Third Session on the forum regarding infopath

1. ADVANCED INFOPATH DEVELOPMENT
http://melick-rajee.blogspot.com/

2. INFOPATH DEVELOPMENT OPTIONS
 There are three development categories
 Form Library
 Site Content Type
 Administrator Approval

3. FORM LIBRARY ..
 When to Use ?
 Targeting one SharePoint List/Library
 You don’t want to reuse it
 You don’t need it across several sites and libraries
 Two approaches
 SharePoint First Approach
 InfoPath First Approach
 List vs. Libraries
 List uses InfoPath for display purposes
 Library uses InfoPath for display as well as store

4. SHAREPOINT FIRST APPROACH
 Create a SharePoint List
 Design Columns in the list
 Open the list and Click Customize Form

5. INFOPATH FIRST APPROACH (LIST)
 Open the InfoPath
 Select SharePoint List
 Specify the SharePoint Server URL and the List
Name
 Design and publish the list.

6. SHAREPOINT FIRST APPROACH(FORM)
 Create InfoPath Bank Form
 Design the Interface
 Submit to the library
 Create a New Form
 Update Form
 When publishing make sure ..

7. SHAREPOINT FIRST APPROACH(FORM) ..
 Problems ..
 You need to give a name manually.
 You need to specify a submit connection to avoid this.
 [ Will see later ]

8. SITE CONTENT TYPE
 Allows to deploy as a SharePoint Content Type
 Inheriting Content Type Advantages
 Work Flows
 Reusability
 One Form can contain many Content Types
 When to use ?
 Need to reuse the template when creating the list
 Need to maintain a template across the site/collection

9. SITE CONTENT TYPE ..
 Create InfoPath Blank Form
 Design the Form
 Select the Site Content Type in publishing

10. SITE CONTENT TYPE ..
 Create the Content Type
 Specify the location and name
 [Check the Content Type in Site Content Types]
 Create a Form Library based on the
site content type.

11. ADMINISTRATOR APPROVAL
 Allows you to embed
 VSTA
 Visual Studio code behind
 InfoPath browser-compatible form templates
 When to use ?
 Forms with code behind
 Should be bowser compatible

12. ADMINISTRATOR APPROVAL ..
 Set Up the environment
 InfoPath
 .NET Framework 2.0
 Misrasoft Visual Studio Tools for Applications (VSTA)

13. ADMINISTRATOR APPROVAL ..
 Create a blank InfoPath Form
 Design the form
 Save it before switch to developer mode
 Check the language (C#, VB)

14. ADMINISTRATOR APPROVAL ..
 Set the Form Server
 Publish the Form
 Specify the server
 Select Administrator Approval Form
 Save it locally
 Go to central admin and upload the form
 Activate the feature
 Add it an content type

15. ADMINISTRATOR APPROVAL ..
 What will happen to current sessions ?
 Allow existing browser-based form filling sessions to
complete using the current version of the form template.
 Terminate existing browser-based form filling sessions.
Any data in those sessions will be lost.

16. CHANGING BUTTONS
 You can change the ribbon button and controls in
the web enabled form.

17. CONFIGURING DATA SUBMIT
 To avoid this we can create a data submit.
 Create Library and publish the form to the library.
 Configure the Data Submit
 By Rule (Demo)
 By Destination (Demo)
 By Custom Code

18. CONFIGURING DATA SUBMIT ..
 Other Options
 To a web service
 To a document library on a SharePoint site
 As an Email Message
 To the hosting environment
 (XmlFormView Control)

19. CONFIGURING DATA RETRIEVE
 Receive Data is a mechanism to connect to other
sources and retrieve information.
 SOAP Web service
 REST Web service
 SharePoint Library or List
 Database (SQL Server)
 XML Document
 Passing Parameters

20. ACCESS VALUES PROGRAMMATICALLY
 Access Using Xpath Navigator
 Access nodes using Xpath
 Can access repeating sections

21. ACCESS AND EXECUTE CONNECTION ..
 Data Connections can be access using xPath
 Vales can be set using xPath
 Can Execute Programatically

22. THANK YOU !
http://melick-rajee.blogspot.com/