Building business forms with InfoPath 2010 and SharePoint 2010 – Part 1

12,394 views
12,093 views

Published on

InfoPath has been introduced to Office way back in version 2003, and now in Office 2010 it has become one of the key tools for customizing and developing apps on top of SharePoint 2010. InfoPath is being used everywhere: to create custom list forms, for custom workflow forms and as tool for creating both browser and client based forms. In this session we are going to discuss and demonstrate all the interesting InfoPath 2010 features. We will be building a couple of demo apps based on form technologies and discuss some of the best practices, tips’n’tricks for forms development in InfoPath and SharePoint arena.

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
12,394
On SlideShare
0
From Embeds
0
Number of Embeds
7,514
Actions
Shares
0
Downloads
100
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Building business forms with InfoPath 2010 and SharePoint 2010 – Part 1

  1. 1. Building business forms with InfoPath 2010 and SharePoint 2010 – Part 1 Toni Frankola SharePoint MVP Croatia @tonifrankolahttp://sharepointusecases.com SharePoint dnevi 2011
  2. 2. Agenda • SharePoint Editions and forms • What’s new in v2010 tools – InfoPath – SharePoint Designer • Case Study • Demos • Target audience: – Power (End) User, Site Collection Admin – IT PROSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  3. 3. Main cast • Microsoft SharePoint 2010* – Different editions • SharePoint Designer 2010* – Free • SharePoint InfoPath 2010* – Part of Office Professional Plus license • (*) You could use v2007 products to create very similar applicationSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  4. 4. SharePoint 2010 EditionsFeature / Edition Foundation Standard EnterprisePrice FREE Server License + Stanard pricing + Standard CALs + Enterprise CALsForm libraries + + +Open forms in InfoPath + + +Open forms in Web Browser - - +Customize list forms in - - +InfoPathSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  5. 5. What’s new in InfoPath 2010 • New fluent-UI • Pre-built Page and Section Layouts • New controls (Picture buttons, Hyperlink, Date and time picker, Person/Group pickers, Signature Line) • New Rules and UI • Quick publish • Customize List forms via InfoPath • Use in SharePoint Workspace http://goo.gl/MYWW5SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  6. 6. InfoPath applications • Designer – Office client application required to design forms • Filler – Office client application used to fill forms • Browser – InfoPath form displayed in browserSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  7. 7. InfoPath Features MatrixCONTROL 2010 BROWSER 2010 FILLER 2007 BROWSERCombo Box X XMultiple-Selection List Box X XBulleted List X XNumbered List X XPlain List X XPerson/Group Picker X X XExternal Item Picker X XPicture Button X XVertical Label XPicture X XInk Picture XHyperlink X XSignature Line XScrolling Region XHorizontal Region XRepeating Recursive Section XHorizontal Repeating Table XMaster/Detail XChoice Group X XRepeating Choice Group XChoice Section X X Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality. http://goo.gl/bB9LO
  8. 8. Case-study • A company A needs a simple invoicing and CRM system with following: – Tracking customers – Tracking products and prices – Creating Quotes / Invoices • In multiple languagesSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  9. 9. CS: Entity-relationship modelSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  10. 10. InfoPath Form Deployment options • Do once, never deploy • Do once, deploy as content type • Best practice: – Package as Sandboxed solution – Deploy via Central AdminSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  11. 11. Demo overview • Phase 1 – SharePoint Lists from SharePoint UISharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  12. 12. Demo overview • Phase 2 – Build InfoPath FormSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  13. 13. Questions • Why InfoPath here? • Reasons: – 1 quote = 1 or more products>Repeating Tables – Printing in general and – Printing in more than one lang > InfoPath Views – OOTB integration with SharePointSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  14. 14. Building InfoPath form (phase 1, 2) DEMOSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  15. 15. Demo overview • Phase 3 – Using SP OOTB features to automate stuff • Workflows • In-place records management • AlertsSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  16. 16. Demo overview • Phase 4 – Custom stuff powered by SharePoint Designer • Custom actions • Extending workflows • Reports via Chart Web PartSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  17. 17. Building InfoPath form (phase 3, 4) DEMOSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  18. 18. Next steps • Update InfoPath form fields • Integrate workflow data to forms • Dump entire form to DB (reporting) • Solution: Event ReceiversSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  19. 19. Learn more… BUILDING BUSINESS FORMS WITH INFOPATH 2010 AND SHAREPOINT 2010 – PART 2 TOMORROW AT 10AMSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  20. 20. Form capabilities • File > Form Properties – Determines how form will be used (Web, Fillter) • File > Design CheckerSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  21. 21. Rules engine • Simple rules based validation logic – X required? X<Y? – Understands field types: X<Today • Formatting • Additional form logicSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  22. 22. Extending • Data • CodeSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  23. 23. InfoPath forms around you • List forms • BCS forms • Workflow formsSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  24. 24. List forms BCS forms DEMOSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  25. 25. Importing forms DEMOSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  26. 26. The cloudSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  27. 27. Conclusion • Easy to create and use • No code required – „InfoPath thinking” • Integrate whenever possible • Test in all browsersSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  28. 28. Questions? Documentation Toolkit for SharePoint > Document • Track Changes • Compare Farms SharePoint dnevi 2011

×