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