to dynamically show or hide sections of a form. Also, you can add dynamic behavior to the form.
Power Apps is a suite of apps, services, connectors and data platform that provides a rapid application development environment to build custom apps for your business needs. You can easily customize the form for a SharePoint list by opening Power Apps in a browser. You don't need to write traditional code, such as C#, or download another app, such as InfoPath.
Lab: Customizing SharePoint forms with Power Apps
SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.
Workflows can range from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure.
Lab: Out-of-the-box Workflows
If you need more flexibility with a built-in workflow, you can customize it further with a tool like SharePoint Designer 2013. You can also create your own original workflow from scratch. Using the Workflow Designer, you create rules that associate conditions and actions with items in SharePoint lists and libraries for SharePoint 2013, 2016, 2019, and SharePoint Online by using either the 2010 or 2013 custom workflow platforms.
Lab: Creating Custom Workflows with SharePoint Designer
Power Automate (Microsoft Flow) is an online workflow service that automates actions across the most common apps and services. You can use Power Automate to automate workflows between your favorite applications and services, sync files, get notifications, collect data, and much more.
Lab: Workflow with Power Automate