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Using InfoPath 2010 to
      Manage Data
              Susan All
SharePoint & eLearning Team Manager
Collecting and Managing Data




DATA!
Common Forms of Gathering Data
•   Paper
•   Email
•   Word or Excel form
•   Adobe PDF forms
Problems with Common Forms
•   Cannot aggregate data
•   Cannot reuse data
•   Difficult to update changing data
•   How many rows to use?
•   How do we block information?
•   Need to route information to multiple people
Why Use InfoPath
•   Reduce errors
•   Data validation
•   Integration with SharePoint
•   Reuse data from lists or databases
•   Work with existing data sources
•   Role-based views
•   Automated workflow
What's New in InfoPath 2010?
•   InfoPath Filler and Designer
•   Web-based forms are the default
•   Ribbon
•   Themes
•   Customize SharePoint List forms
Demonstration

CREATING A FORM
The Planning Process
• Who needs to fill out the form?
• What fields are needed?
• Does the information exist in a data source?
• Where will information be stored?
• Who needs to use the data? What type of access will
  they need?
• Do specific people or groups need to see only sections
  of the form?
• How should fields be arranged?
• Will a workflow be needed?
Creating a Form




 Data    Layout                                   Design
                  Controls   Properties   Views             Publish   Test
Source   Tables                                   Checker
Options for Storing Data
•   SharePoint
•   Network
•   Email
•   Database
Layout Features
•   Page Layout Templates
•   Themes
•   Repeating sections
•   Optional sections
•   Choice group
Functionality
•   Controls
•   Properties
•   Rules
•   Calculations
•   Validation
Views
•   Set Default
•   Create user views
•   Print View
•   Set text settings for controls
•   Role-based
Demonstration

PUBLISH FORM TO SHAREPOINT
Digital Signatures
Two reasons to sign a form:
• To show who signed the form
• To lock the fields
• Can sign whole form or sections
• Use a signature control
Q&A



           Susan All
    sall@masterlinktraining.com
http://www.masterlinktraining.com

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Using InfoPath 2010 to Manage Data

  • 1. Using InfoPath 2010 to Manage Data Susan All SharePoint & eLearning Team Manager
  • 3. Common Forms of Gathering Data • Paper • Email • Word or Excel form • Adobe PDF forms
  • 4. Problems with Common Forms • Cannot aggregate data • Cannot reuse data • Difficult to update changing data • How many rows to use? • How do we block information? • Need to route information to multiple people
  • 5. Why Use InfoPath • Reduce errors • Data validation • Integration with SharePoint • Reuse data from lists or databases • Work with existing data sources • Role-based views • Automated workflow
  • 6. What's New in InfoPath 2010? • InfoPath Filler and Designer • Web-based forms are the default • Ribbon • Themes • Customize SharePoint List forms
  • 8. The Planning Process • Who needs to fill out the form? • What fields are needed? • Does the information exist in a data source? • Where will information be stored? • Who needs to use the data? What type of access will they need? • Do specific people or groups need to see only sections of the form? • How should fields be arranged? • Will a workflow be needed?
  • 9. Creating a Form Data Layout Design Controls Properties Views Publish Test Source Tables Checker
  • 10. Options for Storing Data • SharePoint • Network • Email • Database
  • 11. Layout Features • Page Layout Templates • Themes • Repeating sections • Optional sections • Choice group
  • 12. Functionality • Controls • Properties • Rules • Calculations • Validation
  • 13. Views • Set Default • Create user views • Print View • Set text settings for controls • Role-based
  • 15. Digital Signatures Two reasons to sign a form: • To show who signed the form • To lock the fields • Can sign whole form or sections • Use a signature control
  • 16. Q&A Susan All sall@masterlinktraining.com http://www.masterlinktraining.com