Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2

SharePoint dnevi 2011

Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2

Toni FrankolaSharePoint MVP

Croatia@tonifrankola

http://sharepointusecases.com

http://twitter.com/tonifrankola

http://sharepointusecases.com/

http://sharepointusecases.com/

Bled, 24. in 25. oktober 2011SharePoint dnevi 2011

Documentation Toolkit for SharePoint

• Document• Track Changes• Compare Farms


Contents

• Event handlers stuff– Add signatures– Convert to PDF

• +Wizards• +Security• +Permissions via SharePoint• User profile service• Repeating table filtering


InfoPath Fields (2)


Views

• Different layouts on top of form dana• Used for:– Read-only views– Print views– Wizards– Security (roles)


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


ROLESDemo


„Wizard”

• Implemented as series of views• Navigation handled with buttons– Or custom logic


WIZARDDemo


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.

http://technet.microsoft.com/en-us/library/cc262787.aspx

http://technet.microsoft.com/en-us/library/cc262787.aspx


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


Convert forms to PDF

• XML• XSL• Images

InfoPath

• XML to• HTML

(via XSL)

Event Handler• HTML to PDF

Word Services


INFOPATH TO PDFDemo


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

http://servername/_vti_bin/UserProfileService.asmx

http://servername/_vti_bin/UserProfileService.asmx


Properties• UserProfile_GUID

AccountNameFirstNameLastNamePreferredNameWorkPhoneOfficeDepartmentTitleManagerAboutMePersonalSpacePictureURLUserNameQuickLinksWebSitePublicSiteRedirectSPS-Dotted-line

• SPS-PeersSPS-ResponsibilitySPS-SkillsSPS-PastProjectsSPS-InterestsSPS-SchoolSPS-SipAddressSPS-BirthdaySPS-MySiteUpgradeSPS-DontSuggestListSPS-ProxyAddressesSPS-HireDateSPS-LastColleagueAddedSPS-OWAUrlSPS-ResourceAccountNameSPS-MasterAccountNameAssistantWorkEmailCellPhoneFaxHomePhone


WORKING WITH USER PROFILE SERVICE

DEMO


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


INFOPATH REPORTINGDemo


Helpers

• InfoPath Cascading drop-down• Beyond lookup column


EXTERNAL FORMSCASCADE LOOKUPS


Conclusion

• Extend OOTB Forms with some additional code

• Use Event Receivers

SharePoint dnevi 2011

Questions?Documentation Toolkit for

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Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2

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