InfoPath has been introduced to Office way back in version 2003, and now in Office 2010 it has become one of the key tools for customizing and developing apps on top of SharePoint 2010. InfoPath is being used everywhere: to create custom list forms, for custom workflow forms and as tool for creating both browser and client based forms. In this session we are going to discuss and demonstrate all the interesting InfoPath 2010 features. We will be building a couple of demo apps based on form technologies and discuss some of the best practices, tips’n’tricks for forms development in InfoPath and SharePoint arena.

1. Building business forms with
InfoPath 2010 and SharePoint
2010 – Part 1
Toni Frankola
SharePoint MVP
Croatia
@tonifrankola
http://sharepointusecases.com
SharePoint dnevi 2011

2. Agenda
• SharePoint Editions and forms
• What’s new in v2010 tools
– InfoPath
– SharePoint Designer
• Case Study
• Demos
• Target audience:
– Power (End) User, Site Collection Admin
– IT PRO
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

3. Main cast
• Microsoft SharePoint 2010*
– Different editions
• SharePoint Designer 2010*
– Free
• SharePoint InfoPath 2010*
– Part of Office Professional Plus license
• (*) You could use v2007 products to create
very similar application
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

4. SharePoint 2010 Editions
Feature / Edition Foundation Standard Enterprise
Price FREE Server License + Stanard pricing
+ Standard CALs + Enterprise CALs
Form libraries + + +
Open forms in InfoPath + + +
Open forms in Web Browser - - +
Customize list forms in - - +
InfoPath
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

5. What’s new in InfoPath 2010
• New fluent-UI
• Pre-built Page and Section Layouts
• New controls (Picture buttons, Hyperlink, Date and
time picker, Person/Group pickers, Signature Line)
• New Rules and UI
• Quick publish
• Customize List forms via InfoPath
• Use in SharePoint Workspace
http://goo.gl/MYWW5
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

6. InfoPath applications
• Designer
– Office client application required to design forms
• Filler
– Office client application used to fill forms
• Browser
– InfoPath form displayed in browser
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7. InfoPath Features Matrix
CONTROL 2010 BROWSER 2010 FILLER 2007 BROWSER
Combo Box X X
Multiple-Selection List Box X X
Bulleted List X X
Numbered List X X
Plain List X X
Person/Group Picker X X X
External Item Picker X X
Picture Button X X
Vertical Label X
Picture X X
Ink Picture X
Hyperlink X X
Signature Line X
Scrolling Region X
Horizontal Region X
Repeating Recursive Section X
Horizontal Repeating Table X
Master/Detail X
Choice Group X X
Repeating Choice Group X
Choice Section X X
Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality.
http://goo.gl/bB9LO

8. Case-study
• A company A needs a simple invoicing and
CRM system with following:
– Tracking customers
– Tracking products and prices
– Creating Quotes / Invoices
• In multiple languages
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9. CS: Entity-relationship model
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10. InfoPath Form Deployment options
• Do once, never deploy
• Do once, deploy as content type
• Best practice:
– Package as Sandboxed solution
– Deploy via Central Admin
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11. Demo overview
• Phase 1
– SharePoint Lists from SharePoint UI
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12. Demo overview
• Phase 2
– Build InfoPath Form
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13. Questions
• Why InfoPath here?
• Reasons:
– 1 quote = 1 or more products>Repeating Tables
– Printing in general and
– Printing in more than one lang > InfoPath Views
– OOTB integration with SharePoint
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14. Building InfoPath form (phase 1, 2)
DEMO
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15. Demo overview
• Phase 3
– Using SP OOTB features to automate stuff
• Workflows
• In-place records management
• Alerts
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16. Demo overview
• Phase 4
– Custom stuff powered by SharePoint Designer
• Custom actions
• Extending workflows
• Reports via Chart Web Part
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17. Building InfoPath form (phase 3, 4)
DEMO
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18. Next steps
• Update InfoPath form fields
• Integrate workflow data to forms
• Dump entire form to DB (reporting)
• Solution: Event Receivers
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19. Learn more…
BUILDING BUSINESS FORMS WITH INFOPATH 2010 AND
SHAREPOINT 2010 – PART 2
TOMORROW AT 10AM
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

20. Form capabilities
• File > Form Properties
– Determines how form
will be used (Web, Fillter)
• File > Design Checker
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21. Rules engine
• Simple rules based validation logic
– X required? X<Y?
– Understands field types: X<Today
• Formatting
• Additional
form
logic
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22. Extending
• Data
• Code
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23. InfoPath forms around you
• List forms
• BCS forms
• Workflow forms
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24. List forms
BCS forms
DEMO
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25. Importing forms
DEMO
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26. The cloud
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27. Conclusion
• Easy to create and use
• No code required
– „InfoPath thinking”
• Integrate whenever possible
• Test in all browsers
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28. Questions?
Documentation Toolkit
for SharePoint >
Document • Track
Changes • Compare
Farms
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