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InfoPath 2010 Possibilities
Deb WaltherSenior SharePoint SpecialistCorridor [email protected]
Forms Library Versus Lists
Recovering Scientisto R&D to GMP
Ski Instructoro Maine Adaptive
Tutoring Plus SharePoint since 2008
o Novartis (Strategic External Resourcing)• Contract management, Finance tools, Outsourcing project & data tracking
o Corridor Consulting • Contract management software, consulting, training, documentation.
I InfoPath!
About Me
InfoPath Capabilities Summary Keys to InfoPath Success Forms Library Benefits InfoPath With List Benefits Real World Case Studies/InfoPath Demonstration Q&A
Items To Cover
InfoPath Capabilities | Summary
Electronic Form For Data Collection
• Graphically Rich Non-Programmatic Tool For Designing Electronic Forms With Printable Views
• Large Number of Data Types Available (text, integer, people/group, currency, text, file attachment)
Conditional Logic & Varied Content Display
• Forms sections can dynamically appear on a page based upon values from other fields
• Single data and multi-data elements are supported• Multiple pages can be configured
Data Connectivity
• Can validate data against external systems (SharePoint Lists, Web/REST Services, Databases)
• InfoPath forms (XML files can be saved directly into SharePoint as form items or lists
InfoPath Capabilities | Example 1
Various Control Types
Rich Graphics & Formatting with Support For Tables & Repeating Rows
Conditional Logic Grouping which only displays when “Evergreen” is selected
Data lookup into SharePoint list or Line of Business for Master Data
InfoPath Capabilities | Example 2
Repeating Tables to collect multiple line items of data
Defined process Design of form
o Pageso Layouto Colors/fonts
Information Architectureo Fields/Controlso Sectiono Where locatedo List vs. Library
Keys to InfoPath Success
InfoPath Capabilities | Decisions
List Based Forms Based
Forms Library Benefits
Repeating Groups And Tables
Ability to provide repeating tables for multiple entries as referenced in prior slide. Only available in native InfoPath and not List based forms.
List Based Forms Based
Forms Library Benefits
Code In Forms
Form Library based forms allow for development to take place in the actual form. This provides more flexibility; however it requires the form to be an “Administrator-approved Solution” deployed by farm administrator.
Developer Ribbon is available in native InfoPath forms. This ribbon is not available, nor is the associated functionality in List based forms.
Forms Library Benefits
Form Placement
When configuring Forms based InfoPath forms, the forms can selectively be published to target destinations and with specific content types. Additionally, existing site columns can be selected.
List Based Forms Based
Forms Library Benefits
Digital Signature Usage The InfoPath namespace provides for Digital Signature support.
http://office.microsoft.com/en-us/infopath-help/digital-signatures-in-infopath-2010-HA010381868.aspx
• Provides authenticity, integrity and non-repudiation• Requires incorporation of a 3rd party Digital Certificate• Once form is signed, it cannot be altered• Provides trust.
Forms Library Benefits
Pre-Defined Data Schemas
Forms Library based InfoPath Forms Can Have the Field Definitions Automatically Imported Into InfoPath From A Pre-Existing XML Schema
Opposite Form Library Based InfoPath Formso And Of Course … Simpler To Use
Customizes list intake form using “InfoPath Lite”o Use conditional logic to present only what the end-
user needs Automatic Data Connection to List Separate Forms per Content Type
o Provide a unique experience
InfoPath With List Benefits
Real World Case Studies
• List-based Form to replace paper absentee form
• Automate approval process• Metadata available on a
Dashboard
Form Highlights: People Picker Link to fill out form
Form Challenges: List-based, no repeating tables Collect data for Kpi’s Security
Real World Case Studies
• List-based Form for Help Desk• Need 2 pages: 1 for end user to
complete, 1 for staff to complete
Form Highlights: Provide static data (record of
time/place) Content type provided separate
form for each client Use versioning to provide
time/date stamp of progress
Form Challenges: List-based, no repeating tables Collect data for Kpi’s
HELP DESK DEMOInfoPath| List form
Real World Case Studies
• Client had a paper-based process.• Not all information completed
End-user confused 1 paper form for all
departments/ conditions• No KPI’s available• Approval process by hand
Form Highlights: 2 part process: end user and
project team 2 pages Pull info from page 1
Experienced users vs. inexperienced
Only see relevant questions
Form Challenges: Multiple data connections Client Change Management Form Flow Integrate Approval
Real World Case Studies
• Client had a paper-based process 3 pages
• Not all information completed End-user confused 1 paper form for all
departments/ conditions• No KPI’s available• Approval process by hand• Person-based
Form Highlights: 2 part process: end user and
project team 2 pages Pull info from page 1
Experienced users vs. inexperienced
Only see relevant questions
Form Challenges: Multiple data connections Client Change Management Form Flow Integrate Approval
CLIENT DEMOInfoPath | Library Form
KISSo Keep it simple
Use conditionso Only show required contento Permission conditions
Plan aheado Current Processo Future usage
Use retrieve data connections to auto-fill data Use Web Part for displaying form
InfoPath Do’s
Plan the form in isolationo Keep end users in the loop
Make it too complicated Set up fields without groups
o Groups organize fields Don’t create a long form
o Users hate to scrollo Use multiple pages
Don’t plan to use Managed Metadatao MM isn’t supported by InfoPath
InfoPath Don’ts
September 22, 2012Deb Walther
[email protected]://www.linkedin.com/in/debwalther
InfoPath 2010 PossibilitiesForms Library Versus Lists
was made possible by the generous support of the following sponsors…
And by your participation… Thank you!