Sue Hernandez's SharePoint Blog

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Category Archives: Training

Advanced Workflow Webinar – May 27 10am EST

Another webinar is coming up!  See my company’s web site to learn more or regster at


When a user in your organization requests a new phone, there are a few approvals that are needed:  if the request is for a regular phone, you just need the manager’s signature; if the request is for a Blackberry, then you need both your manager’s signature as well as a manager in the Blackberry group.

Once the request has been approved, a technician should be assigned to order the phone.  Once the phone comes in, the technician needs to record that the phone came in, and the Inventory needs to be adjusted based on the type of phone.

Every step in the process, the employee should be notified of the status.  When the phone has been received by the employee, they need to Accept an inventory agreement by completing a task in the workflow.

You Will Learn

  • Using Conditions to control the flow of a Workflow
  • Routing the List Item for Approval
  • Assigning Tasks to a User via the Collect Data From a User action
  • Updating data in the List Item
  • Updating data in another List
  • Email Notifications and Building Dynamic Strings
  • Using a To-Do item to force acceptance to a policy


  • How To Copy a Designer Workflow to another Site
  • How To Copy an Action to several places in the Workflow
  • How To Associate a Designer Workflow with a different Task List

Workflow Webinar Announced – Presented by … ME!

Please visit my company’s site for information on the Webinar

Only $99!!!

Our Agenda:

  • Out-of-the-box Workflows:  Descriptions and settings
    • Reviewing OOB Workflows
    • Creating a Workflow based on an OOB template
    • Running the new Workflow
  • SharePoint Designer Workflows: Basic
    • Creating a new Workflow against a specific Doc Library
    • Steps, Conditions, and Actions – an Overview
    • Setting the First Step
      • Basic If/Else statement using Conditions
      • Assigning a Task (“To-Do Item”)
      • Using a Workflow Lookup to another list
    • Setting the Second Step
      • Sending an Email using the Workflow Lookup
    • Running the Workflow
  • SharePoint Designer Workflows: Advanced
    • Creating a new workflow against a specific Doc Library
    • Modifying the Initiation Form (Using Initiation Parameters)
    • “Log to History List” Action – Best Practice
    • Creating and Setting Variables
    • Collect Data From User action (Instead of To-Do Item)
    • Finishing the Workflow
    • Running the Workflow
  • Shortfalls of Designer Workflows
  • (Time Permitting) Sneak Peek at a Visual Studio Workflow
  • Q&A

You will receive a full Transcript of the event, as well as Homework exercises and a Quick Reference Guide.

Register Now!

SPTechCon Boston – Day 3

A Good conference, all in all.   I enjoyed days 2 and 3 most, as per my previous posts, and day 2 was my favorite, but day 3 had its high points as well.

On day 3 I started with “Tapping Into your Line-of-Business App with SharePoint BDC” by Fabian Williams.  We went through the various parts of the application definition file, and I learned that if you set up filter descriptors in the app def file, the BDC List web part automatically gives you filter choices.  We also learned that, although you should not do it, theoretically you could write custom actions (custom .net code) to write back into the database.  Again, though, Fabian stressed that the BDC was meant to be a window into the LOB data, and was not for updating the LOB data.

I also attended “Customizing SharePoint Search” by John Ross.  This was more of an end-user course, as no code was involved; however I got ideas that I had not previously thought of.  For instance I did not realize that you could fully customize the display of the Core Search Results web part with XSLT.

Next was “Development Strategies for SharePoint – Declarative vs. Imperative” with Maurice Prather.  This one was good – I learned you could declare new content types completely through XML with no code involved.  The discussion was focused mainly on what is the line between all XML and all Code.  Conclusion – you can’t get away from XML but there are tons of things you can do with code that will, for example, make it so that you don’t really have to write a site definition.

Another session was “Into the Wild – The Challenges of Customized SharePoint Apps in Release” by Andreas Grabner.  Unfortunately, this was mostly a sales pitch, but even so I got lots out of it.  Contrary to what I thought the talk was going to be about, Andreas talked purely about performance issues, and how bad coding can greatly contribute to your performance problems.  I learned good tips and tricks and good coding practices, and not a few Dont’s.

Last session was “Features and Solutions: Packaging SharePoint Functionality and Content” with Darrin Bishop.  This session was good, although I had kind of been through most of what he taught.  It was a good refresher course, and I learned about more things that could be installed through features and solutions.  I also learned more of the difference between the Scopes (i.e. Farm, Web App, Site and Web).

All in all, as I said it was a very good conference, and I’m going to bring back lots of coding tricks – especially what to avoid – and how to make absolutely sure all of my objects are disposed properly.  I learned I’m going to have to resort to using CAML and the SPQuery object on lists instead of iterating through list items, which I had actually heard once before.

I’m on my way home, tired but happy.

SPTechCon Boston Day 2 – a Great Day

Today at Boston’s SPTechCon was much better for me – I went to courses much more suited to my tastes. 

First was the talk “Developing SharePoint Solutions with Silverlight” with Bob German.  This one course for me was worth the whole trip.  He talked about how to code for Silverlight using a custom Web Part, and what logic you put where.  It was an interesting and valid concept that he stated to put as much of the first-pass data retrieval as you can in your Web Part code, and pass this in to your Silverlight web part, either via the InitParams, or into a hidden field on the page (and pass the control ID of the hidden field via InitParams).  He even showed us how to code a Field Control so that in Edit Mode in the web part page, his Silverlight control was displayed and functional.

I also attended “SharePoint Workflow Alternatives for Developers” with Gary Blatt.  He was hilarious, and gave an interesting talk on how to use OOB workflows with custom lists and custom Event Handlers to simulate a workflow.  I don’t know that I’d ever need to go that route, but I was happy to be in the class and to get a little more perspective on what Event Handlers can do.

There was “A Tour of Development Governance” with Robert L Bogue.  This was wonderful – he talked about best practices and design patterns – what to use when.  He spent 9 slides – out of something like 24 – JUST on disposing your objects and more importantly why this is so important to do.

Finally, I attended Advanced InfoPath with Larry Riemann.  I think everyone was tired at that point, because the presentation went a little slow was too low-key.  There were some good tips and tricks I learned from the presentation, especially with developing InfoPath forms through Visual Studio and not Tools for Apps.  I had hoped a little more in-depth would be covered than it was, but hey what can you do in only and hour and 15.

All in all, I had a very good day today, and I’m happy about attending the conference.

A Disappointing First Day at SPTechCon

Let me first say that the speakers were fine and the material was decent.  Myself, I didn’t like the first 2 sessions that I went to.  Being a SharePoint Developer, I wanted to hit some development courses.  There weren’t many choices, at least on this first day.

I first went to “A Primer for Developing SharePoint Applications” with Kevin Israel.  Again, the speaker was fine, and the materials were appropriate.  But it was WAY too much of a Novice level course for my tastes.  I have already been developing on the SharePoint Object Model, and I figured I’d be a little above the curve, but there was a Novice course, and this was slated as an Intermediate course.  I thought I might still get something out of the course, but we basically covered stuff I was already very familiar with, such as the SPSite, SPWeb, and SPUser objects, and disposing your objects.

The second course was “Web Services and SOA in SharePoint” with Paul Swider.  He was a bit of a better speaker, but the material was a little under par, even for the audience it targeted.  The main focus of the seminar revolved around “taking a tour” of the web services, which I can do myself.  There were very little tips and tricks, or best practices, although he did mention something about Artifact development versus Assembly development which I have to look up.

All in all, I’m just waiting for tomorrow’s break out sessions.