Introduction to InfoPath and Best Practices Paul Galvin
Jun 14, 2015
Introduction to InfoPath and Best Practices
Paul Galvin
AgendaQuick ApologyAbout the speakerIntroduction to InfoPathBuilding a templateTemplate featuresTips and tricks- Including FBA
About the Speaker
Paul GalvinSharePoint MVPComputer Generated SolutionsTwitter: @pagalvinBlog: http://www.mstechblogs.com/paul/
Objective: Build a TemplateConsistency
Users will love itDevelopers more productive
Save time!
Intro to InfoPathInfoPath Client on desktop/laptop
Design formsFill out forms (red-headed step child)Creating a template (XSN file) (really, a CAB)
Browser-enabled FormsMOSS EnterpriseReduced functionality
Demo
Quick Form from scratch
Intro to InfoPath
Overall ProcessDesign the form with the clientPublish the form to SharePointEnd users fill out the form
PublishingPublish as the template for a libraryPublish as a content type (becomes template for the CT and re-use the CT wherever CT’s are accepted)
Building Forms Best Practices
Designing forms badly is very easyDesigning forms well is fairly easyMaintaining badly designed forms challenges the patience of Zen masters
Best Practices - Consistency
Buttons- Save/Exit/Discard
Behavior- Confirmations- Explain consequences
Common functionality (views)
ViewsMain Page- Embed instructions
Default hide?Consider an Instructions Page view
Naming Convention1. Main2. ApprovalP. PrintZ. Dev Notesetc.
Version numbers- Place directly on the form
Views - Demo
Quick demo of views
Form as a DatabaseStatusRecord ApprovalsInternal flags for dynamic hide/viewSave manager hierarchy"WasEmailed" flags
Form as a Database
Quick demo
Trick – Security via Custom ListsBusiness scenario:
- Don’t want to use AD or SharePoint groups to define business level approval groups
- (little kids)
Technique- Create a custom list- Item level permissions- Query the data source- Check to see if a result was returned
Demo
Trick – Case Insensitive Comparisons
Use the translate() function
Demo
ResourcesCase-insensitive comparisonshttp://paulgalvin.spaces.live.com/blog/cns!
1CC1EDB3DAA9B8AA!5664.entryhttp://tinyurl.com/yec655n
Thank You!
Email: [email protected]: http://www.mstechblogs.com/paulTwitter: @pagalvin