Wednesday, November 3, 2010

Using InfoPath 2010 and SharePoint designer to manage SharePoint list forms

Using InfoPath 2010 and SharePoint designer to manage SharePoint list forms - ASIF REHMANI
SharePoint-videos.com
@asifrehmani
Asif@sharepointelearning.com

SharePoint Designer is used for modifying SharePoint lists forms. Need InfoPath license to use this,
InfoPath giver Visual layout, form logic, and data connection. (can do id SharePoint designer, but easier and simpler in InfoPath)
Create Library Forms - need SharePoint foundation
Modify Workflow forms - need SharePoint server standard
Create SharePoint list forms - needs SharePoint server enterprise
Add InfoPath form web parts that can be put on any page.
MS invested in InfoPath  vs. SharePoint Designer so reccomends using InfoPath to work on SharePoint Forms
Can set styles on SharePoint parts in InfoPath, cant do in SharePoint Designer.  This is done by creating rules for styling.  Can copy rules to other controls. Can link the rules to other controls on the form if desired.
Rules are Different based on type of control.
Publishing is easy, under file there is a quick publish button, it remembers where the form came from so knows where to put it. Updates all various ways you can see form.  If you want to edit individual forms you need to pick view in InfoPath.  Tags these new forms with ifs on the end.
Can tell it to show or not show the view in InfoPath. (so views will not show up in list of views
Can make connections from other web parts to  populate InfoPath WebPart

1 comment:

  1. Thanks for going to this. Cheryl uses InfoPath today and one of the things we need to understand better is it's future in Sharepoint 2010 and think through how to best take advantage of its features.

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