Paul Galvin: Introduction to Infopath and Best Practices
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Transcript of Paul Galvin: Introduction to Infopath and Best Practices
![Page 1: Paul Galvin: Introduction to Infopath and Best Practices](https://reader034.fdocuments.in/reader034/viewer/2022051212/557da84ed8b42a467c8b4908/html5/thumbnails/1.jpg)
Introduction to InfoPath and Best Practices
Paul Galvin
![Page 2: Paul Galvin: Introduction to Infopath and Best Practices](https://reader034.fdocuments.in/reader034/viewer/2022051212/557da84ed8b42a467c8b4908/html5/thumbnails/2.jpg)
AgendaQuick ApologyAbout the speakerIntroduction to InfoPathBuilding a templateTemplate featuresTips and tricks- Including FBA
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About the Speaker
Paul GalvinSharePoint MVPComputer Generated SolutionsTwitter: @pagalvinBlog: http://www.mstechblogs.com/paul/
![Page 4: Paul Galvin: Introduction to Infopath and Best Practices](https://reader034.fdocuments.in/reader034/viewer/2022051212/557da84ed8b42a467c8b4908/html5/thumbnails/4.jpg)
Objective: Build a TemplateConsistency
Users will love itDevelopers more productive
Save time!
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Intro to InfoPathInfoPath Client on desktop/laptop
Design formsFill out forms (red-headed step child)Creating a template (XSN file) (really, a CAB)
Browser-enabled FormsMOSS EnterpriseReduced functionality
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Demo
Quick Form from scratch
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Intro to InfoPath
Overall ProcessDesign the form with the clientPublish the form to SharePointEnd users fill out the form
PublishingPublish as the template for a libraryPublish as a content type (becomes template for the CT and re-use the CT wherever CT’s are accepted)
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Building Forms Best Practices
Designing forms badly is very easyDesigning forms well is fairly easyMaintaining badly designed forms challenges the patience of Zen masters
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Best Practices - Consistency
Buttons- Save/Exit/Discard
Behavior- Confirmations- Explain consequences
Common functionality (views)
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ViewsMain Page- Embed instructions
Default hide?Consider an Instructions Page view
Naming Convention1. Main2. ApprovalP. PrintZ. Dev Notesetc.
Version numbers- Place directly on the form
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Views - Demo
Quick demo of views
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Form as a DatabaseStatusRecord ApprovalsInternal flags for dynamic hide/viewSave manager hierarchy"WasEmailed" flags
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Form as a Database
Quick demo
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Trick – Security via Custom ListsBusiness scenario:
- Don’t want to use AD or SharePoint groups to define business level approval groups
- (little kids)
Technique- Create a custom list- Item level permissions- Query the data source- Check to see if a result was returned
Demo
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Trick – Case Insensitive Comparisons
Use the translate() function
Demo
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ResourcesCase-insensitive comparisonshttp://paulgalvin.spaces.live.com/blog/cns!
1CC1EDB3DAA9B8AA!5664.entryhttp://tinyurl.com/yec655n