Info path advanced development @ Sri Lanka SharePoint Forum


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Third Session on the forum regarding infopath

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Info path advanced development @ Sri Lanka SharePoint Forum

  2. 2. INFOPATH DEVELOPMENT OPTIONS There are three development categories  Form Library  Site Content Type  Administrator Approval
  3. 3. 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
  4. 4. SHAREPOINT FIRST APPROACH Create a SharePoint List Design Columns in the list Open the list and Click Customize Form
  5. 5. INFOPATH FIRST APPROACH (LIST) Open the InfoPath Select SharePoint List Specify the SharePoint Server URL and the List Name Design and publish the list.
  6. 6. 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 ..
  7. 7. 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 ]
  8. 8. 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
  9. 9. SITE CONTENT TYPE .. Create InfoPath Blank Form Design the Form Select the Site Content Type in publishing
  10. 10. 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.
  11. 11. 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
  12. 12. ADMINISTRATOR APPROVAL .. Set Up the environment  InfoPath  .NET Framework 2.0  Misrasoft Visual Studio Tools for Applications (VSTA)
  13. 13. ADMINISTRATOR APPROVAL .. Create a blank InfoPath Form Design the form Save it before switch to developer mode  Check the language (C#, VB)
  14. 14. 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
  15. 15. 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.
  16. 16. CHANGING BUTTONS You can change the ribbon button and controls in the web enabled form.
  17. 17. 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
  18. 18. 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)
  19. 19. 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
  20. 20. ACCESS VALUES PROGRAMMATICALLY Access Using Xpath Navigator Access nodes using Xpath Can access repeating sections
  21. 21. ACCESS AND EXECUTE CONNECTION .. Data Connections can be access using xPath Vales can be set using xPath Can Execute Programatically
  22. 22. THANK YOU !