{ an introduction to sharepoint applications using infopath 2010 bojana duke infopath program...
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An Introduction to SharePoint Applications using InfoPath 2010
Bojana DukeInfoPath Program [email protected]
Data Quality
“[Companies] are losing more than $8 million annually because of data quality issues. … other organizations [when] observed provide evidence that the actual magnitude of the problem is typically far greater (often by orders of magnitude) than is perceived by business and IT leaders.”
Ted Friedman, Gartner Vice President ”Organizations Perceive Significant Cost Impact From Data
Quality”August, 2009
Agenda
demo - Office Business Application③
demo - Creating Mashups with Form Web ②Parts
demo - Customizing SharePoint List ①Forms
Brief Introduction Of InfoPath 2010
Form Designer & Filler• Browser and Client forms
What is InfoPath?
Visual Layout
Form Logic
Data Connection
What is InfoPath?
Form Designer & Filler• Browser and Client forms with
form logic & data connectivity
Forms for SharePoint• Lists, External Lists, Form
Libraries & Workflow forms
Forms integrated into Office• SharePoint Workspace, Outlook,
Word, PowerPoint, Excel
Agenda
demo - Office Business Application③
demo - Creating Mashups with Form Web ②Parts
demo - Customizing SharePoint List ①Forms
Brief Introduction Of InfoPath 2010
Recruiting
Signup E-mailwith Links to:
SharePoint List with Recruiting Trips
SharePoint List with
Universities
Information Workers
{ demo ①
Customizing SharePoint List Forms
Created By• Information Worker becoming “heroes in a
day”• Employees solving own problems, freeing up
ITHow• Layout forms in InfoPath using pre-built
tables• Use out-of-box rules and Rules Manager to
add conditional formatting, data validation and show & hide sections
• Bring in data from SharePoint Lists• Take lists offline in SharePoint Workspace
Examples• Project Contact List• Project Issue Tracking List• Feedback Form• Event Sign-up• Equipment Check-out Requests
① Customizing SharePoint List Forms
Agenda
demo - Office Business Application③
demo - Creating Mashups with Form Web ②Parts
demo - Customizing SharePoint List ①Forms
Brief Introduction Of InfoPath 2010
Recruiting – Part 2
Signup E-mail
with Link to
SharePoint Portal with Recruiting
Trips & University
DetailsInformation Workers
{demo ②
Creating Mashups with Form Web Parts
Created By• Information Workers & IT
How• Customize form in InfoPath• Design Web Part page in browser or
SharePoint Designer• Connect to Excel, Silverlight, List or
other InfoPath Web Parts• Package Web Part pages as reusable
templates (WSPs)• Bring in data using REST Web
Services
Examples• Mortgage Calculator (with Excel)• Master-detail (with List)
② Creating Mashups with Form Web Parts
Agenda
demo - Office Business Application③
demo - Creating Mashups with Form Web ②Parts
demo - Customizing SharePoint List ①Forms
Brief Introduction Of InfoPath 2010
{demo ③
Office Business Application: Procurement
Created By• Business process owner, IT or ISVs
How• Manage application in SharePoint Designer• Use Web Part pages & SharePoint UI for app
experience• Store data in libraries and lists• Get external data with Business Connectivity
Services• Customize forms in InfoPath• Add sandboxed or full trust code• Design workflows to drive process• Package applications as reusable templates (WSPs)
Examples• Accounting – Procurement, Expense Reports, Sales
Tracking• Sales – Service Requests, Order Forms • Manufacturing – Quality Control, Inventory
Tracking• IT – Helpdesk• HR – Employee Onboarding, Career Management,
Benefits
③ Office Business Applications
Communities
Search
Sites
Composites
ContentInsights
Can you guess the sentence?Forms Drive Business
{Q & A