SharePoint: Introduction to InfoPath

Oct 16, 20121 like1,186 views

This document provides an overview of using InfoPath with SharePoint. The objectives are to understand InfoPath's core functionality in SharePoint, customize forms for lists and libraries, manage data connections, create InfoPath form libraries, and publish forms to libraries. The agenda covers InfoPath and SharePoint capabilities, customizing list forms, using InfoPath with libraries, and the InfoPath form web part. Customizing list forms allows hiding fields and adding styles but forms cannot be reused across lists. InfoPath addresses this by allowing form reuse in libraries with a loosely coupled architecture.

SharePoint:
Introduction to InfoPath

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Objectives

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Objectives
• Understand the core functionality of
InfoPath in SharePoint

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Objectives
• Understand the core functionality of
InfoPath in SharePoint
• Use InfoPath to customize forms for
SharePoint lists and libraries

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Objectives
• Understand the core functionality of
InfoPath in SharePoint
• Use InfoPath to customize forms for
SharePoint lists and libraries
• Use the Data Connection Library to
manage connections to data sources

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Agenda

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Agenda
• InfoPath and SharePoint

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Agenda
• InfoPath and SharePoint
• Custom List Forms

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Agenda
• InfoPath and SharePoint
• Custom List Forms
• InfoPath and Libraries

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Agenda
• InfoPath and SharePoint
• Custom List Forms
• InfoPath and Libraries
• InfoPath Form Web Part

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InfoPath and SharePoint

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InfoPath and SharePoint
• InfoPath tools

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InfoPath and SharePoint
• InfoPath tools
• InfoPath Forms Services

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InfoPath and SharePoint
• InfoPath tools
• InfoPath Forms Services
• SharePoint Server Enterprise Site
Collection features

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InfoPath and SharePoint
• InfoPath tools
• InfoPath Forms Services
• SharePoint Server Enterprise Site
Collection features
• InfoPath Designer for Form Authors

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InfoPath Usage in SharePoint
2010

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InfoPath Usage in SharePoint
2010
• Forms for capturing user input

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InfoPath Usage in SharePoint
2010
• Forms for capturing user input
• Customized forms for SharePoint lists
and libraries

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InfoPath Usage in SharePoint
2010
• Forms for capturing user input
• Customized forms for SharePoint lists
and libraries
• Workﬂow-related forms

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InfoPath Usage in SharePoint
2010
• Forms for capturing user input
• Customized forms for SharePoint lists
and libraries
• Workﬂow-related forms
• InfoPath web part

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Custom List Forms

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Custom List Forms
• Hide optional ﬁelds from user

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Custom List Forms
• Hide optional ﬁelds from user
• Provide more style to forms

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Custom List Forms
• Hide optional ﬁelds from user
• Provide more style to forms
• “Looks less like SharePoint”

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Custom List Forms
• Hide optional ﬁelds from user
• Provide more style to forms
• “Looks less like SharePoint”
• Introduction of validation rules

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Custom List Forms
• Hide optional ﬁelds from user
• Provide more style to forms
• “Looks less like SharePoint”
• Introduction of validation rules
• Forms available to InfoPath Forms web
part

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Drawbacks to Customized List
Forms

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Drawbacks to Customized List
Forms
• InfoPath form cannot be reused across
lists

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Drawbacks to Customized List
Forms
• InfoPath form cannot be reused across
lists
• List connection is tightly-bound to
InfoPath form

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Drawbacks to Customized List
Forms
• InfoPath form cannot be reused across
lists
• List connection is tightly-bound to
InfoPath form
• Data entered to InfoPath form cannot
be formulated as XML

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InfoPath and Libraries

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InfoPath and Libraries
• Address shortcomings of custom list
forms

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InfoPath and Libraries
• Address shortcomings of custom list
forms
• Permit reuse of forms across lists

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InfoPath and Libraries
• Address shortcomings of custom list
forms
• Permit reuse of forms across lists
• Foster loosely-coupled architecture

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InfoPath and Libraries
• Address shortcomings of custom list
forms
• Permit reuse of forms across lists
• Foster loosely-coupled architecture
• Connection information separated
from form

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Data Connection Libraries

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Data Connection Libraries
• Describes connection to source of data

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Data Connection Libraries
• Describes connection to source of data
• Permits reuse of forms

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Data Connection Libraries
• Describes connection to source of data
• Permits reuse of forms
• Eases maintenance of connection
details

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Data Connection Libraries
• Describes connection to source of data
• Permits reuse of forms
• Eases maintenance of connection
details
• Administrator-approval of connections

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Form Libraries

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Form Libraries
• Stores InfoPath forms

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Form Libraries
• Stores InfoPath forms
• Stores data entered into InfoPath form
as XML

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Form Libraries
• Stores InfoPath forms
• Stores data entered into InfoPath form
as XML
• InfoPath forms consume connection
library

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Form Libraries
• Stores InfoPath forms
• Stores data entered into InfoPath form
as XML
• InfoPath forms consume connection
library
• InfoPath form ﬁelds may be surfaced
as separate library columns

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InfoPath Form Web Part

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InfoPath Form Web Part
• Display InfoPath form alongside other
content

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InfoPath Form Web Part
• Display InfoPath form alongside other
content
• Simple “mash-ups”

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InfoPath Form Web Part
• Display InfoPath form alongside other
content
• Simple “mash-ups”
• Display list data while simultaneously
adding items to list

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Learn More!

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Learn More!
• This is an excerpt from a larger course. Visit
www.learnnowonline.com for the full details!

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Learn More!
• This is an excerpt from a larger course. Visit
www.learnnowonline.com for the full details!

• Learn more about SharePoint on SlideShare:

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Learn More!
• This is an excerpt from a larger course. Visit
www.learnnowonline.com for the full details!

• Learn more about SharePoint on SlideShare:
 SharePoint: Managing Site Collections and Sites

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SharePoint: Introduction to InfoPath

4. Objectives • Understand the core functionality of InfoPath in SharePoint • Use InfoPath to customize forms for SharePoint lists and libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

5. Objectives • Understand the core functionality of InfoPath in SharePoint • Use InfoPath to customize forms for SharePoint lists and libraries • Use the Data Connection Library to manage connections to data sources Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

6. Objectives • Understand the core functionality of InfoPath in SharePoint • Use InfoPath to customize forms for SharePoint lists and libraries • Use the Data Connection Library to manage connections to data sources • Use the Form library list template to create new Form libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

7. Objectives • Understand the core functionality of InfoPath in SharePoint • Use InfoPath to customize forms for SharePoint lists and libraries • Use the Data Connection Library to manage connections to data sources • Use the Form library list template to create new Form libraries • Create and publish an InfoPath form to a Form library Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

11. Agenda • InfoPath and SharePoint • Custom List Forms • InfoPath and Libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

12. Agenda • InfoPath and SharePoint • Custom List Forms • InfoPath and Libraries • InfoPath Form Web Part Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

16. InfoPath and SharePoint • InfoPath tools • InfoPath Forms Services • SharePoint Server Enterprise Site Collection features Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

17. InfoPath and SharePoint • InfoPath tools • InfoPath Forms Services • SharePoint Server Enterprise Site Collection features • InfoPath Designer for Form Authors Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

20. InfoPath Usage in SharePoint 2010 • Forms for capturing user input • Customized forms for SharePoint lists and libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

21. InfoPath Usage in SharePoint 2010 • Forms for capturing user input • Customized forms for SharePoint lists and libraries • Workﬂow-related forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

22. InfoPath Usage in SharePoint 2010 • Forms for capturing user input • Customized forms for SharePoint lists and libraries • Workﬂow-related forms • InfoPath web part Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

26. Agenda • InfoPath and SharePoint • Custom List Forms • InfoPath and Libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

27. Agenda • InfoPath and SharePoint • Custom List Forms • InfoPath and Libraries • InfoPath Form Web Part Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

30. Custom List Forms • Hide optional ﬁelds from user • Provide more style to forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

31. Custom List Forms • Hide optional ﬁelds from user • Provide more style to forms • “Looks less like SharePoint” Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

32. Custom List Forms • Hide optional ﬁelds from user • Provide more style to forms • “Looks less like SharePoint” • Introduction of validation rules Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

33. Custom List Forms • Hide optional ﬁelds from user • Provide more style to forms • “Looks less like SharePoint” • Introduction of validation rules • Forms available to InfoPath Forms web part Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

37. Agenda • InfoPath and SharePoint • Custom List Forms • InfoPath and Libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

38. Agenda • InfoPath and SharePoint • Custom List Forms • InfoPath and Libraries • InfoPath Form Web Part Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

40. Drawbacks to Customized List Forms • InfoPath form cannot be reused across lists Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

41. Drawbacks to Customized List Forms • InfoPath form cannot be reused across lists • List connection is tightly-bound to InfoPath form Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

42. Drawbacks to Customized List Forms • InfoPath form cannot be reused across lists • List connection is tightly-bound to InfoPath form • Data entered to InfoPath form cannot be formulated as XML Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

45. InfoPath and Libraries • Address shortcomings of custom list forms • Permit reuse of forms across lists Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

46. InfoPath and Libraries • Address shortcomings of custom list forms • Permit reuse of forms across lists • Foster loosely-coupled architecture Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

47. InfoPath and Libraries • Address shortcomings of custom list forms • Permit reuse of forms across lists • Foster loosely-coupled architecture • Connection information separated from form Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

48. InfoPath and Libraries • Address shortcomings of custom list forms • Permit reuse of forms across lists • Foster loosely-coupled architecture • Connection information separated from form • Form input stored as XML Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

51. Data Connection Libraries • Describes connection to source of data • Permits reuse of forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

52. Data Connection Libraries • Describes connection to source of data • Permits reuse of forms • Eases maintenance of connection details Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

53. Data Connection Libraries • Describes connection to source of data • Permits reuse of forms • Eases maintenance of connection details • Administrator-approval of connections Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

56. Form Libraries • Stores InfoPath forms • Stores data entered into InfoPath form as XML Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

57. Form Libraries • Stores InfoPath forms • Stores data entered into InfoPath form as XML • InfoPath forms consume connection library Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

58. Form Libraries • Stores InfoPath forms • Stores data entered into InfoPath form as XML • InfoPath forms consume connection library • InfoPath form ﬁelds may be surfaced as separate library columns Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

62. Agenda • InfoPath and SharePoint • Custom List Forms • InfoPath and Libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

63. Agenda • InfoPath and SharePoint • Custom List Forms • InfoPath and Libraries • InfoPath Form Web Part Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

66. InfoPath Form Web Part • Display InfoPath form alongside other content • Simple “mash-ups” Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

67. InfoPath Form Web Part • Display InfoPath form alongside other content • Simple “mash-ups” • Display list data while simultaneously adding items to list Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

68. InfoPath Form Web Part • Display InfoPath form alongside other content • Simple “mash-ups” • Display list data while simultaneously adding items to list • Form source Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

69. InfoPath Form Web Part • Display InfoPath form alongside other content • Simple “mash-ups” • Display list data while simultaneously adding items to list • Form source • Customized list form Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

70. InfoPath Form Web Part • Display InfoPath form alongside other content • Simple “mash-ups” • Display list data while simultaneously adding items to list • Form source • Customized list form • Form Library Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

72. Learn More! • This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details! Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

73. Learn More! • This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details! Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

74. Learn More! • This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details! • Learn more about SharePoint on SlideShare: Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

75. Learn More! • This is an excerpt from a larger course. Visit www.learnnowonline.com for the full details! • Learn more about SharePoint on SlideShare:  SharePoint: Managing Site Collections and Sites Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company

Editor's Notes

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#26: DEMO: May want to show customizing list forms with InfoPath at this point.\n
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#44: DEMO: May want to create a Data Connection library at this point.\n
#45: DEMO: May want to publish an InfoPath form to a Form library.\n
#46: DEMO: May want to publish an InfoPath form to a Form library.\n
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#48: DEMO: May want to publish an InfoPath form to a Form library.\n
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#56: DEMO: May want to use the InfoPath form web part.\n
#57: DEMO: May want to use the InfoPath form web part.\n
#58: DEMO: May want to use the InfoPath form web part.\n
#59: DEMO: rest of section\n
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