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SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
SPSOrlando - InfoPath 2010 Jumpstarter
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SPSOrlando - InfoPath 2010 Jumpstarter

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Presented 6/9/2012 @ SharePoint Saturday Orlando

Presented 6/9/2012 @ SharePoint Saturday Orlando

Published in: Technology
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Transcript

  • 1. InfoPath 2010 Jumpstarter: My trip from Zero to Hero Justin Reed IT Expert, Application Development
  • 2. About me • Currently • “The SharePoint Guy” for UF Housing & Residence Education • Division of Student Affairs • Previously • Dept. of Corrections • Dept. of Transportation • Sears Holdings • Contact Info • Twitter – @Jreed637 • Email – JustinR@housing.ufl.edu • Blog – jcrtek.com
  • 3. Agenda • InfoPath Overview • InfoPath Benefits • Tips and Best Practices • Demo: Template Parts • Demo: Tabbed Sections • Demo: Web Services • Wrap-up and Questions
  • 4. InfoPath Overview• Easy-to-use form creation tool • Help get users away from Word/Excel/PDF forms • Streamline business processes and increase efficiency • Forms can be created by your power users• Create advanced solutions without writing code • Can be extended further with C# or VBA code behind• Built on existing standards • XML – Industry standard language for working with data
  • 5. InfoPath Overview• Connect with multiple types of data sources • Receive • SOAP Web Service • REST Web Services • SharePoint libraries/lists • MSSQL DBs and XML • Submit • Web Service • SharePoint Library • ASP.Net hosting environment
  • 6. InfoPath Overview• InfoPath comes in two flavors • Designer: used to create the forms • Filler: used to fill out the forms • Included with Office Pro Plus or Standalone• Form Types • List forms • Filler Forms • User needs InfoPath to fill out the form • Browser-based forms in your SharePoint environment • Form Library or Admin-deploy as a Content Type • User doesn’t need Office at all
  • 7. InfoPath Benefits• Efficient data collection • Data Sources help automate form filling• Error reduction • Add simple validation before submit • Dropdown list boxes pre-populated with defined choices• Audit compliance • Form security, retention, and workflow history via SharePoint• It’s green! • Think of the trees
  • 8. Tips and Best Practices • Plan Ahead • Meet with stakeholders or end users • Discuss what end result they desire • Since we’re moving paper forms to electronic • Iron out issues with existing business process • Identify improvements to be made during upgrade • Consolidate functions of various forms • Establish workflow for new form • Who will use it? Where to put it? • Who gets access to the information
  • 9. Tips and Best Practices • Design your Data Source first • Name your fields and groups!
  • 10. Tips and Best Practices • Consistency • Look and feel – Theme forms to your Org • Buttons and navigation • Instead of Ribbon UI, use buttons w/ custom actions • Use Groups/Sections • Keep your fields organized into logical units • Use conditional formatting to show/hide • Help direct form flow based on input or roles • Keep things simple • Don’t overload users with too many fields • Move things to another view… or use groups and sections
  • 11. Demo Time • Demo: Template Parts
  • 12. Demo Time • Demo: Tabbed Sections
  • 13. Demo Time • Demo: Web services
  • 14. Resources • Blogs • Clayton Cobb • http://claytoncobb.wordpress.com/ • Laura Rogers • http://sharepoint911.com/blogs/laura/default.aspx • Forums • Stack Exchange – http://sharepoint.stackexchange.com/ • TechNet – SharePoint Designer/InfoPath Forum • InfoPathDev – http://www.infopathdev.com/ • Training • Qdabra Software – http://www.qdabra.com/
  • 15. Questions
  • 16. Thanks for attending!And a big thanks to our sponsors!

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