Post on 01-Nov-2014
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SharePoint dnevi 2011
Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2
Toni FrankolaSharePoint MVP
Croatia@tonifrankola
http://sharepointusecases.com
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Documentation Toolkit for SharePoint
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Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Contents
• Event handlers stuff– Add signatures– Convert to PDF
• +Wizards• +Security• +Permissions via SharePoint• User profile service• Repeating table filtering
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InfoPath Fields (2)
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InfoPath Fields (2)
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Views
• Different layouts on top of form dana• Used for:– Read-only views– Print views– Wizards– Security (roles)
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Roles
• Scenario:– Annual leave approval– Demo
• Control access to views and fields• Pros– OOTB, config via UI
• Cons– Not available in browser forms– Not real security
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ROLESDemo
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„Wizard”
• Implemented as series of views• Navigation handled with buttons– Or custom logic
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WIZARDDemo
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Security
• No OOTB InfoPath forms security– Entire form is a SharePoint item– Configure permissions via SPD WF or event
receiver.– BUT read this before:• SharePoint Server 2010 capacity management: Softwar
e boundaries and limits• The maximum number of unique security scopes set for
a list should not exceed 1,000.
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SECURITY WORKFLOWDemo
Event Receivers• Item Events
– ContextEvent– ItemAdding/ItemAdded– ItemUpdating/ItemUpdated– ItemDeleting/ItemDeleted– ItemCheckingIn/ItemCheckedIn– ItemCheckingOut/ItemCheckedOut– ItemUncheckingOut/ItemUncheckedOut– ItemAttachmentAdding/ItemAttachmentAdded– ItemAttachmentDeleting/ItemAttachmentDeleted– ItemFileMoving/ItemFileMoved– ItemFileConverted
• Workflow Events– WorkflowStarting/WorkflowStarted– WorkflowPostponed– WorkflowCompleted
Site EventsSiteDeleting/SiteDeletedWebDeleting/WebDeletedWebMoving/WebMoved
WebAdding/WebProvisioned
List EventsEmailReceivedFieldAdding/FieldAddedFieldUpdating/FieldUpdatedFieldDeleting/FieldDeleted
ListAdding/ListAddedListDeleting/ListDeleted
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Convert forms to PDF
• XML• XSL• Images
InfoPath
• XML to• HTML
(via XSL)
Event Handler• HTML to PDF
Word Services
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INFOPATH TO PDFDemo
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Working with User Profile Service
• Important user info– Departments, Managers, Managers of Managers
etc.• Connects to user profile service
– http://ServerName/_vti_bin/UserProfileService.asmx
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Properties• UserProfile_GUID
AccountNameFirstNameLastNamePreferredNameWorkPhoneOfficeDepartmentTitleManagerAboutMePersonalSpacePictureURLUserNameQuickLinksWebSitePublicSiteRedirectSPS-Dotted-line
• SPS-PeersSPS-ResponsibilitySPS-SkillsSPS-PastProjectsSPS-InterestsSPS-SchoolSPS-SipAddressSPS-BirthdaySPS-MySiteUpgradeSPS-DontSuggestListSPS-ProxyAddressesSPS-HireDateSPS-LastColleagueAddedSPS-OWAUrlSPS-ResourceAccountNameSPS-MasterAccountNameAssistantWorkEmailCellPhoneFaxHomePhone
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WORKING WITH USER PROFILE SERVICE
DEMO
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Reporing for InfoPath forms
• Simple list reporting– SharePoint UI– Export to Excel
• Reporting Services (SQL 2008 R2)– What’s new
• Parsing values (repeating tables)– Storing to database• Custom code• 3rd party
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INFOPATH REPORTINGDemo
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Helpers
• InfoPath Cascading drop-down• Beyond lookup column
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EXTERNAL FORMSCASCADE LOOKUPS
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Conclusion
• Extend OOTB Forms with some additional code
• Use Event Receivers
SharePoint dnevi 2011
Questions?Documentation Toolkit for
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Document • Track Changes • Compare Farms