ADVANCED INFOPATH DEVELOPMENThttp://melick-rajee.blogspot.com/

INFOPATH DEVELOPMENT OPTIONS

There are three development categories

Form Library Site Content Type Administrator Approval

FORM LIBRARY ..

When to Use ? Targeting one SharePoint List/Library You don’t want to reuse it You don’t need it across several sites and libraries

Two approaches SharePoint First Approach InfoPath First Approach

List vs. Libraries List uses InfoPath for display purposes Library uses InfoPath for display as well as store

SHAREPOINT FIRST APPROACH

Create a SharePoint List Design Columns in the list Open the list and Click Customize Form

INFOPATH FIRST APPROACH (LIST)

Open the InfoPath Select SharePoint List

Specify the SharePoint Server URL and the List Name

Design and publish the list.

SHAREPOINT FIRST APPROACH(FORM)

Create InfoPath Bank Form Design the Interface Submit to the library

Create a New Form Update Form

When publishing make sure ..

SHAREPOINT FIRST APPROACH(FORM) ..

Problems .. You need to give a name manually.

You need to specify a submit connection to avoid this.

[ Will see later ]

SITE CONTENT TYPE

Allows to deploy as a SharePoint Content Type

Inheriting Content Type Advantages Work Flows Reusability

One Form can contain many Content Types

When to use ? Need to reuse the template when creating the

list Need to maintain a template across the

site/collection

SITE CONTENT TYPE ..

Create InfoPath Blank Form Design the Form Select the Site Content Type in publishing

SITE CONTENT TYPE ..

Create the Content Type Specify the location and name [Check the Content Type in Site Content

Types]

Create a Form Library based on the site content type.

ADMINISTRATOR APPROVAL

Allows you to embed VSTA Visual Studio code behind

InfoPath browser-compatible form templates

When to use ? Forms with code behind Should be bowser compatible

ADMINISTRATOR APPROVAL ..

Set Up the environment InfoPath .NET Framework 2.0 Misrasoft Visual Studio Tools for Applications

(VSTA)

ADMINISTRATOR APPROVAL ..

Create a blank InfoPath Form Design the form Save it before switch to developer mode

Check the language (C#, VB)

ADMINISTRATOR APPROVAL .. Set the Form Server

Publish the Form Specify the server Select Administrator Approval Form Save it locally Go to central admin and upload the form Activate the feature Add it an content type

ADMINISTRATOR APPROVAL ..

What will happen to current sessions ? Allow existing browser-based form filling sessions

to complete using the current version of the form template.

Terminate existing browser-based form filling sessions. Any data in those sessions will be lost.

CHANGING BUTTONS

You can change the ribbon button and controls in the web enabled form.

CONFIGURING DATA SUBMIT

To avoid this we can create a data submit. Create Library and publish the form to the library. Configure the Data Submit

By Rule (Demo) By Destination (Demo) By Custom Code

CONFIGURING DATA SUBMIT ..

Other Options

To a web service To a document library on a SharePoint site As an Email Message To the hosting environment

(XmlFormView Control)

CONFIGURING DATA RETRIEVE

Receive Data is a mechanism to connect to other sources and retrieve information.

SOAP Web service REST Web service SharePoint Library or List Database (SQL Server) XML Document

Passing Parameters

ACCESS VALUES PROGRAMMATICALLY

Access Using Xpath Navigator

Access nodes using Xpath

Can access repeating sections

ACCESS AND EXECUTE CONNECTION ..

Data Connections can be access using xPath Vales can be set using xPath Can Execute Programatically

THANK YOU !http://melick-rajee.blogspot.com/