building sharepoint 2010 applications with infopath 2010 and sharepoint designer 2010
TRANSCRIPT
Building SharePoint 2010 Applications with InfoPath 2010 and SharePoint Designer 2010Toni FrankolaSharePoint Services MVP, Croatia
http://[email protected]@ToniFrankola
About speaker…
Agenda
SharePoint Editins and formsWhat’s new in v2010 tools
InfoPathSharePoint Designer
Case StudyDemos
Target audience:Power (End) User, Site Collection AdminIT PRO
Main cast
Microsoft SharePoint 2010*Different editions
SharePoint Designer 2010*Free
SharePoint InfoPath 2010*Part of Office Professional Plus license
(*) You can use v2007 products to create very similar application
SharePoint 2010 Editions
Feature / 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
- - +
What’s new in InfoPath 2010
New fluent-UIPre-built Page and Section LayoutsNew controls (Picture buttons, Hyperlink, Date and time picker, Person/Group pickers, Signature Line)New Rules and UIQuick publishCustomize List forms via InfoPathUse in SharePoint Workspace
Source: http://goo.gl/MYWW5
InfoPath applications
DesignerOffice client application required to design forms
FillerOffice client application used to fill forms
BrowserInfoPath form displayed in browser
InfoPath Features MatrixCONTROL 2010 BROWSER 2010 FILLER 2007 BROWSERCombo Box X X
Multiple-Selection List Box X X
Bulleted List X X
Numbered List X X
Plain List X X
Person/Group Picker X X X
External Item Picker X X
Picture Button X X
Vertical Label X
Picture X X
Ink Picture X
Hyperlink X X
Signature Line X
Scrolling Region X
Horizontal Region X
Repeating Recursive Section
X
Horizontal Repeating Table X
Master/Detail X
Choice Group X X
Repeating Choice Group X
Choice 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
SharePoint Designer 2010
(new) Fluent UI(new) Manage
Content TypesColumnsViewsCustom ActionsContent (pages, structure…)
(Improved)Workflow management + new actionsEditing page properties
Case-study
A company A needs a simple invoicing and CRM system with following:
Tracking customersTracking products and pricesCreating Quotes / Invoices
In multiple languages
Tracking PaymentsTracking Project Time TrackingSales Reports and RevenueTracking Expenses
CS: Entity-relationship model
Quote /Invoice
Product
Customer
N:N
Price
1:N
ProjectN:1
Additional entities:
InfoPath Form Deployment options
Do once, never deployDo once, deploy as content typeBest practice:
Package as Sandboxed solution
Demo overview
Phase 1SharePoint Lists from SharePoint UI
Quote /Invoice
Product
Customer
N:NPrice
1:N
ProjectN:1
Demo overview
Phase 2Build InfoPath Form
Quote /Invoice
Product
Customer
N:NPrice
1:N
ProjectN:1
Questions
Why InfoPath here?
Reasons:1 quote = 1 or more products>Repeating TablesPrinting in general andPriting in more than one lang > InfoPath ViewsOOTB integration with SharePoint
Quote /Invoice
Product
Customer
N:NPrice
1:N
ProjectN:1
Demo overview
Phase 3Using SP OOTB features to automate stuff
WorkflowsIn-place records managementAlerts
Demo overview
Phase 4Custom stuff powered by SharePoint Designer
Custom actionsExtending workflowsReports via JQuery
Demo