InfoPath 2010: Scaling up from 1 to 100
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This document provides an overview and agenda for a session on scaling InfoPath forms from 1 to 100. It discusses using a forms factory approach with reusable template parts (XTPs), universal data connections (UDCs), and starter forms. The session will cover InfoPath features, building a forms factory, UDCs, XTPs, starter forms, and take questions.
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InfoPath 2010: Scaling up from 1 to 100
- 1. Sponsors SharePoint Saturday Gold InfoPath 2010: Scaling up from 1 to 100. Silver Bronze Chris Grist Beach Energy
- 2. About Me • SharePoint Architect / Coordinator for Beach Energy • MCITP / MCPD for SharePoint 2010 • Twitter: @griStdoG • Mail: gristy@live.com.au • Blog: www.cube4.com.au SharePoint Saturday Adelaide 2012
- 3. Session Agenda • InfoPath 2010 Overview • InfoPath Adoption • Building a Forms Factory • Universal Data Connections • Template Parts • Starter Forms SharePoint Saturday Adelaide 2012
- 4. What is InfoPath? • Form building tool for making standalone forms, and SharePoint list forms • InfoPath 2010 is actually two different products • Only available in Microsoft Office 2010 Professional Plus • SharePoint 2010 (and 2007 as well) have the capability to have a SharePoint document library (form library) contain a collection of InfoPath forms – Essentially, you associate a form with a document library, and the resulting answered forms are the contents of the library SharePoint Saturday Adelaide 2012
- 5. More on InfoPath • Types of Forms – InfoPath based form (i.e. InfoPath Filler) – Web Based Forms (i.e. InfoPath Form Services) • Enterprise CAL is needed to be able to: – Use a SharePoint list with InfoPath forms – Publish SharePoint library forms as web based forms – Works on SharePoint Online! (Plan 2) SharePoint Saturday Adelaide 2012
- 6. InfoPath Features • Various UI Controls • Layouts (pre-designed table formats) • Themes • Multiple Views • Rules (Validation, Formatting, Action) • Data Connectivity SharePoint Saturday Adelaide 2012
- 7. What’s new in 2010? • Ribbon interface • Quick Rules • New Rule Manager • New Rule Inspector • SharePoint List Forms • Quick Publish • InfoPath Form Web Part SharePoint Saturday Adelaide 2012
- 8. What are rules? • Rules add logic to your form and/or form controls (without code!). • There are three types of rules SharePoint Saturday Adelaide 2012
- 9. What about our data? • Various data connections available SharePoint Saturday Adelaide 2012
- 10. How can we use it? • InfoPath can be integrated with SharePoint 2010 in several ways – Design and publish a form to SharePoint that becomes its own Library – Use InfoPath to enhance and existing List/Library – Publish to a Forms Library and point an InfoPath Form Web Part at it – Integration with Workflow to provide advanced forms (Initialisation, Modification, Task Forms) SharePoint Saturday Adelaide 2012
- 11. So Why’s it great? • Great Business Process Client – Create electronic form “apps” for all of your business processes – Reduce errors – auto-fill, spell-check and validate using rules – No code required! Less creation and maintenance costs – Included in Office = familiar look-and-feel • Great Web Client – Published forms render as web pages that accept data input – Faster fill-in – speed up data entry from external data sources – InfoPath Web parts let you create mash-ups with multiple forms – Submit to back-end servers – SharePoint, SQL, Web services • Out-of-the-box – No Developers, IT Staff, or SharePoint Admins required! SharePoint Saturday Adelaide 2012
- 12. InfoPath 2010 Scaling up from 1 to 100 INFOPATH OVERVIEW SharePoint Saturday Adelaide 2012
- 13. InfoPath Adoption Now, you’ve got forms… How do you scale to 100+ forms… SharePoint Saturday Adelaide 2012
- 14. A Solution SharePoint Saturday Adelaide 2012
- 15. InfoPath Forms Factory • Use SharePoint to store re-usable data. – Create XTPs for common sections – Create UDCs for common data – Create Starter forms – Distribute to Form Designers SharePoint Saturday Adelaide 2012
- 16. What are UDCs? • UDC = Universal Data Connection • UDCs provide data connection information to InfoPath • UDCs are XML based • UDCs are stored in a Data Connection Library SharePoint Saturday Adelaide 2012
- 17. InfoPath 2010 Scaling up from 1 to 100 UNIVERSAL DATA CONNECTIONS SharePoint Saturday Adelaide 2012
- 18. Why UDCs? • Data connections are hard to create • UDCs let you create once, and • Reuse in all your forms, and • UDC updates don’t require republishing forms • Quickly add to new form templates too SharePoint Saturday Adelaide 2012
- 19. What are XTPs? • XTP = XML Template Part • Introduced in InfoPath 2007 • Create using InfoPath Designer • Save as .XTP (2007) file or .XTP2 (2010) • Add to InfoPath Designer as Custom Controls • Drag and Drop into a Form Template (XSN) to add SharePoint Saturday Adelaide 2012
- 20. Unsupported Features Unsupported Features Active X Controls User Roles Information Rights Mgmt. Digital Signatures Multiple views Print Settings Page Settings Code Publishing Color Schemes Merging Form Export Submit Mixed Namespace Editing SharePoint Saturday Adelaide 2012
- 21. InfoPath 2010 Scaling up from 1 to 100 TEMPLATE PARTS SharePoint Saturday Adelaide 2012
- 22. Why XTPs? • Lots of forms with common sections • Save time with section re-use • Just drag and drop • Share with multiple designers • Quickly build forms SharePoint Saturday Adelaide 2012
- 23. What are Starter Forms? • Just a normal form! • Develop consistent forms – Colours, fonts, themes – Common Headers: Logo, Tagline, Title etc – Common Footers: T&Cs, Version etc. – Common Data Connections SharePoint Saturday Adelaide 2012
- 24. InfoPath 2010 Scaling up from 1 to 100 STARTER FORMS SharePoint Saturday Adelaide 2012
- 25. Why Starter Forms? • Consistent forms • Save time • Longer Coffee Break SharePoint Saturday Adelaide 2012
- 26. So What’s Next? • Launch Your Form Factory – Create XTPs for common sections – Create UDCs for common data – Create Starter forms – Distribute to Form Designers SharePoint Saturday Adelaide 2012
- 27. InfoPath 2010 Scaling up from 1 to 100 QUESTION AND ANSWER SharePoint Saturday Adelaide 2012
- 28. Related Links • http://cube4.com.au My blog lots of InfoPath • http://infopathdev.com Great InfoPath forums • http://blogs.msdn.com/b/infopath/ Official InfoPath Blog SharePoint Saturday Adelaide 2012
- 29. SharePoint Saturday Sponsors Gold Thanks for listening! Remember to submit your feedback so Silver you can go into the raffle draw at the end of the day! And don’t forget that Bronze you have to be at the draw to claim your prizes!