INFOPATH DEVELOPMENT OPTIONS There are three development categories Form Library Site Content Type Administrator Approval
FORM LIBRARY .. When to Use ? Targeting one SharePoint List/Library You don’t want to reuse it You don’t need it across several sites and libraries Two approaches SharePoint First Approach InfoPath First Approach List vs. Libraries List uses InfoPath for display purposes Library uses InfoPath for display as well as store
SHAREPOINT FIRST APPROACH Create a SharePoint List Design Columns in the list Open the list and Click Customize Form
INFOPATH FIRST APPROACH (LIST) Open the InfoPath Select SharePoint List Specify the SharePoint Server URL and the List Name Design and publish the list.
SHAREPOINT FIRST APPROACH(FORM) Create InfoPath Bank Form Design the Interface Submit to the library Create a New Form Update Form When publishing make sure ..
SHAREPOINT FIRST APPROACH(FORM) .. Problems .. You need to give a name manually. You need to specify a submit connection to avoid this. [ Will see later ]
SITE CONTENT TYPE Allows to deploy as a SharePoint Content Type Inheriting Content Type Advantages Work Flows Reusability One Form can contain many Content Types When to use ? Need to reuse the template when creating the list Need to maintain a template across the site/collection
SITE CONTENT TYPE .. Create InfoPath Blank Form Design the Form Select the Site Content Type in publishing
SITE CONTENT TYPE .. Create the Content Type Specify the location and name [Check the Content Type in Site Content Types] Create a Form Library based on thesite content type.
ADMINISTRATOR APPROVAL Allows you to embed VSTA Visual Studio code behind InfoPath browser-compatible form templates When to use ? Forms with code behind Should be bowser compatible
ADMINISTRATOR APPROVAL .. Set Up the environment InfoPath .NET Framework 2.0 Misrasoft Visual Studio Tools for Applications (VSTA)
ADMINISTRATOR APPROVAL .. Create a blank InfoPath Form Design the form Save it before switch to developer mode Check the language (C#, VB)
ADMINISTRATOR APPROVAL .. Set the Form Server Publish the Form Specify the server Select Administrator Approval Form Save it locally Go to central admin and upload the form Activate the feature Add it an content type
ADMINISTRATOR APPROVAL .. What will happen to current sessions ? Allow existing browser-based form filling sessions to complete using the current version of the form template. Terminate existing browser-based form filling sessions. Any data in those sessions will be lost.
CHANGING BUTTONS You can change the ribbon button and controls in the web enabled form.
CONFIGURING DATA SUBMIT To avoid this we can create a data submit. Create Library and publish the form to the library. Configure the Data Submit By Rule (Demo) By Destination (Demo) By Custom Code
CONFIGURING DATA SUBMIT .. Other Options To a web service To a document library on a SharePoint site As an Email Message To the hosting environment (XmlFormView Control)
CONFIGURING DATA RETRIEVE Receive Data is a mechanism to connect to other sources and retrieve information. SOAP Web service REST Web service SharePoint Library or List Database (SQL Server) XML Document Passing Parameters
ACCESS VALUES PROGRAMMATICALLY Access Using Xpath Navigator Access nodes using Xpath Can access repeating sections
ACCESS AND EXECUTE CONNECTION .. Data Connections can be access using xPath Vales can be set using xPath Can Execute Programatically