InfoPath with SharePoint 2013 How-To

Need fast, reliable, easy-to-use solutions for using InfoPath® with SharePoint® 2013? This book delivers exactly what you're looking for: step-by-step help and guidance with the tasks you'll perform most often. You'll learn better ways to design and develop intuitive, effective form-based solutions, and then efficiently administer, secure, and troubleshoot them. The industry's most focused resource for solving business problems with SharePoint and InfoPath forms, this book provides all the answers you need-now!

Steven Mann is an Enterprise Applications Engineer for Morgan Lewis and has nearly 20 years of professional experience with collaboration and business intelligence, including a decade working with SharePoint. Formerly Principal Architect for RDA Corporation, his books include InfoPath with SharePoint 2010 How-To, Microsoft SharePoint 2010 Business Intelligence Unleashed, SharePoint 2010 Field Guide, and SharePoint 2010 Managed Metadata Unleashed.

Fast, Accurate, and Easy-to-Use!

Discover powerful tips for success with InfoPath Designer 2013 Efficiently create SharePoint form controls, rules, and functions Master form page design, views, and list forms Submit, publish, and use data in SharePoint forms Streamline business processes by integrating forms into SharePoint workflows Design more intuitive, easier-to-use forms with InfoPath controls, functionality, and settings Use template parts to create reusable form components, including controls, fields, and data connections Leverage Visual Studio 2012 with InfoPath to build solutions and application-level add-ins Dynamically populate repeating tables in forms Elegantly track changes in SharePoint forms Automatically generate new InfoPath form instances Use SharePoint 2013 Central Administration to manage forms and Forms Services Automate InfoPath Form Services administration with PowerShell Manage form permissions to control user access and rights Troubleshoot form development, deployment, publishing, and form submission

Autorentext

Steve Mann was born and raised in Philadelphia, Pennsylvania, where he still resides today. He is an enterprise applications engineer for Morgan Lewis and has nearly 20 years of professional experience. Steve graduated from Drexel University in 1993. Steve has authored and coauthored several books related to the subject of SharePoint Server, PowerShell, managed metadata, and business intelligence. You can find Steve's blog at http://www.SteveTheManMann.com.

Inhalt

Introduction 1

Overview of This Book . . . . . . . . . . . .. . . 1

How to Benefit from This Book . . . . . . . . 1

What Is New in This Book? . . . . . . .. . .. . . 2

How to Continue Expanding Your Knowledge . . . . . . 2

Part I: Designing Forms for SharePoint

1 Use InfoPath Designer 2013 3

Why Use an InfoPath Form? . . . . .. . . . 3

What Does InfoPath Do for My Lists? . . . . .. . . 4

Why Use InfoPath Forms in Workflows? . . . . . . . . 4

How Does InfoPath Integrate with My Data? . . . . . . . 4

InfoPath Versus Web Controls and Web Parts . . . . . .. . 5

What Is the InfoPath Web Part? . . . . . . . . . . .. . 5

Getting Started . . . . . . . . 5

2 Create a SharePoint Form with InfoPath Designer 7

Design a SharePoint Form Using the Blank Form Template . . . . . . . . 9

Add Controls. . . . . . . .. . . . . . . . . . . . . 10

Preview Your Form . . . . . . . . . . . . . . 11

Name Your Data Fields . . . . .. . . . . . 12

Add Submit Options . . . . . . . .. . . . . . . . . . 13

Publish Your Form . . . . . . .. . . . . . . . . 15

Use Your Form in SharePoint . . . . . . . . . . 17

Create a Form Library from InfoPath . . . . . . . . . . 18

Design a SharePoint Form Using the SharePoint Form Library Template. . . . .. 20

3 Use SharePoint Form Controls 21

What Are Input Controls?. . . . . . . . . . . . . . . 22

What Are Object Controls? . . . . . . . . . . . .. 23

What Are Container Controls? . . . . . .. . . 24

Drag Controls on Your Form . . . . . . . . . . . 24

Allow Users to Enter Text . . . . . . . . . . . . . . . 25

Make a Text Box Read-Only . . . . . . . . . 25

Make a Text Box Multiline . . . . . . .. . . . . 26

Allow Users to Select a Single Selection from a List of Items . . 27

Allow Users to Select Multiple Items from a List of Items . . . 29

Allow Users to Select an Optional Single Choice . . . . 30

Allow Users to Select from Various Options . . . . . . . 31

Allow Users to Enter a Date/Time . . . . . . . . . . . . . . 32

Allow Users to Select a Person . . . . . . . . . . . . 34

Allow Users to Select from a SharePoint External Content Type . . . . . . 35

Allow Users to Initiate an Action . . . . . . . . . . . . . . . . . 35

Show Optional Controls on Your Form . . . . . . . . . . . . . . . . . . . 37

Allow Users to Enter Multiple Instances of the Same Fields . . . . . 37

Allow Users to Choose Which Set of Fields to Use . . . . . . . 38

Make a Control/Field Required . . . . . . . . . . . . . . . 40

4 Create SharePoint Form Rules 41

Hide or Show Controls Based on a Selected Option . . . . . . . . 42

Format an Entry Based on a Condition . . . . . . . . . . . . 45

Implement a Validation Rule . . . . . . . . . . . . . . . 47

Add an Action Rule to a Button . . . . . . . . . . . . . . . . 49

Use Rules for Form Submission . . . . . . . . . . . . . . 50

Use Rules for Form Loading . . . . . . . . . . . . . . . . . . 53

Validate Data Entry Using Patterns . . . . . . . . . . . . . 54

5 SharePoint Form Functions 57

Use the SharePoint URL Functions . . . . . . . . . . . . . . . . . 58

Calculate a Future Date . . . . . . . . . . . . . . . . . . . . . . . . . 59

Get the Current SharePoint User . . . .. . . . . . . . . . . . . 60

Remove Leading and Trailing Spaces from a Field Value . . . . . 63

Remove All Spaces from an Entry . .. . . . . . . . 63

Default a Blank Amount to Zero . . . . . . . . . . . . . . . . 64

Calculate the Sum of All Items . . . . . . . . . . . . . . . . . . . 65

Determine a Count of the Items Entered . . . . .. . . . . 67

Obtain a Portion of an Entered String . . . . . . . . . . 68

Obtain the Username from SharePoint Online (Office 365) . . . . . 69

Add Years to a Date Preserving the Month and Day . . . . . 70

6 Create SharePoint Form Page Designs and Views 71

Change the Current View Name . . . . . . . . . 72

Create a New View . . . . . . . . . . . . . . . . . . . . . . 73

Change the Default View . . . . . . . . . . . . . . . . . . 74

Make a View Read-Only . . . . . . . . . . . . . . . . . . . . 75

Prevent a User from Selecting a View . . . . . . . . 75

Use a View for Printing . . . . . . . . . . . . . . . 77

Use a Different Layout for Your Form . . . . . . . . 77

Use a Theme for Your Form . . . . . . . . . . . . . . . . . . . . 78

Add Headers/Footers to Your Form . . . . . . . . . . . 79

Insert a Table Layout into Your Form . . . . . . . . . . . . . . 80

Modify a Table Layout in Your Form . . . . . . . . . . . . . 80

7 SharePoint List Forms 81

Use a Form to Create a SharePoint List . . . . . . . . . . . 82

Modify the Form of an Existing SharePoint List . . . . . . . . . . 86

Set Your List Form Template Back to the Default Form . . . . . 87

8 Submit and Publish to SharePoint 89

Enable Your Form for Submission . . . . . . . . . 90

Configure Email Submission . . . . . . . . . . . . . 91

Publish Your Form to Email . . . . . . . . . . . . . . . . . . . . 93

Configure SharePoint Library Submission . . . .. . . . . . . . . 96

Publish Your Form to a SharePoint Library . . .. . . . . . . 97

Use Multiple Forms in SharePoint Libraries. . . . . . . . . . 101

Configure Web Service Submission . . .. . . . . . . . . . . . 105

Configure SharePoint Server Connection Submission . . . . . . . 107

Modify the Av…