Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step

Description

The smart way to learn how to build InfoPath forms for SharePoint-one step at a time!

 Quickly teach yourself how to use Microsoft(R) InfoPath(R) 2010 to create electronic business forms for Microsoft SharePoint(R) 2010. With Step by Step, you set the pace-building and practicing the skills you need, just when you need them!

* Design and build InfoPath forms without writing code
* Add approval workflows to your InfoPath forms
* Integrate data from SharePoint and other company systems
* Create forms that offer a rich experience in the browser
* Build views and dashboards to display form information
* Create and use forms in the cloud with SharePoint Online

CONTENTS:

dedication; Introducing Microsoft InfoPath 2010; New Features; Let’s Get Started!; Hardware and Software Requirements; Office 365: InfoPath and SharePoint in the Cloud; Who This Book Is For; How This Book is Organized; Darvish’s Acknowledgments; Laura’s Acknowledgments; Modifying the Display of the Ribbon; Dynamic Ribbon Elements; Changing the Width of the Ribbon; Adapting Exercise Steps; Features and Conventions of This Book; Downloading the Practice Files and eBook; Your Companion eBook; Getting Support and Giving Feedback; Errata; Getting Help with Microsoft InfoPath 2010; We Want to Hear from You; Stay in Touch; Chapter 1: Introducing Microsoft InfoPath 2010; 1.1 Benefits of Using InfoPath 2010 with SharePoint 2010; 1.2 New Features of InfoPath 2010; 1.3 How InfoPath Works; 1.4 Quick Tour of the Backstage View in InfoPath 2010; 1.5 XML 101; 1.6 Creating the Products.xml File; 1.7 Adding Products.xml to the Form as a Data Connection; 1.8 Using the Template to Create a Form Instance; 1.9 Exporting the Template; 1.10 Key Points; Chapter 2: Form Requirements: Using a Decision Matrix; 2.1 Form Templates; 2.2 Where’s the Data?; 2.3 Your SharePoint Version; 2.4 Factors to Consider; 2.5 The Design Checker; 2.6 Combine Client-Based and Browser-Based Controls; 2.7 Using the Decision Matrix; 2.8 Key Points; Chapter 3: Form Design Basics: Working with InfoPath Layout, Controls, and Views; 3.1 Form Layout; 3.2 Adding a Layout and Table; 3.3 InfoPath Controls; 3.4 Control Properties Ribbon; 3.5 Understanding the Basics of Data Binding; 3.6 Adding Controls to the Flight Delay Form; 3.7 Adding a Submit Button with a Rule to the Flight Delay Form; 3.8 Views; 3.9 Adding a Second View to the Flight Delay Form; 3.10 Key Points; Chapter 4: Working with SharePoint List Forms; 4.1 Basics of a SharePoint List; 4.2 List Form Layout; 4.3 List Form Fields; 4.4 Calculated Fields; 4.5 List Form Pages; 4.6 Limitations of List Forms; 4.7 Form Options; 4.8 Key Points; Chapter 5: Adding Logic and Rules to Forms; 5.1 Primary Types of Form Logic in InfoPath; 5.2 Working with Validation and Formatting; 5.3 Using Functions to Set a Default Value; 5.4 Adding Action and Formatting Rules; 5.5 Working with Sections and Conditional Formatting; 5.6 Using Rules to Create a Wizard-Style Form with Multiple Views; 5.7 Key Points; Chapter 6: Publishing and Submitting Form Data; 6.1 Publishing Methods; 6.2 Promoting Columns; 6.3 Submitting to SharePoint; 6.4 Publishing As a Content Type; 6.5 Administrator-Approved Templates; 6.6 Key Points; Chapter 7: Receiving Data from SharePoint Lists and Business Connectivity Services; 7.1 Receive Data Connections; 7.2 Adding a SharePoint List Data Connection; 7.3 Data Connection Libraries; 7.4 The External Item Picker and Business Connectivity Services; 7.5 Adding a Filter to a Business Connectivity External Content Type; 7.6 Key Points; Chapter 8: Using the InfoPath Form Web Part; 8.1 Web Part Settings; 8.2 Web Part Connections; 8.3 Parameters; 8.4 Other Parameters; 8.5 Key Points; Chapter 9: Working with the SharePoint User Profile Web Service; 9.1 Building the Foundation of the Event Registration Form; 9.2 Creating Form Load Rules on the Event Registration Form; 9.3 Adding a People Picker and Submit Button to the Event Registration Form; 9.4 Key Points; Chapter 10: InfoPath Integration with SharePoint Designer Workflows; 10.1 Introduction to Workflows; 10.2 Workflow Initiation; 10.3 Custom Actions; 10.4 Workflow Task Forms; 10.5 External List Forms; 10.6 Key Points; Chapter 11: Building an Approval Process; 11.1 Gathering Requirements; 11.2 Contoso Reimbursement Form; 11.3 Form Views; 11.4 Approval Fields; 11.5 The Status Field; 11.6 Form Load Rules; 11.7 Approval Sections; 11.8 Submit Button Actions; 11.9 Workflow Approvers; 11.10 Workflow for Emails; 11.11 Key Points; Chapter 12: Managing and Monitoring InfoPath Forms Services; 12.1 IPFS Settings in SharePoint Central Administration; 12.2 IPFS Performance Factors; 12.3 Installing Fiddler and Monitoring the IPFS Form Load Process; 12.4 Monitoring the Products Form with a Picture Control; 12.5 Maximizing Performance by Minimizing Postbacks; 12.6 Monitoring a Data Connection Postback with Fiddler; 12.7 Key Points; Chapter 13: SharePoint Views and Dashboards; 13.1 The Help Desk Request; 13.2 Views; 13.3 Ratings; 13.4 Alerts Based on Views; 13.5 Library Web Parts; 13.6 Filter Web Parts; 13.7 XSLT List View Web Part; 13.8 The New Form Button; 13.9 Dashboards Based on Form Libraries; 13.10 Dashboard Pages and Content Query Web Parts; 13.11 KPI Web Parts; 13.12 Key Points; Chapter 14: Advanced Options; 14.1 The InfoPath Rule Inspector; 14.2 Merging Forms; 14.3 Relinking Forms; 14.4 Browser and Filler Buttons; 14.5 Offline Forms;;;;;; 14.6 Email Attachments; 14.7 Form Preview; 14.8 Default Values; 14.9 Advanced Functions; 14.10 Key Points;