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Creating SharePoint List Forms – When to use InfoPath 2010...

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Creating SharePoint List Forms – When to use InfoPath 2010 or SharePoint Designer 2010 Presented by: Asif Rehmani, SharePoint Server MVP Trainer/Solution Architect [email protected]
Transcript
Page 1: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

Creating SharePoint List Forms –

When to use InfoPath 2010 or

SharePoint Designer 2010

Presented by:

Asif Rehmani, SharePoint Server MVP

Trainer/Solution Architect

[email protected]

Page 2: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

Who am I? [email protected]

Microsoft Office SharePoint Server MVP, MCT

Principal contributor at SharePoint-Videos.com

Videos on SharePoint, SharePoint Designer and

InfoPath

SharePoint 2010 Training

Co-Author of the book Professional SharePoint

Designer 2007 and the upcoming book Beginning

SharePoint Designer 2010

Speaker at various conferences

Microsoft TechEd, SharePoint Conference,

SharePoint Connections, Best Practices

Conference etc.

Current

Video

Count:

202

Page 3: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

Information flow of the points in

the presentation

What Why How

Page 4: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

A Look Back Customizing List Form Pages in SharePoint 2007

SharePoint Designer 2007

Visual Studio

Page 5: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

SharePoint List Forms – OOB Past and Present

The out-of-box SharePoint list forms are

made using CAML

Worst Practice: Trying to modify

these forms

Page 6: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

Creation of SP List Form SharePoint Designer 2010 Best Practice:

Create new

SharePoint List form

Page 7: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,
Page 8: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

Form Designer & Filler

• Browser and Client forms

The Awesomeness of InfoPath

Visual Layout

Form Logic

Data Connection

Page 9: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

SharePoint-InfoPath touch

points

Create Form Library forms License needed: SharePoint Foundation

Modify Workflow forms License needed: SharePoint Server Standard

Create SharePoint List forms License needed: SharePoint Server Enterprise

Best Practice: Understand Licensing

for each option before

using it

Page 10: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

Modifying List Forms using

InfoPath 2010

Page 11: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

InfoPath Form Web Part

Deploy the form on any page

Page 12: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,
Page 13: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

SPD vs InfoPath for form

customization Tradeoffs

SharePoint Designer

Requires some technical

acumen to create forms

Licensing: None! Both

SPD and SharePoint

Foundation are free

.aspx forms created

InfoPath

Information Workers and

Business Analysts can

easily create forms

Licensing: SharePoint

Server Enterprise and

InfoPath client app

.ifs forms created

Best Practice: If InfoPath is a choice,

Use it!

Page 14: Creating SharePoint List Forms – When to use InfoPath 2010 ...blog.visualsp.com/.../08/Creating-SharePoint-List... · Principal contributor at SharePoint-Videos.com Videos on SharePoint,

Call to Action

Please be sure to fill out your

session evaluation!

• Watch the free videos on

http://wwww.sharepoint-videos.com

• Connect with me –

Let us know if we can help with your

Training or Consulting needs

[email protected]

twitter: asifrehmani


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