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InfoPath with SharePoint® 2013 How-To

Name: InfoPath with SharePoint® 2013 How-To
Author: Steven Mann
ISBN: 9780133476125

by Steven Mann

August 2013

Beginner to intermediate

368 pages

8h 24m

English

Sams

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About This eBook
Title Page
Copyright Page
Contents at a Glance
Table of Contents
About the Author
Dedication
Acknowledgments
Tell Us What You Think!
Reader Services

Introduction
Overview of This BookHow to Benefit from This BookWhat Is New in This Book?How to Continue Expanding Your Knowledge
Part I: Designing Forms for SharePoint
Chapter 1. Use InfoPath Designer 2013
Why Use an InfoPath Form?What Does InfoPath Do for My Lists?Why Use InfoPath Forms in Workflows?How Does InfoPath Integrate with My Data?InfoPath Versus Web Controls and Web PartsWhat Is the InfoPath Web Part?Getting Started
Chapter 2. Create a SharePoint Form with InfoPath Designer
Design a SharePoint Form Using the Blank Form TemplateAdd ControlsPreview Your FormName Your Data FieldsAdd Submit OptionsPublish Your FormUse Your Form in SharePointCreate a Form Library from InfoPathDesign a SharePoint Form Using the SharePoint Form Library Template
Chapter 3. Use SharePoint Form Controls
What Are Input Controls?What Are Object Controls?What Are Container Controls?Drag Controls on Your FormAllow Users to Enter TextAllow Users to Select a Single Selection from a List of ItemsAllow Users to Select Multiple Items from a List of ItemsAllow Users to Select an Optional Single ChoiceAllow Users to Select from Various OptionsAllow Users to Enter a Date/TimeAllow Users to Select a PersonAllow Users to Select from a SharePoint External Content TypeAllow Users to Initiate an ActionShow Optional Controls on Your FormAllow Users to Enter Multiple Instances of the Same FieldsAllow Users to Choose Which Set of Fields to UseMake a Control/Field Required
Chapter 4. Create SharePoint Form Rules
Hide or Show Controls Based on a Selected OptionFormat an Entry Based on a ConditionImplement a Validation RuleAdd an Action Rule to a ButtonUse Rules for Form SubmissionUse Rules for Form LoadingValidate Data Entry Using Patterns
Chapter 5. SharePoint Form Functions
Use the SharePoint URL FunctionsCalculate a Future DateGet the Current SharePoint UserRemove Leading and Trailing Spaces from a Field ValueRemove All Spaces from an EntryDefault a Blank Amount to ZeroCalculate the Sum of All ItemsDetermine a Count of the Items EnteredObtain a Portion of an Entered StringObtain the Username from SharePoint Online (Office 365)Add Years to a Date Preserving the Month and Day
Chapter 6. Create SharePoint Form Page Designs and Views
Change the Current View NameCreate a New ViewChange the Default ViewMake a View Read-OnlyPrevent a User from Selecting a ViewUse a View for PrintingUse a Different Layout for Your FormUse a Theme for Your FormAdd Headers/Footers to Your FormInsert a Table Layout into Your FormModify a Table Layout in Your Form
Chapter 7. SharePoint List Forms
Use a Form to Create a SharePoint ListModify the Form of an Existing SharePoint ListSet Your List Form Template Back to the Default Form
Chapter 8. Submit and Publish to SharePoint
Enable Your Form for SubmissionConfigure Email SubmissionPublish Your Form to EmailConfigure SharePoint Library SubmissionPublish Your Form to a SharePoint LibraryUse Multiple Forms in SharePoint LibrariesConfigure Web Service SubmissionConfigure SharePoint Server Connection SubmissionModify the Available Menu Buttons During Form Submission
Part II: Business Solutions
Chapter 9. Use Data in SharePoint Forms
Use Data From a DatabaseConvert an InfoPath Connection to a SharePoint Connection FileUse Data From a SharePoint ListUse Data From a SharePoint Data Connection FileUse Data from a (SOAP) Web ServicePopulate a Drop-Down List with DataPopulate a Drop-Down List with Data Based on Another Selection (Cascading Drop-Down)Display Data from a SharePoint ListDisplay a Repeating Table from a SharePoint ListLeverage External Data from a SharePoint External Content Type (Business Data Connectivity Services)Leverage External Data from a REST Web Service
Chapter 10. Use the InfoPath Form Web Part
Add an InfoPath Form Web Part to a SharePoint Web Part PageCreate a Master/Detail Display Form for SharePoint ListsExpose Form Fields as Web Part Connection ParametersCreate a Form to Send Data to Web Parts
Chapter 11. Using Forms in SharePoint Workflows
Create a SharePoint Workflow for a Form LibraryInclude a Link to the Form in an EmailAdd a Task to the WorkflowPerform Workflow Actions Based on Form ValuesPerform One Workflow Action or Another (But Not Both)Get a User from a People/Group Picker ControlCustomize the Task FormAdd Form Parameters Used When Starting Your Workflow
Chapter 12. Enhance the User Experience
Display a Read-Only ValueCompact Sections of Fields/ControlsConfigure Dynamic SectionsMake Screen Tips Informative for ValidationNotify the User of Successful SubmissionCreate a Tabbed Navigation in Your FormUse Pictures as Choices
Chapter 13. Using Template Parts to Create Reusable Form Components
Create a New Template PartAdd Common Data ConnectionsAdd Common ControlsAdd Common FieldsSave Your Form Template PartAdd Your Template Part as a Custom ControlUse Your Template Part as a ControlChange the Name of Your Custom ControlChange the Icon of Your Custom Control
Part III: Technical Solutions
Chapter 14. Customize a Document Information Panel Content Type
Create the Document LibraryAdd Columns to Your DIPModify the DIP
Chapter 15. Leverage Visual Studio 2012 with InfoPath
Access Your Form Within a Visual Studio SolutionCreate an InfoPath 2013 Add-InCreate a Custom Task Pane
Chapter 16. Dynamically Populate a Repeating Table
Set Up the Initial FormCreate a Changed Event MethodCreate a Namespace VariableAccess the Secondary Data SourceLoop Through the Secondary Data SourcePopulate the Repeating TableClear Previous EntriesWhat Does the Final Solution Look Like?Implement a Nested Repeating Table Solution
Chapter 17. Track Changes in a Form
Set Up the Form for Tracking ChangesAdd Changed Event Code for Tracking ChangesApply Rich Text to the EntryShow Only One Version at a TimeDisplay a Changes CounterDisplay the User Who Made the Modification
Chapter 18. Autogenerate Forms
Create a Class Object of Your FormCreate Form Generation CodeUpload the Form Object to a Form Library
Part IV: Administrative Aspects
Chapter 19. Use Central Administration to Administer InfoPath Forms Services
Access the InfoPath Form Services OptionsBrowser-Enable Form TemplatesThrottle Data Connection TimeoutsThrottle the Data Connection Response SizeModify Authentication SettingsConfigure Session StateUpload a Form TemplateManage Form TemplatesEnable the Web Service ProxyManage Data Connections
Chapter 20. PowerShell
Access SharePoint 2013 Management ShellBrowser-Enable Form TemplatesThrottle Data Connection TimeoutsThrottle the Data Connection Response SizeModify Authentication SettingsConfigure Session StateEnable View StateVerify and Upload a Form TemplateUpload Multiple Form Templates at OnceActivate or Deactivate a Form to a Site CollectionRemove a Form from InfoPath Form ServicesQuiesce a Form from InfoPath Form ServicesEnable the Web Service Proxy
Chapter 21. Managing Form Permissions
Create Unique Permissions on a Form LibraryGrant Users PermissionsCreate a Permission Level for Your Form LibraryEdit a Group’s Permission LevelCreate a Submit-Only Permission Level
Part V: Troubleshooting
Chapter 22. General Form Issues
Resolve: Issue Accessing Data SourceResolve: SQL Credential IssueResolve: Business Data Connectivity Metadata Store Is Currently UnavailableResolve: Picker Issue Obtaining Business DataResolve: Missing Business Data Connectivity Services Client ComponentsResolve: SharePoint Designer Task List Creation ErrorResolve: Missing Programmability ComponentsResolve: Error Loading the FormResolve: Security Exception Using Code-Behind
Chapter 23. Resolve Deployment and Publishing Issues
Resolve: No File with URL in This WebResolve: Form Cannot Be Browser Enabled on Selected SiteResolve: Form Template Has Not Been Published
Chapter 24. Resolve Form Submission Issues
Troubleshoot General Submission IssuesResolve: SharePoint Location Is Read-OnlyResolve: Document Library Already Contains a File with the Same NameResolve: Errors Submitting to a Web Service
Part VI: Appendixes
Appendix A. Auto-Increment Repeating Tables
Use the position() Function in a Calculated Value ControlUse the count() FunctionUse a Counter Field with Form Rules
Appendix B. Upload File Attachments in Forms to a Document Library
Form ScenarioSubmit Button and Code-Behind SetupEvent Handler CodeDeployment
Appendix C. Add Picture Files to InfoPath
Add a Picture as a Resource FileUse a Resource File Picture
Index

Content preview from InfoPath with SharePoint® 2013 How-To

Acknowledgments

Special thanks to Richard Phillips, one of my previous customers but now my manager, who challenged me on InfoPath solutions within a SharePoint environment. Many ideas came from my experiences building solutions for Rich.

Also, thanks to Gerard Crockenberg, Cindy Mocharnuk, and Kristin Kaempf, who assisted in the tracking-changes ideas and implementation back in InfoPath 2007; this is still an awesome solution.

Thanks to Pranab Paul, who works with Microsoft India as a consultant in Microsoft Consulting Services, for allowing me to use his code for uploading file attachments from an InfoPath form (Appendix B).

My SharePoint 2013 explorations were also made possible by the assistance of Alan Luu and Biju Samuel at Morgan Lewis. ...

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InfoPath with SharePoint® 2013 How-To

by Steven Mann

Acknowledgments

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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