InfoPath with SharePoint 2010 How-To

InfoPath with SharePoint 2010 How-To

by Steven Mann


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Real, step-by-step solutions for creating and managing data forms in SharePoint 2010 with InfoPath: fast, accurate, proven, and easy to use

  • A concise, task-based guide for SharePoint 2010 adopters who want to enhance business processes and workflows with powerful InfoPath data forms
  • Tested, step-by-step procedures for solving a broad spectrum of business and technical problems: an indispensable resource for both information workers and IT pros
  • Authored by leading business collaboration solutions developer Steven Mann
  • SharePoint 2010 and InfoPath 2010 integrate more deeply than ever before, allowing SharePoint users and developers to build powerful "mini-apps" with InfoPath forms, and use them to streamline a wide range of workflows and business processes - all without writing code. InfoPath with SharePoint 2010 How-To is a single source for reliable, easy-to-implement SharePoint solutions built with InfoPath data forms. Steven Mann presents concise tutorials to get users and developers up to speed, and walks through more than 50 procedures, providing clear and accurate steps for each one. Mann's tested, step-by-step procedures include: designing form templates and libraries; using SharePoint form features; incorporating rules and functions; designing pages and views; creating workflows; using external web services data; creating tabbed navigation; providing offline form access; defining master/detail views; displaying and managing lists; dynamically populating repeating tables; tracking changes, and dozens more. Readers will also find several proven procedures for streamlining administration and troubleshooting. This book goes far beyond "tips and trick" to serve as the daily reference resource for every information worker and IT professional who wants to solve real business and technical problems with SharePoint 2010 and InfoPath 2010.

    Product Details

    ISBN-13: 9780672333422
    Publisher: Pearson Education
    Publication date: 12/06/2010
    Series: How-To Series
    Pages: 384
    Product dimensions: 5.90(w) x 8.90(h) x 0.90(d)

    Table of Contents

    Part I. Introduction to InfoPath
    1. Uses of InfoPath
    2. Data Sources
    3. Form Templates and Template Parts
    4. Controls
    5. Data Fields

    Part II. Designing a Form Template for SharePoint
    6. InfoPath Designer
    7. Browser Form
    8. SharePoint List
    9. SharePoint Form Library
    10. Customize Form from SharePoint

    Part III. SharePoint Form Features
    11. Controls
    12. Input
    13. Objects
    14. Containers

    Part IV. Rules
    15. Overview
    16. Conditions
    17. Actions
    18. Formatting
    19. Form Load Rules
    20. Form Submit Rules

    Part V. Functions
    21. Overview
    22. Math Functions
    23. Text Functions
    24. Date/Time Functions
    25. SharePoint URL Functions

    Part VI. Page Design and Views
    26. Page Layout Templates
    27. Themes
    28. Headers and Footers
    29. Layout Tables
    30. Submit Options
    31. Publishing Forms to SharePoint
    32. InfoPath Form Web Part in SharePoint

    Part VII. Business Solutions
    33. Using Forms in SharePoint Workflows
    34. Using the InfoPath Form Web Part to Display and Manage Lists
    35. Creating a Master/Detail view
    36. Dynamic Form Entries Based on User Selections
    37. Cascading Drop-downs (without code)
    38. Leveraging External Public Data from REST Web Services
    39. Leveraging External Data from SharePoint Business Connectivity Services
    40. Using Forms to Send Inputs to Other Web Parts
    41. Creating a Tabbed Navigation with InfoPath Form Views
    42. Leveraging the SharePoint Workspace for Offline Form Access
    43. Using Template Parts to Create Reusable Form Components

    VIII. Technical Solutions
    44. Using Forms as Objects in Visual Studio
    45. Document Information Panel Content Type
    46. Tracking Changes in a Form
    47. Dynamically Populating Repeating Tables

    IX. Administrative Aspects
    48. Central Administration - Manage Form Templates
    49. Site Collection Form Templates
    50. Managing Form Permissions

    X. Troubleshooting
    51. General Form Issues
    52. Deployment and Publishing Issues
    53. Form Submission Issues

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