Synopses & Reviews
The smart way to learn Microsoft® InfoPath® 2010 with SharePoint® 2010—one step at a time!
Experience learning made easy—and quickly teach yourself how to use InfoPath 2010 to create electronic business forms in SharePoint 2010. With Step by Step, you set the pace—building and practicing the skills you need, just when you need them!
- Build business forms for SharePoint 2010 without writing code
- Get up to speed on using the new features of InfoPath 2010
- Easily customize SharePoint list forms with InfoPath
- Designing form solutions for usability and performance
- Create mashups in SharePoint quickly, using the InfoPath Form Web Part
- Use forms with Microsoft SharePoint Designer and Microsoft Business Connectivity Services
- Learn how to easily use SharePoint workflows with your InfoPath forms
- Put SharePoint forms to work in the cloud with Microsoft Office 365
The smart way to learn how to build InfoPath forms for SharePoint—one step at a time!
Quickly teach yourself how to use Microsoft InfoPath 2010 to create electronic business forms for Microsoft SharePoint 2010. With Step by Step, you set the pace—building and practicing the skills you need, just when you need them!
- Design and build InfoPath forms without writing code
- Add approval workflows to your InfoPath forms
- Integrate data from SharePoint and other company systems
- Create forms that offer a rich experience in the browser
- Build views and dashboards to display form information
- Create and use forms in the cloud with SharePoint Online
About the Author
Darvish Shadravan has been employed at Microsoft for 13 years, spending most of that time in the role of a Technology Specialist working with Enterprise customer to help them understand and leverage the SharePoint and Office platforms. He has spoken at SharePoint events worldwide representing the InfoPath Product Group. His ongoing work with the InfoPath and SharePoint products has made him a trusted advisor to the product groups, and he is called upon regularly to present sessions at conferences and help vet content and demos.
Laura Rogers, Microsoft MVP, MCSE, MCTS, is a Senior SharePoint Consultant. Her background is in server administration, working in SharePoint and InfoPath since 2004. She is enthusiastic about building business solutions in SharePoint by using the out-of-box capabilities without writing code. She specializes and trains others in SharePoint workflows, data view web parts, and InfoPath. Laura is a regular speaker at several different SharePoint conferences, loves sharing ideas on her SharePoint blog.
Table of Contents
dedication; Introducing Microsoft InfoPath 2010; New Features; Lets Get Started!; Hardware and Software Requirements; Office 365: InfoPath and SharePoint in the Cloud; Who This Book Is For; How This Book is Organized; Darvishs Acknowledgments; Lauras Acknowledgments; Modifying the Display of the Ribbon; Dynamic Ribbon Elements; Changing the Width of the Ribbon; Adapting Exercise Steps; Features and Conventions of This Book; Downloading the Practice Files and eBook; Your Companion eBook; Getting Support and Giving Feedback; Errata; Getting Help with Microsoft InfoPath 2010; We Want to Hear from You; Stay in Touch; Chapter 1: Introducing Microsoft InfoPath 2010; 1.1 Benefits of Using InfoPath 2010 with SharePoint 2010; 1.2 New Features of InfoPath 2010; 1.3 How InfoPath Works; 1.4 Quick Tour of the Backstage View in InfoPath 2010; 1.5 XML 101; 1.6 Creating the Products.xml File; 1.7 Adding Products.xml to the Form as a Data Connection; 1.8 Using the Template to Create a Form Instance; 1.9 Exporting the Template; 1.10 Key Points; Chapter 2: Form Requirements: Using a Decision Matrix; 2.1 Form Templates; 2.2 Wheres the Data?; 2.3 Your SharePoint Version; 2.4 Factors to Consider; 2.5 The Design Checker; 2.6 Combine Client-Based and Browser-Based Controls; 2.7 Using the Decision Matrix; 2.8 Key Points; Chapter 3: Form Design Basics: Working with InfoPath Layout, Controls, and Views; 3.1 Form Layout; 3.2 Adding a Layout and Table; 3.3 InfoPath Controls; 3.4 Control Properties Ribbon; 3.5 Understanding the Basics of Data Binding; 3.6 Adding Controls to the Flight Delay Form; 3.7 Adding a Submit Button with a Rule to the Flight Delay Form; 3.8 Views; 3.9 Adding a Second View to the Flight Delay Form; 3.10 Key Points; Chapter 4: Working with SharePoint List Forms; 4.1 Basics of a SharePoint List; 4.2 List Form Layout; 4.3 List Form Fields; 4.4 Calculated Fields; 4.5 List Form Pages; 4.6 Limitations of List Forms; 4.7 Form Options; 4.8 Key Points; Chapter 5: Adding Logic and Rules to Forms; 5.1 Primary Types of Form Logic in InfoPath; 5.2 Working with Validation and Formatting; 5.3 Using Functions to Set a Default Value; 5.4 Adding Action and Formatting Rules; 5.5 Working with Sections and Conditional Formatting; 5.6 Using Rules to Create a Wizard-Style Form with Multiple Views; 5.7 Key Points; Chapter 6: Publishing and Submitting Form Data; 6.1 Publishing Methods; 6.2 Promoting Columns; 6.3 Submitting to SharePoint; 6.4 Publishing As a Content Type; 6.5 Administrator-Approved Templates; 6.6 Key Points; Chapter 7: Receiving Data from SharePoint Lists and Business Connectivity Services; 7.1 Receive Data Connections; 7.2 Adding a SharePoint List Data Connection; 7.3 Data Connection Libraries; 7.4 The External Item Picker and Business Connectivity Services; 7.5 Adding a Filter to a Business Connectivity External Content Type; 7.6 Key Points; Chapter 8: Using the InfoPath Form Web Part; 8.1 Web Part Settings; 8.2 Web Part Connections; 8.3 Parameters; 8.4 Other Parameters; 8.5 Key Points; Chapter 9: Working with the SharePoint User Profile Web Service; 9.1 Building the Foundation of the Event Registration Form; 9.2 Creating Form Load Rules on the Event Registration Form; 9.3 Adding a People Picker and Submit Button to the Event Registration Form; 9.4 Key Points; Chapter 10: InfoPath Integration with SharePoint Designer Workflows; 10.1 Introduction to Workflows; 10.2 Workflow Initiation; 10.3 Custom Actions; 10.4 Workflow Task Forms; 10.5 External List Forms; 10.6 Key Points; Chapter 11: Building an Approval Process; 11.1 Gathering Requirements; 11.2 Contoso Reimbursement Form; 11.3 Form Views; 11.4 Approval Fields; 11.5 The Status Field; 11.6 Form Load Rules; 11.7 Approval Sections; 11.8 Submit Button Actions; 11.9 Workflow Approvers; 11.10 Workflow for Emails; 11.11 Key Points; Chapter 12: Managing and Monitoring InfoPath Forms Services; 12.1 IPFS Settings in SharePoint Central Administration; 12.2 IPFS Performance Factors; 12.3 Installing Fiddler and Monitoring the IPFS Form Load Process; 12.4 Monitoring the Products Form with a Picture Control; 12.5 Maximizing Performance by Minimizing Postbacks; 12.6 Monitoring a Data Connection Postback with Fiddler; 12.7 Key Points; Chapter 13: SharePoint Views and Dashboards; 13.1 The Help Desk Request; 13.2 Views; 13.3 Ratings; 13.4 Alerts Based on Views; 13.5 Library Web Parts; 13.6 Filter Web Parts; 13.7 XSLT List View Web Part; 13.8 The New Form Button; 13.9 Dashboards Based on Form Libraries; 13.10 Dashboard Pages and Content Query Web Parts; 13.11 KPI Web Parts; 13.12 Key Points; Chapter 14: Advanced Options; 14.1 The InfoPath Rule Inspector; 14.2 Merging Forms; 14.3 Relinking Forms; 14.4 Browser and Filler Buttons; 14.5 Offline Forms;;;;;; 14.6 Email Attachments; 14.7 Form Preview; 14.8 Default Values; 14.9 Advanced Functions; 14.10 Key Points;