Developing no-code solutions for SharePoint 2010 with InfoPath 2010 and SharePoint Designer 2010

Toni FrankolaSharePoint MVP

Acceleratio d.o.o.http://sharepointusecases.com@ToniFrankola

Agenda

• Motivation for no-code solutions• Tools

– SharePoint Designer– InfoPath

• Office365 – the future in the cloud

Prerequisites

• Target audience: Site admins, power users

• Previous exp. with SharePoint 2007 or 2010• Knowledge of something like HTML, XML...

– Javascript is a plus

• InfoPath ≠„info path” ili „Infopath”

The tools

SharePoint 2010 Editions

Feature / Edition Foundation Standard Enterprise

Price FREE Server License+ Standard CALs

+ Stanard pricing+ Enterprise CALs

Form libraries + + +

Open forms in InfoPath + + +

Open forms in Web Browser - - +

Customize list forms in InfoPath

- - +

SharePoint Designer 2010

• (new) Fluent UI• (new) Manage

– Content Types– Columns– Views– Custom Actions– Content (pages, structure…)

• (Improved)– Workflow management + new actions– Editing page properties

What’s new in InfoPath 2010• New fluent-UI• Pre-built Page and Section Layouts• New controls (Picture buttons, Hyperlink, Date

and time picker, Person/Group pickers, Signature Line)

• New Rules and UI• Quick publish• Customize List forms via InfoPath• Use in SharePoint Workspace

Source: http://goo.gl/MYWW5

InfoPath applications• Designer

– Office client application required to design forms

• Filler– Office client application used to fill forms

• Browser– InfoPath form displayed in browser

InfoPath Features MatrixCONTROL 2010 BROWSER 2010 FILLER 2007 BROWSERCombo Box X XMultiple-Selection List Box X XBulleted List X XNumbered List X XPlain List X XPerson/Group Picker X X XExternal Item Picker X XPicture Button X XVertical Label XPicture X XInk Picture XHyperlink X XSignature Line XScrolling Region XHorizontal Region XRepeating Recursive Section XHorizontal Repeating Table XMaster/Detail XChoice Group X XRepeating Choice Group XChoice Section X X

Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality.Source: http://goo.gl/bB9LO

SP Designer vs. InfoPath

SPD IP

$$$

Simple

Limits

Foundation

More complicated

Unlimited options

Adjusting UI

Quick-Launch?

What’s this?

DEMO

• Adjusting Blog UI

Additional UI tricks

• Nested site collections (navigation)• Search Center navigation fix• Adding QL on a vanilla Web Part page

Workflows

• New– Reusable workflows

• Not list dependant• SharePoint Designer Export/Import• Activated as a feature

– Site workflows– New actions– Impresionalization

The hottest workflow?

• Annual leave approval• Day counters, permissions

SharePoint forms

SPServices

• http://spservices.codeplex.com• JQuery library• Form ehancements…

JQuery best practices

• Don’t use CEWP• Central repository• Use it as a feature (if possible)

DEMO

• Upgrading forms with SPServices

Data view web part

• The „hidden” jem– Only via SP Designer

• Show dana from other sources

• List joins• You can adjust output

Adjustments (wizard)

• Conditional formatting• Inline editing• Show/Hide content• Sorting, groups and other• For advanced SP peeps: XSLT

DEMO

• Quick reports with DVWP

Business data list (web part)

DB

BCS

XSLT

How this works…

• Formatting example:

• Best practices: Save XSLT code• Similar:

- Search- Blog posts- Content Query Web Part- …

InfoPath

Better applications with InfoPath

• Easy to use• Quick dev• WOW effect!• My favourite • Word „forms” > InfoPath forms

– Validations, checks, db integration, UI customization

SPD IP

Dodatni troškovi

Jednostavan

Ograničen

Foundation

Kompliciraniji

Široke mogućnosti

DEMO

• InfoPathmagic

office365

• No-code = „Cloud ready”• SP Designer, InfoPath, Sandboxed