Monday, July 13, 2009

What are you hoping for in SharePoint 2010?: Public Request!

Seems like today is a good day to ask this question.

The reason is that today is the first day of the Microsoft Worldwide Partner Conference in New Orleans. And, the first official "sneak peek" of SharePoint 2010 will be given on Tuesday in a breakout session titled "Building Solutions on SharePoint: The Value Delivered Today, and a Sneak Peek at Microsoft Office SharePoint Server 2010 ".

The session will be given by our friend at Microsoft, Owen Allen, and his colleague, Arpan Shah.

One thing that I haven't run across anywhere on the Internet is a wish-list of features for SharePoint 2010 that was contributed to primarily by the public. (Someone else has probably tried assembling one, but I just haven't run across it yet).

Granted, it is probably way too late for a groundswell of public opinion that would cause any substantial changes to be made to the 2010 feature-set, but still, seems like it would be fun and potentially useful to have a public record of what the people are wanting! In fact, after the actual feature-set becomes known, I will commit to doing an analysis of what people were hoping for vs. what is actually delivered, and will publish the results on this blog.

So, give us your SharePoint 2010 wish list in the form of comments to this blog post. We will publish any comments that are not blatant rants or deemed offensive.

Let the people be heard!

P.S. If you think this is a post that others might want to know about and participate in, please Digg it with the linked image in the upper right corner. If you are not already a member of Digg, I believe you will have to create an account before you can digg the article, but that is a free and painless process. Also, if you are a twitterer, we would love for you to tweet out a link to this post. Thanks!

Thursday, July 02, 2009

Why NOW is the Best Time to Get Started Developing SharePoint Designer Workflows

Regardless of the size of your organization, you are certainly looking for ways to save money in these difficult and uncertain economic times. That’s one of the reasons SharePoint has remained extremely popular during our present economic downturn—companies are only investing in those areas they know will provide huge returns quickly.

One of the areas where SharePoint, even the free WSS (Windows SharePoint Services), can quickly provide very high returns for your company is in the area of no-code workflows created with SharePoint Designer. Here are some of the reasons why:

1. SharePoint Designer Workflows are Easy to Write

When I started college back in 1985 one of my professors told me that in five years all programming would be plain-English programming, “You’ll just sit down in front of your computer and tell it what you want.” Well, 1990 came and went and here we are 19 years later. If you’ve seen C# code, then you know that all programming isn’t plain-English programming.

Workflows written with SharePoint Designer are the closest thing I’ve ever seen to plain-English programming. Everything you add to your workflow—and most of the configurations—are just selecting things from drop-down boxes and lists. There is no complicated syntax to learn or lists of command and functions to memorize.

2. SharePoint Designer Workflows Can Be Written by the Business Users Who Are Close to the Business Process

Once your organization has identified a particular business process that could benefit from some automation, you will usually either hire an outside programmer to write a customized program, or make use of a programmer inside your company. These programmers are usually very costly to hire and employ—they are also usually far removed from the business process you want to automate.

For example, let’s assume that you work in your company’s purchasing department. When an employee needs you to order something, she fills out a paper requisition form and send it to you via inter-office mail. When you get it, you contact her manager for approval. If it’s over a certain dollar amount, you may also need to get the approval of manager’s manager. Once you’ve received all the necessary approvals, you order the item and then communicate the expected delivery information to the person who requested it. If the requestor wants an update on the status, they call you, you get the information, then you call the requestor back with the information. On top of all this, you periodically call the requestor to see if the item has arrived so you can take it off your radar for tracking. If it’s late, you’ll need to contact the supplier. There is a lot of communication and tracking going on in this scenario.

You realize that your job could be a lot easier—and you could do more important work—if this process of requesting, approving, tracking, and communicating could be automated. So your company contracts a computer programmer to write a system to handle all this. After a few good meetings this programmer will eventually be able to understand the technical mechanics of your process. However, she probably will never fully understand how this process affects the entire company and how it is a component of the culture of your organization—only someone close to the business process understands those things.

It would be so much better if you, as the business user who has the full understanding of this process, could be the one to also automate the process. Because Microsoft designed SharePoint Designer workflows to be a tool for information workers and end users to use to automate their business processes, you can take control of the automation process without bringing in a costly programmer that doesn’t understand the full ramifications of the process.

3. SharePoint Designer Is Now FREE!

So, how much would you pay for a program that allowed your business users to automate business processes in near plain-English? $299.95? That’s what you would have paid a few months ago. However, Microsoft recently made SharePoint Designer 2007 available as a free download. It’s no longer cost prohibitive to allow end users to have access to this powerful program.

To get started writing your own workflows, download SharePoint Designer 2007 for free now.

4. There Are Lots of Great FREE Resources on SharePoint Designer Workflows

Have you visited our SharePoint Workflow Resource Center yet? If not, you really need to. You’ll find lots of information here including whitepapers, recorded webinars and demos, links to our best blog posts on SharePoint Designer workflows, a sample module from on of our workflow training courses, case studies, and much, much more. You really owe it to yourself to spend some time browsing this resource center.

5. Instructor-Led SharePoint Designer Workflow Training Is Very Affordable

Although SharePoint Designer workflows are easy to write, it’s likely that new users will benefit from some training where they get hands-on experience with help from an expert instructor. After all, the best way to learn to write workflows is, well, by writing workflows. In our workflow class, students write very practical workflows that they can also use in their own organization for things like handling supply requisitions, reserving equipment, and routing forms for digital signature approval—with time limits.

We currently have two opportunities for instructor-led SharePoint Designer Workflow training:

Our most affordable option is the 5-day online class: Essentials of InfoPath and SharePoint Workflows. It’s only $1,495 and students can attend from their own desks at work or home with a morning session of live lecture, demo, and interactive questions and answer. The afternoon consists of lab exercises with instructors available to assist and answer questions. We still have a few spots open in this class for the weeks of July 27th and August 24th.

For those wanting deeper and more comprehensive training, we offer our 4-day classroom training class: Mission: Automation – SharePoint Workflow and InfoPath. This class is $2,395 but will go much deeper into what you can do with both InfoPath and SharePoint Designer workflows. We still have a few openings in our July 21st class in Dallas, TX; our August 18th class in Nashville, TN; and our September 15th class in Chicago, Il.

6. The Things You Can Automate Are Practically Limitless

Every business must have business process to function properly. It’s likely that a large number of those processes could benefit from SharePoint Designer workflow automation. A great place to get ideas for identifying processes for automation is our free whitepaper: Developing No-Code Workflows.

7. Extending Your SharePoint Designer Workflows with Additional Activities is Very Affordable

Although Microsoft has given information workers and end users a lot of power and functionality right out of the box, you will eventually want your workflows to do some heavier duty things such as set permissions on list items, loop through items in a list, FTP items to remote servers, send emails with attachments, or read RSS feeds.

We listen closely when our students and our SharePoint consulting clients tell us they need additional functionality in their SharePoint Designer workflows. We’ve created solutions to meet many of these requests and rolled them into a suite of activities called Workflow Essentials. If you want to take your SharePoint Designer workflows to the next level, you owe it to yourself to check out this very affordable product. At only $795 per Web Front End, it’s much more affordable than many other SharePoint workflow products, but provides great power with the value.

8. SharePoint Designer Workflow Consulting is very Affordable

If you need a little help, or a lot, with your SharePoint Designer workflows, we are here. Our expert consultants are available for anything from a 1-hour web consultation to help you plan your solution or help you solve a particular problem you’re having, to a multi-day on-site engagement where we can get involved at any level or depth in your automation project. Web consultations are only $250/hour and can save you many hours of looking for solutions online. Discounts are also available if you purchase multiple blocks; and longer engagements can be priced per project or per hour.

The Bottom Line: What Are Some Real Numbers?

You’re probably wondering what all this really means for your company. Let’s take a look at the example I gave above. We’ll assume that our purchasing agent earn $15/hour ($600/week, $2,400/month, $30,000/year) and spends 15% of his time getting approvals and communicating with the requestors. He estimates that by automating this process using SharePoint Designer workflows he can cut the amount of time he spends by two-thirds. This will save him 10% of his time. On a weekly basis this will save the company $60/week, $240/month, or $3,000/year by freeing up that employee to do other things that computers can’t do.

Since the SharePoint Designer program is free, If the employee attended our online Essentials of InfoPath and SharePoint Workflows class, the company only has a $1,495 investment and is saving money after only six months. Even if you add in the time the employee spent in the class (30 hours x $15 = $450) and time spent writing the workflow (10 hours x $15 = $150), the company is still saving very quickly. And not only is the company saving money, but the purchasing agent is will likely be much happier and everyone else who orders materials will be happier as well—they’ll probably all be saving time too.

It’s likely that after automating one process, this employee will identify several other processes that can be automated as well. For example, he may spend quite a bit of time attaching purchase orders to emails and sending the emails. With a $795 investment in Workflow Essentials, he can now automate this part of his job. And all the activities are available to all other workers that may want to make use of them. If one $8/hour employee saves 30-minutes each week from one of these automated processes then that’s a savings of around $200/year. If 100 of those employees save a half hour each week, or only 6-minutes a day, you’re looking at a $20,000/year overall savings. The numbers just keep adding up the more you automate even seemingly minor processes.

With the quick returns that SharePoint Designer workflows provide, I can’t think of any reason why your company wouldn’t be investing in this valuable area of technology. Can you?

Wednesday, July 01, 2009

Check Out These SharePoint Designer Workflow Essentials Videos!

I recently recorded a bunch of videos that demonstrate how each of the activities in our Workflow Essentials product work. If you aren’t already familiar with Workflow Essentials, it adds more than two dozen activities and conditions to your SharePoint Designer workflows so you can can do so much more with them.

Most of these videos are only 2-3 minutes long. But these activities are so easy to use that even in just a couple minutes you’ll get to see how to add them to your workflow project, how to configure them, and then get to see how they work in a real running workflow.

You can  watch all 13 Workflow Essentials videos together. Although there are 24 activities, many of the videos include multiple activities so you get to see how they work together.

You’ll can also access any of the videos for a particular workflow action by visiting the Workflow Essentials product page; then find the activity you’re interested in and click on the Watch Video link.

image

One of the most common things that information workers and end users would like to do in their SharePoint Designer workflows is manage permissions on items in SharePoint lists and libraries. Workflow Essentials makes this really easy with three activities: Grant Permission on Item, Delete Item Permission Assignment, and Reset Item Permission Inheritance. Below, you can watch the video that shows how to add and configure these three activities and then you’ll get to see them in action.

Tuesday, June 30, 2009

What Students Are Saying About SharePoint Solutions’ Online Classes

Last week I taught our first live online class: Essentials of InfoPath and SharePoint Workflows. We had a fantastic group of students and I really enjoyed working with them.

We’re offering this same class online again the week of July 27th and August 24th. Our online classes are taught by an expert SharePoint instructor with lots of knowledge and experience from the field. You’ll be able to interact with other students and do labs on your own just as if you were sitting in one of our classrooms. These classes will fill up quickly, so register for an online SharePoint class today!

So, what did some of the students in this class have to say about it? Read their comments for yourself:

“This is definitely one of the best classes I've taken. It was actually my second class online and the format/presentation/labs/etc all worked really well. I'm leaving this class with tons of ideas to implement and can't wait to dig in and get started. The labs were great and the documentation was flawless. I will definitely keep SharePoint Solutions in mind for future classes.”

“[The instructors] added extra value to the class with their input and the extra demos.”

“I've attended in person SharePoint Solutions courses and the format online worked just as well for me.”

“A plus for the online courses is being able to watch the instructor help other students work through problems.”

“Well Done! Very informative in regular terms not techie terms.”

“The online format was great for me.”

“Great job.  You kept the class flowing great.”

“It was an excellent class.”

“[The instructor] presented complex material very well. He made sure everyone was following along and answered questions thoroughly.”

“Great Class.”

“[The instructor] was very patient and helpful even beyond the scope of the class.”

Wednesday, June 17, 2009

SharePoint Data Zoom: Content Rotator Web Part

The SharePoint Data Zoom Web Part is a free tool which allows #SharePoint users to easily build dynamic, data-driven content on any page. This new Fading Content Rotator script allows you to rotate through content from a SharePoint list. The content from each list item will be displayed in turn, with fading in and out for a nice visual effect. Here's a live demo of the script.

Download the SharePoint Data Zoom Web Part here.

Tuesday, June 02, 2009

How to get column names to wrap in #SharePoint new item forms (NewForm.aspx)

I was asked the other day if there might be a slick CSS method for getting long column names to wrap in a SharePoint list’s new item form (NewForm.aspx). The long column names were causing a horizontal scroll at times and just plain didn’t look right.

New-Item-Form-Before

The first thing I did was to examine the code that NewForm.aspx was presenting to the browser. I found the culprit was a <nobr> tag wrapped around the column name.

newform.aspx-source

<nobr> stands for ‘no break’ and overrides the normal HTML line-wrapping. A little research yielded  the following CSS override. Basically redefining the nobr tag to allow the column name to wrap.

nobr {white-space: normal}

Armed with that info, you have a few options. You could add this to your custom style sheet or master page. This would override all instances of the nobr tag so you will have to be sure that is really what you want to do.

Another option would be to deploy the CSS on just the NewForm.aspx page for your list using SharePoint Designer. If you want to be able to make future tweaks (or remove the CSS all together) from the browser, add a web part zone to the form page and deploy the CSS in a content editor web part. This is the method I will describe here.

The high-level overview:

  1. Add a web part zone to your new item page
  2. Add a content editor web part (CEWP) to the zone
  3. Add the following code to the Source Editor of the CEWP

    <style type= "text/css">
    nobr {white-space: normal}
    </style>

The details:

Browse to your list and click ‘New’ (Item)

On the File menu, select ‘Edit with Microsoft Office SharePoint Designer’

Edit-in-SharePoint-Designer

This will launch SharePoint Designer (SPD). In SPD, add a web part zone to the page. (‘New Web Part Zone’ is on the Web Part task pane)

new-item-form-web-part-zone

Click the ‘Click to insert a Web Part’ hyperlink and add the Content Editor Web Part

Save the page (which will customize it from the site def)

customize-page

Back in your browser, refresh the new item page

Click ‘Site Actions’, ‘Edit Page’

edit-newform.aspx

On the CEWP, click the ‘edit’ drop down and select ‘Modify Shared Web Part’

Click the ‘Source Editor’ button and type in the following:

<style type="text/css">
nobr {white-space: normal}
</style>

 cewp-source-css

Click ‘Save’, and ‘OK’ and you should see the long column names wrap immediately

sharepoint-column-names-wrap

The default width for the Title column is 190px. If you want it a bit wider you could modify the CEWP source code to specify a width, like this:

cewp-source-css-width225

Which will make that first column 225px instead.

cewp-set-column-width-css

When you have it looking right, edit the page again and edit the CEWP web part again.

Expand the ‘Appearance’ section and give it a meaningful title, like “CEWP-CSS Constrain width on new item form” and set the Chrome Type to ‘None’

You can export the web part to use elsewhere in your site if needed.

Friday, May 29, 2009

The My Links Web Part – It’s Not Just for My Sites #sharepoint

I’ve talked to a number of folks in recent months that have wanted to add the links stored in a user’s My Links list in their My Site to other SharePoint pages that weren’t in the My Site site collection. Up until yesterday, I had always thought this would require some custom programming.

If you aren’t familiar with My Links, it’s a great place to store those things you might normally store in your Internet Explorer Favorites or Firefox Bookmarks. The advantage to using My Links is that they are always available to you anywhere you are logged into SharePoint. So, if you log in on a different computer, your links are there. And the links can go anywhere; they don’t have to be links to SharePoint locations. Here is a screenshot of how My Links is usually accessed in SharePoint.
image

Yesterday, just for fun, I decided to try an experiment; and my experiment worked! I added a My LInks web part to my My Site. Then I exported it and saved it to my desktop.
image

Next I went to the home page of my portal, made the page editable, and clicked on Add a Web Part for one of the web part zones. I closed the Add Web Parts dialog by clicking on the link at the bottom for the Advanced Web Part gallery and options. This opened the Add Web Parts Tool Pane in the right-hand side of my browser. At the top I clicked on the down arrow beside Browse and selected Import.
image

I browsed to and selected the My_Links.dwp web part I had saved to my desktop and clicked the Upload button.

1

To finish, I just drug the My Links web part where I wanted it on the page and published the page. All my links were then showing up on the page and as I logged in as different test users, their links showed up as well, as expected.

image