InfoPath with SharePoint 2013 How-To

SharePoint 2013 and InfoPath 2013 integrate more deeply than ever before, allowing SharePoint users and admistrators to build powerful "mini-apps" with InfoPath forms, and use them to streamline a wide range of workflows and business processes - all without writing code. InfoPath with SharePoint 2013 How-To is a single source for reliable, easy-to-implement SharePoint solutions built with InfoPath data forms. Steven Mann presents concise tutorials to get users and developers up to speed, and walks through more than 50 procedures, providing clear and accurate steps for each one. Mann's tested, step-by-step procedures include: designing form templates and libraries; using SharePoint form features; incorporating rules and functions; designing pages and views; creating workflows; using external web services data; creating tabbed navigation; providing offline form access; defining master/detail views; displaying and managing lists; dynamically populating repeating tables; tracking changes, and dozens more. Readers will also find several proven procedures for streamlining administration and troubleshooting. This book goes far beyond "tips and trick" to serve as the daily reference resource for every information worker and IT professional who wants to solve real business and technical problems with SharePoint 2013 and InfoPath 2013.

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.

Zusammenfassung

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

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 . .. .…