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Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step

Book Description

The smart way to learn how to build InfoPath forms for SharePoint—one step at a time!

Quickly teach yourself how to use Microsoft® InfoPath® 2010 to create electronic business forms for Microsoft SharePoint® 2010. With Step by Step, you set the pace—building and practicing the skills you need, just when you need them!

  • Design and build InfoPath forms without writing code
  • Add approval workflows to your InfoPath forms
  • Integrate data from SharePoint and other company systems
  • Create forms that offer a rich experience in the browser
  • Build views and dashboards to display form information
  • Create and use forms in the cloud with SharePoint Online

Table of Contents

  1. dedication
  2. Introducing Microsoft InfoPath 2010
    1. New Features
    2. Let’s Get Started!
    3. Hardware and Software Requirements
    4. Office 365: InfoPath and SharePoint in the Cloud
    5. Who This Book Is For
    6. How This Book is Organized
    7. Darvish’s Acknowledgments
    8. Laura’s Acknowledgments
  3. Modifying the Display of the Ribbon
    1. Dynamic Ribbon Elements
    2. Changing the Width of the Ribbon
    3. Adapting Exercise Steps
  4. Features and Conventions of This Book
  5. Downloading the Practice Files and eBook
    1. Your Companion eBook
  6. Getting Support and Giving Feedback
    1. Errata
    2. Getting Help with Microsoft InfoPath 2010
    3. We Want to Hear from You
    4. Stay in Touch
  7. 1. Introducing Microsoft InfoPath 2010
    1. Benefits of Using InfoPath 2010 with SharePoint 2010
    2. New Features of InfoPath 2010
    3. How InfoPath Works
    4. Quick Tour of the Backstage View in InfoPath 2010
    5. XML 101
    6. Creating the Products.xml File
    7. Adding Products.xml to the Form as a Data Connection
    8. Using the Template to Create a Form Instance
    9. Exporting the Template
    10. Key Points
  8. 2. Form Requirements: Using a Decision Matrix
    1. Form Templates
    2. Where’s the Data?
    3. Your SharePoint Version
    4. Factors to Consider
      1. Repeating Tables
      2. Large Number of Fields
      3. User Roles
      4. Spelling Checker, AutoComplete, Placeholder Text
      5. Submit to a Database
      6. Form Parameters
      7. Offline Forms
      8. Other Controls
      9. Administrator-Approved Template
    5. The Design Checker
    6. Combine Client-Based and Browser-Based Controls
    7. Using the Decision Matrix
    8. Key Points
  9. 3. Form Design Basics: Working with InfoPath Layout, Controls, and Views
    1. Form Layout
    2. Adding a Layout and Table
    3. InfoPath Controls
    4. Control Properties Ribbon
    5. Understanding the Basics of Data Binding
    6. Adding Controls to the Flight Delay Form
    7. Adding a Submit Button with a Rule to the Flight Delay Form
    8. Views
    9. Adding a Second View to the Flight Delay Form
    10. Key Points
  10. 4. Working with SharePoint List Forms
    1. Basics of a SharePoint List
    2. List Form Layout
    3. List Form Fields
    4. Calculated Fields
    5. List Form Pages
    6. Limitations of List Forms
    7. Form Options
    8. Key Points
  11. 5. Adding Logic and Rules to Forms
    1. Primary Types of Form Logic in InfoPath
    2. Working with Validation and Formatting
    3. Using Functions to Set a Default Value
    4. Adding Action and Formatting Rules
    5. Working with Sections and Conditional Formatting
    6. Using Rules to Create a Wizard-Style Form with Multiple Views
    7. Key Points
  12. 6. Publishing and Submitting Form Data
    1. Publishing Methods
    2. Promoting Columns
    3. Submitting to SharePoint
    4. Publishing As a Content Type
    5. Administrator-Approved Templates
    6. Key Points
  13. 7. Receiving Data from SharePoint Lists and Business Connectivity Services
    1. Receive Data Connections
    2. Adding a SharePoint List Data Connection
    3. Data Connection Libraries
    4. The External Item Picker and Business Connectivity Services
    5. Adding a Filter to a Business Connectivity External Content Type
    6. Key Points
  14. 8. Using the InfoPath Form Web Part
    1. Web Part Settings
    2. Web Part Connections
    3. Parameters
    4. Other Parameters
    5. Key Points
  15. 9. Working with the SharePoint User Profile Web Service
    1. Building the Foundation of the Event Registration Form
    2. Creating Form Load Rules on the Event Registration Form
    3. Adding a People Picker and Submit Button to the Event Registration Form
    4. Key Points
  16. 10. InfoPath Integration with SharePoint Designer Workflows
    1. Introduction to Workflows
    2. Workflow Initiation
    3. Custom Actions
    4. Workflow Task Forms
    5. External List Forms
    6. Key Points
  17. 11. Building an Approval Process
    1. Gathering Requirements
    2. Contoso Reimbursement Form
    3. Form Views
    4. Approval Fields
    5. The Status Field
    6. Form Load Rules
    7. Approval Sections
    8. Submit Button Actions
    9. Workflow Approvers
    10. Workflow for Emails
    11. Key Points
  18. 12. Managing and Monitoring InfoPath Forms Services
    1. IPFS Settings in SharePoint Central Administration
    2. IPFS Performance Factors
    3. Installing Fiddler and Monitoring the IPFS Form Load Process
    4. Monitoring the Products Form with a Picture Control
    5. Maximizing Performance by Minimizing Postbacks
    6. Monitoring a Data Connection Postback with Fiddler
    7. Key Points
  19. 13. SharePoint Views and Dashboards
    1. The Help Desk Request
    2. Views
    3. Ratings
    4. Alerts Based on Views
    5. Library Web Parts
    6. Filter Web Parts
    7. XSLT List View Web Part
    8. The New Form Button
    9. Dashboards Based on Form Libraries
    10. Dashboard Pages and Content Query Web Parts
    11. KPI Web Parts
    12. Key Points
  20. 14. Advanced Options
    1. The InfoPath Rule Inspector
    2. Merging Forms
    3. Relinking Forms
    4. Browser and Filler Buttons
    5. Offline Forms
      1. Offline Forms in Outlook
      2. Offline SharePoint List Forms
    6. Email Attachments
    7. Form Preview
    8. Default Values
    9. Advanced Functions
    10. Key Points
  21. Index
  22. About the Authors
  23. Copyright