Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2
- 1. Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2 Toni Frankola SharePoint MVP Croatia @tonifrankola http://sharepointusecases.com SharePoint dnevi 2011
- 2. Documentation Toolkit for SharePoint • Document • Track Changes • Compare Farms SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 3. Contents • Event handlers stuff – Add signatures – Convert to PDF • +Wizards • +Security • +Permissions via SharePoint • User profile service • Repeating table filtering SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 4. InfoPath Fields (2) SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 5. InfoPath Fields (2) SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 6. Views • Different layouts on top of form dana • Used for: – Read-only views – Print views – Wizards – Security (roles) SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 7. Roles • Scenario: – Annual leave approval – Demo • Control access to views and fields • Pros – OOTB, config via UI • Cons – Not available in browser forms – Not real security SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 8. Demo ROLES SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 9. „Wizard” • Implemented as series of views • Navigation handled with buttons – Or custom logic SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 10. Demo WIZARD SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 11. Security • No OOTB InfoPath forms security – Entire form is a SharePoint item – Configure permissions via SPD WF or event receiver. – BUT read this before: • SharePoint Server 2010 capacity management: Software boundaries and limits • The maximum number of unique security scopes set for a list should not exceed 1,000. SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 12. Demo SECURITY WORKFLOW SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 13. Event Receivers • Item Events – ContextEvent – ItemAdding/ItemAdded – ItemUpdating/ItemUpdated – ItemDeleting/ItemDeleted WebAdding/WebProvisioned – ItemCheckingIn/ItemCheckedIn – ItemCheckingOut/ItemCheckedOut – ItemUncheckingOut/ItemUncheckedOut – ItemAttachmentAdding/ItemAttachmentAdded EmailReceived – ItemAttachmentDeleting/ItemAttachmentDeleted – ItemFileMoving/ItemFileMoved – ItemFileConverted ListAdding/ListAdded • Workflow Events ListDeleting/ListDeleted – WorkflowStarting/WorkflowStarted – WorkflowPostponed – WorkflowCompleted
- 14. Convert forms to PDF Event Handler • XML • HTML to PDF • XSL • XML to • Images • HTML (via XSL) InfoPath Word Services SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 15. Demo INFOPATH TO PDF SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 16. Working with User Profile Service • Important user info – Departments, Managers, Managers of Managers etc. • Connects to user profile service – http://ServerName/_vti_bin/UserProfileService.asmx SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 17. Properties • UserProfile_GUID • SPS-Peers AccountName SPS-Responsibility FirstName SPS-Skills LastName SPS-PastProjects PreferredName SPS-Interests WorkPhone SPS-School Office SPS-SipAddress Department SPS-Birthday Title SPS-MySiteUpgrade Manager SPS-DontSuggestList AboutMe SPS-ProxyAddresses PersonalSpace SPS-HireDate PictureURL SPS-LastColleagueAdded UserName SPS-OWAUrl QuickLinks SPS-ResourceAccountName WebSite SPS-MasterAccountName PublicSiteRedirect Assistant SPS-Dotted-line WorkEmail CellPhone Fax HomePhone SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 18. DEMO WORKING WITH USER PROFILE SERVICE SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 19. Reporing for InfoPath forms • Simple list reporting – SharePoint UI – Export to Excel • Reporting Services (SQL 2008 R2) – What’s new • Parsing values (repeating tables) – Storing to database • Custom code • 3rd party SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 20. Demo INFOPATH REPORTING SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 21. Helpers • InfoPath Cascading drop-down • Beyond lookup column SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 22. EXTERNAL FORMS CASCADE LOOKUPS SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 23. Conclusion • Extend OOTB Forms with some additional code • Use Event Receivers SharePoint dnevi 2011 Bled, 24. in 25. oktober 2011
- 24. Questions? Documentation Toolkit for SharePoint > Document • Track Changes • Compare Farms SharePoint dnevi 2011