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InfoPath with SharePoint® 2013 How-To

Book Description

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

Table of Contents

  1. About This eBook
  2. Title Page
  3. Copyright Page
  4. Contents at a Glance
  5. Table of Contents
  6. About the Author
  7. Dedication
  8. Acknowledgments
  9. Tell Us What You Think!
  10. Reader Services
  11. Introduction
    1. Overview of This Book
    2. How to Benefit from This Book
    3. What Is New in This Book?
    4. How to Continue Expanding Your Knowledge
  12. Part I: Designing Forms for SharePoint
    1. Chapter 1. Use InfoPath Designer 2013
      1. Why Use an InfoPath Form?
      2. What Does InfoPath Do for My Lists?
      3. Why Use InfoPath Forms in Workflows?
      4. How Does InfoPath Integrate with My Data?
      5. InfoPath Versus Web Controls and Web Parts
      6. What Is the InfoPath Web Part?
      7. Getting Started
    2. Chapter 2. Create a SharePoint Form with InfoPath Designer
      1. Design a SharePoint Form Using the Blank Form Template
      2. Add Controls
      3. Preview Your Form
      4. Name Your Data Fields
      5. Add Submit Options
      6. Publish Your Form
      7. Use Your Form in SharePoint
      8. Create a Form Library from InfoPath
      9. Design a SharePoint Form Using the SharePoint Form Library Template
    3. Chapter 3. Use SharePoint Form Controls
      1. What Are Input Controls?
      2. What Are Object Controls?
      3. What Are Container Controls?
      4. Drag Controls on Your Form
      5. Allow Users to Enter Text
      6. Allow Users to Select a Single Selection from a List of Items
      7. Allow Users to Select Multiple Items from a List of Items
      8. Allow Users to Select an Optional Single Choice
      9. Allow Users to Select from Various Options
      10. Allow Users to Enter a Date/Time
      11. Allow Users to Select a Person
      12. Allow Users to Select from a SharePoint External Content Type
      13. Allow Users to Initiate an Action
      14. Show Optional Controls on Your Form
      15. Allow Users to Enter Multiple Instances of the Same Fields
      16. Allow Users to Choose Which Set of Fields to Use
      17. Make a Control/Field Required
    4. Chapter 4. Create SharePoint Form Rules
      1. Hide or Show Controls Based on a Selected Option
      2. Format an Entry Based on a Condition
      3. Implement a Validation Rule
      4. Add an Action Rule to a Button
      5. Use Rules for Form Submission
      6. Use Rules for Form Loading
      7. Validate Data Entry Using Patterns
    5. Chapter 5. SharePoint Form Functions
      1. Use the SharePoint URL Functions
      2. Calculate a Future Date
      3. Get the Current SharePoint User
      4. Remove Leading and Trailing Spaces from a Field Value
      5. Remove All Spaces from an Entry
      6. Default a Blank Amount to Zero
      7. Calculate the Sum of All Items
      8. Determine a Count of the Items Entered
      9. Obtain a Portion of an Entered String
      10. Obtain the Username from SharePoint Online (Office 365)
      11. Add Years to a Date Preserving the Month and Day
    6. Chapter 6. Create SharePoint Form Page Designs and Views
      1. Change the Current View Name
      2. Create a New View
      3. Change the Default View
      4. Make a View Read-Only
      5. Prevent a User from Selecting a View
      6. Use a View for Printing
      7. Use a Different Layout for Your Form
      8. Use a Theme for Your Form
      9. Add Headers/Footers to Your Form
      10. Insert a Table Layout into Your Form
      11. Modify a Table Layout in Your Form
    7. Chapter 7. SharePoint List Forms
      1. Use a Form to Create a SharePoint List
      2. Modify the Form of an Existing SharePoint List
      3. Set Your List Form Template Back to the Default Form
    8. Chapter 8. Submit and Publish to SharePoint
      1. Enable Your Form for Submission
      2. Configure Email Submission
      3. Publish Your Form to Email
      4. Configure SharePoint Library Submission
      5. Publish Your Form to a SharePoint Library
      6. Use Multiple Forms in SharePoint Libraries
      7. Configure Web Service Submission
      8. Configure SharePoint Server Connection Submission
      9. Modify the Available Menu Buttons During Form Submission
  13. Part II: Business Solutions
    1. Chapter 9. Use Data in SharePoint Forms
      1. Use Data From a Database
      2. Convert an InfoPath Connection to a SharePoint Connection File
      3. Use Data From a SharePoint List
      4. Use Data From a SharePoint Data Connection File
      5. Use Data from a (SOAP) Web Service
      6. Populate a Drop-Down List with Data
      7. Populate a Drop-Down List with Data Based on Another Selection (Cascading Drop-Down)
      8. Display Data from a SharePoint List
      9. Display a Repeating Table from a SharePoint List
      10. Leverage External Data from a SharePoint External Content Type (Business Data Connectivity Services)
      11. Leverage External Data from a REST Web Service
    2. Chapter 10. Use the InfoPath Form Web Part
      1. Add an InfoPath Form Web Part to a SharePoint Web Part Page
      2. Create a Master/Detail Display Form for SharePoint Lists
      3. Expose Form Fields as Web Part Connection Parameters
      4. Create a Form to Send Data to Web Parts
    3. Chapter 11. Using Forms in SharePoint Workflows
      1. Create a SharePoint Workflow for a Form Library
      2. Include a Link to the Form in an Email
      3. Add a Task to the Workflow
      4. Perform Workflow Actions Based on Form Values
      5. Perform One Workflow Action or Another (But Not Both)
      6. Get a User from a People/Group Picker Control
      7. Customize the Task Form
      8. Add Form Parameters Used When Starting Your Workflow
    4. Chapter 12. Enhance the User Experience
      1. Display a Read-Only Value
      2. Compact Sections of Fields/Controls
      3. Configure Dynamic Sections
      4. Make Screen Tips Informative for Validation
      5. Notify the User of Successful Submission
      6. Create a Tabbed Navigation in Your Form
      7. Use Pictures as Choices
    5. Chapter 13. Using Template Parts to Create Reusable Form Components
      1. Create a New Template Part
      2. Add Common Data Connections
      3. Add Common Controls
      4. Add Common Fields
      5. Save Your Form Template Part
      6. Add Your Template Part as a Custom Control
      7. Use Your Template Part as a Control
      8. Change the Name of Your Custom Control
      9. Change the Icon of Your Custom Control
  14. Part III: Technical Solutions
    1. Chapter 14. Customize a Document Information Panel Content Type
      1. Create the Document Library
      2. Add Columns to Your DIP
      3. Modify the DIP
    2. Chapter 15. Leverage Visual Studio 2012 with InfoPath
      1. Access Your Form Within a Visual Studio Solution
      2. Create an InfoPath 2013 Add-In
      3. Create a Custom Task Pane
    3. Chapter 16. Dynamically Populate a Repeating Table
      1. Set Up the Initial Form
      2. Create a Changed Event Method
      3. Create a Namespace Variable
      4. Access the Secondary Data Source
      5. Loop Through the Secondary Data Source
      6. Populate the Repeating Table
      7. Clear Previous Entries
      8. What Does the Final Solution Look Like?
      9. Implement a Nested Repeating Table Solution
    4. Chapter 17. Track Changes in a Form
      1. Set Up the Form for Tracking Changes
      2. Add Changed Event Code for Tracking Changes
      3. Apply Rich Text to the Entry
      4. Show Only One Version at a Time
      5. Display a Changes Counter
      6. Display the User Who Made the Modification
    5. Chapter 18. Autogenerate Forms
      1. Create a Class Object of Your Form
      2. Create Form Generation Code
      3. Upload the Form Object to a Form Library
  15. Part IV: Administrative Aspects
    1. Chapter 19. Use Central Administration to Administer InfoPath Forms Services
      1. Access the InfoPath Form Services Options
      2. Browser-Enable Form Templates
      3. Throttle Data Connection Timeouts
      4. Throttle the Data Connection Response Size
      5. Modify Authentication Settings
      6. Configure Session State
      7. Upload a Form Template
      8. Manage Form Templates
      9. Enable the Web Service Proxy
      10. Manage Data Connections
    2. Chapter 20. PowerShell
      1. Access SharePoint 2013 Management Shell
      2. Browser-Enable Form Templates
      3. Throttle Data Connection Timeouts
      4. Throttle the Data Connection Response Size
      5. Modify Authentication Settings
      6. Configure Session State
      7. Enable View State
      8. Verify and Upload a Form Template
      9. Upload Multiple Form Templates at Once
      10. Activate or Deactivate a Form to a Site Collection
      11. Remove a Form from InfoPath Form Services
      12. Quiesce a Form from InfoPath Form Services
      13. Enable the Web Service Proxy
    3. Chapter 21. Managing Form Permissions
      1. Create Unique Permissions on a Form Library
      2. Grant Users Permissions
      3. Create a Permission Level for Your Form Library
      4. Edit a Group’s Permission Level
      5. Create a Submit-Only Permission Level
  16. Part V: Troubleshooting
    1. Chapter 22. General Form Issues
      1. Resolve: Issue Accessing Data Source
      2. Resolve: SQL Credential Issue
      3. Resolve: Business Data Connectivity Metadata Store Is Currently Unavailable
      4. Resolve: Picker Issue Obtaining Business Data
      5. Resolve: Missing Business Data Connectivity Services Client Components
      6. Resolve: SharePoint Designer Task List Creation Error
      7. Resolve: Missing Programmability Components
      8. Resolve: Error Loading the Form
      9. Resolve: Security Exception Using Code-Behind
    2. Chapter 23. Resolve Deployment and Publishing Issues
      1. Resolve: No File with URL in This Web
      2. Resolve: Form Cannot Be Browser Enabled on Selected Site
      3. Resolve: Form Template Has Not Been Published
    3. Chapter 24. Resolve Form Submission Issues
      1. Troubleshoot General Submission Issues
      2. Resolve: SharePoint Location Is Read-Only
      3. Resolve: Document Library Already Contains a File with the Same Name
      4. Resolve: Errors Submitting to a Web Service
  17. Part VI: Appendixes
    1. Appendix A. Auto-Increment Repeating Tables
      1. Use the position() Function in a Calculated Value Control
      2. Use the count() Function
      3. Use a Counter Field with Form Rules
    2. Appendix B. Upload File Attachments in Forms to a Document Library
      1. Form Scenario
      2. Submit Button and Code-Behind Setup
      3. Event Handler Code
      4. Deployment
    3. Appendix C. Add Picture Files to InfoPath
      1. Add a Picture as a Resource File
      2. Use a Resource File Picture
  18. Index