2013 MN IT Govt Symposium - Implement No Code Solutions with SharePoint and InfoPath

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Presentation how ways to use SharePoint and InfoPath to create a no-code business solution.

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  • 2013 MN IT Govt Symposium - Implement No Code Solutions with SharePoint and InfoPath

    1. 1. 2013 Minnesota Government IT Symposium For State Agencies, Counties, Cities, Higher Education and Nonprofits December 10-12, 2013 RiverCentre, St. Paul, MN www.mngts.org/itsym (Presented by GTS Educational Events) Session #98 Implementing No Code Solutions with SharePoint and InfoPath Donald Donais, Avtex Consulting LLC Thursday, December 12th, 2013 1:30-2:30 p.m.
    2. 2. SharePoint 2013 Overview July 16, 2014
    3. 3. Avtex SharePoint Consultant ddonais@avtex.com Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais Donald Donais
    4. 4. Agenda • Before You Build • What Tools Are We Using? • Base InfoPath Knowledge • Base SharePoint Knowledge • InfoPath Features and Capabilities • Tips for Automation • Other Considerations
    5. 5. BEFORE YOU BUILD
    6. 6. Answer Basic Questions • Is There a Workflow Involved?  Translation of Business Process into SharePoint Workflow/Forms • What is needed in the form?  Fields for Form Information  Fields for Workflow  Interactivity within the Form  Data Connectivity  Browser vs. Client • What is the Overall Solution?  SharePoint List and/or Workflow  InfoPath Form and/or Workflow  .NET Form and/or Workflow  3rd Party Form and/or Workflow
    7. 7. WHAT TOOLS ARE WE USING?
    8. 8. SharePoint Tools • SharePoint  SharePoint 2007  SharePoint 2010  SharePoint 2013  SharePoint Online P1 & P2 • SharePoint Specific Version  SharePoint Standard or Online P1 – InfoPath Client/Filler Only  SharePoint Enterprise or Online P2 – InfoPath Client/Filler or Web Form
    9. 9. SharePoint Tools • InfoPath  SharePoint 2007 = InfoPath 2007 – 2013  SharePoint 2010 = InfoPath 2010 – 2013  SharePoint 2013 = InfoPath 2013 • Document Process Mapping Tool  Visio  XMind  Etc.
    10. 10. BASE INFOPATH KNOWLEDGE
    11. 11. What Is InfoPath? • Drag and Drop Experience  WYSIWYG • InfoPath Forms Divided Yet United  Template = .xsn  Data = .xml • Data Permanently Connected to Template  Template Changes – So Does the XML  In Other Words – Delete a Field, There Goes Your Data • Client Options  InfoPath 2007 = One Application  InfoPath 2010 & 2013 = Designer and Filler Applications
    12. 12. BASE SHAREPOINT KNOWLEDGE
    13. 13. SharePoint with InfoPath • SharePoint Form Libraries  Standard and Enterprise Versions  InfoPath Template (XSN) is Content Type • SharePoint Lists/Libraries (Apps)  Can be Used as Data Source • InfoPath Form Services  Enterprise and P2 Available  Web Form
    14. 14. SharePoint Specific Features • Out of the Box Web Parts  Form Services Web Parts or Apps • SharePoint Web Services  Web Services Used to Pull Information  Example: Automatically Populate Users Name in form • Data Connection Libraries  Sometimes Needed – Working In Claims SharePoint Environment  Or Connecting to Other Data Sources
    15. 15. INFOPATH FEATURES AND CAPABILITIES
    16. 16. Validation • Create Custom Validation Scenarios • Require Something to Exist • Validate the Format
    17. 17. Formulas • Functionality Without Coding • Compare Fields • Change Field Values • Work with Dates/Times • Simple Math Functions • Retrieve User Name (userName)
    18. 18. Rules • Based on Formatting or Action • Actions Include:  Set a field’s value  Query for Data  Submit data  Send Data to Web Part (2010 & 2013) • Use Conditions to Control When the Rule is Used
    19. 19. Views • Different Layouts Possible • Still Based on the Same Data • Not All Fields Need to be Displayed  ‘Read Only’ View  Print View • Restrict View to a Specific User Role
    20. 20. Web Based Forms • SharePoint 207-2013 InfoPath Form Services • Fill Out Forms Via the Web  InfoPath Client NOT Required • .NET Code-Behind Supported  Requires Publishing to Forms Server • Smart Client Only Features:  Most Controls  Filters, Roles, Conditional Formatting, Rules and Validation  Some Script, Custom Task Panes
    21. 21. InfoPath – Enabling Web Forms • Compatibility Checker  Checks for Feature Compatibility  Browser Checker  InfoPath 2003 Filler  InfoPath 2007 Filler and 2007 Web Browser Form  InfoPath 2010 Filler Form and Web Browser Form  InfoPath Filler Form (2013) and Web Browser Form (2013)
    22. 22. InfoPath – Connecting to the Outside World • Can Be Connected to Multiple Data Sources  Web Service  SQL Database  Xml Document  SharePoint List • Pull in Dynamic Data • Connection Library  Uses Office Data Connection  SharePoint can Host Many Connections
    23. 23. • Create Expense Report
    24. 24. TIPS FOR FORM AUTOMATION
    25. 25. Using Default Values • Some Information Needs Default Values • Example: Date of Submission • Simply Use Function – Today() • Use In Combination with Read Only Field
    26. 26. Automatically Display User Info • User Profile Service Available  Formula Option: username()  User Profile Service Data Connection  Other Properties Available • Data Connection  http://ServerName/_vti_bin/U serProfileService.asmx?WSDL  GetUserProfileByName
    27. 27. Cascade Dropdowns • Data May Need to be Related to an Item • Other Fields Become Populated • Data Connections to SharePoint List • Data Connection Contain Data and Query  Data to Display Specific Information  Query to Retrieve Information to Use In Form • Can Use a Rule to Trigger the Cascade to Other Fields
    28. 28. • Working With User Profile • Cascade Dropdowns
    29. 29. OTHER CONSIDERATIONS
    30. 30. Adjusting Form Options • Web and Filler Options  Capabilities of Removing Save, Close, Views, etc. • Offline Capabilities  Fill Out Form If Not Connected To Data • Email Attachments  Options for Email Form through Microsoft Outlook • Property Promotion  Used to Move Fields to be Columns in SharePoint • Compatibility  Version of InfoPath/SharePoint Working With
    31. 31. Deployment of InfoPath Forms • SharePoint Form Library  Presentation Was About This Method  Use This Method Doing One Off Deployments • SharePoint Content Type  Deploy Once and Reuse  Define Several InfoPath Forms for One Library • Admin-Approved Form Template  Deploy When Have C# or VB Code and Need Web Form  Done Through Central Administration or PowerShell
    32. 32. InfoPath and Office – The DIP • InfoPath Fragment Usable Inside of Office • Facilitates Metadata Entry • Associate InfoPath Form with a Content Type • Associate a Content Type with a Document Library • New Documents will Contain the Custom DIP
    33. 33. Customizing SharePoint Lists • SharePoint Lists New/Edit Forms • Add New Fields • Rearrange Existing Fields • Apply themes • Add Validation Rules • Add Views
    34. 34. Web Forms and URL’s • InfoPath URL’s = UGLY! • Some Components Not Needed  Remove %2F, %3A, %2E, etc. from URL • Components Needed  Server Name – http://portal.Contoso.com/demo/layouts/FormServer.aspx?  Xsn Location – XsnLocation=http://portal.Contoso.com/demo/CheckRequest/Forms/template.xsn • Add Other Components  &Source=URL to redirect after close  &DefaultView=ViewName
    35. 35. Extending InfoPath • Web Service Calls to LOB data  Ability to Use Familiar Development Tools • JScript Coding  Easy to Deploy in InfoPath Client  Lacks the Power of .NET • .NET Code Behind  Full .NET Connectivity  More Difficult to Deploy  Visual Studio and Source Control Issues
    36. 36. Q & A
    37. 37. Resources • Deployment of InfoPath Forms  http://bit.ly/1elqfHI • Connect URL to Specific Form or view  http://bit.ly/1aUTHzi • Tips and Tricks for Making Form Filling Faster  http://bit.ly/1izX5r5 • InfoPath – Query Specific SharePoint List Data  http://bit.ly/1dmTjSf • InfoPath User Profile Within SharePoint Claims Environment  http://bit.ly/xZTRw5
    38. 38. MN SharePoint Users Group Website • SharePoint Resource Documents • SharePoint Resource links • RSS Feeds • Meeting Schedule • Past User Group Presentations • Past User Group Recordings • Sponsorship Information • http://sharepointmn.com • Email: sharepoint@sharepointmn.com
    39. 39. Avtex IT Pro Consultant ddonais@avtex.com Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais

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