Creating and Publishing InfoPath Forms

1. Creating and Publishing InfoPath Forms Thursday|19 may 2011

2. creating InfoPath forms|agenda • introductions & logistics • overview of InfoPath • things to consider before starting. . . • building the form • data connections • publishing to SharePoint • questions

3. creating InfoPath forms|overview • Infopathoverview: • it’s a “smart client” – saves data locally • InfoPath caches form template locally • a rich collection of controls • a single form can have several views • allows for use of business intelligence at the form level

4. creating InfoPath forms|things to consider • Things to consider before starting: • web vs. client-based forms • how much to automate – “idiot-proofing” • current business process/work-flow • data sources • design the schema first, based on the existing form if possible • are there requirements for hidden fields or sections

5. creating InfoPath forms|building the form • Let’s get started: • touring the designer client • all InfoPath forms are based on a layout table – a form’s “scaffolding” • most designs are based on “tables within tables” • form functionality may sometimes dictate layout

6. creating InfoPath forms|building the form • Using the tool . . . . . • forms generation for the non-developer • form controls • control properties • repeating tables/sections • using rules • using rules upon form loading

7. creating InfoPath forms|data connections • Getting external data • database • sharepoint • data connection library • sharepoint list • web service • xml • Submitting data

8. creating InfoPath forms|publishing your form • Publishing your form . . . . . • sharepoint • e-mail recipients • network location • Questions

9. bcerwonka@baywoodtech.com 904.733.7336 ext. 1452