Using Microsoft® InfoPath® 2010 with Microsoft® SharePoint® 2010 Step by Step by Shadravan, Darvish -- Read -- Imperial Library of Trantor

Index

A Note Regarding Supplemental Files Introducing Microsoft InfoPath 2010

New Features Let’s Get Started! Hardware and Software Requirements Office 365: InfoPath and SharePoint in the Cloud Who This Book Is For How This Book is Organized Darvish’s Acknowledgments Laura’s Acknowledgments

Modifying the Display of the Ribbon

Dynamic Ribbon Elements Changing the Width of the Ribbon Adapting Exercise Steps

Features and Conventions of This Book Downloading the Practice Files and eBook

Your Companion eBook

Getting Support and Giving Feedback

Errata Getting Help with Microsoft InfoPath 2010 We Want to Hear from You Stay in Touch

1. Introducing Microsoft InfoPath 2010

Benefits of Using InfoPath 2010 with SharePoint 2010 New Features of InfoPath 2010 How InfoPath Works Quick Tour of the Backstage View in InfoPath 2010 XML 101 Creating the Products.xml File Adding Products.xml to the Form as a Data Connection Using the Template to Create a Form Instance Exporting the Template Key Points

2. Form Requirements: Using a Decision Matrix

Form Templates Where’s the Data? Your SharePoint Version Factors to Consider

Repeating Tables Large Number of Fields User Roles Spelling Checker, AutoComplete, Placeholder Text Submit to a Database Form Parameters Offline Forms Other Controls Administrator-Approved Template

The Design Checker Combine Client-Based and Browser-Based Controls Using the Decision Matrix Key Points

3. Form Design Basics: Working with InfoPath Layout, Controls, and Views

Form Layout Adding a Layout and Table InfoPath Controls Control Properties Ribbon Understanding the Basics of Data Binding Adding Controls to the Flight Delay Form Adding a Submit Button with a Rule to the Flight Delay Form Views Adding a Second View to the Flight Delay Form Key Points

4. Working with SharePoint List Forms

Basics of a SharePoint List List Form Layout List Form Fields Calculated Fields List Form Pages Limitations of List Forms Form Options Key Points

5. Adding Logic and Rules to Forms

Primary Types of Form Logic in InfoPath Working with Validation and Formatting Using Functions to Set a Default Value Adding Action and Formatting Rules Working with Sections and Conditional Formatting Using Rules to Create a Wizard-Style Form with Multiple Views Key Points

6. Publishing and Submitting Form Data

Publishing Methods Promoting Columns Submitting to SharePoint Publishing As a Content Type Administrator-Approved Templates Key Points

7. Receiving Data from SharePoint Lists and Business Connectivity Services

Receive Data Connections Adding a SharePoint List Data Connection Data Connection Libraries The External Item Picker and Business Connectivity Services Adding a Filter to a Business Connectivity External Content Type Key Points

8. Using the InfoPath Form Web Part

Web Part Settings Web Part Connections Parameters Other Parameters Key Points

9. Working with the SharePoint User Profile Web Service

10. InfoPath Integration with SharePoint Designer Workflows

Introduction to Workflows Workflow Initiation Custom Actions Workflow Task Forms External List Forms Key Points

11. Building an Approval Process

Gathering Requirements Contoso Reimbursement Form Form Views Approval Fields The Status Field Form Load Rules Approval Sections Submit Button Actions Workflow Approvers Workflow for Emails Key Points

12. Managing and Monitoring InfoPath Forms Services

IPFS Settings in SharePoint Central Administration IPFS Performance Factors Installing Fiddler and Monitoring the IPFS Form Load Process Monitoring the Products Form with a Picture Control Maximizing Performance by Minimizing Postbacks Monitoring a Data Connection Postback with Fiddler Key Points

13. SharePoint Views and Dashboards

The Help Desk Request Views Ratings Alerts Based on Views Library Web Parts Filter Web Parts XSLT List View Web Part The New Form Button Dashboards Based on Form Libraries Dashboard Pages and Content Query Web Parts KPI Web Parts Key Points

14. Advanced Options

The InfoPath Rule Inspector Merging Forms Relinking Forms Browser and Filler Buttons Offline Forms

Offline Forms in Outlook Offline SharePoint List Forms

Email Attachments Form Preview Default Values Advanced Functions Key Points

Index About the Authors