SharePoint: Introduction to InfoPath

SharePoint:

Introduction to InfoPath Introduction to InfoPath

Learn More @ http://www.learnnowonline.com Copyright ÂŠ by Application Developers Training Company

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

Agenda • • • •

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

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

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

Agenda • • • •

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

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

Agenda • • • •

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

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

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

Data Connection Libraries • • • •

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

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

Agenda • • • •

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

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! • 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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