431 Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step


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10 InfoPath Integration with SharePoint Designer Workflows 253

  Scroll arrow Modifying the Display of the Ribbon xxiChanging the Width of the Ribbon The width of the ribbon is dependent on the available horizontal space, which depends on these three factors:● The width of the program window Maximizing the program window provides the most space for ribbon elements. In the case of the ribbon, thegreater the number of pixels wide (the first number), the greater the number of buttons that can be shown on the ribbon, and the larger those buttons can be.

1 InfoPath 200

  Quick Tour of the Backstage View in InfoPath 2010 In the following exercise, you will work with the InfoPath Designer and become familiar with the ribbon, controls, themes, and the Backstage view. XML 101 17 You’ll notice in the preceding screenshot that although the structure might appear strange to you, the data in the XML file is “human readable.” This is one of the manygreat benefits of XML.

1. Type the following code into Notepad exactly as it appears here: 2. Note If you prefer, you can skip this step and download the Products.xml file from the book’s companion website

  Adding Products.xml to the Form as a Data Connection In the following exercise, you will add the products.xml file as a resource file data con- nection to the Products form you created earlier in the chapter. Using the Template to Create a Form Instance In the following exercise, you will use the Products form template to create and save an instance of the form.

1. An instance of your form opens, but you’re not in design mode. You’re in data input Filler mode, using the template you created

  Exporting the Template 23Exporting the Template In the following exercise, you will export the template into its component files so that you can see what’s under the covers of an InfoPath .xsn template. For the purposes of this book, it is not important that you understand the details of how these foundationaltechnologies work, but if you’re curious, an Internet search for “xsd” or “xsl” will turn up everything you need.

2 Using a Decision

  MatrixIn this chapter, you will learn how to: 4 Pick from the available form templates 4 Gather requirements for form creation 4 Work with all the form choices 4 Decide which type of form needs to be created For each new form that you create, you need to make several decisions before the form creation process even starts. For each factor that is listed, in the box on the left, find your SharePoint version, and the box on the right will let you know whichtypes of form template or compatibility can be used.

6. The location on the form is not important because this is a simple test. The follow-

  When you go through the form and remove incompatibilities such as the placeholder text and scrolling region, click the Refresh button at the bottom of the pane to refresh the list of errors. With each of the list of factors, to determine which type of template should be ● used, consider the current version of SharePoint and the priority of the requirement.

3 Form Design Basics:

  Working with InfoPath Layout,Controls, and Views In this chapter, you will learn how to: 4 Use InfoPath’s layout tools to build visually appealing forms 4 Work with the InfoPath Table tools 4 Add fields and controls to your forms 4 Use sections and containers to organize the controls in your form 4 Add multiple views to a form Most Microsoft InfoPath forms you create will have several basic design concepts in common. It is important that we clarify a couple terms that will be used in this chapter—when you are in Designer building a form, you are in design time, working with the design surface .

7. To give the form a professional color scheme, apply a theme. Select the entire

  Adding a Layout and Table 57 With the theme applied, let’s add shading to the top row of the table (the one with the image inside it). On 9.the ribbon, click the L ayout tab, and then click the drop-down arrow at the bottom of the Shading button to show all the colors from the theme that you can apply asshading.

10. Your form should now appear as below. You’re off to a great start on the visual

aspect of the Flight Delay Form! 58

12. Place your cursor in the bottom row of the form by clicking in the area labeled Add

  Understanding the Basics of Data Binding 65Understanding the Basics of Data Binding When you add a control to the form design surface, InfoPath automatically creates a field in the underlying InfoPath document that corresponds to the correct data type foryour field. To open the Controls pane, click the expansion arrow at the bottom of the Controls area on the ribbon, as shown here: 68 Tip By default, InfoPath automatically creates a field in the Fields pane when you add the data control.

8. On the next wizard page, enter your own email address in the To: text box, enter Flight Delay Report in the Subject text box, and then click Next

  The beauty of this approach is that you can manage all the properties of your form—such as security, fields, data connections,and workflows—in one place and still have the power and flexibility of presenting the right view of data to the right people, at the right time. 78 Adding a Second View to the Flight Delay Form SET UP Open InfoPath Designer and the Flight Delay form that you created in the last exercise of this chapter.

9. On the ribbon, click the P age Design tab, and then in the Views area, click the Properties button

  Make the Submit button the active selection, and then on the ribbon, click the Adding a Second View to the Flight Delay Form 81Preview your form, and fill out the information as if you were a user. The rules you added on the submit button should perform two actions: first, Info-Path will attempt to email you a copy of the form using your default email program; second, it will automatically switch you to the Confirmation view.

4 SharePoint List

  Tip A best practice is to create all of the form fields first and then start customizing the form as a last step so that the layout of the fields on the form has to be done only once. In InfoPath, notice that the fields are all listed in a Fields pane on the right side of the screen and that the form itself looks a bit similar to the regular list form beforeit was converted to InfoPath.

3. On the ribbon, click the Page Design tab, click the Page Layout Templates but- ton, and then click to select the layout called Color Bar

  From the Fields list on the right, drag the following fields into the table:Table Cell FieldRow 1, Left Destination Row 1, Right CreatedRow 2, Left Begin Date Row 2, Right End DateRow 3, Left Event Name Event TypeRow 3, Right Row 4, Left Travel PurposeRow 4, Right Estimated Cost Row 5, Left Explanation List Form Layout 95Click the fx button next to the Value field. List Form Fields With a SharePoint list form that has been customized with InfoPath, there is a one-to- one ratio of columns that exist in the list settings to the list in the Fields pane in InfoPath.

Chapter 3 , “Form Design Basics: Working with InfoPath Layout, Controls, and Views,” has more details about all of the types form controls and what each one is used for. The names of the column types in the lists settings do not match the names of the input

  ● From InfoPath From the list of available input controls (not to be confused with the list of fields that have already been created), drag a new control into the form. At the bottom of the Fields pane, when AdvancedView is selected, you can see the fields in the same manner in which they are seen in form library forms.

10. In the Travel Requests list in the browser, click Add new item to add a new travel 11

  ●When the form is filled out for the first time or edited, the result of the calculation does not dynamically change on the form as the values of the other fields change. ●If the calculated value is added to the form independently of a list calculated column, there will not be a column in the SharePoint list to display the result of theformula.

13. Click the Insert Field or Group button to select Hotel Per Night. Type the multipli-

  When the name of an item in a list is clicked to view the item, the display form is the form that is used and shows the values in all of the fields in a read-only interface. The point of the preceding exercise was to show that when a form has been customized by using InfoPath, the description that is typed into the list settings cannot be expectedto dynamically change in the form.

5 Rules to Forms

  In this chapter, you will learn how to:✔✔ Use logic and validation in your forms without writing code ✔ Work with the Rules task pane ✔ Add conditional formatting to your forms ✔ Implement data validation ✔ Work with more advanced rules using formulas and functions Create intuitive user interfaces by using rules with viewsThe core purpose of most forms is to gather useful data. InfoPath simplifies much of the complexity of adding logic to forms butstill retains the power to support the complex requirements you might have for adding logic and validation to your forms.

Chapter 5 Adding Logic and Rules to Forms

  Practice Files Before you can complete the exercises in this chapter, you need to copy the book’s practice files to your computer. Primary Types of Form Logic in InfoPath Data validation rules help to ensure that users enter data into your forms in an accurate and consistent manner, in exactly the format you intended.

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