Developing InfoPath forms with OOTB tools is easy and can often solve many business requirements, but there are requirements that cannot be solved with just OOTB tools. In this session you will learn how to programmatically integrate InfoPath with SharePoint workflow engine, extract workflow history, customize the forms on fly, use the Word Service to convert form to other formats and much more.

1. Building business forms with
InfoPath 2010 and SharePoint
2010 – Part 2
Toni Frankola
SharePoint MVP
Croatia
@tonifrankola
http://sharepointusecases.com
SharePoint dnevi 2011

2. Documentation Toolkit for
SharePoint
• Document
• Track Changes
• Compare Farms
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

3. Contents
• Event handlers stuff
– Add signatures
– Convert to PDF
• +Wizards
• +Security
• +Permissions via SharePoint
• User profile service
• Repeating table filtering
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4. InfoPath Fields (2)
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5. InfoPath Fields (2)
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6. Views
• Different layouts on top of form dana
• Used for:
– Read-only views
– Print views
– Wizards
– Security (roles)
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

7. Roles
• Scenario:
– Annual leave approval
– Demo
• Control access to views and fields
• Pros
– OOTB, config via UI
• Cons
– Not available in browser forms
– Not real security
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

8. Demo
ROLES
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9. „Wizard”
• Implemented as series of views
• Navigation handled with buttons
– Or custom logic
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10. Demo
WIZARD
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11. Security
• No OOTB InfoPath forms security
– Entire form is a SharePoint item
– Configure permissions via SPD WF or event
receiver.
– BUT read this before:
• SharePoint Server 2010 capacity management:
Software boundaries and limits
• The maximum number of unique security scopes set for
a list should not exceed 1,000.
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

12. Demo
SECURITY WORKFLOW
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13. Event Receivers
• Item Events
– ContextEvent
– ItemAdding/ItemAdded
– ItemUpdating/ItemUpdated
– ItemDeleting/ItemDeleted
WebAdding/WebProvisioned – ItemCheckingIn/ItemCheckedIn
– ItemCheckingOut/ItemCheckedOut
– ItemUncheckingOut/ItemUncheckedOut
– ItemAttachmentAdding/ItemAttachmentAdded
EmailReceived
– ItemAttachmentDeleting/ItemAttachmentDeleted
– ItemFileMoving/ItemFileMoved
– ItemFileConverted
ListAdding/ListAdded • Workflow Events
ListDeleting/ListDeleted – WorkflowStarting/WorkflowStarted
– WorkflowPostponed
– WorkflowCompleted

14. Convert forms to PDF
Event Handler
• XML • HTML to PDF
• XSL • XML to
• Images • HTML
(via XSL)
InfoPath Word Services
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

15. Demo
INFOPATH TO PDF
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16. Working with User Profile Service
• Important user info
– Departments, Managers, Managers of Managers
etc.
• Connects to user profile service
– http://ServerName/_vti_bin/UserProfileService.asmx
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

17. Properties
• UserProfile_GUID • SPS-Peers
AccountName SPS-Responsibility
FirstName SPS-Skills
LastName SPS-PastProjects
PreferredName SPS-Interests
WorkPhone SPS-School
Office SPS-SipAddress
Department SPS-Birthday
Title SPS-MySiteUpgrade
Manager SPS-DontSuggestList
AboutMe SPS-ProxyAddresses
PersonalSpace SPS-HireDate
PictureURL SPS-LastColleagueAdded
UserName SPS-OWAUrl
QuickLinks SPS-ResourceAccountName
WebSite SPS-MasterAccountName
PublicSiteRedirect Assistant
SPS-Dotted-line WorkEmail
CellPhone
Fax
HomePhone
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

18. DEMO
WORKING WITH USER PROFILE
SERVICE
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

19. Reporing for InfoPath forms
• Simple list reporting
– SharePoint UI
– Export to Excel
• Reporting Services (SQL 2008 R2)
– What’s new
• Parsing values (repeating tables)
– Storing to database
• Custom code
• 3rd party
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

20. Demo
INFOPATH REPORTING
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21. Helpers
• InfoPath Cascading drop-down
• Beyond lookup column
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22. EXTERNAL FORMS
CASCADE LOOKUPS
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23. Conclusion
• Extend OOTB Forms with some additional
code
• Use Event Receivers
SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011

24. Questions?
Documentation Toolkit
for SharePoint >
Document • Track
Changes • Compare
Farms
SharePoint dnevi 2011