Skip to main content

InfoPath 2010 and SharePoint 2010 - Part 1

SharePoint 2010 together with InfoPath 2010 is a great improvement since 2007 version of both products.
This post will show you how easy it is now to capture information to SharePoint with InfoPath 2010.

1. I will not use Form Library in this scenario, because to me there is no difference, but even I will have some advantage of using Custom List rather than Form Library. OK, I created a custom list called Sales Orders and added some columns: Order Status - choice, Account Manager - person or group and Reference - single line of text:


2. Then I went to modify the list form in InfoPath:



3. When the InfoPath is opened you can see all the columns from the custom list and a basic layout set up already. If you are familiar with InfoPath 2007 you see how much is improved in 2010:



4. Let's change some colours and add some text:



5. Publish - there is a tiny button in the top left corner of the screen called Quick Publish:

6. When the form is published you can go and add new list item:



As you can see people picker control is from SharePoint, not InfoPath and all the metadata settings are taken from SharePoint automatically!

7. Save the item:


Note: in this version it is out-of-the-box translation of SharePoint user from InfoPath form to SharePoint list! In the previous version of InfoPath + SharePoint you would end up writing some code in order to get this functionality to work. Also next additonal column of type SPUser or change of existing one would give you some headache, but not anymore. When I have seen this behaviour I thought it was one of the best days in my life. :)

8. Right, not some more funk. I have created a custom list - Leave Requests and got there two Date Time columns: Start Date and End Date. I want to use new feature of SharePoint 2010 - Validation Settings on metadata, so I created a following rule in Validation Settings for my Leave Requests:



So now I hope I don't have to set up rules on my item form as before, because my validation rules are stored in SharePoint.

9. I also want to display the person who created a leave request. So I think I can output the Created By column value on the form as an Expression Box:




I want to display Display Name of a person, so I drill down to the data field which represent Display Name and output it as a Calculated Field:


10. I publish this form and open it in browser:

As you can see it's all as per SharePoint metadata settings with some changes I have done.

11. Now I want to check if it's easy to make changes to metadata so the InfoPath form will reflect them easily. I made Title column in my list as not required column and opened Form Settings:



First of all I am notified if I want to refresh the column settings. That's basically what I want and when I select Yes I notice that Title column is not reuqired and InfoPath tells me about it:




12. OK, now it's time to create a leave request. I set End Date earlier than Start Date on purpose to see what will happen:



Yes, it works. My validation works properly!

13. This is a leave request I created successfully:



So it's obvious that InfoPath 2010 and SharePoint 2010 is a great improvement since SharePoint and InfoPath 2007. Now it's much easier to achieve things you would spend days of work trying to implement before.

If you have any questions in regard to implementing InfoPath forms and automating business processes in your company or you need assistance contact us now for a consultation.

Stay tuned for more useful articles from Wylde Solutions

Comments

Popular posts from this blog

Setting up External Content Type for SQL Server database using SQL Server authentication - SharePoint 2010 Foundation

This post is a follow up on the issues that I have got setting up External Content Type (ECT) on SharePoint 2010 Foundation that was going to connect to remote SQL Server database for information. I cannot use my SharePoint user accounts to access SQL Server.

According to the information I have discovered ECT and Business Connectivity Services are available in the SharePoint 2010 Foundation, but there are some issues if you want to use authentication methods in your external connections that are different from Windows Identity or Current User Identity. This is because there is no Secure Store Service in SharePoint 2010 Foundation which serves as an impersonation hub and is only available in SharePoint 2010 Server edition.
The issues are coming from the fact that you can actually create ECT in SharePoint Designer 2010 providing just Secure Store ID and system would ask you for credentials and here you go, but when you try to use your ECT in External Lists or as a lookup columns you wou…

SharePoint 2013 - Setting Up External Content Type

There were earlier posts where we discussed External Content Types setup for SharePoint 2010:

Setting up External Content Type for SQL Server database using SQL Server authentication - SharePoint 2010 Foundation

External Content Types - Reload - Setting up for SQL Server database using SQL Server authentication - SharePoint 2010 Server

This one is about creating connection to the custom SQL Server database (External System) in SharePoint 2013.

1. Create Secure Store Service Target Application

1.1. Go to Central Administration -> Manage Service Applications -> Secure Store Service Application. Click "Generate New Key" if required:


1.2. Provide Pass Phrase:

1.3. Create "New" to create new Target Application:


1.4. Provide the name and other parameters and click "Next":

Note: It's good idea to specify "Group" for Target Application Type. In that case you would be able to manage access to the external data using Active Directory groups rather …

SharePoint 2010 Search Issue - FQDN Crawl

I have recently set up a standalone SharePoint 2010 environment.

The Web application was created with host header and the site collection is accessible from the client machines, but not internally. That was because of using FQDN to access the Web site.

The error when I tried to access site internally was similar to the one described here:

You receive error 401.1 when you browse a Web site that uses Integrated Authentication and is hosted on IIS 5.1 or a later version

And the search returned the following error in the Event Log:

"The start address cannot be crawled.

Context: Application 'Search_Service_Application', Catalog 'Portal_Content'

Details: This item could not be crawled because the crawler could not connect to the repository."

One of the suggestions was to disable the loopback check, but that would compromise the Web server.

So what I have done was:

1. Added a binding to my IIS Web site for a different port. Let's say my Web server name is win-v7m…