Advanced Copy

Yesterday, I received my advanced copy of the new edition of Designing Electronic Forms for SharePoint and InfoPath. This is a 1000 page book which does exactly what the title suggests. It’s a guide on how to use InfoPath to design electronic forms, both for SharePoint and the InfoPath client. The first part of the…

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Making InfoPath talk to Visio

In a previous blog post, I talked about how to get two Visio diagrams to interact on a SharePoint page. Now I’m going to bring that discussion back round to my favourite Microsoft product. How can an InfoPath form talk to a Visio diagram? Visio is a great tool for drawing detailed diagrams, potentially surfacing live…

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Form Conversion

One of the nice features of InfoPath is the ability to convert existing Word or Excel forms into InfoPath forms, potentially saving you a lot of time.  When you load up InfoPath Designer 2010, you are first presented with the options of all the form templates you can design. One is labelled Convert Existing Form….

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Workflow initiation forms

With the 2010 version, a lot of work has been done to tighten up the integration between SharePoint and InfoPath. One example of this is workflow initiation forms. One of the things you can now do with SharePoint 2010 is create reusable SharePoint Designer workflows that aren’t attached to a specific document library or list….

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Customise a SharePoint List Form

There’s no point reinventing the wheel. Rather than sitting down myself to create a demo of this wonderful new feature you can get by combining SharePoint 2010 and InfoPath 2010, I thought I’d link you to this video put together by the InfoPath 2010 team.  http://blogs.msdn.com/infopath/archive/2009/12/17/customize-a-sharepoint-list-form-using-infopath-2010.aspx They plan to make a whole series of these…

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InfoPath and Excel Services

Given that I spent a ridiculously long time trying to get an InfoPath form to interact with a spreadsheet published through Excel Services, I thought this was a suitable subject for a blog post. If I stop someone else feeling like they want to beat themselves to death with their own keyboard, I will consider…

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How to: Create a read-only view

I’m continuing my series of how to videos by showing how to create a read-only view. There are several reasons why you might wish to do this, the most common being that you want to have forms that cannot be altered after a process has been completed. This principle can be expanded to create multiple…

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InfoPath in the real world - Care Services

I’d like to continue talking about the use of InfoPath in the real world by talking about Children’s Electronic Social Care Record. If you’ve been following local events in the UK over the past months, you may be aware that we’ve had some problems in identifying children who are at risk and working to protect…

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Scenario: Stock Ordering

Another simple scenario where SharePoint and InfoPath can work together to make life easier. A SharePoint dashboard which monitors stock levels is linked to an InfoPath form for ordering new stock, which kicks of a workflow to get the prodcuts delivered.

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