Introduction to InfoPath and Best Practices<br />Paul Galvin<br />
Agenda<br />Quick Apology<br />About the speaker<br />Introduction to InfoPath<br />Building a template<br />Template feat...
Objective: Build a Template<br />Consistency<br />Users will love it<br />Developers more productive<br />Save time!<br />
Intro to InfoPath<br />InfoPath Client on desktop/laptop<br />Design forms<br />Fill out forms (red-headed step child)<br ...
Demo<br />Quick Form from scratch<br />
Intro to InfoPath<br />Overall Process<br />Design the form with the client<br />Publish the form to SharePoint<br />End u...
Building Forms Best Practices<br />Designing forms badly is very easy<br />Designing forms well is fairly easy<br />Mainta...
Best Practices - Consistency<br />Buttons<br />- Save/Exit/Discard<br />Behavior<br />- Confirmations<br />- Explain conse...
Views<br />Main Page<br />- Embed instructions<br />Default hide?<br />Consider an Instructions Page view<br />Naming Conv...
Views - Demo<br />Quick demo of views<br />
Form as a Database<br />Status<br />Record Approvals<br />Internal flags for dynamic hide/view<br />Save manager hierarchy...
Form as a Database<br />Quick demo<br />
Tricks – Naming Files<br />Naming files<br />- Friendly view/edit link via workflow<br />- (screen shot)<br />- FBA headac...
Tricks – Naming Files<br />
Trick – Security via Custom Lists<br />Business scenario:<br /><ul><li>Don’t want to use AD or SharePoint groups to define...
(little kids)</li></ul>Technique<br /><ul><li>Create a custom list
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Paul Galvin: Introduction to Infopath and Best Practices

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Paul Galvin: Introduction to Infopath and Best Practices

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