InfoPath in an Hour - SPSATX

Building Electronic Forms for Use with SharePoint Workflows

Theresa EllerSystems Analyst Sr., DynCorp International

InfoPath in an Hour

2 | SharePoint Saturday Austin 2013

• 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)


THANKS TO OUR SPONSORS!


• 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• [email protected]

WHO AM I?

GETTING STARTED


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


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


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

EDIT AN EXISTING FORM

FORM LAYOUT


• Two default sections1. Title area2. One cell

Can be split into multiple columns and/or multiple rows

ADDING CONTENT TO A BLANK FORM


• 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


• 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


CELL & ALIGNMENT

• Alignment– Vertical & horizontal

– Cell padding• White space along

the cell borders

• Cell– Height – Width


COLOR

• Borders– Use to separate form

sections or rows within tables

• Shading– Use to separate header,

form sections, or alternating lines in a table


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


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


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

RECOMMENDATIONS


• 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!


THANKS TO OUR SPONSORS!

InfoPath in an Hour - SPSATX

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