Download - Building business forms with InfoPath 2010 and SharePoint 2010 – Part 1

SharePoint dnevi 2011

Building business forms with InfoPath 2010 and SharePoint 2010 – Part 1

Toni FrankolaSharePoint MVP

Croatia@tonifrankola

http://sharepointusecases.com

http://twitter.com/tonifrankola

http://sharepointusecases.com/

Bled, 24. in 25. oktober 2011SharePoint dnevi 2011

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


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 2010 EditionsFeature / Edition Foundation Standard Enterprise

Price FREE Server License+ Standard CALs

+ Stanard pricing+ Enterprise CALs

Form libraries + + +

Open forms in InfoPath + + +

Open forms in Web Browser - - +

Customize list forms in InfoPath

- - +


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 WorkspaceSource: http://goo.gl/MYWW5

http://goo.gl/MYWW5

http://goo.gl/MYWW5


InfoPath applications

• Designer– Office client application required to design forms

• Filler– Office client application used to fill forms

• Browser– InfoPath form displayed in browser

InfoPath Features MatrixCONTROL 2010 BROWSER 2010 FILLER 2007 BROWSERCombo Box X XMultiple-Selection List Box X XBulleted List X XNumbered List X XPlain List X XPerson/Group Picker X X XExternal Item Picker X XPicture Button X XVertical Label XPicture X XInk Picture XHyperlink X XSignature Line XScrolling Region XHorizontal Region XRepeating Recursive Section XHorizontal Repeating Table XMaster/Detail XChoice Group X XRepeating Choice Group XChoice Section X X

Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality.

Source: http://goo.gl/bB9LO

http://goo.gl/bB9LO

http://goo.gl/bB9LO


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


CS: Entity-relationship model

Quote /InvoiceProduct

Customer

N:NPrice

1:N

ProjectN:1

Additional entities:


InfoPath Form Deployment options

• Do once, never deploy• Do once, deploy as content type• Best practice:– Package as Sandboxed solution– Deploy via Central Admin


Demo overview

• Phase 1– SharePoint Lists from SharePoint UI


Customer

N:NPrice

1:N

ProjectN:1


Demo overview

• Phase 2– Build InfoPath Form


Customer

N:NPrice

1:N

ProjectN:1


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


Customer

N:NPrice

1:N

ProjectN:1


DEMOBuilding InfoPath form (phase 1, 2)


Demo overview

• Phase 3– Using SP OOTB features to automate stuff• Workflows• In-place records management• Alerts


Demo overview

• Phase 4– Custom stuff powered by SharePoint Designer• Custom actions• Extending workflows• Reports via Chart Web Part


DEMOBuilding InfoPath form (phase 3, 4)


Next steps

• Update InfoPath form fields • Integrate workflow data to forms• Dump entire form to DB (reporting)• Solution: Event Receivers


BUILDING BUSINESS FORMS WITH INFOPATH 2010 AND SHAREPOINT 2010 – PART 2

TOMORROW AT 10AM

Learn more…


Form capabilities

• File > Form Properties– Determines how form

will be used (Web, Fillter)• File > Design Checker


Rules engine

• Simple rules based validation logic– X required? X<Y?– Understands field types: X<Today

• Formatting• Additional

formlogic


Extending

• Data

• Code


InfoPath forms around you

• List forms• BCS forms• Workflow forms


DEMO

List formsBCS forms


DEMOImporting forms


The cloud


Conclusion

• Easy to create and use• No code required– „InfoPath thinking”

• Integrate whenever possible• Test in all browsers

SharePoint dnevi 2011

Questions?Documentation Toolkit for

SharePoint >

Document • Track Changes • Compare Farms