InfoPath in an Hour: Building Electronic Forms

InfoPath in an Hour
Building Electronic Forms for Use with SharePoint
Workflows

Theresa Eller
Systems Analyst Sr., DynCorp International

THANK YOU FOR BEING A PART OF SHAREPOINT
SATURDAY AUSTIN!
• Please turn off all electronic devices or set them to vibrate
• If you must take a phone call, please do so in the hall
• Wi-Fi is available, you will need your Guest ID/password
(at registration desk)
• Feel free to tweet and blog during sessions. Remember to follow @SPSATX
and tag #SPSATX in your tweets!

SharePoint Saturday Austin is hosted by
the Austin SharePoint User Group
(@AustinSPUG)

2 | SharePoint Saturday Austin 2013

THANKS TO OUR SPONSORS!


WHO AM I?

• Theresa Eller
– Systems Analyst Sr. at DynCorp International
• SharePoint 2010 end/power user support and training; backup farm
administrator
• Production support for internally developed enterprise business
applications, OnBase (document management system), etc.
– Bachelor’s Degree: Public Relations, University of Louisiana at Lafayette
– Master’s Degree: Teaching & Learning with Technology, Ashford University
• @SharePointMadam
• sharepointmadam@gmail.com


OPENING INFOPATH DESIGNER 2010

1. Start > All Programs > Microsoft 2. From Available Form Templates,
Office > Microsoft InfoPath select Blank Form
Designer 2010

3. In the Blank Form area (on right),
click Design Form


DOWNLOAD AN EXISTING FORM

1. Navigate to the Document Library in SharePoint
2. Under Library Tools, click Library
3. From the Settings group, click Library Settings
4. Under General Settings, click
Advanced Settings
5. Under Template URL:, click Edit Template
6. Template opens in InfoPath Designer;
click File > Save As
7. Select the location to save the file
8. Enter the File Name
9. Click Save

EDIT AN EXISTING FORM

1. Right-click on the form icon
2. Select Design


ADDING CONTENT TO A BLANK FORM

• Two default sections
1. Title area
2. One cell
 Can be split into multiple columns
and/or multiple rows


ROWS & COLUMNS

• Insert
– With cursor at end of last row, press Tab
— or —
1. Position cursor where new cell/row/column
should be added
2. Go to Table Tools Layout tab and click
Insert Below, Insert Above, Insert Left,
or Insert Right
• Delete
1. Highlight cell/row/column to remove
2. Click Delete and select from dropdown
menu

MERGE

• Merge Cells
1. Highlight cells/rows/columns to merge
2. Click Merge Cells
• Split Cells
– Default: 2 columns and 1 row
1. Highlight cells/rows/columns to split
2. Click Split Cells

Before Split / After Merge After Split / Before Merge

CELL & ALIGNMENT

• Cell • Alignment
– Height – Width – Vertical & horizontal

– Cell padding
• White space along
the cell borders


COLOR

• Shading • Borders
– Use to separate header, form – Use to separate form sections
sections, or alternating lines or rows within tables
in a table


TABLES

1. Go to the Insert tab
2. Click on Custom Table
3. Highlight cells to represent the number of
rows and columns needed
4. Release the mouse button to create the
table

Table with 4 Columns
and 4 Rows


ADDING CONTROLS FROM THE RIBBON

1. On the ribbon, go to the Home tab
2. Controls group is fourth from the left
3. Click the arrow pointing straight down to expand the Controls


OPENING THE CONTROLS PANE

1. On the ribbon, go to the Home tab
2. Controls group is fourth from the left
3. Click the diagonal arrow pointing down
to expand the Controls


INFOPATH WITH SHAREPOINT 2010 HOW-TO

• Real Solutions for Using
InfoPath with SharePoint 2010
– by Steven Mann


PLEASE FILL OUT SESSION EVALUATIONS
AND
THANK YOU FOR ATTENDING!

THANKS TO OUR SPONSORS!


InfoPath in an Hour: Building Electronic Forms

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