Designing Forms for SharePoint and InfoPath: Using InfoPath Designer 2010

Together, InfoPath 2010 and Microsoft SharePoint Designer 2010 make it possible to create end-to-end solutions that combine powerful forms, enterprise-scale workflow, and access to key business data. Now, building on the valuable content from their previous InfoPath book, three Microsoft experts offer a complete introduction to building the forms that drive these solutions.   Designing Forms for SharePoint and InfoPath combines deep knowledge of InfoPath, new insights into SharePoint development, and an insider’s view of new InfoPath features for building more powerful SharePoint applications. Ideal for information workers, power users, and experienced form designers and developers, this book teaches new techniques through downloadable examples, including form templates, code, and XML.   You’ll start with a complete hands-on primer for designing rich forms with InfoPath Designer, covering Forms Services, data retrieval and submission, controls, customization, saving, publishing, and workflow. Next, you’ll turn to advanced form design, including coding, the InfoPath object model, and InfoPath hosting options.   Coverage includes   Mastering best practices for designing forms and working with data Creating and editing SharePoint list forms in InfoPath 2010 Setting up Forms Services in SharePoint 2010 Using new InfoPath controls and customization techniques Adding logic without code via Quick Rules and the Rules Management pane Using the InfoPath Form Web Part to create powerful solutions with minimal code, including data mashups Submitting, saving, and publishing, including Quick Publish Building reusable components, custom controls, and add-ins Securing and efficiently deploying solutions Making the most of reporting and workflows Writing better InfoPath code more quickly with Visual Studio Tools for Office Using import/export and the new import wizard Customizing forms for creating, viewing, and editing SharePoint lists Building dynamic queries to REST Web services

Table of Contents:
Figures xxi Tables xlv Foreword xlix Preface liii Acknowledgments lxi About the Authors lxiii   PART I: Designing Forms 1   Chapter 1: Introduction to InfoPath 2010 3 What Is InfoPath? 3 InfoPath 2003 7 InfoPath 2003 Service Pack 1 12 InfoPath 2007 17 InfoPath 2010 22 What’s Next? 25   Chapter 2: Basics of InfoPath Form Design 27 Getting Started 27 What Is a Form Template Anyway? 28 Creating a New Blank Form Template 33 Designing the Layout of Your Form 35 What’s Next? 77   Chapter 3: Introducing Forms Services 79 Getting Started 79 What Is InfoPath in the Browser? 80 Getting Familiar with Browser Forms 85 Designing a Browser-Enabled Form Template 95 Getting Familiar with the Browser Form Experience 105 What’s Next? 108   Chapter 4: Working with Data 111 Getting Started 111 Data Binding 112 Data Source Field and Group Properties 121 Manually Editing the Data Source 145 Advanced Data Binding 167 Editing Default Template Data 180 What’s Next? 183   Chapter 5: Advanced Controls and Customization 185 Getting Started 185 Advanced Controls 186 Control Properties 204 Advanced Customizations 238 What’s Next? 246   Chapter 6: Adding Logic without Code 247 Getting Started 247 Data Validation 247 Conditional Formatting 258 Action Rules 264 Rule Inspector 272 Creating Multiple Views 276 What’s Next? 278   Chapter 7: Retrieving Data from External Sources 281 Getting Started 281 Data Connections 282 SharePoint Libraries and Lists 286 XML Files 290 Databases 301 SOAP Web Services 317 Extended Features of Web Services 333 Data Connections in Browser Forms 334 Secondary Data Source Binding 338 Offline Mode Query Support 343 List Box Controls Connected to Secondary Data Sources 348 What’s Next? 358   Chapter 8: Submitting Form Data 361 Getting Started 361 Why Submit? 362 Submitting Forms 367 Submit Options 420 What’s Next? 423   Chapter 9: Saving and Publishing 425 Getting Started 425 Saving and Publishing a Form Template with InfoPath Designer 426 Publishing a Form Template to Forms Services 442 Saving Templates as Exported Source Files 451 Previewing Form Templates 454 What’s Next? 459   Chapter 10: Workflow 461 Getting Started 461 Workflow with Microsoft Office SharePoint Server 2010 462 Using InfoPath Forms with SharePoint Designer 470 User Roles 479 Workflow with InfoPath E-Mail Forms 499 What’s Next? 519   PART II: Advanced Form Design 521   Chapter 11: Security and Deployment 523 Getting Started 523 Introduction to InfoPath Security 525 InfoPath Security Levels 526 Trust and Designer Lockdown 566 Digital Signatures 574 Information Rights Management 607 What’s Next? 618   Chapter 12: Creating Reports 619 Getting Started 619 Merging Forms 620 Printing 652 Exporting Forms 670 What’s Next? 677   Chapter 13: Writing Code in InfoPath 679 Getting Started 679 Writing Code Behind a Form 680 The InfoPath Object Model 691 Programming InfoPath . . . in Action! 739 Form Code 781 What’s Next? 790   Chapter 14: Advanced Forms Services 791 Getting Started 791 Controls and Browser Optimizations 792 Advanced Publishing and Administration 801 Data Connections 842 Hosting the InfoPath Form Control in a Web Browser 864 Performance Tips and Best Design Practices 888 What’s Next? 901   Chapter 15: Non-SharePoint Functionality 903 Getting Started 903 Hosting Scenarios 904 Document Information Panel 905 Creating an InfoPath Host Application 916 Installing and Using ActiveX Controls 950 Building Custom Controls for InfoPath Using ActiveX 960 What’s Next? 962   Chapter 16: Importers and Exporters 963 Getting Started 963 Built-in Form Importers 964 Creating Your Own Form Importers and Exporters 976 What’s Next? 990   Appendices 991   Appendix A: Integration of InfoPath 2010 and SharePoint Server 2010 List Forms 993 Building or Updating a Site 993 Capabilities of InfoPath and SharePoint List Forms 994 Editing SharePoint Lists Forms 998 Building a Mashup Page 1006 Exporting Data to Excel or Access for Simple Reporting 1018 Summary 1019   Appendix B: Further Reading 1021 Chapter 2: Basics of InfoPath Form Design 1021 Chapter 4: Working with Data 1021 Chapter 5: Advanced Controls and Customization 1022 Chapter 7: Retrieving Data from External Sources 1022 Chapter 8: Submitting Form Data 1022 Chapter 9: Saving and Publishing 1023 Chapter 10: Workflow 1023 Chapter 11: Security and Deployment 1023 Chapter 12: Creating Reports 1024 Chapter 13: Writing Code in InfoPath 1024 Chapter 14: Advanced Forms Services 1025 Chapter 15: Non-SharePoint Functionality 1025 General Reference Material 1026   Index 1027