SharePoint InfoPath 2007 Integration

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A list of 54 SharePoint 2007 - InfoPath 2007 integration articles teaching how to combine SharePoint and InfoPath to create forms solutions for both InfoPath clients and web browsers. Articles deal …

A list of 54 SharePoint 2007 - InfoPath 2007 integration articles teaching how to combine SharePoint and InfoPath to create forms solutions for both InfoPath clients and web browsers. Articles deal with form deployment, form submitting, coding, and workflow.

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  • 1. SharePoint - InfoPath 2007 Integration Table of Contents Configure InfoPath Forms Services and deploy InfoPath forms to SharePoint ................ 4 3 Ways to deploy InfoPath form templates to SharePoint........................................... 4 Determine whether Forms Server is installed on a server .......................................... 4 Force InfoPath browser-enabled form to open in the browser ..................................... 4 How to publish an InfoPath 2007 browser form to SharePoint..................................... 4 How to publish an InfoPath form template as a new SharePoint site content type............ 4 InfoPath Warning: The form template could not be browser-enabled, but it was successfully published for use with Microsoft Office InfoPath .................................... 4 "This form template is browser-compatible, but it cannot be browser-enabled on the selected site" message ..................................................................................... 4 Understanding the Form Language setting in InfoPath browser-compatible form templates ................................................................................................................... 4 Display images in InfoPath browser forms ............................................................... 4 Displaying images in InfoPath 2007 browser forms served through Forms Services in SharePoint ..................................................................................................... 4 How to display images in a repeating table in an InfoPath browser form using a Rich Text Box control .................................................................................................... 4 Print or convert InfoPath forms .............................................................................. 5 Downloading InfoPath 2007 Forms in a Specific File Format from a SharePoint Form Library .......................................................................................................... 5 Printing InfoPath 2007 Web-based Forms to PDF..................................................... 5 Retrieve InfoPath forms from SharePoint ................................................................. 5 Programmatically retrieve an InfoPath form from a SharePoint library .......................... 5 Send e-mail from InfoPath forms ........................................................................... 5 How to create a SharePoint Designer workflow that sends an email containing a link to an InfoPath browser form ...................................................................................... 5 How to send email from an InfoPath browser form in SharePoint ................................ 5 Submit to SharePoint............................................................................................ 5 Automatically add a new item to a SharePoint list using InfoPath 2007 and a custom workflow........................................................................................................ 5 Auto-numbering InfoPath forms when they are submitted to a SharePoint form library..... 5 How to submit a file attached to an InfoPath form as an attachment to a SharePoint list item .............................................................................................................. 5 How to submit an InfoPath form to a SharePoint list and attach the form to the list item ... 5 How to submit the rows of a repeating table in InfoPath to a SharePoint list .................. 6 How to use a SharePoint ItemAdded event handler and the object model to submit data from an InfoPath form to a SharePoint list ............................................................. 6
  • 2. How to use a Visual Studio workflow to submit data from an InfoPath form to a SharePoint list ............................................................................................................... 6 How to use the SharePoint object model to submit data from an InfoPath browser form to a SharePoint list .............................................................................................. 6 Programmatically add an item/event to a SharePoint 2003 calendar using InfoPath 2003 and script code ............................................................................................... 6 Programmatically add an item/event to a SharePoint 2007 calendar using InfoPath 2007 and .NET code ................................................................................................ 6 Programmatically add an item with a Rich Text field to a SharePoint list using InfoPath 2007 ............................................................................................................. 6 Programmatically submit an InfoPath form to a SharePoint library, send an email, and then close the form ................................................................................................. 6 Work with secondary data sources to SharePoint lists ................................................ 6 Auto-fill a repeating table with data from a SharePoint list when a row is inserted ........... 6 Copy a SharePoint list to an InfoPath repeating table using XSLT ............................... 7 Counting the amount of documents submitted today to a SharePoint library ................. 7 Display SharePoint Tasks assigned to the current user in InfoPath .............................. 7 Generate a concatenated string of email addresses from a list using VBScript ............... 7 How to add a data connection to a SharePoint list or library in InfoPath ........................ 7 How to delete SharePoint list items via an InfoPath browser form using the SharePoint Object Model .................................................................................................. 7 How to simulate Excel's VLOOKUP function in InfoPath to look up data in a secondary data source using rules and filters ....................................................................... 7 How to update a SharePoint list via an InfoPath browser form using the SharePoint Object Model ........................................................................................................... 7 Programmatically check whether a value exists in a drop-down list box bound to a SharePoint list using an XPath filter ..................................................................... 7 Programmatically copy rows from a SharePoint list to a repeating node in the Main data source in InfoPath............................................................................................ 7 Transform data from a secondary data source using XSLT ........................................ 7 SharePoint Workflow ............................................................................................ 8 How to create an InfoPath initiation or association form for a SharePoint workflow created in Visual Studio ............................................................................................... 8 How to retrieve InfoPath form data in a SharePoint workflow ..................................... 8 How to set the value of an InfoPath form field through a SharePoint workflow ................ 8 Set the value in an InfoPath form from a SharePoint Designer workflow........................ 8 Use a custom SharePoint workflow to extract a file attachment from an InfoPath form and upload it to a SharePoint document library ............................................................ 8 Write Code for InfoPath ........................................................................................ 8 2 Ways to loop through InfoPath forms in a SharePoint Form Library ........................... 8 Add a logo from a SharePoint library to an InfoPath browser form ............................... 8 Accessing configuration settings from InfoPath 2007 browser-enabled form templates .... 8 Beginners programming for InfoPath browser forms in SharePoint ............................. 8 Calculating date differences in InfoPath 2007 browser forms using C# code .................. 8
  • 3. Filtered cascading drop-downs in InfoPath browser forms using SharePoint lists and WSS owssvr.dll ...................................................................................................... 9 Dynamically fill a drop-down list box in a browser form using another InfoPath form as a data source .................................................................................................... 9 How to execute code and close an InfoPath web-based form...................................... 9 How to execute JScript code from an InfoPath 2007 browser-enabled form template ....... 9 Programmatically create a custom SharePoint list from a repeating table in an InfoPath web-based form .............................................................................................. 9
  • 4. Configure InfoPath Forms Services and deploy InfoPath forms to SharePoint 3 Ways to deploy InfoPath form templates to SharePoint Learn which methods are available for deploying InfoPath 2007 form templates to SharePoint 2007. Determine whether Forms Server is installed on a server Check whether the Microsoft.Office.InfoPath.Server.dll and FormServer.aspx files are installed on the server. Force InfoPath browser-enabled form to open in the browser Configure Forms Services and the Form Library to allow and force InfoPath forms to open in the browser. How to publish an InfoPath 2007 browser form to SharePoint Learn which actions you have to take both in InfoPath and SharePoint before publishing a form template to SharePoint so that it can be opened and/or filled out using a browser. How to publish an InfoPath form template as a new SharePoint site content type This article provides the steps required to publish an InfoPath form template as a new content type on a SharePoint site. InfoPath Warning: The form template could not be browser-enabled, but it was successfully published for use with Microsoft Office InfoPath Learn how you can solve the warning 'The form template could not be browser-enabled, but it was successfully published for use with Microsoft Office InfoPath' which appears on the Publishing Wizard in InfoPath when you try to publish a browser-compatible form template to SharePoint. "This form template is browser-compatible, but it cannot be browser-enabled on the selected site" message Learn how to configure Forms Services to allow users to browser-enable form templates. Understanding the Form Language setting in InfoPath browser-compatible form templates Learn the logic behind how the 'Form Language' setting on an InfoPath form works in conjunction with Language Packs installed on SharePoint. Display images in InfoPath browser forms Displaying images in InfoPath 2007 browser forms served through Forms Services in SharePoint Learn about workarounds that are available to display images in InfoPath forms that are served via InfoPath Forms Services in SharePoint. How to display images in a repeating table in an InfoPath browser form using a Rich Text Box control While the Picture control is not available in InfoPath browser forms, you can write code to programmatically add a link to an image to a Rich Text Box control to display images in browser forms.
  • 5. Print or convert InfoPath forms Downloading InfoPath 2007 Forms in a Specific File Format from a SharePoint Form Library Learn how to use a technique that enables users to convert and download Microsoft Office InfoPath 2007 forms directly from Microsoft Office SharePoint Server 2007 form libraries as files in a format that is not XML. Printing InfoPath 2007 Web-based Forms to PDF This article presents a technique that you can use to print InfoPath 2007 web-based forms to PDF. Retrieve InfoPath forms from SharePoint Programmatically retrieve an InfoPath form from a SharePoint library Use the System.Net.WebClient class or Copy web service to retrieve an InfoPath form from a SharePoint library. Send e-mail from InfoPath forms How to create a SharePoint Designer workflow that sends an email containing a link to an InfoPath browser form This article describes how you can create a SharePoint Designer workflow that is run whenever a new InfoPath web-based form is submitted to a SharePoint form library and sends an email, which contains a link to open the InfoPath form in the browser. How to send email from an InfoPath browser form in SharePoint Learn which options are available when you want to send an email through an InfoPath form that is running in InfoPath Forms Services in SharePoint. Submit to SharePoint Automatically add a new item to a SharePoint list using InfoPath 2007 and a custom workflow Use SharePoint Designer 2007 to create a custom workflow that will add a new item to a SharePoint list whenever a new InfoPath form is added to a form library. Auto-numbering InfoPath forms when they are submitted to a SharePoint form library Use rules, formulas, and the max() function to generate incremental numbers that can be assigned to InfoPath forms when they are submitted to a form library. How to submit a file attached to an InfoPath form as an attachment to a SharePoint list item Learn how you can programmatically save a file attachment from an InfoPath form as an attachment to a SharePoint list item when the InfoPath form is submitted to the SharePoint list. How to submit an InfoPath form to a SharePoint list and attach the form to the list item
  • 6. Learn how to use the Attachments collection of a SharePoint list item to save the XML of an entire InfoPath form as an attachment to a SharePoint list item. How to submit the rows of a repeating table in InfoPath to a SharePoint list Programmatically add items from a repeating table in InfoPath to a SharePoint list by submitting a CAML update batch to the UpdateListItems method of the Lists web service that comes with Windows SharePoint Services (WSS). How to use a SharePoint ItemAdded event handler and the object model to submit data from an InfoPath form to a SharePoint list This article explains how you can use an ItemAdded event handler on a Form Library to extract data from an InfoPath form that was submitted to the form library and use this data to add a new item to a custom SharePoint list. How to use a Visual Studio workflow to submit data from an InfoPath form to a SharePoint list This article explains how you can use a custom Visual Studio sequential workflow on a Form Library to extract data from an InfoPath form that was submitted to the form library and use this data to add a new item to a custom SharePoint list. How to use the SharePoint object model to submit data from an InfoPath browser form to a SharePoint list This article explains how you can use the SPContext, SPSite, SPWeb, SPList, and SPListItem classes in C# or Visual Basic code in an InfoPath form to submit the form's data as a new item to a custom SharePoint list. Programmatically add an item/event to a SharePoint 2003 calendar using InfoPath 2003 and script code Use the UpdateListItems method of the Lists web service that comes with Windows SharePoint Services (WSS) to add an item to a SharePoint calendar. Programmatically add an item/event to a SharePoint 2007 calendar using InfoPath 2007 and .NET code Use the UpdateListItems method of the Lists web service that comes with Windows SharePoint Services (WSS) to add an item to a SharePoint calendar. Programmatically add an item with a Rich Text field to a SharePoint list using InfoPath 2007 Programmatically add an item to a SharePoint list by submitting a CAML update batch to the UpdateListItems method of the Lists web service that comes with Windows SharePoint Services (WSS). Programmatically submit an InfoPath form to a SharePoint library, send an email, and then close the form This article shows how you can use the FormEvents_Submit event handler to programmatically execute 2 data connections, one to submit to a SharePoint form library and the other to send an email, when submitting an InfoPath browser form, and then close the form afterwards. Work with secondary data sources to SharePoint lists Auto-fill a repeating table with data from a SharePoint list when a row is inserted
  • 7. Learn how to use rules and filters to automatically fill a repeating table row in InfoPath with data from a SharePoint list when the row is inserted. Copy a SharePoint list to an InfoPath repeating table using XSLT Use XSLT and the XslCompiledTransform class in C# to transform the data stored within a SharePoint list (secondary data source) and copy the transformed data to a repeating table in the Main data source of an InfoPath form. Counting the amount of documents submitted today to a SharePoint library Use an XPath expression to count the amount of documents that were submitted today to a SharePoint library. Display SharePoint Tasks assigned to the current user in InfoPath Learn how you can use the userName() function and Conditional Formatting in InfoPath to display only those tasks from a SharePoint Tasks list that have been assigned to the user who has opened the InfoPath form. Generate a concatenated string of email addresses from a list using VBScript Use VBScript to extract email addresses from a SharePoint list of contacts and generate a concatenated string of email addresses separated by a semi-colon. How to add a data connection to a SharePoint list or library in InfoPath This step-by-step InfoPath tutorial explains how to add a data connection to a SharePoint list or library and then view the structure of the secondary data source in the Data Source task pane. How to delete SharePoint list items via an InfoPath browser form using the SharePoint Object Model This article explains how you can use the SPSite, SPWeb, SPList, and SPListItem classes in C# code in an InfoPath form to delete items from a SharePoint list. How to simulate Excel's VLOOKUP function in InfoPath to look up data in a secondary data source using rules and filters Learn how to use rules and filters to look up data in a secondary data source (here: a SharePoint list) when an item is selected from a drop-down list box and create functionality similar to Excel's VLOOKUP function, but then in InfoPath. How to update a SharePoint list via an InfoPath browser form using the SharePoint Object Model This article explains how you can use the SPSite, SPWeb, SPList, and SPListItem classes in C# code in an InfoPath form to edit values within a SharePoint list. Programmatically check whether a value exists in a drop-down list box bound to a SharePoint list using an XPath filter Learn how to use an XPath filter expression on a SharePoint list to look up a value in a secondary data source to which a drop-down list box in InfoPath is bound. Programmatically copy rows from a SharePoint list to a repeating node in the Main data source in InfoPath Learn how to use C# or Visual Basic code to copy the rows from a SharePoint list to a repeating node in the Main data source of an InfoPath form. Transform data from a secondary data source using XSLT Use XSLT to transform the data stored within a secondary data source.
  • 8. SharePoint Workflow How to create an InfoPath initiation or association form for a SharePoint workflow created in Visual Studio Learn which steps are required to create an InfoPath form that can be used as an initiation or association form in a SharePoint workflow that is created using Visual Studio. How to retrieve InfoPath form data in a SharePoint workflow Learn how you can retrieve data that is stored within an InfoPath form either in a SharePoint Designer workflow or in a Visual Studio workflow that runs on that InfoPath form in a SharePoint form library. How to set the value of an InfoPath form field through a SharePoint workflow Learn how you can write code in a custom Visual Studio workflow for SharePoint to set the value of a field that is stored within an InfoPath form. Set the value in an InfoPath form from a SharePoint Designer workflow Learn how to promote InfoPath form fields so that you can set their values through a SharePoint Designer workflow. Use a custom SharePoint workflow to extract a file attachment from an InfoPath form and upload it to a SharePoint document library This article explains how you can use a custom Visual Studio sequential workflow on a Form Library to extract data from a File Attachment control on an InfoPath form that was submitted to the Form Library and use this data to add a file to a SharePoint Document Library. Write Code for InfoPath 2 Ways to loop through InfoPath forms in a SharePoint Form Library Learn how you can write C# code that uses the SPList, SPListItem, SPFolder, and SPFile classes of the SharePoint Object Model to loop through and retrieve all of the InfoPath forms that are stored in a SharePoint Form Library. Add a logo from a SharePoint library to an InfoPath browser form Learn how you can use a Rich Text Box control and code to display an image for a logo that is stored in a SharePoint Picture Library on an InfoPath browser form. Accessing configuration settings from InfoPath 2007 browser-enabled form templates Learn how to access custom configuration settings that are stored in Windows SharePoint Services web application configuration files from InfoPath browser-enabled form templates. Beginners programming for InfoPath browser forms in SharePoint You only need to know how to do 3 things to be able to start writing code for InfoPath browser form templates that you deploy to SharePoint. Learn what these 3 things are. Calculating date differences in InfoPath 2007 browser forms using C# code Write C# code which uses the Site property of the XMLEventArgs object and the TimeSpan object in the Changed event of the date fields to calculate the difference between the dates in each row of a repeating table.
  • 9. Filtered cascading drop-downs in InfoPath browser forms using SharePoint lists and WSS owssvr.dll Learn how you can use Windows SharePoint Services' (WSS) owssvr.dll and InfoPath's FileQueryConnection to write code that filters SharePoint list data displayed in dependent or cascading drop-down list boxes on an InfoPath browser form in SharePoint. Dynamically fill a drop-down list box in a browser form using another InfoPath form as a data source Use the FileLocation property of the FileQueryConnection object to switch and point to different XML files when filling a drop-down list box. How to execute code and close an InfoPath web-based form Learn what the limitations of InfoPath are and which options are available to you when trying to write code that closes an InfoPath web-based form. How to execute JScript code from an InfoPath 2007 browser-enabled form template Learn how to execute JScript code from InfoPath browser-enabled form templates that are hosted in custom ASP.NET pages. Programmatically create a custom SharePoint list from a repeating table in an InfoPath web-based form Learn how you can use data from a repeating table in an InfoPath web-based form that you open on a SharePoint site to create a custom SharePoint list.