2. INFOPATH DEVELOPMENT OPTIONS
There are three development categories
Form Library
Site Content Type
Administrator Approval
3. FORM LIBRARY ..
When to Use ?
Targeting one SharePoint List/Library
You don’t want to reuse it
You don’t need it across several sites and libraries
Two approaches
SharePoint First Approach
InfoPath First Approach
List vs. Libraries
List uses InfoPath for display purposes
Library uses InfoPath for display as well as store
4. SHAREPOINT FIRST APPROACH
Create a SharePoint List
Design Columns in the list
Open the list and Click Customize Form
5. INFOPATH FIRST APPROACH (LIST)
Open the InfoPath
Select SharePoint List
Specify the SharePoint Server URL and the List
Name
Design and publish the list.
6. SHAREPOINT FIRST APPROACH(FORM)
Create InfoPath Bank Form
Design the Interface
Submit to the library
Create a New Form
Update Form
When publishing make sure ..
7. SHAREPOINT FIRST APPROACH(FORM) ..
Problems ..
You need to give a name manually.
You need to specify a submit connection to avoid this.
[ Will see later ]
8. SITE CONTENT TYPE
Allows to deploy as a SharePoint Content Type
Inheriting Content Type Advantages
Work Flows
Reusability
One Form can contain many Content Types
When to use ?
Need to reuse the template when creating the list
Need to maintain a template across the site/collection
9. SITE CONTENT TYPE ..
Create InfoPath Blank Form
Design the Form
Select the Site Content Type in publishing
10. SITE CONTENT TYPE ..
Create the Content Type
Specify the location and name
[Check the Content Type in Site Content Types]
Create a Form Library based on the
site content type.
11. ADMINISTRATOR APPROVAL
Allows you to embed
VSTA
Visual Studio code behind
InfoPath browser-compatible form templates
When to use ?
Forms with code behind
Should be bowser compatible
12. ADMINISTRATOR APPROVAL ..
Set Up the environment
InfoPath
.NET Framework 2.0
Misrasoft Visual Studio Tools for Applications (VSTA)
13. ADMINISTRATOR APPROVAL ..
Create a blank InfoPath Form
Design the form
Save it before switch to developer mode
Check the language (C#, VB)
14. ADMINISTRATOR APPROVAL ..
Set the Form Server
Publish the Form
Specify the server
Select Administrator Approval Form
Save it locally
Go to central admin and upload the form
Activate the feature
Add it an content type
15. ADMINISTRATOR APPROVAL ..
What will happen to current sessions ?
Allow existing browser-based form filling sessions to
complete using the current version of the form template.
Terminate existing browser-based form filling sessions.
Any data in those sessions will be lost.
16. CHANGING BUTTONS
You can change the ribbon button and controls in
the web enabled form.
17. CONFIGURING DATA SUBMIT
To avoid this we can create a data submit.
Create Library and publish the form to the library.
Configure the Data Submit
By Rule (Demo)
By Destination (Demo)
By Custom Code
18. CONFIGURING DATA SUBMIT ..
Other Options
To a web service
To a document library on a SharePoint site
As an Email Message
To the hosting environment
(XmlFormView Control)
19. CONFIGURING DATA RETRIEVE
Receive Data is a mechanism to connect to other
sources and retrieve information.
SOAP Web service
REST Web service
SharePoint Library or List
Database (SQL Server)
XML Document
Passing Parameters