Building business forms with InfoPath 2010 and SharePoint          2010 – Part 2                 Toni Frankola            ...
Documentation Toolkit for SharePoint • Document • Track Changes • Compare FarmsSharePoint dnevi 2011   Bled, 24. in 25. ok...
Contents • Event handlers stuff     – Add signatures     – Convert to PDF •   +Wizards •   +Security •   +Permissions via ...
InfoPath Fields (2)SharePoint dnevi 2011     Bled, 24. in 25. oktober 2011
InfoPath Fields (2)SharePoint dnevi 2011     Bled, 24. in 25. oktober 2011
Views • Different layouts on top of form dana • Used for:    – Read-only views    – Print views    – Wizards    – Security...
Roles • Scenario:    – Annual leave approval    – Demo • Control access to views and fields • Pros    – OOTB, config via U...
Demo   ROLESSharePoint dnevi 2011   Bled, 24. in 25. oktober 2011
„Wizard” • Implemented as series of views • Navigation handled with buttons    – Or custom logicSharePoint dnevi 2011     ...
Demo   WIZARDSharePoint dnevi 2011   Bled, 24. in 25. oktober 2011
Security • No OOTB InfoPath forms security    – Entire form is a SharePoint item    – Configure permissions via SPD WF or ...
Demo   SECURITY WORKFLOWSharePoint dnevi 2011   Bled, 24. in 25. oktober 2011
Event Receivers                           • Item Events                              –   ContextEvent                     ...
Convert forms to PDF                            Event Handler • XML                                          • HTML to PDF...
Demo   INFOPATH TO PDFSharePoint dnevi 2011   Bled, 24. in 25. oktober 2011
Working with User Profile Service • Important user info    – Departments, Managers, Managers of Managers      etc. • Conne...
Properties •   UserProfile_GUID          •   SPS-Peers     AccountName                   SPS-Responsibility     FirstName ...
DEMO   WORKING WITH USER PROFILE   SERVICESharePoint dnevi 2011   Bled, 24. in 25. oktober 2011
Reporing for InfoPath forms • Simple list reporting    – SharePoint UI    – Export to Excel • Reporting Services (SQL 2008...
Demo   INFOPATH REPORTINGSharePoint dnevi 2011   Bled, 24. in 25. oktober 2011
Helpers • InfoPath Cascading drop-down • Beyond lookup columnSharePoint dnevi 2011        Bled, 24. in 25. oktober 2011
EXTERNAL FORMS   CASCADE LOOKUPSSharePoint dnevi 2011   Bled, 24. in 25. oktober 2011
Conclusion • Extend OOTB Forms with some additional   code • Use Event ReceiversSharePoint dnevi 2011          Bled, 24. i...
Questions? Documentation Toolkit      for SharePoint >    Document • Track   Changes • Compare               Farms        ...
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Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2

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Developing InfoPath forms with OOTB tools is easy and can often solve many business requirements, but there are requirements that cannot be solved with just OOTB tools. In this session you will learn how to programmatically integrate InfoPath with SharePoint workflow engine, extract workflow history, customize the forms on fly, use the Word Service to convert form to other formats and much more.

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Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2

  1. 1. Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2 Toni Frankola SharePoint MVP Croatia @tonifrankolahttp://sharepointusecases.com SharePoint dnevi 2011
  2. 2. Documentation Toolkit for SharePoint • Document • Track Changes • Compare FarmsSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  3. 3. Contents • Event handlers stuff – Add signatures – Convert to PDF • +Wizards • +Security • +Permissions via SharePoint • User profile service • Repeating table filteringSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  4. 4. InfoPath Fields (2)SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  5. 5. InfoPath Fields (2)SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  6. 6. Views • Different layouts on top of form dana • Used for: – Read-only views – Print views – Wizards – Security (roles)SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  7. 7. Roles • Scenario: – Annual leave approval – Demo • Control access to views and fields • Pros – OOTB, config via UI • Cons – Not available in browser forms – Not real securitySharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  8. 8. Demo ROLESSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  9. 9. „Wizard” • Implemented as series of views • Navigation handled with buttons – Or custom logicSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  10. 10. Demo WIZARDSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  11. 11. Security • No OOTB InfoPath forms security – Entire form is a SharePoint item – Configure permissions via SPD WF or event receiver. – BUT read this before: • SharePoint Server 2010 capacity management: Software boundaries and limits • The maximum number of unique security scopes set for a list should not exceed 1,000.SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  12. 12. Demo SECURITY WORKFLOWSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  13. 13. Event Receivers • Item Events – ContextEvent – ItemAdding/ItemAdded – ItemUpdating/ItemUpdated – ItemDeleting/ItemDeletedWebAdding/WebProvisioned – ItemCheckingIn/ItemCheckedIn – ItemCheckingOut/ItemCheckedOut – ItemUncheckingOut/ItemUncheckedOut – ItemAttachmentAdding/ItemAttachmentAddedEmailReceived – ItemAttachmentDeleting/ItemAttachmentDeleted – ItemFileMoving/ItemFileMoved – ItemFileConvertedListAdding/ListAdded • Workflow EventsListDeleting/ListDeleted – WorkflowStarting/WorkflowStarted – WorkflowPostponed – WorkflowCompleted
  14. 14. Convert forms to PDF Event Handler • XML • HTML to PDF • XSL • XML to • Images • HTML (via XSL) InfoPath Word ServicesSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  15. 15. Demo INFOPATH TO PDFSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  16. 16. Working with User Profile Service • Important user info – Departments, Managers, Managers of Managers etc. • Connects to user profile service – http://ServerName/_vti_bin/UserProfileService.asmxSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  17. 17. Properties • UserProfile_GUID • SPS-Peers AccountName SPS-Responsibility FirstName SPS-Skills LastName SPS-PastProjects PreferredName SPS-Interests WorkPhone SPS-School Office SPS-SipAddress Department SPS-Birthday Title SPS-MySiteUpgrade Manager SPS-DontSuggestList AboutMe SPS-ProxyAddresses PersonalSpace SPS-HireDate PictureURL SPS-LastColleagueAdded UserName SPS-OWAUrl QuickLinks SPS-ResourceAccountName WebSite SPS-MasterAccountName PublicSiteRedirect Assistant SPS-Dotted-line WorkEmail CellPhone Fax HomePhoneSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  18. 18. DEMO WORKING WITH USER PROFILE SERVICESharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  19. 19. Reporing for InfoPath forms • Simple list reporting – SharePoint UI – Export to Excel • Reporting Services (SQL 2008 R2) – What’s new • Parsing values (repeating tables) – Storing to database • Custom code • 3rd partySharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  20. 20. Demo INFOPATH REPORTINGSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  21. 21. Helpers • InfoPath Cascading drop-down • Beyond lookup columnSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  22. 22. EXTERNAL FORMS CASCADE LOOKUPSSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  23. 23. Conclusion • Extend OOTB Forms with some additional code • Use Event ReceiversSharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
  24. 24. Questions? Documentation Toolkit for SharePoint > Document • Track Changes • Compare Farms SharePoint dnevi 2011

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