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-step procedures for solving a broad spectrum of business and technical problems: an indispensable resource for both information workers and IT pros
Authored by leading business collaboration solutions developer Steven Mann
SharePoint 2010 and InfoPath 2010 integrate more deeply than ever before, allowing SharePoint users and developers to build powerful "mini-apps" with InfoPath forms, and use them to streamline a wide range of workflows and business processes - all without writing code. InfoPath with SharePoint 2010 How-To is a single source for reliable, easy-to-implement SharePoint solutions built with InfoPath data forms. Steven Mann presents concise tutorials to get users and developers up to speed, and walks through more than 50 procedures, providing clear and accurate steps for each one. Mann's tested, step-by-step procedures include: designing form templates and libraries; using SharePoint form features; incorporating rules and functions; designing pages and views; creating workflows; using external web services data; creating tabbed navigation; providing offline form access; defining master/detail views; displaying and managing lists; dynamically populating repeating tables; tracking changes, and dozens more. Readers will also find several proven procedures for streamlining administration and troubleshooting. This book goes far beyond "tips and trick" to serve as the daily reference resource for every information worker and IT professional who wants to solve real business and technical problems with SharePoint 2010 and InfoPath 2010.
Part I. Introduction to InfoPath 1. Uses of InfoPath 2. Data Sources 3. Form Templates and Template Parts 4. Controls 5. Data Fields Part II. Designing a Form Template for SharePoint 6. InfoPath Designer 7. Browser Form 8. SharePoint List 9. SharePoint Form Library 10. Customize Form from SharePoint Part III. SharePoint Form Features 11. Controls 12. Input 13. Objects 14. Containers Part IV. Rules 15. Overview 16. Conditions 17. Actions 18. Formatting 19. Form Load Rules 20. Form Submit Rules Part V. Functions 21. Overview 22. Math Functions 23. Text Functions 24. Date/Time Functions 25. SharePoint URL Functions Part VI. Page Design and Views 26. Page Layout Templates 27. Themes 28. Headers and Footers 29. Layout Tables 30. Submit Options 31. Publishing Forms to SharePoint 32. InfoPath Form Web Part in SharePoint Part VII. Business Solutions 33. Using Forms in SharePoint Workflows 34. Using the InfoPath Form Web Part to Display and Manage Lists 35. Creating a Master/Detail view 36. Dynamic Form Entries Based on User Selections 37. Cascading Drop-downs (without code) 38. Leveraging External Public Data from REST Web Services 39. Leveraging External Data from SharePoint Business Connectivity Services 40. Using Forms to Send Inputs to Other Web Parts 41. Creating a Tabbed Navigation with InfoPath Form Views 42. Leveraging the SharePoint Workspace for Offline Form Access 43. Using Template Parts to Create Reusable Form Components VIII. Technical Solutions 44. Using Forms as Objects in Visual Studio 45. Document Information Panel Content Type 46. Tracking Changes in a Form 47. Dynamically Populating Repeating Tables IX. Administrative Aspects 48. Central Administration - Manage Form Templates 49. Site Collection Form Templates 50. Managing Form Permissions X. Troubleshooting 51. General Form Issues 52. Deployment and Publishing Issues 53. Form Submission Issues