Upload
toni-frankola
View
9.368
Download
0
Embed Size (px)
DESCRIPTION
Developing InfoPath forms with OOTB tools is easy and can often solve many business requirements, but there are requirements that cannot be solved with just OOTB tools. In this session you will learn how to programmatically integrate InfoPath with SharePoint workflow engine, extract workflow history, customize the forms on fly, use the Word Service to convert form to other formats and much more.
Citation preview
SharePoint dnevi 2011
Building business forms with InfoPath 2010 and SharePoint 2010 – Part 2
Toni FrankolaSharePoint MVP
Croatia@tonifrankola
http://sharepointusecases.com
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Documentation Toolkit for SharePoint
• Document• Track Changes• Compare Farms
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Contents
• Event handlers stuff– Add signatures– Convert to PDF
• +Wizards• +Security• +Permissions via SharePoint• User profile service• Repeating table filtering
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
InfoPath Fields (2)
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
InfoPath Fields (2)
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Views
• Different layouts on top of form dana• Used for:– Read-only views– Print views– Wizards– Security (roles)
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Roles
• Scenario:– Annual leave approval– Demo
• Control access to views and fields• Pros– OOTB, config via UI
• Cons– Not available in browser forms– Not real security
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
ROLESDemo
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
„Wizard”
• Implemented as series of views• Navigation handled with buttons– Or custom logic
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
WIZARDDemo
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Security
• No OOTB InfoPath forms security– Entire form is a SharePoint item– Configure permissions via SPD WF or event
receiver.– BUT read this before:• SharePoint Server 2010 capacity management: Softwar
e boundaries and limits• The maximum number of unique security scopes set for
a list should not exceed 1,000.
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
SECURITY WORKFLOWDemo
Event Receivers• Item Events
– ContextEvent– ItemAdding/ItemAdded– ItemUpdating/ItemUpdated– ItemDeleting/ItemDeleted– ItemCheckingIn/ItemCheckedIn– ItemCheckingOut/ItemCheckedOut– ItemUncheckingOut/ItemUncheckedOut– ItemAttachmentAdding/ItemAttachmentAdded– ItemAttachmentDeleting/ItemAttachmentDeleted– ItemFileMoving/ItemFileMoved– ItemFileConverted
• Workflow Events– WorkflowStarting/WorkflowStarted– WorkflowPostponed– WorkflowCompleted
Site EventsSiteDeleting/SiteDeletedWebDeleting/WebDeletedWebMoving/WebMoved
WebAdding/WebProvisioned
List EventsEmailReceivedFieldAdding/FieldAddedFieldUpdating/FieldUpdatedFieldDeleting/FieldDeleted
ListAdding/ListAddedListDeleting/ListDeleted
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Convert forms to PDF
• XML• XSL• Images
InfoPath
• XML to• HTML
(via XSL)
Event Handler• HTML to PDF
Word Services
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
INFOPATH TO PDFDemo
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Working with User Profile Service
• Important user info– Departments, Managers, Managers of Managers
etc.• Connects to user profile service
– http://ServerName/_vti_bin/UserProfileService.asmx
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Properties• UserProfile_GUID
AccountNameFirstNameLastNamePreferredNameWorkPhoneOfficeDepartmentTitleManagerAboutMePersonalSpacePictureURLUserNameQuickLinksWebSitePublicSiteRedirectSPS-Dotted-line
• SPS-PeersSPS-ResponsibilitySPS-SkillsSPS-PastProjectsSPS-InterestsSPS-SchoolSPS-SipAddressSPS-BirthdaySPS-MySiteUpgradeSPS-DontSuggestListSPS-ProxyAddressesSPS-HireDateSPS-LastColleagueAddedSPS-OWAUrlSPS-ResourceAccountNameSPS-MasterAccountNameAssistantWorkEmailCellPhoneFaxHomePhone
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
WORKING WITH USER PROFILE SERVICE
DEMO
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Reporing for InfoPath forms
• Simple list reporting– SharePoint UI– Export to Excel
• Reporting Services (SQL 2008 R2)– What’s new
• Parsing values (repeating tables)– Storing to database• Custom code• 3rd party
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
INFOPATH REPORTINGDemo
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Helpers
• InfoPath Cascading drop-down• Beyond lookup column
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
EXTERNAL FORMSCASCADE LOOKUPS
Bled, 24. in 25. oktober 2011SharePoint dnevi 2011
Conclusion
• Extend OOTB Forms with some additional code
• Use Event Receivers
SharePoint dnevi 2011
Questions?Documentation Toolkit for
SharePoint >
Document • Track Changes • Compare Farms