Building Electronic Forms for Use with SharePoint Workflows

Theresa EllerSystems Analyst Sr., DynCorp International

InfoPath in an Hour

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• Please turn off all electronic devices or set them to vibrate• If you must take a phone call, please do so in the hall• Wi-Fi is available, you will need your Guest ID/password

(at registration desk)• Feel free to tweet and blog during sessions. Remember to follow

@SPSATX and tag #SPSATX in your tweets!

THANK YOU FOR BEING A PART OF SHAREPOINT SATURDAY AUSTIN!

SharePoint Saturday Austin is hosted bythe Austin SharePoint User Group

(@AustinSPUG)

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THANKS TO OUR SPONSORS!

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• Theresa Eller– Systems Analyst Sr. at DynCorp International• SharePoint 2010 end/power user support and training; backup

farm administrator• Production support for internally developed enterprise

business applications, OnBase (document management system), etc.

– Bachelor’s Degree: Public Relations, University of Louisiana at Lafayette

– Master’s Degree: Teaching & Learning with Technology, Ashford University

• @SharePointMadam• sharepointmadam@gmail.com

WHO AM I?

GETTING STARTED

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1. Start > All Programs > Microsoft Office > Microsoft InfoPath Designer 2010

OPENING INFOPATH DESIGNER 2010

2. From Available Form Templates, select Blank Form

3. In the Blank Form area (on right), click Design Form

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1. Navigate to the Document Library in SharePoint2. Under Library Tools, click Library3. From the Settings group, click Library Settings4. Under General Settings, click

Advanced Settings5. Under Template URL:, click Edit Template6. Template opens in InfoPath Designer;

click File > Save As7. Select the location to save the file8. Enter the File Name9. Click Save

DOWNLOAD AN EXISTING FORM

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1. Right-click on the form icon2. Select Design

EDIT AN EXISTING FORM

FORM LAYOUT

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• Two default sections1. Title area2. One cell

Can be split into multiple columns and/or multiple rows

ADDING CONTENT TO A BLANK FORM

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• Insert– With cursor at end of last row, press

Tab— or —

1. Position cursor where new cell/row/column should be added

2. Go to Table Tools Layout tab and click Insert Below, Insert Above, Insert Left, or Insert Right

• Delete1. Highlight cell/row/column to remove2. Click Delete and select from dropdown

menu

ROWS & COLUMNS

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• Merge Cells1. Highlight cells/rows/columns to merge2. Click Merge Cells

• Split Cells– Default: 2 columns and 1 row1. Highlight cells/rows/columns to split2. Click Split Cells

MERGE

After Split / Before MergeBefore Split / After Merge

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CELL & ALIGNMENT

• Alignment– Vertical & horizontal

– Cell padding• White space along

the cell borders

• Cell– Height – Width

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COLOR

• Borders– Use to separate form

sections or rows within tables

• Shading– Use to separate header,

form sections, or alternating lines in a table

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1. Go to the Insert tab2. Click on Custom Table3. Highlight cells to represent the

number of rows and columns needed4. Release the mouse button to create

the table

TABLES

Table with 4 Columnsand 4 Rows

CONTROLS

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1. On the ribbon, go to the Home tab2. Controls group is fourth from the left3. Click the arrow pointing straight down to expand the Controls

ADDING CONTROLS FROM THE RIBBON

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1. On the ribbon, go to the Home tab2. Controls group is fourth from the left3. Click the diagonal arrow pointing down

to expand the Controls

OPENING THE CONTROLS PANE

DEMO

RECOMMENDATIONS

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• Real Solutions for Using InfoPath with SharePoint 2010– by Steven Mann

INFOPATH WITH SHAREPOINT 2010 HOW-TO

QUESTIONS?

PLEASE FILL OUT SESSION EVALUATIONS AND

THANK YOU FOR ATTENDING!

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THANKS TO OUR SPONSORS!