Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step

Table of Contents......Page 7
Introducing Microsoft InfoPath 2010......Page 13
Modifying the Display of the Ribbon......Page 21
Features and Conventions of This Book......Page 26
Downloading the Practice Files \nand eBook......Page 28
Getting Support and Giving Feedback......Page 30
	1	Introducing Microsoft InfoPath 2010......Page 33
Benefits of Using InfoPath 2010 with SharePoint 2010......Page 34
New Features of InfoPath 2010......Page 36
How InfoPath Works......Page 43
Quick Tour of the Backstage View in InfoPath 2010......Page 45
XML 101......Page 48
Adding Products.xml to the Form as a Data Connection......Page 50
Using the Template to Create a Form Instance......Page 54
Exporting the Template......Page 55
Key Points......Page 56
	2	Form Requirements: Using a Decision Matrix......Page 59
Form Templates......Page 60
Where’s the Data?......Page 66
Your SharePoint Version......Page 67
Repeating Tables......Page 68
User Roles......Page 69
Submit to a Database......Page 70
Offline Forms......Page 71
Administrator-Approved Template......Page 72
The Design Checker......Page 74
Combine Client-Based and Browser-Based Controls......Page 78
Using the Decision Matrix......Page 79
Key Points......Page 80
	3	Form Design Basics: Working with InfoPath Layout, Controls, and Views......Page 83
Form Layout......Page 84
Adding a Layout and Table......Page 86
InfoPath Controls......Page 91
Control Properties Ribbon......Page 96
Understanding the Basics of Data Binding......Page 97
Adding Controls to the Flight Delay Form......Page 98
Adding a Submit Button with a Rule to the Flight Delay Form......Page 106
Views......Page 109
Adding a Second View to the Flight Delay Form......Page 110
Key Points......Page 114
	4	Working with SharePoint List Forms......Page 117
Basics of a SharePoint List......Page 118
List Form Layout......Page 124
List Form Fields......Page 129
Calculated Fields......Page 135
List Form Pages......Page 141
Limitations of List Forms......Page 142
Form Options......Page 144
Key Points......Page 146
	5	Adding Logic and Rules to Forms......Page 149
Primary Types of Form Logic in InfoPath......Page 150
Working with Validation and Formatting......Page 153
Using Functions to Set a Default Value......Page 158
Adding Action and Formatting Rules......Page 162
Working with Sections and Conditional Formatting......Page 166
Using Rules to Create a Wizard-Style Form with Multiple Views......Page 172
Key Points......Page 182
	6	Publishing and Submitting Form Data......Page 185
Publishing Methods......Page 186
Promoting Columns......Page 195
Submitting to SharePoint......Page 200
Publishing As a Content Type......Page 210
Administrator-Approved Templates......Page 220
Key Points......Page 224
Receive Data Connections......Page 227
Adding a SharePoint List Data Connection......Page 228
Data Connection Libraries......Page 232
The External Item Picker and Business Connectivity Services......Page 236
Adding a Filter to a Business Connectivity External Content Type......Page 241
Key Points......Page 243
	8	Using the InfoPath Form Web Part......Page 245
Web Part Settings......Page 246
Web Part Connections......Page 256
Parameters......Page 257
Other Parameters......Page 263
Key Points......Page 265
	9	Working with the SharePoint User Profile Web Service......Page 267
Building the Foundation of the Event Registration Form......Page 270
Creating Form Load Rules on the Event Registration Form......Page 273
Adding a People Picker and Submit Button to the Event Registration Form......Page 279
Key Points......Page 283
Introduction to Workflows......Page 285
Workflow Initiation......Page 286
Custom Actions......Page 302
Workflow Task Forms......Page 306
External List Forms......Page 312
Key Points......Page 314
	11	Building an Approval Process......Page 317
Gathering Requirements......Page 318
Form Views......Page 319
Approval Fields......Page 320
The Status Field......Page 325
Form Load Rules......Page 329
Approval Sections......Page 333
Submit Button Actions......Page 338
Workflow Approvers......Page 350
Workflow for Emails......Page 357
Key Points......Page 365
	12	Managing and Monitoring InfoPath Forms Services......Page 367
IPFS Settings in SharePoint Central Administration......Page 368
IPFS Performance Factors......Page 373
Installing Fiddler and Monitoring the IPFS Form Load Process......Page 374
Monitoring the Products Form with a Picture Control......Page 378
Maximizing Performance by Minimizing Postbacks......Page 381
Monitoring a Data Connection Postback with Fiddler......Page 383
Key Points......Page 385
	13	SharePoint Views and Dashboards......Page 387
The Help Desk Request......Page 388
Views......Page 393
Ratings......Page 398
Alerts Based on Views......Page 400
Library Web Parts......Page 402
Filter Web Parts......Page 403
XSLT List View Web Part......Page 408
The New Form Button......Page 413
Dashboards Based on Form Libraries......Page 418
Dashboard Pages and Content Query Web Parts......Page 419
KPI Web Parts......Page 422
Key Points......Page 430
The InfoPath Rule Inspector......Page 433
Merging Forms......Page 439
Relinking Forms......Page 443
Browser and Filler Buttons......Page 444
Offline Forms......Page 446
Offline SharePoint List Forms......Page 448
Email Attachments......Page 449
Form Preview......Page 450
Default Values......Page 451
Advanced Functions......Page 455
Key Points......Page 459
Index......Page 461