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Together, InfoPath 2010 and Microsoft SharePoint Designer 2010 make it possible to create end-to-end solutions that combine powerful forms, enterprise-scale workflow, and access to key business data. Now, building on the valuable content from their previous InfoPath book, three Microsoft experts offer a complete introduction to building the forms that drive these solutions. Designing Forms for SharePoint and InfoPath combines deep knowledge of InfoPath, new insights into SharePoint development, and an insider’s view of new InfoPath features for building more powerful SharePoint applications. Ideal for information workers, power users, and experienced form designers and developers, this book teaches new techniques through downloadable examples, including form templates, code, and XML. You’ll start with a complete hands-on primer for designing rich forms with InfoPath Designer, covering Forms Services, data retrieval and submission, controls, customization, saving, publishing, and workflow. Next, you’ll turn to advanced form design, including coding, the InfoPath object model, and InfoPath hosting options. Coverage includes Mastering best practices for designing forms and working with data Creating and editing SharePoint list forms in InfoPath 2010 Setting up Forms Services in SharePoint 2010 Using new InfoPath controls and customization techniques Adding logic without code via Quick Rules and the Rules Management pane Using the InfoPath Form Web Part to create powerful solutions with minimal code, including data mashups Submitting, saving, and publishing, including Quick Publish Building reusable components, custom controls, and add-ins Securing and efficiently deploying solutions Making the most of reporting and workflows Writing better InfoPath code more quickly with Visual Studio Tools for Office Using import/export and the new import wizard Customizing forms for creating, viewing, and editing SharePoint lists Building dynamic queries to REST Web services
The smart way to learn how to build InfoPath forms for SharePoint—one step at a time! Quickly teach yourself how to use Microsoft InfoPath 2010 to create electronic business forms for Microsoft SharePoint 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
"Microsoft Office InfoPath represents a revolutionary leap in XML technologies and a new paradigm for gathering business-critical information. I am delighted that Scott Roberts and Hagen Green, two distinguished members of the InfoPath product team, decided to share their experience in this book." --From the Foreword by Jean Paoli, cocreator of XML 1.0 and Microsoft Office InfoPath Microsoft Office InfoPath 2007 offers breakthrough tools for gathering, managing, and integrating business-critical information, and creating efficient forms-driven processes. Two longtime members of Microsoft's InfoPath product team have written the first comprehensive, hands-on guide to building successful XML-based solutions with InfoPath 2007. The book opens with a practical primer on the fundamentals of InfoPath form template design for information workers and application developers at all levels of experience. It then moves into advanced techniques for customizing, integrating, and extending form templates--with all the code examples and detail needed by professional developers. Learn how to: Design form templates: create blank form templates, insert and customize controls, use advanced formatting, and construct and lay out views Work with data: start with XML data or schema, manually edit data sources, and understand design-time visuals Add custom business logic to forms, and integrate them with other applications Retrieve and query data from external data sources, including XML files, databases, SharePoint lists, Web services, and ADO.NET DataSets Submit and receive form data using ADO.NET Save, preview, and publish to e-mail, SharePoint, and more Build reusable components with template parts Create workflows with SharePoint and InfoPath E-Mail Forms Administer Forms Services and Web-enabled form templates Build advanced form templates using C# form code, custom controls, add-ins, and the new InfoPath 2007 managed object model Design form templates using Visual Studio Tools for Office (VSTO) Update, secure, and optimize your form templates List of Figures List of Tables Foreword Preface About the Authors PART I: Designing Forms Chapter 1: Introduction to InfoPath 2007 Chapter 2: Basics of InfoPath Form Design Chapter 3: Working with Data Chapter 4: Advanced Controls and Customization Chapter 5: Adding Logic without Code Chapter 6: Retrieving Data from External Sources Chapter 7: Extended Features of Data Connections Chapter 8: Submitting Form Data Chapter 9: Saving and Publishing Chapter 10: Building Reusable Components Chapter 11: Security and Deployment Chapter 12: Creating Reports Chapter 13: Workflow Chapter 14: Introduction to Forms Services Part II: Advanced Form Design Chapter 15: Writing Code in InfoPath Chapter 16: Visual Studio Tools for Microsoft Office InfoPath 2007 Chapter 17: Advanced Forms Services Chapter 18: Hosting InfoPath Chapter 19: Building Custom Controls Using ActiveX Technologies Chapter 20: Add-ins Chapter 21: Importers and Exporters Appendix: Further Reading Index
Need fast, reliable, easy-to-use solutions for using InfoPath® with SharePoint® 2013? This book delivers exactly what you’re looking for: step-by-step help and guidance with the tasks you’ll perform most often. You’ll learn better ways to design and develop intuitive, effective form-based solutions, and then efficiently administer, secure, and troubleshoot them. The industry’s most focused resource for solving business problems with SharePoint and InfoPath forms, this book provides all the answers you need—now! Steven Mann is an Enterprise Applications Engineer for Morgan Lewis and has nearly 20 years of professional experience with collaboration and business intelligence, including a decade working with SharePoint. Formerly Principal Architect for RDA Corporation, his books include InfoPath with SharePoint 2010 How-To, Microsoft SharePoint 2010 Business Intelligence Unleashed, SharePoint 2010 Field Guide, and SharePoint 2010 Managed Metadata Unleashed. Fast, Accurate, and Easy-to-Use! ¿ Discover powerful tips for success with InfoPath Designer 2013 ¿ Efficiently create SharePoint form controls, rules, and functions ¿ Master form page design, views, and list forms ¿ Submit, publish, and use data in SharePoint forms ¿ Streamline business processes by integrating forms into SharePoint workflows ¿ Design more intuitive, easier-to-use forms with InfoPath controls, functionality, and settings ¿ Use template parts to create reusable form components, including controls, fields, and data connections ¿ Leverage Visual Studio 2012 with InfoPath to build solutions and application-level add-ins ¿ Dynamically populate repeating tables in forms ¿ Elegantly track changes in SharePoint forms ¿ Automatically generate new InfoPath form instances ¿ Use SharePoint 2013 Central Administration to manage forms and Forms Services ¿ Automate InfoPath Form Services administration with PowerShell ¿ Manage form permissions to control user access and rights ¿ Troubleshoot form development, deployment, publishing, and form submission
Pro InfoPath shows .NET developers how to create electronic forms specific to various industries (medical, manufacturing, publishing, etc). This book will cover using InfoPath to solve form problems for the developer. It will be a ground-up introduction to cover fundamentals and an in-depth review of how to solve more advanced problems using the new capabilities of InfoPath and InfoPath Forms Services. It will allow the reader to get up to speed on a .Net-based, browser-based forms technology fast, and it covers the dark corners of the product and provides workarounds.
Conquer SharePoint 2013—from the inside out! You’re beyond the basics, so dive right into SharePoint 2013—and really put your business collaboration platform to work! This supremely organized reference packs hundreds of timesaving solutions, troubleshooting techniques, and workarounds. It’s all muscle and no fluff. Discover how the experts facilitate information sharing across the enterprise—and challenge yourself to new levels of mastery. Efficiently manage documents throughout the enterprise Build team sites and collaborate with Microsoft OneNote and SkyDrive Design workflows with SharePoint Designer and Microsoft Visio Produce e-forms using Microsoft InfoPath and Access Manage community sites using business social features Connect SharePoint to external data and business systems Create business intelligence dashboards and key performance indicators Customize and control Sharepoint enterprise search
Microsoft SharePoint now has a 10 percent share of the portal market, and the new release, which features enhanced integration with Office 2007, is sure to give SharePoint a boost Offers clear instructions and soup-to-nuts coverage of this complex product, focusing instead on practical solutions to real-world SharePoint challenges Features tips, tricks, and techniques for administrators who need to install and configure a SharePoint portal as well as ordinary users who need to populate and maintain the portal and use it for collaborative projects Topics covered include setting up a SharePoint portal, matching SharePoint to business needs, managing portal content, branding, collaborating on SharePoint sites, using a portal to improve employee relations and marketing, putting expense reports and other interactive forms on a portal, and monitoring and backing up SharePoint
Together, InfoPath 2010 and Microsoft SharePoint Designer 2010 make it possible to create end-to-end solutions that combine powerful forms, enterprise-scale workflow, and access to key business data. Now, building on the valuable content from their previous InfoPath book, three Microsoft experts offer a complete introduction to building the forms that drive these solutions. Designing Forms for SharePoint and InfoPath combines deep knowledge of InfoPath, new insights into SharePoint development, and an insider''s view of new InfoPath features for building more powerful SharePoint applications. Ideal for information workers, power users, and experienced form designers and developers, this book teaches new techniques through downloadable examples, including form templates, code, and XML. You''ll start with a complete hands-on primer for designing rich forms with InfoPath Designer, covering Forms Services, data retrieval and submission, controls, customization, saving, publishing, and workflow. Next, you''ll turn to advanced form design, including coding, the InfoPath object model, and InfoPath hosting options. Coverage includes Mastering best practices for designing forms and working with data Creating and editing SharePoint list forms in InfoPath 2010 Setting up Forms Services in SharePoint 2010 Using new InfoPath controls and customization techniques Adding logic without code via Quick Rules and the Rules Management pane Using the InfoPath Form Web Part to create powerful solutions with minimal code, including data mashups Submitting, saving, and publishing, including Quick Publish Building reusable components, custom controls, and add-ins Securing and efficiently deploying solutions Making the most of reporting and workflows Writing better InfoPath code more quickly with Visual Studio Tools for Office Using import/export and the new import wizard Customizing forms for creating, viewing, and editing SharePoint lists Building dynamic queries to REST Web services
Features end-to-end scenarios for using Office 2007 and SharePoint 2007, from generating Office documents programmatically to integrating document-based workflows with line of business applications or Web sites Takes an in-depth look at integrating the information worker products from Microsoft into broader solutions for the enterprise Some of the topics covered include building a workflow solution with Office and SharePoint 2007; programming SharePoint lists, items, and libraries; building Business Intelligence (BI) including Excel BI, Excel and Access Reporting, and SharePoint integration; using Web Content Management with SharePoint; and more
Take your Office 365 and SharePoint projects to a higher level by using PowerApps, Flow, Power BI, JavaScript/jQuery jQuery UI widgets, Cascading Style Sheets (CSS), and more. This book will help you create easier solutions to client-side problems and applications. Additionally, you will be able to effectively visualize your data with Power BI. This book starts with configuration of SharePoint and Office 365 followed by your first example of PowerApps. You will lay the foundation for a help ticket application and see how to update a SharePoint list with PowerApps. You then will work with the jQuery open source library and learn how to use the developer tools within your browser. This allows you to customize data displays in SharePoint. Next, you will add jQuery UI widgets such as buttons and dialogs to SharePoint, learning how to configure and manipulate them via JavaScript. You will use these new skills to convert a normal SharePoint announcement into a visually compelling page of network alerts. You also will use JavaScript and styles to hugely improve native SharePoint calendars by color-coding them by category or location. To prevent overlapping events in calendars, you will work with SharePoint's web services and JavaScript. You will use similar concepts to make appealing accordion SharePoint pages. You then will explore Microsoft Forms, Flow, and Power BI, including building surveys in both Forms and SharePoint and using Power BI to show results over the last week, month, quarter, and year. Using advanced Power BI you will see how to deal with JSON, XML, and Yes/No data. Next, you will look at how to display Office documents as well as interact with them via JavaScript. Switching back to PowerApps, you will build the final help ticketing system before using Power BI to see how to visualize the ticket information. After a quick detour on using iFrames in SharePoint, you will jump into building a power routing application using InfoPath and SharePoint Designer. You will even call SharePoint’s web services from Designer to customize email notifications. You end the InfoPath set of chapters with a highly useful application for signing up for and managing attendance for training and other classes. Finally, you will add Google Analytics to track SharePoint usage. What You Will Learn Build powerful applications with PowerApps Extend SharePoint’s capabilities using JavaScript Create surveys with SharePoint and Microsoft Forms, copy the results to SharePoint using Flow, and visualize the data with Power BIEmploy advanced Power BI techniques to include custom columns, pivoting, and dealing with JSON, XML, and Yes/No dataUse InfoPath and SharePoint workflows to create routing systems, schedule classes, and other advanced tasks Who This Book Is For Business and application developers