building business forms with infopath 2010 and sharepoint 2010 – part 1
DESCRIPTION
InfoPath has been introduced to Office way back in version 2003, and now in Office 2010 it has become one of the key tools for customizing and developing apps on top of SharePoint 2010. InfoPath is being used everywhere: to create custom list forms, for custom workflow forms and as tool for creating both browser and client based forms. In this session we are going to discuss and demonstrate all the interesting InfoPath 2010 features. We will be building a couple of demo apps based on form technologies and discuss some of the best practices, tips’n’tricks for forms development in InfoPath and SharePoint arena.TRANSCRIPT
SharePoint dnevi 2011
Building business forms with InfoPath 2010 and SharePoint 2010 – Part 1
Toni FrankolaSharePoint MVP
Croatia@tonifrankola
http://sharepointusecases.com
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Agenda
• SharePoint Editions and forms• What’s new in v2010 tools– InfoPath– SharePoint Designer
• Case Study• Demos• Target audience:– Power (End) User, Site Collection Admin– IT PRO
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Main cast
• Microsoft SharePoint 2010*– Different editions
• SharePoint Designer 2010*– Free
• SharePoint InfoPath 2010*– Part of Office Professional Plus license
• (*) You could use v2007 products to create very similar application
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
SharePoint 2010 EditionsFeature / Edition Foundation Standard Enterprise
Price FREE Server License+ Standard CALs
+ Stanard pricing+ Enterprise CALs
Form libraries + + +
Open forms in InfoPath + + +
Open forms in Web Browser - - +
Customize list forms in InfoPath
- - +
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
What’s new in InfoPath 2010
• New fluent-UI• Pre-built Page and Section Layouts• New controls (Picture buttons, Hyperlink, Date
and time picker, Person/Group pickers, Signature Line)
• New Rules and UI• Quick publish• Customize List forms via InfoPath• Use in SharePoint WorkspaceSource: http://goo.gl/MYWW5
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InfoPath applications
• Designer– Office client application required to design forms
• Filler– Office client application used to fill forms
• Browser– InfoPath form displayed in browser
InfoPath Features MatrixCONTROL 2010 BROWSER 2010 FILLER 2007 BROWSERCombo Box X XMultiple-Selection List Box X XBulleted List X XNumbered List X XPlain List X XPerson/Group Picker X X XExternal Item Picker X XPicture Button X XVertical Label XPicture X XInk Picture XHyperlink X XSignature Line XScrolling Region XHorizontal Region XRepeating Recursive Section XHorizontal Repeating Table XMaster/Detail XChoice Group X XRepeating Choice Group XChoice Section X X
Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality.
Source: http://goo.gl/bB9LO
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Case-study
• A company A needs a simple invoicing and CRM system with following:– Tracking customers– Tracking products and prices– Creating Quotes / Invoices• In multiple languages
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CS: Entity-relationship model
Quote /InvoiceProduct
Customer
N:NPrice
1:N
ProjectN:1
Additional entities:
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InfoPath Form Deployment options
• Do once, never deploy• Do once, deploy as content type• Best practice:– Package as Sandboxed solution– Deploy via Central Admin
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Demo overview
• Phase 1– SharePoint Lists from SharePoint UI
Quote /InvoiceProduct
Customer
N:NPrice
1:N
ProjectN:1
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Demo overview
• Phase 2– Build InfoPath Form
Quote /InvoiceProduct
Customer
N:NPrice
1:N
ProjectN:1
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Questions
• Why InfoPath here?
• Reasons:– 1 quote = 1 or more products>Repeating Tables– Printing in general and– Printing in more than one lang > InfoPath Views– OOTB integration with SharePoint
Quote /InvoiceProduct
Customer
N:NPrice
1:N
ProjectN:1
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DEMOBuilding InfoPath form (phase 1, 2)
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Demo overview
• Phase 3– Using SP OOTB features to automate stuff• Workflows• In-place records management• Alerts
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Demo overview
• Phase 4– Custom stuff powered by SharePoint Designer• Custom actions• Extending workflows• Reports via Chart Web Part
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DEMOBuilding InfoPath form (phase 3, 4)
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Next steps
• Update InfoPath form fields • Integrate workflow data to forms• Dump entire form to DB (reporting)• Solution: Event Receivers
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BUILDING BUSINESS FORMS WITH INFOPATH 2010 AND SHAREPOINT 2010 – PART 2
TOMORROW AT 10AM
Learn more…
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Form capabilities
• File > Form Properties– Determines how form
will be used (Web, Fillter)• File > Design Checker
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Rules engine
• Simple rules based validation logic– X required? X<Y?– Understands field types: X<Today
• Formatting• Additional
formlogic
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Extending
• Data
• Code
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InfoPath forms around you
• List forms• BCS forms• Workflow forms
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DEMO
List formsBCS forms
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DEMOImporting forms
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The cloud
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Conclusion
• Easy to create and use• No code required– „InfoPath thinking”
• Integrate whenever possible• Test in all browsers
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Questions?Documentation Toolkit for
SharePoint >
Document • Track Changes • Compare Farms