InfoPath with SharePoint 2010 how-to
Real, step-by-step solutions for creating and managing data forms in SharePoint 2010 with InfoPath: fast, accurate, proven, and easy to use A concise, task-based guide for SharePoint 2010 adopters who want to enhance business processes and workflows with powerful InfoPath data forms Tested, step-by-...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
[Place of publication not identified]
Sams Pub
2011
|
| Edición: | 1st edition |
| Colección: | How-to InfoPath with SharePoint 2010 how-to
|
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009629104806719 |
Tabla de Contenidos:
- Cover
- Table of Contents
- Introduction
- Overview of This Book
- How to Benefit from This Book
- How to Continue Expanding Your Knowledge
- 1 Usage of InfoPath Designer 2010
- Why Use an InfoPath Form?
- What Does InfoPath Do for My Lists?
- Why Use InfoPath Forms in Workflows?
- How Does InfoPath Integrate with My Data?
- InfoPath Versus Web Controls and Web Parts
- What Is the InfoPath Web Part?
- Are There Any New Controls in InfoPath 2010?
- Does InfoPath 2010 Make Anything Easier?
- Getting Started
- 2 Creating a SharePoint Form with InfoPath Designer
- Design a SharePoint Form Using the Blank Form Template
- Add Controls
- Preview Your Form
- Name Your Data Fields
- Add Submit Options
- Publish Your Form
- Use Your Form in SharePoint
- Create a Form Library from InfoPath
- Design a SharePoint Form Using the SharePoint Form Library Template
- 3 SharePoint Form Controls
- What Are Input Controls?
- What Are Object Controls?
- What Are Container Controls?
- Drag Controls on Your Form
- Allow Users to Enter Text
- Make a Text Box Read-Only
- Make a Text Box Multiline
- Allow Users to Select a Single Selection from a List of Items
- Allow Users to Select Multiple Items from a List of Items
- Allow Users to Select an Optional Single Choice
- Allow Users to Select from Various Options
- Allow Users to Enter a Date/Time
- Allow Users to Select a Person
- Allow Users to Select from a SharePoint External Content Type
- Allow Users to Initiate an Action
- Show Optional Controls on Your Form
- Allow Users to Enter Multiple Instances of the Same Fields
- Allow Users to Choose Which Set of Fields to Use
- Make a Control/Field Required
- 4 SharePoint Form Rules
- Hide or Show Controls Based on a Selected Option
- Format an Entry Based on a Condition
- Implement a Validation Rule.
- Add an Action Rule to a Button
- Use Rules for Form Submission
- Use Rules for Form Loading
- Validate Data Entry Using Patterns
- 5 SharePoint Form Functions
- Use the SharePoint URL Functions
- Calculate a Future Date
- Get the Current SharePoint User
- Remove Leading and Trailing Spaces from a Field Value
- Remove All Spaces from an Entry
- Default a Blank Amount to Zero
- Calculate the Sum of All Items
- Determine a Count of the Items Entered
- Obtain a Portion of an Entered String
- 6 SharePoint Form Page Design and Views
- Change the Current View Name
- Create a New View
- Change the Default View
- Make a View Read-Only
- Prevent a User from Selecting a View
- Use a View for Printing
- Use a Different Layout for Your Form
- Use a Theme for Your Form
- Add Headers/Footers to Your Form
- Insert a Table Layout into Your Form
- Modify a Table Layout in Your Form
- 7 SharePoint List Forms
- Use a Form to Create a SharePoint List
- Modify the Form of an Existing SharePoint List
- Set Your List Form Template Back to the Default Form
- 8 Submitting and Publishing in SharePoint
- Enable Your Form for Submission
- Configure Email Submission
- Publish Your Form to Email
- Configure SharePoint Library Submission
- Publish Your Form to a SharePoint Library
- Use Multiple Forms in SharePoint Libraries
- Configure Web Service Submission
- Configure SharePoint Server Connection Submission
- Modify the Available Menu Buttons During Form Submission
- 9 Using Data in SharePoint Forms
- Use Data From a Database
- Convert an InfoPath Connection to a SharePoint Connection File
- Use Data From a SharePoint List
- Use Data From a SharePoint Data Connection File
- Use Data from a (SOAP) Web Service
- Populate a Drop-Down List with Data
- Populate a Drop-Down List with Data Based on Another Selection (Cascading Drop-Down).
- Display Data from a SharePoint List
- Display a Repeating Table From a SharePoint List
- Leverage External Data from a SharePoint External
- Content Type (Business Data Connectivity Services)
- Leverage External Data from a REST Web Service
- 10 InfoPath Form Web Part
- Add an InfoPath Form Web Part to a SharePoint Web Part Page
- Create a Master/Detail Display Form For SharePoint Lists
- Use the Edit Form on the List Page
- Create a Custom List Page That Displays the List Item Form
- Expose Form Fields as Web Part Connection Parameters
- Create a Form to Send Data to Web Parts
- 11 Using Forms in SharePoint Workflows
- Create a SharePoint Workflow for a Form Library
- Include a Link to the Form in an Email
- Add a Task to the Workflow
- Perform Workflow Actions Based on Form Values
- Perform One Workflow Action or Another (But Not Both)
- Get a User from a People/Group Picker Control
- Customize the Task Form
- Add Form Parameters Used When Starting Your Workflow
- 12 Enhancing the User Experience
- Display a Read-Only Value
- Compact Sections of Fields/Controls
- Configure Dynamic Sections
- Make Screen Tips Informative for Validation
- Notify the User of Successful Submission
- Create a Tabbed Navigation in Your Form
- Use Pictures as Choices
- 13 Leveraging the SharePoint Workspace
- Synchronizing Your List or Site
- View Your List and Display Form Offline
- Edit a List Item Using the Edit Form Offline
- Create a New List Item Using the New Form Offline
- Synchronize Offline Changes to SharePoint
- 14 Using Template Parts to Create Reusable Form Components
- Create a New Template Part
- Add Common Data Connections
- Add Common Controls
- Add Common Fields
- Saving Your Form Template Part
- Adding Your Template Part as a Custom Control
- Using Your Template Part as a Control.
- Change the Name of Your Custom Control
- Change the Icon of Your Custom Control
- 15 Document Information Panel Content Type
- Create the Document Library
- Add Columns to Your DIP
- Modify the DIP
- 16 Leveraging Visual Studio 2010 with InfoPath
- Accessing Your Form Within a Visual Studio Workflow
- Create an InfoPath 2010 Add-In
- Create a Custom Task Pane
- 17 Dynamically Populate a Repeating Table
- Set Up the Initial Form
- Create a Changed Event Method
- Create a Namespace Variable
- Access the Secondary Data Source
- Loop Through the Secondary Data Source
- Populate the Repeating Table
- Clear Previous Entries
- What Does the Final Solution Look Like?
- 18 Track Changes in a Form
- Set Up the Form for Tracking Changes
- Add Changed Event Code for Tracking Changes
- Apply Rich Text to the Entry
- Only Show One Version at a Time
- Display a Changes Counter
- Display the User Who Made the Modification
- 19 Central Administration
- Access the InfoPath Form Services Options
- Browser-Enable Form Templates
- Throttle Data Connection Timeouts
- Throttle the Data Connection Response Size
- Modify Authentication Settings
- Configure Session State
- Upload a Form Template
- What Happens When a Form Is Uploaded?
- Manage Form Templates
- What Happens When a Form Is Activated to a Site Collection?
- Enable the Web Service Proxy
- Manage Data Connections
- 20 PowerShell
- Access SharePoint 2010 Management Shell
- Browser-Enable Form Templates
- Throttle Data Connection Timeouts
- Throttle the Data Connection Response Size
- Modify Authentication Settings
- Configure Session State
- Enable View State
- Verify and Upload a Form Template
- Upload Multiple Form Templates at Once
- Activate or Deactivate a Form to a Site Collection
- Remove a Form from InfoPath Form Services.
- Quiesce a Form from InfoPath Form Services
- Enable the Web Service Proxy
- 21 Managing Form Permissions
- Creating Unique Permissions on a Form Library
- Granting Users Permissions
- Creating a Permission Level for Your Form Library
- Editing a Group's Permission Level
- Create a Submit-Only Permission Level
- 22 General Form Issues
- Resolve: Issue Accessing Data Source
- Resolve: SQL Credential Issue
- Resolve: Business Data Connectivity Metadata Store Is Currently Unavailable
- Resolve: Picker Issue Obtaining Business Data
- Resolve: Modifying a List/Library Page Makes the Ribbon Disappear
- Resolve: SharePoint Designer Task List Creation Error
- Resolve: VSTA Required Issue
- Resolve: Error Loading the Form
- Resolve: Security Exception Using Code-Behind
- 23 Deployment and Publishing Issues
- Resolve: No File with URL in This Web
- Resolve: Form Cannot Be Browser Enabled on Selected Site
- Resolve: Form Template Has Not Been Published
- Resolve: Sandboxed Solutions Not Enabled
- 24 Form Submission Issues
- Troubleshoot General Submission Issues
- Resolve: SharePoint Location Is Read-Only
- Resolve: Document Library Already Contains a File with the Same Name
- Resolve: Errors Submitting to a Web Service
- Index.
