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Advanced InfoPath Development InfoPath / SharePoint 2010 Prepared By: Suzanne George Suzanne.George@perficient.com Sr. Architect Perficient - Microsoft West Region. About Perficient. Perficient is a leading information technology consulting firm serving clients throughout North America. - PowerPoint PPT Presentation
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Advanced InfoPath DevelopmentInfoPath / SharePoint 2010
Prepared By: Suzanne GeorgeSuzanne.George@perficient.comSr. ArchitectPerficient - Microsoft West Region
About Perficient
Perficient is a leading information technology consulting firm serving clients throughout North America.
We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.
Agenda
• InfoPath – Getting started• Designing foundations• What you need to know• Debugging InfoPath• Creating a Vacation Request Form
3
InfoPath – Love it or Hate it!?!
4
The Promise of InfoPath
The Developer Dream
Why Me??
Where is the developer??
InfoPath - Start with the basics!
• To use or not to use InfoPath? Just because you can doesn’t mean you should!
– Pros: •Easy to use interface, integration with SharePoint Lists and Form Web Parts, Office Integration.
•Power Users can do simple stuff.•Lookups and repeating tables are easy to do.
– Cons: •Advanced developers find it frustrating•Can’t publish people picker fields•Publishing columns / changes to column names•No CSS type support (expand/collapse regions)
• evaluate the requirements and prioritization of features over simplicity and maintainability
5
Designing Your InfoPath Form for Success
• Design first! – Where is the data? Database, List or Library, in the
form?– Where does the business logic belong – Workflow,
Code-Behind, or InfoPath Rules? Where will approval happen?
– Form Views – how many views will you need, when will they show, and who has access to update?
– Form Controls – what types of controls are needed for the data, which controls will be exported, etc.
– Styles – how will the form look and does it make sense to the user?
6
The InfoPath Need to Know List
• Deployment – Central Admin vs. Publish (Form Options)
• Know how to retrieve your InfoPath Form w/Powershell– Export-SPInfoPathAdministrationFiles -path d:\
Temp\file.cab • Know how to export source files before checking in to
TFS. (Also possible to rename FormName.xsn to FormName.cab to view/extract contents)
• When removing exported columns, the are not removed from a list! Here is how to fix it…
7
Add-PSSnapin microsoft.SharePoint.PowerShell$web = Get-SPWeb http://crzo-test77/BASS$list = $web.Lists["ApplicationSupport"]$field = $list.Fields["SR Assigned To"]$field.AllowDeletion = “true”$field.Sealed = “false”$field.Delete()$list.Update()
$list.Fields | Select-Object InternalName$web.Dispose()
Debugging an InfoPath Form
• Debugging Essentials– Check form with Design Checker– Set debug mode
• click the Build tab and then, at the bottom, click Advanced. In the Advanced Build Settings dialog box, click the Debug Info list and then click full
• In the Options dialog box, in the area to the left, expand Debugging and then click General.
• Clear the Enable Just My Code (Managed only) check box.• Select the Suppress JIT optimization on module load (Managed only) check box.• Build/Deploy
– Set Central Administration Logging for InfoPath • Use ULS Viewer for log information
• Urls: http://ybbest.wordpress.com/2011/01/09/how-to-debug-infopath2010-using-vs2010/
• http://msdn.microsoft.com/en-us/library/gg271285.aspx#IP14_Debugging
8
An example… Vacation Form
• The requirements – User to input form– All data stays inside form, certain fields are
exported to list– Version History– After approval start SharePoint workflow– SharePoint list views need to have People “is [Me]”
functionality
9
Form User Input
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– Demo
Conclusion
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• Design first, code once!• InfoPath can be powerful and leverage both PowerUsers
and developers capabilities• More things you can do with InfoPath
• Automatically check-in / out forms• Populate dynamic approvers in form based upon information in the
form• Dynamically hide and show data• Mash-ups• Read/Write to database tables
• Questions?
Suzanne George
For further information, please contact:
Suzanne GeorgeSuzanne.George@perficient.comSr. Technical ArchitectPerficient - Microsoft West RegionTwitter: spgenie
Books co-authored:
12
The SharePoint 2010 Handbook: A Collection of Short Chapters for Delivering Successful SharePoint Projects
Microsoft® SharePoint® 2010 Administrator's Companion
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