![Agenda Quick Apology About the speaker Introduction to InfoPath Building a template Template features Tips and tricks ,[object Object],[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
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Paul Galvin: Introduction to Infopath and Best Practices
- 1. Introduction to InfoPath and Best Practices Paul Galvin
- 3. Objective: Build a Template Consistency Users will love it Developers more productive Save time!
- 4. Intro to InfoPath InfoPath Client on desktop/laptop Design forms Fill out forms (red-headed step child) Creating a template (XSN file) (really, a CAB) Browser-enabled Forms MOSS Enterprise Reduced functionality
- 5. Demo Quick Form from scratch
- 6. Intro to InfoPath Overall Process Design the form with the client Publish the form to SharePoint End users fill out the form Publishing Publish as the template for a library Publish as a content type (becomes template for the CT and re-use the CT wherever CT’s are accepted)
- 7. Building Forms Best Practices Designing forms badly is very easy Designing forms well is fairly easy Maintaining badly designed forms challenges the patience of Zen masters
- 8. Best Practices - Consistency Buttons - Save/Exit/Discard Behavior - Confirmations - Explain consequences Common functionality (views)
- 9. Views Main Page - Embed instructions Default hide? Consider an Instructions Page view Naming Convention 1. Main 2. Approval P. Print Z. Dev Notes etc. Version numbers - Place directly on the form
- 10. Views - Demo Quick demo of views
- 11. Form as a Database Status Record Approvals Internal flags for dynamic hide/view Save manager hierarchy "WasEmailed" flags
- 12. Form as a Database Quick demo
- 13. Tricks – Naming Files Naming files - Friendly view/edit link via workflow - (screen shot) - FBA headaches
- 14. Tricks – Naming Files
- 18. Query the data source
- 19. Check to see if a result was returnedDemo
- 20. Trick – Formserver.aspx URL Why? - FBA environment, “new” button disabled. formserver.aspx http://[server]/[site]/_layouts.aspx?XsnLocation=[full location of template]&DefaultItemOpen=1
- 21. Trick – Case Insensitive Comparisons Use the translate() function Demo
- 22. Resources Case-insensitive comparisons http://paulgalvin.spaces.live.com/blog/cns!1CC1EDB3DAA9B8AA!5664.entry http://tinyurl.com/yec655n
- 23. Thank You! Email: galvin.paul@gmail.com Blog: http://www.mstechblogs.com/paul Twitter: @pagalvin