Infopath With Sharepoint 2010 How-To - Mann_ Steven.pdf
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STEVEN MANN
InfoPath
®
with
SharePoint
®
2010
HOW-TO
800 East 96th Street, Indianapolis, Indiana 46240 USA
Editor–in-Chief
Karen Gettman
InfoPath with SharePoint 2010 How-To
Copyright © 2011 by Sams Publishing
All rights reserved. No part of this book shall be reproduced, stored in a
retrieval system, or transmitted by any means, electronic, mechanical,
photocopying, recording, or otherwise, without written permission from the
publisher. No patent liability is assumed with respect to the use of the
information contained herein. Although every precaution has been taken in
the preparation of this book, the publisher and author assume no respon-
sibility for errors or omissions. Nor is any liability assumed for damages
resulting from the use of the information contained herein.
ISBN-10: 0-672-33342-2
ISBN-13: 978-0-672-33342-2
Library of Congress Cataloging-in-Publication Data
Mann, Steve, 1950-
InfoPath with SharePoint 2010 how-to / Steven Mann.
p. cm.
ISBN 978-0-672-33342-2
1. Microsoft InfoPath. 2. Microsoft SharePoint (Electronic resource) 3.
Business--Forms--Computer programs. I. Title.
HF5371.M294 2011
006.7’4--dc22
2010041522
First Printing: December 2010
Trademarks
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service marks have been appropriately capitalized. Pearson cannot attest
to the accuracy of this information. Use of a term in this book should not
be regarded as affecting the validity of any trademark or service mark.
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rate as possible, but no warranty or fitness is implied. The information
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neither liability nor responsibility to any person or entity with respect to
any loss or damages arising from the information contained in this book or
from the use of the CD or programs accompanying it.
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Executive Editor
Neil Rowe
Acquisitions Editor
Brook Farling
Development Editor
Mark Renfrow
Managing Editor
Sandra Schroeder
Project Editor
Seth Kerney
Copy Editor
Keith Cline
Indexer
Cheryl Lenser
Proofreader
Apostrophe Editing
Services
Technical Editor
Jason Barron
Team Coordinator
Cindy Teeters
Book Designer
Gary Adair
Page Layout
Bronkella Publishing
Contents at a Glance
Introduction
..............................................................................................
1
1
Usage of InfoPath Designer 2010
..............................................................
3
2
Creating a SharePoint Form with InfoPath Designer
.....................................
9
3
SharePoint Form Controls
........................................................................
23
4
SharePoint Form Rules
............................................................................
45
5
SharePoint Form Functions
......................................................................
63
6
SharePoint Form Page Design and Views
..................................................
77
7
SharePoint List Forms
.............................................................................
89
8
Submitting and Publishing in SharePoint
...................................................
99
9
Using Data in SharePoint Forms
.............................................................
123
10
InfoPath Form Web Part
.........................................................................
163
11
Using Forms in SharePoint Workflows
.....................................................
183
12
Enhancing the User Experience
..............................................................
207
13
Leveraging the SharePoint Workspace
....................................................
229
14
Using Template Parts to Create Reusable Form Components
...................
237
15
Document Information Panel Content Type
..............................................
247
16
Leveraging Visual Studio 2010 with InfoPath
...........................................
255
17
Dynamically Populate a Repeating Table
.................................................
263
18
Track Changes in a Form
.......................................................................
275
19
Central Administration
...........................................................................
293
20
PowerShell
............................................................................................
307
21
Managing Form Permissions
..................................................................
317
22
General Form Issues
.............................................................................
327
23
Deployment and Publishing Issues
.........................................................
337
24
Form Submission Issues
........................................................................
343
Index
....................................................................................................
349
Table of Contents
Introduction
1
Overview of This Book
...........................................................................
1
How to Benefit from This Book
..............................................................
1
How to Continue Expanding Your Knowledge
...........................................
2
1 Usage of InfoPath Designer 2010
3
Why Use an InfoPath Form?
...................................................................
4
What Does InfoPath Do for My Lists?
.....................................................
4
Why Use InfoPath Forms in Workflows?
..................................................
5
How Does InfoPath Integrate with My Data?
...........................................
5
InfoPath Versus Web Controls and Web Parts
.........................................
5
What Is the InfoPath Web Part?
.............................................................
5
Are There Any New Controls in InfoPath 2010?
.......................................
6
Does InfoPath 2010 Make Anything Easier?
...........................................
6
Getting Started
.....................................................................................
7
2 Creating a SharePoint Form with InfoPath Designer
9
Design a SharePoint Form Using the Blank Form Template
....................
11
Add Controls
.......................................................................................
12
Preview Your Form
..............................................................................
13
Name Your Data Fields
.......................................................................
14
Add Submit Options
............................................................................
15
Publish Your Form
...............................................................................
17
Use Your Form in SharePoint
...............................................................
18
Create a Form Library from InfoPath
.....................................................
19
Design a SharePoint Form Using the SharePoint Form
Library Template
...............................................................................
20
3 SharePoint Form Controls
23
What Are Input Controls?
.....................................................................
24
What Are Object Controls?
...................................................................
25
What Are Container Controls?
..............................................................
26
Drag Controls on Your Form
.................................................................
26
Allow Users to Enter Text
....................................................................
27
Make a Text Box Read-Only
........................................................
27
Make a Text Box Multiline
..........................................................
28
Allow Users to Select a Single Selection from a List of Items
................
28
Allow Users to Select Multiple Items from a List of Items
......................
30
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