SharePoint Case Study

Salmon, a UK SharePoint Gold Partner have produced a case study of the solution they built for Endsleigh Insurance. This is a powerful web portal delivering a customised view to their customers and allowing Endsleigh to work with partner organisations. This solution has helped Endsleigh deliver a tailored experience to their customers while meeting regulations….


Sandbox Code and InfoPath

InfoPath allows you to create forms with very sophisticated logic. Some of this can be done using the out of the box features and formulae but there is always the option to write custom code. I would not recommend using InfoPath if vast amounts of custom code are required (if you’re going to write lots…


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…


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…


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.


Scenario: Budget Request

Another scenario where InfoPath and SharePoint can aid business processes. In this demo, an employee fills out a budget request form, which is ammended by a manager and the results tracked using key performance indicators.


Scenario: Holiday Requests

This is a short demo showing a potential scenario for InfoPath and SharePoint workflows improving common processes. In this demo, an employee requests holiday, their manager reviews and approves the request, and then the holiday is added to a SharePoint team calendar.


Generating a unique form number – a SharePoint counter

I’ve had a request to expand on my post about generating automatic numbers for InfoPath forms. I was asked to go into more detail about how to set up a SharePoint list to act as a counter. Go to the SharePoint site where you have your document library and create a custom list by the…


Generating a unique form number

I’ve had someone ask me about automatically giving InfoPath forms a unique number. The scenario in question was one where the forms were being saved to a SharePoint document library with a unique number attached. Documents in a SharePoint library do get given an ID, which is unique within document library. This can be used…


The phases of technology use

I’d like to make a sweeping generalisation about how people react to technology. Disregarding for the moment the variations and exceptions, I believe that people go through four phases. Phase 1: What the heck do I do with it? Phase 2: Wow! That’s amazing! Phase 3: There’s this one little annoying thing… Phase 4: I…