Patrick TuckerPatrick.Tucker@ShareSquared.comShareSquared, Inc.

Code Free Data Driven SharePoint

applications using InfoPath

Senior SharePoint ArchitectMCT, MCPD, MCITP, MCDBA, MCTS, MCAD, MCSD

www.ShareSquared.com

Patrick Tucker

Patrick.Tucker@ShareSquared.com

Agenda SharePoint integration with InfoPath OTB Retrieving SharePoint list data Retrieving SharePoint user data Retrieving SQL Server data Publishing the form to SharePoint Property promotion Updating list data through InfoPath forms The InfoPath Forms Services proxy

OTB Integration New and Edit Item forms can be modified by

InfoPath Primary data connection cannot be changed Form can be published back to the server

Data Connections Primary and Secondary Receive and Send

Retrieving SharePoint list data Data Connection to SharePoint List Data Connection to web services

ASMX List service (_vti_bin/lists.asmx) REST web service

(_vti_bin/ListData.svc/listname) Use Rules to retrieve data when needed

Retrieving SharePoint user data

ASMX web services connect to User Profiles GetUserProfileByName vs. GetUserProfileByIndex

Retrieving SQL Server data Data Connection to SQL Server database External Lists Customizing External List forms with InfoPath

Publishing the form Use the Design Checker to verify the form

will work in the browser Use property promotion to treat form

metadata as list fields and make them available to workflow

Save and publish the form to a SharePoint form library

Updating List data Updating the form library is done with

each submit or save Updating a list using a secondary data

connection can be done, but… http://blogs.msdn.com/b/infopath/archive/

2007/03/26/submitting-to-a-sharepoint-list.aspx

Enable the Proxy Browser forms using REST services are

vulnerable to the “double hop” problem Enable the InfoPath Forms Services Web

service proxy in CA or by PowerShell http://

technet.microsoft.com/en-us/library/ff621101.aspx