Transcript An Introduction to SharePoint Applications using InfoPath 2010

An Introduction to
SharePoint Applications
using InfoPath 2010
{
Bojana Duke
InfoPath Program Manager
[email protected]
Data Quality
“[Companies] are losing more than $8 million annually
because of data quality issues. … other organizations
[when] observed provide evidence that the actual
magnitude of the problem is typically far greater (often
by orders of magnitude) than is perceived by business
and IT leaders.”
Agenda
Brief Introduction Of InfoPath 2010
demo ① - Customizing SharePoint List Forms
demo ② - Creating Mashups with Form Web Parts
demo ③ - Office Business Application
What is InfoPath?
Form Designer & Filler
• Browser and Client forms
Visual Layout
Form Logic
Data Connection
What is InfoPath?
Form Designer & Filler
• Browser and Client forms with form
logic & data connectivity
Forms for SharePoint
• Lists, External Lists, Form Libraries &
Workflow forms
Forms integrated into Office
• SharePoint Workspace, Outlook,
Word, PowerPoint, Excel
Agenda
Brief Introduction Of InfoPath 2010
demo ① - Customizing SharePoint List Forms
demo ② - Creating Mashups with Form Web Parts
demo ③ - Office Business Application
Recruiting
Signup E-mail
with Links to:
SharePoint
List with
Universities
SharePoint List with
Recruiting Trips
Customizing
SharePoint List Forms
{ demo ①
① Customizing SharePoint List Forms
Created By
• Information Worker becoming “heroes in a day”
• Employees solving own problems, freeing up IT
How
• Layout forms in InfoPath using pre-built tables
• Use out-of-box rules and Rules Manager to add
conditional formatting, data validation and show &
hide sections
• Bring in data from SharePoint Lists
• Take lists offline in SharePoint Workspace
Examples
• Project Contact List
• Project Issue Tracking List
• Feedback Form
• Event Sign-up
• Equipment Check-out Requests
Agenda
Brief Introduction Of InfoPath 2010
demo ① - Customizing SharePoint List Forms
demo ② - Creating Mashups with Form Web Parts
demo ③ - Office Business Application
Recruiting – Part 2
Signup E-mail
with Link to
SharePoint
Portal with
Recruiting
Trips &
University
Details
Creating Mashups
with Form Web Parts
{ demo ②
② Creating Mashups with Form Web Parts
Created By
• Information Workers & IT
How
• Customize form in InfoPath
• Design Web Part page in browser or
SharePoint Designer
• Connect to Excel, Silverlight, List or other
InfoPath Web Parts
• Package Web Part pages as reusable
templates (WSPs)
• Bring in data using REST Web Services
Examples
• Mortgage Calculator (with Excel)
• Master-detail (with List)
Agenda
Brief Introduction Of InfoPath 2010
demo ① - Customizing SharePoint List Forms
demo ② - Creating Mashups with Form Web Parts
demo ③ - Office Business Application
Office Business
Application:
Procurement
{ demo ③
③ Office Business Applications
Created By
•Business process owner, IT or ISVs
How
•Manage application in SharePoint Designer
•Use Web Part pages & SharePoint UI for app experience
•Store data in libraries and lists
•Get external data with Business Connectivity Services
•Customize forms in InfoPath
•Add sandboxed or full trust code
•Design workflows to drive process
•Package applications as reusable templates (WSPs)
Examples
•Accounting – Procurement, Expense Reports, Sales
Tracking
•Sales – Service Requests, Order Forms
•Manufacturing – Quality Control, Inventory Tracking
•IT – Helpdesk
•HR – Employee Onboarding, Career Management, Benefits
Forms Drive Business
{
Q&A