book

Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step

by Laura Rogers, Darvish Shadravan

October 2011

Beginner to intermediate

478 pages

12h 42m

English

Microsoft Press

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dedication
Introducing Microsoft InfoPath 2010
New FeaturesLet’s Get Started!Hardware and Software RequirementsOffice 365: InfoPath and SharePoint in the CloudWho This Book Is ForHow This Book is OrganizedDarvish’s AcknowledgmentsLaura’s Acknowledgments
Modifying the Display of the Ribbon
Dynamic Ribbon ElementsChanging the Width of the RibbonAdapting Exercise Steps
Features and Conventions of This Book
Downloading the Practice Files and eBook
Your Companion eBook
Getting Support and Giving Feedback
ErrataGetting Help with Microsoft InfoPath 2010We Want to Hear from YouStay in Touch
1. Introducing Microsoft InfoPath 2010
Benefits of Using InfoPath 2010 with SharePoint 2010New Features of InfoPath 2010How InfoPath WorksQuick Tour of the Backstage View in InfoPath 2010XML 101Creating the Products.xml FileAdding Products.xml to the Form as a Data ConnectionUsing the Template to Create a Form InstanceExporting the TemplateKey Points
2. Form Requirements: Using a Decision Matrix
Form TemplatesWhere’s the Data?Your SharePoint VersionFactors to ConsiderRepeating TablesLarge Number of FieldsUser RolesSpelling Checker, AutoComplete, Placeholder TextSubmit to a DatabaseForm ParametersOffline FormsOther ControlsAdministrator-Approved TemplateThe Design CheckerCombine Client-Based and Browser-Based ControlsUsing the Decision MatrixKey Points
3. Form Design Basics: Working with InfoPath Layout, Controls, and Views
Form LayoutAdding a Layout and TableInfoPath ControlsControl Properties RibbonUnderstanding the Basics of Data BindingAdding Controls to the Flight Delay FormAdding a Submit Button with a Rule to the Flight Delay FormViewsAdding a Second View to the Flight Delay FormKey Points
4. Working with SharePoint List Forms
Basics of a SharePoint ListList Form LayoutList Form FieldsCalculated FieldsList Form PagesLimitations of List FormsForm OptionsKey Points

5. Adding Logic and Rules to Forms
Primary Types of Form Logic in InfoPathWorking with Validation and FormattingUsing Functions to Set a Default ValueAdding Action and Formatting RulesWorking with Sections and Conditional FormattingUsing Rules to Create a Wizard-Style Form with Multiple ViewsKey Points
6. Publishing and Submitting Form Data
Publishing MethodsPromoting ColumnsSubmitting to SharePointPublishing As a Content TypeAdministrator-Approved TemplatesKey Points
7. Receiving Data from SharePoint Lists and Business Connectivity Services
Receive Data ConnectionsAdding a SharePoint List Data ConnectionData Connection LibrariesThe External Item Picker and Business Connectivity ServicesAdding a Filter to a Business Connectivity External Content TypeKey Points
8. Using the InfoPath Form Web Part
Web Part SettingsWeb Part ConnectionsParametersOther ParametersKey Points
9. Working with the SharePoint User Profile Web Service
Building the Foundation of the Event Registration FormCreating Form Load Rules on the Event Registration FormAdding a People Picker and Submit Button to the Event Registration FormKey Points
10. InfoPath Integration with SharePoint Designer Workflows
Introduction to WorkflowsWorkflow InitiationCustom ActionsWorkflow Task FormsExternal List FormsKey Points
11. Building an Approval Process
Gathering RequirementsContoso Reimbursement FormForm ViewsApproval FieldsThe Status FieldForm Load RulesApproval SectionsSubmit Button ActionsWorkflow ApproversWorkflow for EmailsKey Points
12. Managing and Monitoring InfoPath Forms Services
IPFS Settings in SharePoint Central AdministrationIPFS Performance FactorsInstalling Fiddler and Monitoring the IPFS Form Load ProcessMonitoring the Products Form with a Picture ControlMaximizing Performance by Minimizing PostbacksMonitoring a Data Connection Postback with FiddlerKey Points
13. SharePoint Views and Dashboards
The Help Desk RequestViewsRatingsAlerts Based on ViewsLibrary Web PartsFilter Web PartsXSLT List View Web PartThe New Form ButtonDashboards Based on Form LibrariesDashboard Pages and Content Query Web PartsKPI Web PartsKey Points
14. Advanced Options
The InfoPath Rule InspectorMerging FormsRelinking FormsBrowser and Filler ButtonsOffline FormsOffline Forms in OutlookOffline SharePoint List FormsEmail AttachmentsForm PreviewDefault ValuesAdvanced FunctionsKey Points
Index
About the Authors
Copyright

Content preview from Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step

Chapter 11. Building an Approval Process

Chapter at a Glance

Typically, when a form is filled out and submitted, an approval process is associated with the form. A common process involves obtaining management approval of a completed form. The number of approvals and the level of complexity can vary greatly from form to form. In planning out approvals, the process requirements will dictate the ...

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Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step

by Laura Rogers, Darvish Shadravan

Chapter 11. Building an Approval Process

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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