Announcements
0 Colorado Chapter of Women in SharePoint Kick-off Event
0 Friday June 03, 2011, 3:00 - 5:00PM
0 Pappadeaux
0 7520 E Progress Pl
0 Greenwood Village, CO 80111 US
0 Contact: Jen Dodd – jdodd@go-planet.com
0 Linked in Group and Event
0 Facebook Page
0 womeninsharepoint.org
Upcoming Training
0 10174 - Configuring and Administering Microsoft SharePoint
2010
0 Dates: 6/6-6/10
0 Instructor: Jen Dodd
0 10231 - Designing a Microsoft SharePoint 2010 Infrastructure
0 Dates: 6/20-6/24
0 Instructor: Shannon Bray
Introduction
0 Presenter: Clayton Cobb
0 SharePoint MVP (former InfoPath MVP)
0 Director, Central Region - Planet Technologies
0 COSPUG Co-Founder
0 SharePoint Saturday Denver Chairman
0 Blog: claytoncobb.wordpress.com
0 Contact: ccobb@go-planet.com
What about you?
0 Audience – Who is here?
0 End User, IT Pro, Information Worker, Developer,
Decision maker?
0 Environment – What are you using?
0 SharePoint Version?
0 InfoPath Version?
0 Experience Level
0 Beginner, Intermediate, Advanced?
Small Groups
0 Your Name
0 Your Company
0 Your Job Function
0 What are you using SharePoint/InfoPath for or what
do you HOPE to be using SharePoint/InfoPath for?
Schedule
0 9:30 – 10:30 Sit
0 10:30 – 11:30 Crawl
0 11:30 – 12:30 Lunch
0 12:30 – 2:00 Sleep Walk
0 2:00 – 8:00 Questions =D
Sit
She did it!
What is InfoPath?
0 Microsoft InfoPath 2010 is a forms-creation and data-
gathering tool that helps organizations streamline
business processes
0 InfoPath 2010: Features and Benefits
0 InfoPath 2010: Top 10 reasons to try it
InfoPath 2010: The New Hotness
InfoPath 2010 Introduction
0 Microsoft Office 2010 Suites
0 Professional Plus (Enterprise, Ultimate)
0 SharePoint 2010 Versions
0 Foundation, Server Standard, Server Enterprise
0 InfoPath Designer vs. InfoPath Filler
0 Creating a new form template
0 Template Types
0 Template Parts
0 Filler (Client) Form vs. Browser Form
InfoPath Basics
0 Layout
0 Fields
0 Controls
0 Data Connections
0 Rules
0 Views
InfoPath 2010 Enhancements
0 Ribbon
0 Quick Access Toolbar
0 Quick Publish
0 Rules Manager
0 Copy Rules
0 Improved browser support - No ActiveX
0 Contact Selector and Date Picker
0 Many features that now work in browser forms
0 External Item Picker (external lists)
Creating New Templates
0 Library Form
0 Start with a SharePoint Form Library
0 Start with a Form Library Template
0 List Form
0 Start with a SharePoint List
0 Start with a List Form Template (key for multiple entry)
0 Database/Web Service/XML
0 Convert Excel/Word Forms
0 Document Information Panel
Other Forms
0 SharePoint Designer 2010 workflow forms
0 Out-of-the-box Workflows
0 Custom Workflows
0 Form Types
0 Task
0 Initiation
0 Association
0 External List Forms
Crawl
InfoPath 2010: A Quick Look
Designing a Form
0 Layout or Schema?
0 Re-use layouts and/or schemas if you can
0 Leverage Template Parts where possible
0 Design elements
0 Data schema
0 Data connections
0 Buttons
0 Submit options
0 Promoting Properties
Techniques
0 Universal Data Connections
0 Auto-Generating Filenames
0 User Profile Service
0 Form Load Rules
0 Parameterized Queries
0 Cascading Dropdowns
0 Filters
0 Workflow email hyperlinking
InfoPath Form Web Part
0 Form display
0 Connected web parts
0 Input/Output parameters
0 Trigger rules
0 Query string input
0 Send data to web part
Questions
0 11:30 – 12:30 Lunch Break
0 SMALL GROUP DISCUSSION QUESTIONS
1. What ONE thing did you learn this morning that stuck
out to you?
2. What question(s) do you have about this morning?
3. What problem could potentially be resolved by what
you learned?
4. What do you hope to learn in the afternoon session?
Welcome Back
Wake Up!
Get Excited!
Walk
Performance Appraisal
0 Auto-population of user information
0 Driven by external data
0 Conditional data entry
0 Custom Save and Submit
0 Dynamic notifications via workflow
0 Restricted areas
0 Identity- and status-driven functionality
0 Electronic Signatures
Conference Management
0 Two forms in separate form libraries working in
concert
0 Workflows go across both
0 Multi-level signatures with dynamically-driven
content, data entry, and workflow notifications
0 Data aggregation and analysis through Excel
Leave Requests
0 Leave days stored in backend DB (SQL) and exposed
via External Content Type + External List
0 Auto-population of almost all data fields on form load
0 Auto-calculation of requested days
0 Dynamic permissions via workflow to protect data
0 Auto-detection and notification of Managers in Active
Directory plus Pending Request Dashboard
0 Automatic updating of backend DB upon approval
0 Workflow visualization with Visio Services
Conclusion
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Workflow forms
• Task
• Initiation
• Association
XTPs
Cascading Dropdowns
(filtering)
Parameterized Queries
InfoPath Form Webpart
• Form display
• Connected web parts
• Input parameters
• Output parameters
• Trigger rules
• Query string input
• Send data to web part
Auto-generating filenames
List Forms
• External List forms
•
•
•
•
•
•
•
•
•
•
•
•
•
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User Profile Service
Conditional Formatting
Validation rules
Action rules
Form Load rules
Views
Data Connections
• UDCs
Custom buttons
Custom submit
Promoting properties
Publishing methods/types
Submit methods/types
DIP
Quick Access Toolbar
New Features of 2010
• Rules Manager
• Copy Rules
• Ribbon
• Contact Selector
• 1st class
• No ActiveX
• External Item Picker
• Better cross-browser support
• Controls that now work in the
browser
• Multi-select list box
• Picture/Hyperlink
• Combo Box
• Bulleted List
• Numbered List
• Plain List
• Choice Group
• Choice Section
Questions
0 Thank you for coming today!
0 For all your Corporate Training needs:
0 http://leaderquestonline.com
0 For all you SharePoint Consulting needs:
0 http://go-planet.com
0 Clayton Cobb
0 ccobb@go-planet.com