Modify SharePoint library forms using InfoPath - Connections Amsterdam 2011


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Finally, you can make your goals of going paperless a reality! Microsoft Office InfoPath 2010 and Forms Server together provide a powerful platform for creating electronic forms. In this session, you will see how you can build robust electronic forms with data validation and conditional logic using InfoPath. Also the inherent power of InfoPath is demonstrated to look up data from various sources and populate it in your custom designed electronic forms. The users of this form can then submit the data back to the source. All without writing a single line of code!

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  • 0x - Lecture Title v1.0 © 2009 Critical Path Training, LLC - All Rights Reserved
  • 0x - Lecture Title v1.0 © 2009 Critical Path Training, LLC - All Rights Reserved
  • SharePoint Connections Updates will be available at
  • Modify SharePoint library forms using InfoPath - Connections Amsterdam 2011

    1. 2. Asif Rehmani SharePoint MVP, MCT Create SharePoint Library forms using InfoPath 2010 @asifrehmani
    2. 4. Facts <ul><li>Each video is fully narrated by SharePoint experts </li></ul><ul><li>Video length – average of 10 - 15 mins each </li></ul><ul><ul><li>Full of demonstration, minimal or no PowerPoint </li></ul></ul>Topics Covered <ul><ul><li>End User SharePoint functionality </li></ul></ul><ul><ul><li>Site Owner and Site Collection Administration </li></ul></ul><ul><ul><li>InfoPath </li></ul></ul><ul><ul><li>SharePoint Designer </li></ul></ul><ul><ul><li>Business Connectivity Services </li></ul></ul><ul><ul><li>Reporting Services </li></ul></ul><ul><ul><li>Workflows </li></ul></ul><ul><ul><li>Branding </li></ul></ul><ul><ul><li>Access and Access Services </li></ul></ul><ul><ul><li>Project Management </li></ul></ul>
    3. 5. Videos such as… <ul><li>Installing SharePoint Server 2010 </li></ul><ul><li>Customizing Site Navigation </li></ul><ul><li>Exporting List and Site Templates to other Site Collections </li></ul><ul><li>Use Chart Web Part to visualize data from Excel Spreadsheets </li></ul><ul><li>Creating External Content Types </li></ul><ul><li>Creating List, Reusable and Site Workflows </li></ul><ul><li>Report on Database data using Data View web part </li></ul><ul><li>And a whole lot more… </li></ul>
    4. 7. Who am I? [email_address] <ul><li>Microsoft Office SharePoint Server MVP, MCT </li></ul><ul><li>Principal contributor at </li></ul><ul><ul><li>Videos on SharePoint, SharePoint Designer and InfoPath </li></ul></ul><ul><li>SharePoint 2010 Training </li></ul><ul><li>Co-Author of the books Professional SharePoint Designer 2007, SharePoint Designer 2010 and more. </li></ul><ul><li>Speaker at various conferences </li></ul><ul><ul><li>TechEd, MS SharePoint Conference, SharePoint Connections, Best Practices Conference etc. </li></ul></ul>Current Video Count: 331
    5. 8. What to Expect during this presentation? <ul><li>250 level presentation </li></ul><ul><li>Demos and Best Practice guidance on each of the areas </li></ul><ul><li>Giveaways of video tutorial DVD and 16GB USB Flash drive at the end </li></ul>
    6. 9. The Awesomeness of InfoPath
    7. 10. SharePoint-InfoPath touch points <ul><li>Create Form Library forms </li></ul><ul><ul><ul><li>License needed: SharePoint Foundation </li></ul></ul></ul><ul><ul><li>Modify Workflow forms </li></ul></ul><ul><ul><li>License needed: SharePoint Server Standard </li></ul></ul><ul><li>Create SharePoint List forms </li></ul><ul><ul><li>License needed: SharePoint Server Enterprise </li></ul></ul>
    8. 11. Form Library Forms <ul><li>Forms library can be used to host InfoPath form templates </li></ul><ul><li>Forms are filled using InfoPath Filler or the browser (SharePoint Server Enterprise license required) </li></ul>
    9. 12. Data Connections to External Sources <ul><li>Bring in data from a variety of sources </li></ul><ul><ul><li>Web Services </li></ul></ul><ul><ul><li>SharePoint List and Libraries </li></ul></ul><ul><ul><li>Databases </li></ul></ul><ul><ul><li>XML Files </li></ul></ul>
    10. 13. InfoPath Form Web Part <ul><li>Deploy the form on any page </li></ul>
    11. 14. DEMO
    12. 15. Call to Action <ul><li>Watch the free videos at </li></ul><ul><li>Get access to the completely pre-built SharePoint environment with the Demos - </li></ul><ul><li>Connect with us: </li></ul><ul><ul><li>Sign up for bi-monthly newsletter at our site </li></ul></ul><ul><ul><li>Twitter id: asifrehmani </li></ul></ul><ul><li>Please fill out the survey! </li></ul>