Your SlideShare is downloading. ×
Paul Galvin: Introduction to Infopath and Best Practices
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Saving this for later?

Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime - even offline.

Text the download link to your phone

Standard text messaging rates apply

Paul Galvin: Introduction to Infopath and Best Practices

738
views

Published on


0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
738
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
24
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Introduction to InfoPath and Best Practices
    Paul Galvin
  • 2. Agenda
    Quick Apology
    About the speaker
    Introduction to InfoPath
    Building a template
    Template features
    Tips and tricks
    • Including FBA
  • About the Speaker
    Paul Galvin
    SharePoint MVP
    Computer Generated Solutions
    Twitter: @pagalvin
    Blog: http://www.mstechblogs.com/paul/
  • 3. Objective: Build a Template
    Consistency
    Users will love it
    Developers more productive
    Save time!
  • 4. Intro to InfoPath
    InfoPath Client on desktop/laptop
    Design forms
    Fill out forms (red-headed step child)
    Creating a template (XSN file) (really, a CAB)
    Browser-enabled Forms
    MOSS Enterprise
    Reduced functionality
  • 5. Demo
    Quick Form from scratch
  • 6. Intro to InfoPath
    Overall Process
    Design the form with the client
    Publish the form to SharePoint
    End users fill out the form
    Publishing
    Publish as the template for a library
    Publish as a content type (becomes template for the CT and re-use the CT wherever CT’s are accepted)
  • 7. Building Forms Best Practices
    Designing forms badly is very easy
    Designing forms well is fairly easy
    Maintaining badly designed forms challenges the patience of Zen masters
  • 8. Best Practices - Consistency
    Buttons
    - Save/Exit/Discard
    Behavior
    - Confirmations
    - Explain consequences
    Common functionality (views)
  • 9. Views
    Main Page
    - Embed instructions
    Default hide?
    Consider an Instructions Page view
    Naming Convention
    1. Main
    2. Approval
    P. Print
    Z. Dev Notes
    etc.
    Version numbers
    - Place directly on the form
  • 10. Views - Demo
    Quick demo of views
  • 11. Form as a Database
    Status
    Record Approvals
    Internal flags for dynamic hide/view
    Save manager hierarchy
    "WasEmailed" flags
  • 12. Form as a Database
    Quick demo
  • 13. Tricks – Naming Files
    Naming files
    - Friendly view/edit link via workflow
    - (screen shot)
    - FBA headaches
  • 14. Tricks – Naming Files
  • 15. Trick – Security via Custom Lists
    Business scenario:
    • Don’t want to use AD or SharePoint groups to define business level approval groups
    • 16. (little kids)
    Technique
    • Create a custom list
    • 17. Item level permissions
    • 18. Query the data source
    • 19. Check to see if a result was returned
    Demo
  • 20. Trick – Formserver.aspx URL
    Why?
    - FBA environment, “new” button disabled.
    formserver.aspx
    http://[server]/[site]/_layouts.aspx?XsnLocation=[full location of template]&DefaultItemOpen=1
  • 21. Trick – Case Insensitive Comparisons
    Use the translate() function
    Demo
  • 22. Resources
    Case-insensitive comparisons
    http://paulgalvin.spaces.live.com/blog/cns!1CC1EDB3DAA9B8AA!5664.entry
    http://tinyurl.com/yec655n
  • 23. Thank You!
    Email: galvin.paul@gmail.com
    Blog: http://www.mstechblogs.com/paul
    Twitter: @pagalvin