Sharepoint and InfoPath Presentation
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Transcript Sharepoint and InfoPath Presentation
A Love Story
What are those things?
Why should I care?
SharePoint Lists
Lists are ordered, typed data.
Everything in SharePoint is a list. This includes
surveys, calendar items, announcements, and even
document libraries. *
If you can store it as rows and columns, with one
unique item (i.e. record) per row, it can be a list.
You can make your own custom lists, and should.
* SharePoint thinks document libraries are very special, and tries to hide their list-ness from
you. Whether or not it should be ashamed of their actual background, this makes treating them
like regular lists somewhat problematic (i.e. impossible.)
InfoPath
Consumes and displays list data in a friendly, highly
customizable way.
It considers many things to be lists, including Excel
files, Access databases, and most of SharePoint.
Much more powerful than we’re going to cover
today, but it’s worth a close look if you do much data
entry.
Installed as part of Microsoft Office Premium, but
needed if you’re going to create forms.
Prepare to be Dazzled
If your threshold for bedazzlement is moderately low.
First, make a custom list.
Next, pop into List Settings.
Build out the list. Add questions, move
fields around. That sort of thing.
When ready, click here.
InfoPath should open and attempt to create a default
form that will meet the requirements of the list you
designed. It will look very, very boring.
But you can fix that.
You can add list options
directly within InfoPath.
You can turn text fields into dropdowns, and choice
fields with radio buttons into modal popups. I’m told
that nerds find this very exciting.
Most importantly, you can
add validation rules.
And publishing takes just
one click.
There’s quite a bit more I
could show you.
Workflow patterns
Read-only fields
AD user security
Anonymous online
submissions
Multi-part forms
Branching forms
JavaScript access
Direct database access
But I’ll leave you with this.
This…
…is now this: