3/9/11 Boston Area SharePoint Users Group meeting - Quick Tip

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3/9/11 Boston Area SharePoint Users Group Quick Tip presented by Deb Walther

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3/9/11 Boston Area SharePoint Users Group meeting - Quick Tip

  1. 1. SharePoint: Mission Critical<br />Business Apps | Strategic Services<br />BASPUG Quick Tip<br />March 9, 2011<br />Using InfoPath to Make a Better List Form in Share Point 2010<br />Presented By: Deb Walther<br />The Leaders In Contract Management For SharePoint<br />www.corridorconsulting.com<br />
  2. 2. Using Lists as Ticketing Systems<br /><ul><li>A great tool for making tracking/work order systems
  3. 3. Collect requestor/customer input
  4. 4. Customer provides data (Lean: reduces emails)
  5. 5. Collect “worker” input
  6. 6. Keep track of the work done, lessons learned etc.
  7. 7. Track KPIs
  8. 8. # of days to close
  9. 9. # of requests
  10. 10. Transparency to system
  11. 11. Use web parts to allow customer to “pull” information (lean)
  12. 12. Automate emails with workflows</li></li></ul><li>Collecting the Data: OOTB<br />List forms show all columns in the list<br />Data Overload<br />Not all info to be completed by requestor<br />Best practice: only ask for info needed<br />Lean<br />Less confusion<br />
  13. 13. Editing the List form<br />Limited Opportunities to Edit the form:<br />Code<br />Designer<br />
  14. 14. Editing the List Form<br />SharePoint 2010 allows the use of InfoPath 2010 to edit list form<br />InfoPath creates forms that can talk to SP<br />Can use multiple pages<br />Requestor page<br />Worker page<br />Logic<br />Show only certain fields based on choices made<br />UI: Remove the “SharePointiness”<br />
  15. 15. Request Page<br />Only ask for the information needed from the customer<br />Simple “Submit” button, easy to add attachments<br />Custom Graphics<br />Use shading to make data entry “obvious”<br />
  16. 16. Page 2 (Response Page)<br />Pull the data from the first page as read only<br />No need to move back and forth<br />Response data easy to enter<br />
  17. 17. Updating the form<br />New fields can be added via the list or the IP form<br />Note: errors can occur when data is updated on the IP form (choice fields). Best practice to use the list.<br />When the list is updated, the IP form must be updated: open form and publish<br />
  18. 18. Updating the form<br />Very easy to update the form<br />Drag and drop new field<br />
  19. 19. SharePoint: Mission Critical<br />Business Apps | Strategic Services<br />CONTACT INFORMATION:<br />Deb Walther<br />Senior Consultant<br />deb.walther@corridorconsulting.com<br /> 978-436-1936<br />www.corridorconsulting.com<br />

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