SharePoint 2010 InfoPath 2010 with Lists

Post on 01-Jun-2015

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SharePoint 2010 InfoPath 2010 with Lists

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Making SharePoint 2010 List Forms look cooler with

InfoPath 2010

Craig PilkentonSharePoint Engineer

Intro and BackgroundCraig PilkentonFinancial Partners, Inc.craig.pilkenton@financialpartners.comhttp://www.linkedin.com/in/craigpilkenton

•SharePoint Engineer•Senior SharePoint Consultant at EMC Consulting•SharePoint Engineer at MassMutual•Working with SharePoint since it was a beta product in 2000 (Tahoe)

•Microsoft Certified Technology Specialist – (SharePoint 2010/2007)

What is InfoPath 2010?

• It’s a forms-creation and data-gathering tool that without writing code, can be used to design sophisticated electronic forms to gather information– Quickly create and deploy forms using

rules management, styles, and dynamic layout sections

– Create validations, formatting, or actions based on user roles or create validations and actions that show based on the type of field

How does it fit with SharePoint?

• InfoPath can be integrated with SharePoint 2010 in several ways– Design and publish a form to SharePoint

that becomes its own Library– Use InfoPath to enhance and existing

List/Library– Publish to a Forms Library and point an

InfoPath Form Web Part at it

So how do we use it?

• It depends…decide on how it will be used and what the ‘outputs’ will look like

Get to the Demo!!

Resources

• NothingButSharePoint.com:– InfoPath 2010 How-to’s

• Microsoft InfoPath 2010 Team:– Working with SharePoint 2010

Craig Pilkenton, Financial Partners, Inc.craig.pilkenton@financialpartners.comhttp://www.linkedin.com/in/craigpilkenton