About This Course

Learn how to create custom business solutions without programming, by using SharePoint Designer workflows and out-of-box forms and pages. This can be done in SharePoint 2013 SharePoint Online with Office 365, and in SharePoint 2016/2019.

This is a comprehensive training experience that teaches the skills necessary to build automated processes and solutions. Students will learn to solve 'real-world' issues through the use of hands-on labs, as well as demonstrations that present common business scenarios and answer a variety of questions.  This class / solution is done in the classic mode in SharePoint, and does not include modern pages or forms. 

Course curriculum

  • 1


    • Agenda

    • Course Introduction

    • Workflows and forms class slides - Password SPtrain

    • Workflows and Forms Lab File - Password SPtrain

  • 2

    Content Types & Forms

    • Intro

    • Content Types Intro

    • Creating a Content Type

    • DEMO - Creating Content Types

    • Where To Use Content Types

    • Content Types for List Forms

    • Content Types in a Library

    • Document Template in a Library

    • Content Types in a List

    • Real World Example

    • Resources

    • Quiz

  • 3

    Advanced SharePoint Designer 2013 Workflows

    • Intro

    • SharePoint Designer Introduction

    • SharePoint Designer Introductory Demo

    • Concepts in Workflows

    • Simple Workflow Demo

    • About Task Actions

    • Demo: Adding Task Actions

    • Demo: Task Process in Action

    • Demo: Controlling Tasks in a Task Process

    • Demo: Initiation Form & Manual Approval Process

    • Demo: Changing Outcome Options in a Task Process

    • About Utility Actions

    • Loops

    • Function Button vs. Ellipsis

    • Find the List Item

    • Quick Steps (Custom Actions)

    • Demo: Quick Steps

    • App Steps

    • Demo: Adding App Steps

    • Demo: Advanced Logic with Variables

    • Packaging

    • Visio Integration - Legacy

    • Microsoft Flow

    • Demo: Microsoft Flow

    • Resources

    • Quiz

  • 4

    Workflow Health & Troubleshooting

    • Intro to Workflow Health & Troubleshooting

    • Errors & Testing

    • Demo: Troubleshooting a Broken Workflow

    • Workflow Settings & Health

    • Workflow Status & History

    • Demo: Workflow Status & Logging

    • Quiz

  • 5

    Dashboards & Web Parts (Classic)

    • User Interface Planning

    • Demo: Web Part Pages & Web Parts

    • List Views & Promoted Links

    • Web Part Settings & Connecting

    • Demo: Web Part Settings

    • Query String

    • Demo: Query String

    • Form Pages

    • Demo: Custom Form

    • Content Search

    • Demo: Content Search Web Part

    • Resources

    • Quiz

  • 6

    Security Planning

    • Intro to Security Planning

    • Out of Box Solutions

    • Security Concepts for Business Solutions

    • Demo: Creating Custom Permission Levels

    • Demo: List & Library Custom Permission Levels

    • Resources

    • Quiz

  • 7

    Going Live

    • End User Testing the Solution

    • Solution Management & Information Management Policies

    • Solution Documentation & Going Live

    • Resources

    • Copy of Quiz

What you get

This is a list of everything included in this course.

  • 12 hours of recorded training

  • Class lab files to work through each day

  • Access to this online class for one month

  • Quizzes along the way

  • A completion certificate

Pricing options

  • $800.00

    Regular price for 30 days of access to this single course

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Your Instructor

Microsoft MVP

Laura Rogers

Laura Rogers is a SharePoint, Power Apps & Power Automate expert, speaker, author and educator. She is well-versed in helping organizations make the most of their SharePoint environments using out-of-box functionalities such as workflows, forms and Web parts. Laura’s technical expertise also includes over 15 years of experience working with Microsoft’s messaging and collaboration systems. She has been named a Microsoft Most Valuable Professional (MVP) for the past ten years. She has contributed to several books on SharePoint over the past ten years. You can read more about Laura’s experiences on her blog, www.wonderlaura.com.