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SharePoint: Introduction to InfoPath
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.
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SharePoint: Introduction to InfoPath
- 1. SharePoint: Introduction to InfoPath Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 2. Objectives Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 3. Objectives • Understand thecore functionality of InfoPath in SharePoint Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 4. Objectives • Understand thecore 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 thecore 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 thecore 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 thecore 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
- 8. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 9. Agenda • InfoPath andSharePoint Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 10. Agenda • InfoPath andSharePoint • Custom List Forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 11. Agenda • InfoPath andSharePoint • 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
- 13. InfoPath and SharePoint Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 14. InfoPath and SharePoint •InfoPath tools Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 15. InfoPath and SharePoint •InfoPath tools • InfoPath Forms Services 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
- 18. InfoPath Usage inSharePoint 2010 Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 19. InfoPath Usage inSharePoint 2010 • Forms for capturing user input Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 20. InfoPath Usage inSharePoint 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 inSharePoint 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 inSharePoint 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
- 23. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 24. Agenda • InfoPath andSharePoint Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 25. Agenda • InfoPath andSharePoint • Custom List Forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 26. Agenda • InfoPath andSharePoint • 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
- 28. Custom List Forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 29. Custom List Forms •Hide optional fields from user 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
- 34. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 35. Agenda • InfoPath andSharePoint Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 36. Agenda • InfoPath andSharePoint • Custom List Forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 37. Agenda • InfoPath andSharePoint • 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
- 39. Drawbacks to CustomizedList Forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 40. Drawbacks to CustomizedList Forms • InfoPath form cannot be reused across lists Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 41. Drawbacks to CustomizedList 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 CustomizedList 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
- 43. InfoPath and Libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 44. InfoPath and Libraries •Address shortcomings of custom list forms 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
- 49. Data Connection Libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 50. Data Connection Libraries •Describes connection to source of data 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
- 54. Form Libraries Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 55. Form Libraries • StoresInfoPath forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 56. Form Libraries • StoresInfoPath forms • Stores data entered into InfoPath form as XML Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 57. Form Libraries • StoresInfoPath 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 • StoresInfoPath 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
- 59. Agenda Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 60. Agenda • InfoPath andSharePoint Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 61. Agenda • InfoPath andSharePoint • Custom List Forms Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 62. Agenda • InfoPath andSharePoint • 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
- 64. InfoPath Form WebPart Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 65. InfoPath Form WebPart • Display InfoPath form alongside other content Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 66. InfoPath Form WebPart • Display InfoPath form alongside other content • Simple “mash-ups” Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 67. InfoPath Form WebPart • 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 WebPart • 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 WebPart • 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 WebPart • 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
- 71. Learn More! Learn More @ http://www.learnnowonline.com Copyright © by Application Developers Training Company
- 72. Learn More! • Thisis 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! • Thisis 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! • Thisis 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! • Thisis 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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- #24 DEMO: May want to show customizing list forms with InfoPath at this point.\n
- #25 DEMO: May want to show customizing list forms with InfoPath at this point.\n
- #26 DEMO: May want to show customizing list forms with InfoPath at this point.\n
- #27 DEMO: May want to show customizing list forms with InfoPath at this point.\n
- #28 DEMO: May want to show customizing list forms with InfoPath at this point.\n
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- #41 DEMO: May want to create a Data Connection library at this point.\n
- #42 DEMO: May want to create a Data Connection library at this point.\n
- #43 DEMO: May want to create a Data Connection library at this point.\n
- #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
- #47 DEMO: May want to publish an InfoPath form to a Form library.\n
- #48 DEMO: May want to publish an InfoPath form to a Form library.\n
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- #53 DEMO: May want to use the InfoPath form web part.\n
- #54 DEMO: May want to use the InfoPath form web part.\n
- #55 DEMO: May want to use the InfoPath form web part.\n
- #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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- #62 DEMO: rest of section\n