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The Trials of Supporting End Users with SharePoint InfoPath forms
- 1. InfoPath - an introductionto InfoPath - Challenges supporting InfoPath
- 2. Who is presentingtoday 2 Jon Vicary Experience Since 2008 SharePoint 2003 SharePoint 2007 SharePoint 2010 Governance User Adoption Change management
- 3. Quick Question Who hasno idea what InfoPath is? Who has filled out an InfoPath form? Who has created a form? Basic form? Complex form? Who supports end users with InfoPath? In one word what do your end users think of InfoPath? 3
- 4. Agenda 4 1. Introducing InfoPath 2.The challenge of supporting InfoPath 3. Questions and answers 4. Questions and answers 5. Using controls to collect data 6. Browser forms 7. Finishing and publishing the form
- 5. Agenda 5 1. Introducing InfoPath 2.The basics of template creation 3. Data sources 4. Formatting a template 5. Using controls to collect data 6. Browser forms 7. Finishing and publishing the form - What can InfoPath do for you - What can form creators do with InfoPath - Understanding the different InfoPath programs
- 6. Introducing InfoPath What youcan do with InfoPath 6 Fill out the form InfoPath filler Browser (Internet Explorer)
- 7. Introducing InfoPath What youcan do with InfoPath 7 Fill out the form InfoPath filler Browser (Internet Explorer) Submit the form By email To a SharePoint list / library To a database
- 8. Introducing InfoPath What youcan do with InfoPath 8 Fill out the form InfoPath filler Browser (Internet Explorer) Submit the form By email To a SharePoint list / library To a database Aggregate and view from details SharePoint
- 9. Agenda 9 1. Introducing InfoPath 2.The basics of template creation 3. Data sources 4. Formatting a template 5. Using controls to collect data 6. Browser forms 7. Finishing and publishing the form - What can InfoPath do for you - What can form creators do with InfoPath - Understanding the different InfoPath programs
- 10. Introducing InfoPath What canform creators do with InfoPath 10
- 11. Introducing InfoPath What canform creators do with InfoPath 11
- 12. Introducing InfoPath What canform creators do with InfoPath 12
- 13. Introducing InfoPath What canform creators do with InfoPath 13
- 14. Introducing InfoPath What canform creators do with InfoPath 14
- 15. Introducing InfoPath What canform creators do with InfoPath 15
- 16. Introducing InfoPath What canform creators do with InfoPath 16
- 17. Introducing InfoPath Types ofInfoPath forms 17 Browser
- 18. Introducing InfoPath Types ofInfoPath forms 18 Browser SharePoint Server
- 19. Introducing InfoPath Types ofInfoPath forms 19 Browser SharePoint Server SharePoint library
- 20. Introducing InfoPath Types ofInfoPath forms 20 Browser SharePoint Server SharePoint library SharePoint list
- 21. Introducing InfoPath Types ofInfoPath forms 21 Browser SharePoint Server SharePoint library SharePoint list InfoPath web part
- 22. Introducing InfoPath Types ofInfoPath forms 22 Browser Filler SharePoint Server SharePoint library SharePoint list InfoPath web part
- 23. Introducing InfoPath Types ofInfoPath forms 23 Browser Filler SharePoint Server Email form SharePoint library SharePoint list InfoPath web part
- 24. Introducing InfoPath Types ofInfoPath forms 24 Browser Filler SharePoint Server Email form SharePoint library SharePoint list InfoPath web part Network share
- 25. Introducing InfoPath Types ofInfoPath forms 25 Browser Filler SharePoint Server Email form SharePoint library SharePoint list InfoPath web part Network share Email to users
- 26. Introducing InfoPath Types ofInfoPath forms 26 Browser Filler SharePoint Server Email form SharePoint SharePoint library SharePoint list InfoPath web part Network share Email to users
- 27. Introducing InfoPath What youcan do with InfoPath 27 Connect to a wide range of data sources
- 28. Introducing InfoPath What youcan do with InfoPath 28 Connect to a wide range of data sources Design themed forms
- 29. Introducing InfoPath What youcan do with InfoPath 29 Connect to a wide range of data sources Design themed forms Provide different views
- 30. Introducing InfoPath What youcan do with InfoPath 30 Connect to a wide range of data sources Design themed forms Provide different views Use a rich array of tools to capture data
- 31. Introducing InfoPath What youcan do with InfoPath 31 Connect to a wide range of data sources Design themed forms Provide different views Use a rich array of tools to capture data Not just a tool to create forms, but a tool to create business solutions
- 32. Agenda 32 1. Introducing InfoPath 2.The basics of template creation 3. Data sources 4. Formatting a template 5. Using controls to collect data 6. Browser forms 7. Finishing and publishing the form - What can InfoPath do for you - What can form creators do with InfoPath - Understanding the different InfoPath programs
- 33. Introducing InfoPath Understanding thedifferent InfoPath programs 33 InfoPath Filler Client side program Fill in forms
- 34. Introducing InfoPath Understanding thedifferent InfoPath programs 34 InfoPath Filler Client side program Fill in forms InfoPath Designer Client side program Design themed forms Provide different views Use a rich array of tools to capture data Not just a tool to create forms, but a tool to create business solutions
- 35. Agenda 35 1. Introducing InfoPath 2.The challenge of supporting InfoPath 3. Business scenarios 4. Questions and answers 5. Using controls to collect data 6. Browser forms 7. Finishing and publishing the form - A common SharePoint story - Supporting InfoPath – the options
- 36. Agenda 36 1. Introducing InfoPath 2.The challenge of supporting InfoPath 3. Business scenarios 4. Questions and answers 5. Using controls to collect data 6. Browser forms 7. Finishing and publishing the form - A common SharePoint story - Supporting InfoPath – the options
- 37. The challenge ofsupporting InfoPath A common SharePoint story In my experience supporting end users with SharePoint, I see a clear and worrying trend: SharePoint takes you 95% there out-of-the-box. The last 5% requires development to make end users truly satisfied 1 2 3 37
- 38. The challenge ofsupporting InfoPath A common SharePoint story SharePoint Product Marketing: SharePoint can be used to solve business problems to…. SharePoint can be used to almost solve business problems 38 Examples Workflows Alert emails Web Parts
- 39. Agenda 39 1. Introducing InfoPath 2.The challenge of supporting InfoPath 3. Business scenarios 4. Questions and answers 5. Using controls to collect data 6. Browser forms 7. Finishing and publishing the form - A common SharePoint story - Supporting InfoPath – the options
- 40. 40 • Switch itoff Don’t support it at all • Let people use it but tell them they are by themselves Don’t support it at all • Support users with basic forms but not complex forms that contain business logic Support it within limits • Gather requirements and build forms with end users Fully supported The challenge of supporting InfoPath Supporting InfoPath: The options
- 41. 41 • Switch itoff Don’t support it at all • Let people use it but tell them they are by themselves Don’t support it at all • Support users with basic forms but not complex forms that contain business logic Support it within limits • Gather requirements and build forms with end users Fully supported The challenge of supporting InfoPath Supporting InfoPath: The options ADVANTAGES DISADVANTAGES • Eliminates support burden • One less thing for users to learn • Preventing users from creating dynamic solutions to some of their common business challenges • Users continue to use Excel / Word which don’t meet their requirements • Business functions invest in expensive standalone solutions
- 42. 42 • Let peopleuse it but tell them they are by themselves Don’t support it at all • Let people use it but tell them they are by themselves Don’t support it at all • Support users with basic forms but not complex forms that contain business logic Support it within limits • Gather requirements and build forms with end users Fully supported The challenge of supporting InfoPath Supporting InfoPath: The options ADVANTAGES DISADVANTAGES • Give access to a create tool • People will use it to find solutions that make a difference • Users will ask for support anyway • User frustration will increase when IT says no to support • Users may create forms that are not technically built correctly
- 43. 43 • Support userswith basic forms but not complex forms that contain business logic Support it within limits • Let people use it but tell them they are by themselves Don’t support it at all • Support users with basic forms but not complex forms that contain business logic Support it within limits • Gather requirements and build forms with end users Fully supported The challenge of supporting InfoPath Supporting InfoPath: The options ADVANTAGES DISADVANTAGES • Give access to a create tool • People will use it to find solutions that make a difference • Users will ask for support anyway, even for the complicated stuff • User frustration will increase when IT says no to support • Users may create forms that are not technically built correctly
- 44. 44 • Gather requirementsand build forms with end users Fully supported • Let people use it but tell them they are by themselves Don’t support it at all • Support users with basic forms but not complex forms that contain business logic Support it within limits • Gather requirements and build forms with end users Fully supported The challenge of supporting InfoPath Supporting InfoPath: The options ADVANTAGES DISADVANTAGES • Give access to a create tool • Great solutions can be provided to business customers • Perception of IT increases • SharePoint is adopted by more people • Can be very costly • IT need to gain skills • IT will need to consider this in next platform migration
- 45. Agenda 45 1. Introducing InfoPath 2.The challenge of supporting InfoPath 3. Questions and answers 4. Questions and answers 5. Using controls to collect data 6. Browser forms 7. Finishing and publishing the form
- 46.