InfoPath SharePoint 2010
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About InfoPath 2010 with SharePoint 2010
InfoPath 2010 offers tighter integration with SharePoint 2010 than InfoPath 2007 did with SharePoint 2007.
InfoPath form templates are published to SharePoint 2010 as SharePoint List form templates, to SharePoint Form Libraries, as Site Content Types, as Document Information Panel templates, or as workflow form templates.
So you can use InfoPath forms as one of 4 types of forms with SharePoint 2010:
- SharePoint List forms
- SharePoint Library forms
- Workflow forms
- Document Information Panels
Of the 4 types of forms, Document Information Panels are the only types of forms that are not actually displayed in SharePoint 2010 itself, but rather in an Office 2010 application that supports Document Information Panels.
The goal of this lens is to give you an idea of how you can use InfoPath 2010 with SharePoint 2010.
What is InfoPath in SharePoint?
See a demo of how you can use InfoPath forms in SharePoint 2010, learn what InfoPath browser forms are, and what types of InfoPath 2010 forms you can create for SharePoint 2010 using InfoPath Designer 2010 and SharePoint Designer 2010.
Buy Microsoft InfoPath 2010
You need InfoPath 2010 if you want to:
- Design SharePoint list forms and SharePoint form library forms.
- Design or customize document information panels.
- Customize workflow forms created in SharePoint Designer 2010.
- Publish InfoPath form templates to SharePoint.
Microsoft Infopath 2010
Amazon Price: $197.99 (as of 06/01/2012)
InfoPath 2010 consists of two applications: InfoPath Designer 2010 and InfoPath Filler 2010. When you install InfoPath 2010, you install both applications, because InfoPath Designer 2010 and InfoPath Filler 2010 make use of the same executable, but different switches to start them up. You do not need InfoPath Filler 2010 if you have SharePoint Server 2010, InfoPath Forms Services, and are planning to create browser forms that are to be filled out through a browser. However, you would have to have it installed to be able to merge InfoPath forms.
Required for InfoPath in SharePoint 2010
You must have the following software installed to be able to design and fill out InfoPath 2010 browser forms in SharePoint 2010:
- SharePoint Server 2010 with InfoPath Forms Services for browser forms support.
- InfoPath Designer 2010 to design InfoPath form templates.
- InfoPath Filler 2010 to merge InfoPath forms that are stored in SharePoint.
- SharePoint Designer 2010 to create workflow forms.
- A forms-capable browser to fill out InfoPath forms.
Buy Microsoft SharePoint Workspace 2010
Microsoft SharePoint Workspace 2010
Amazon Price: $82.23 (as of 06/01/2012)
While SharePoint Workspace 2010 is not essential for working with InfoPath forms in SharePoint, it does give you the flexibility of taking advantage of SharePoint functionality right from the comfort of your desktop and it supports SharePoint list forms and any InfoPath functionality you have added to them.
Learn InfoPath 2010 basics
InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners
If you are just starting out with InfoPath and SharePoint, it is recommended that you learn the basics of InfoPath 2010 before you try to implement InfoPath SharePoint solutions. InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners helps you get started with InfoPath 2010 from the ground up.
InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners
Amazon Price: $39.95 (as of 06/01/2012)
Learn InfoPath with SharePoint 2010
InfoPath 2010 Cookbook 2: 101 Codeless Recipes for SharePoint 2010
Learn InfoPath 2010 programming
InfoPath 2010 Cookbook 3: 101 Code Recipes for C# Developers
Once you have learned the basics of designing InfoPath 2010 forms that do not make use of code, you may want to add code to your form templates, especially in cases where functionality cannot be achieved without writing code. InfoPath 2010 Cookbook 3: 101 Code Recipes for C# Developers helps you - as a C# developer - get started with InfoPath 2010 programming.
InfoPath 2010 Cookbook 3: 101 Code Recipes for C# Developers
Amazon Price: $49.95 (as of 06/01/2012)
Recipe 34: Master/detail across two InfoPath forms linked through one field
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 34 of InfoPath 2010 Cookbook 2, where you will learn how to create a SharePoint form library form that can send data to a SharePoint list form through the send data to web part functionality in InfoPath 2010.
curated content from YouTube
Recipe 61: Use SharePoint Search in InfoPath to search for documents - method 2
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 61 of InfoPath 2010 Cookbook 2, where you will learn how to create an InfoPath 2010 webbased form that can perform a SharePoint Search in a specific SharePoint form library and return the results as hyperlinks.
curated content from YouTube
People Picker InfoPath 2010
The people picker in InfoPath 2010 is available for both forms that are filled out through InfoPath Filler 2010 as well as forms that are filled out through a browser via SharePoint 2010. While you can enter email addresses to find users of a SharePoint site, the people picker control only returns account information. However, you can implement functionality to find the email addresses of the users you select through the InfoPath people picker control. Recipe 67: Get email addresses from a person/group picker control
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 67 of InfoPath 2010 Cookbook 2, where you will learn how to retrieve the email addresses from users you selected in a person/group picker (people picker) control on an InfoPath form in SharePoint 2010.
curated content from YouTube
SharePoint Designer workflows and InfoPath
SharePoint Designer 2010 comes in a 32-bit or a 64-bit version, both of which can be downloaded for free from Microsoft Download Center.
InfoPath 2010 and SharePoint Designer 2010 have a few integration points with each other, a few of which include generating workflow forms in SharePoint Designer 2010 and customizing them in InfoPath Designer 2010, running SharePoint Designer 2010 workflows on InfoPath forms, and creating InfoPath forms using SharePoint Designer workflows.
InfoPath 2010 and SharePoint Designer 2010 have a few integration points with each other, a few of which include generating workflow forms in SharePoint Designer 2010 and customizing them in InfoPath Designer 2010, running SharePoint Designer 2010 workflows on InfoPath forms, and creating InfoPath forms using SharePoint Designer workflows.
Recipe 83: Add an event to a SharePoint calendar with a check for overlapping events
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 83 of InfoPath 2010 Cookbook 2, where you will learn how to create an InfoPath form with which you can check a SharePoint 2010 calendar for overlapping events, and then use a SharePoint Designer 2010 workflow to add an event to the SharePoint 2010 calendar.
Recipe 86: Create a new form and link it to an existing form through a workflow
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 86 of InfoPath 2010 Cookbook 2, where you will learn how to create a SharePoint Designer 2010 workflow that can automatically create an InfoPath form, store it in a SharePoint form library, and link it to an existing InfoPath form in another form library in SharePoint 2010.
InfoPath form export to Word in SharePoint
Just like you can integrate Access 2010 with InfoPath 2010 forms, you can also integrate Word 2010 with InfoPath forms.
For example, if you have a simple Word document (nothing complex with tables, images, and such, but just text), you can create a solution where users fill out an InfoPath form and have the information that was entered into the InfoPath form automatically exported to a Word document. And you do not need to write a single line of code to get this done!
SharePoint makes exporting or printing InfoPath forms to simple Word documents really easy!
For example, if you have a simple Word document (nothing complex with tables, images, and such, but just text), you can create a solution where users fill out an InfoPath form and have the information that was entered into the InfoPath form automatically exported to a Word document. And you do not need to write a single line of code to get this done!
SharePoint makes exporting or printing InfoPath forms to simple Word documents really easy!
Recipe 94: Automatically generate simple Word documents from InfoPath forms
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 94 of InfoPath 2010 Cookbook 2, where you will learn how to create a SharePoint Designer 2010 workflow that can read data from an InfoPath form and generate a Word 2010 document based on the information contained in the InfoPath 2010 form.
curated content from YouTube
SharePoint Excel Services 2010
Just as SharePoint 2010 has integration points with Access, Word, and InfoPath, it also has integration points with Excel, one of which is SharePoint Excel Services 2010. If you are unfamiliar with Excel Services, you can get an overview of Excel Services from MSDN.
As far as InfoPath, Excel, and SharePoint goes, you can integrate the 3 together to construct several codeless solutions that would otherwise require coding. And Excel Services is the technology that binds them together.
With the new REST capabilities in InfoPath 2010, you can now call Excel Services through its REST interface. Prior to this, you would have had to call Excel Services through its SOAP web service interface, which by the way is still available in SharePoint 2010.
As far as InfoPath, Excel, and SharePoint goes, you can integrate the 3 together to construct several codeless solutions that would otherwise require coding. And Excel Services is the technology that binds them together.
With the new REST capabilities in InfoPath 2010, you can now call Excel Services through its REST interface. Prior to this, you would have had to call Excel Services through its SOAP web service interface, which by the way is still available in SharePoint 2010.
Recipe 98: Calculate work days between two dates using Excel Services - method 2
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 98 of InfoPath 2010 Cookbook 2, where you will learn how to call Excel Services in SharePoint 2010 to calculate the amount of business days between two dates excluding holidays and weekends.
Recipe 99: Send InfoPath form data to an Excel workbook
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 99 of InfoPath 2010 Cookbook 2, where you will learn how to send data from an InfoPath web-based form to an Excel spreadsheet to perform calculations or display a chart.
SharePoint InfoPath Access integration
The nice thing about SharePoint 2010 is that it can serve as a "hinge" between InfoPath 2010 and several Microsoft Office 2010 applications, one of which is Access 2010.
- Did you know that while you cannot connect an InfoPath browser form to an Access database, there is still a "loophole" to get this done?
- Did you know that you can use a browser form to perform CRUD (create, update, delete) operations on an Access database table from within an InfoPath browser form?
- Did you know that you can maintain relational data in an Access database from within InfoPath browser forms?
Recipe 100: Display Access 2010 data in an InfoPath 2010 browser form
One of the 101 tutorials from InfoPath 2010 Cookbook 2
This is a demo of recipe 100 of InfoPath 2010 Cookbook 2, where you will learn how to create a InfoPath browser-compatible form template that can connection to a Microsoft Access 2010 database table to display data in a form that can be rendered in a browser through SharePoint 2010.
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by SYM_Wong-A-Ton
S.Y.M. Wong-A-Ton is the author of InfoPath 2010 Cookbook 2, an InfoPath 2010 SharePoint 2010 book for users who do not want to write code. more »
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InfoPath 2010 Book
InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners
Amazon Price: $39.95 (as of 06/01/2012)
InfoPath 2010 Programming Book
InfoPath 2010 Cookbook 3: 101 Code Recipes for C# Developers
Amazon Price: $49.95 (as of 06/01/2012)
