SharePoint Designer 2013

No Public Class Currently Scheduled

Contact our training team about upcoming dates or private team training.

Course Length

1 day

Course Level

Beginner

Topic List

Lesson 1: Getting Started with SharePoint Designer 2013
Topic A: Introduction to SharePoint Designer
Topic B: Get Help and Support for SharePoint Designer

Lesson 2: Customizing and Implementing Content Types
Topic A: Customize Content Types
Topic B: Implement Custom Content Types

Lesson 3: Integrating Data Sources Using SharePoint Designer
Topic A: Access Data Sources
Topic B: Modify a Data Source in Data View

Lesson 4: Creating Workflows with the Workflow Platform
Topic A: Implement the Workflow Platform
Topic B: Design a Workflow

Lesson 5: Creating Workflows with SharePoint Designer and Visio
Topic A: Design Workflows with Visio 2013
Topic B: Transfer a Visio Workflow Design to SharePoint Designer
Topic C: Publish a Visio Workflow Design Using SharePoint Designer

Lesson 6: Packaging and Deploying Workflows
Topic A: Package Workflows
Topic B: Deploy Workflow Packages

Target Audience

This course is designed for advanced Microsoft SharePoint site owners and administrators who want to integrate data sources, customize content types, and automate common tasks using workflows.

Course Prerequisites

To ensure your success in this course, you should be a site owner and/or administrator of Microsoft SharePoint 2007, 2010, or 2013. You should have experience with designing and maintaining a SharePoint site. The Microsoft SharePoint Foundation 2013: Site Administrator course is helpful, but not required. You can obtain this level of skill and knowledge by taking the following Logical Operations course:

Course Overview

Microsoft SharePoint Designer 2013 provides a code-free environment to access data types and build custom SharePoint applications. It allows rapid development of SharePoint workflows to meet a company’s specific needs. Before SharePoint Designer, most custom SharePoint applications were created with Microsoft Visual Basic. SharePoint Designer simplifies the process with a no-code interface that can be integrated with Microsoft Visio 2013 to easily manipulate workflow shapes. In this course, you will create and publish custom SharePoint workflows without code using SharePoint Designer 2013.

Learning Outcomes / Objectives

In this course, you will integrate data sources, customize data types, and author workflows in SharePoint Designer 2013 to model structured business processes without code. You will:

  • Describe SharePoint Designer 2013 and its features, benefits, and support options.
  • Customize and configure content types to ensure data consistency across lists and libraries.
  • Access and modify data sources from a SharePoint site.
  • Create a workflow with SharePoint Designer 2013 and the SharePoint 2013 Workflow platform.
  • Develop workflows in Visio 2013 and SharePoint Designer 2013.
  • Package and deploy workflow using SharePoint Designer 2013 and SharePoint Server 2013.

Delivery

MicroAssist’s instructor-led training consists of group-paced learning models with structured hands-on activities. The dedicated learning environment encourages focused learning supported by key resources.

  • Private Training Facility – Our training rooms are designed to provide students with a comfortable and distraction-free environment. Being able to focus on each step and its implications leads to better retention of the new material.
  • In-person Instructor – The instructor presents learning material live in the classroom, allowing for effective information dissemination and active classroom management. The face-to-face nature of the class allows for student-teacher interaction that aids in successfully completing each lesson.
  • Student Work Station – Each student is provided a desktop or laptop computer to work with during the training class. The computers are equipped with the appropriate student files and programs so students can replicate the steps in each lesson. Being able to manually complete each lesson fosters increased understanding.
  • Student Manual – Each student is supplied a manual that provides a general overview of each concept as well as detailed instructions on how to complete each task. The manual is the student’s to keep and makes an excellent reference guide.
  • Choice Platform – Students are provided access to an online portal that boasts several helpful resources such as a knowledge assessment, checklists, and how-to videos. The portal also provides the student files used during class so students can practice their new skills in a safe environment.
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