InfoPath 2010 Cookbook 2
101 Codeless Recipes for SharePoint 2010
How to Purchase
Who is this book for?
InfoPath 2010 Cookbook 2 is for semi-technical professionals who:
- Have already mastered the basics of designing form templates in InfoPath 2010 AND
- Are already familiar with the basics of SharePoint 2010
but who have yet to start integrating InfoPath forms with SharePoint.
This book is NOT for administrators, programmers, or advanced InfoPath / SharePoint users. The level of this book is beginner - intermediate and it DOES NOT CONTAIN ANY CODE!!!
What is this book about?
InfoPath 2010 Cookbook 2 extends the skills acquired from InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners by showing you how to integrate InfoPath 2010 primarily with SharePoint 2010 and secondarily with SharePoint Designer 2010, Excel, Access, and Word without writing code.
InfoPath 2010 Cookbook 2 is comprised of:
- 60% basics of working with InfoPath forms in SharePoint
- 40% solutions for integrating InfoPath with SharePoint
- 101 step-by-step tutorials or solutions that have a Problem-Solution-Discussion format
All solutions in InfoPath 2010 Cookbook 2 are codeless and include:
- 3 Ways to sort and 4 ways to filter SharePoint lists.
- Query SharePoint lists to retrieve exact, wildcard, and between matches.
- Create SharePoint Designer workflows to create and fill out InfoPath forms.
- Start a SharePoint workflow by clicking on a button on an InfoPath form.
- Automatically generate a simple Word document from InfoPath form data.
- Create an InfoPath survey form to merge and summarize responses afterwards.
- Use SharePoint search within an InfoPath form to search for other documents.
- Several solutions for working with person/group picker controls.
- And much more...
See the titles of all 101 recipes in the full table of contents of the book.
What will this book do for you?
InfoPath 2010 Cookbook 2 will teach you how to:
- Work with SharePoint list forms, SharePoint form library forms, SharePoint workflow forms, and document information panels
- Work with SharePoint form libraries
- Work with SharePoint content types as they relate to InfoPath forms
- Work with data from SharePoint lists in InfoPath forms
In addition, you will:
- Learn how to create SharePoint Designer 2010 workflows that use, run on, or interact with InfoPath forms
- Learn how to integrate InfoPath with Word, Access, and Excel via SharePoint
- Get solutions for common scenarios for using InfoPath forms in SharePoint
- Get ideas for creating your own (future) solutions or solving your own InfoPath SharePoint problems
What can you do next?
You can watch demo videos (one of which is shown below) of a few of the InfoPath form solutions for SharePoint 2010 that InfoPath 2010 Cookbook 2 teaches you how to create.
Recipe 86: Create a new form and link it to an existing form through a workflow
Full Table of Contents
Chapter 1: SharePoint List Forms
1. Customize a SharePoint list form from within SharePoint
2. Customize a SharePoint list form from within InfoPath
3. Create a SharePoint list form to manage multiple list items with one form
4. Add a new field to a SharePoint list through InfoPath
5. Delete a field from a SharePoint list through InfoPath
6. Restore the default ASP.NET form of a SharePoint list
7. Add query functionality to a SharePoint list form
8. Query for multiple items in a SharePoint list form
9. Perform wildcard searches with a SharePoint list form
10. Add new record functionality to a SharePoint list form
11. Refresh secondary data sources in a SharePoint list form
12. Embed a SharePoint list form on a SharePoint page
13. Use an InfoPath form for a master/detail view on two linked SharePoint lists
14. Use an InfoPath form as the detail view for items in a master SharePoint list
Chapter 2: SharePoint Form Library Forms
15. Create a SharePoint form library form template
16. Create a form library and edit its form template
17. Hide or show toolbar buttons for a form
18. Submit a form to a form library and then close it
19. Submit a form to a folder in a form library based on a condition
20. Submit a form and switch to a 'Thank You' view
21. Publish a form template to a form library
22. Republish a form template
23. Promote form fields to columns of a form library
24. Promote form fields to existing site columns
25. Delete a column linked to a promoted field
26. Publish a form template as a site content type
27. Enable different types of forms to be created in one form library
28. Change the default form template for a form library
29. Rename a form template listed on the New Document menu
30. Delete a form template from a form library
31. Add a link to open a form from a SharePoint page
32. Add a link to open a form from the Quick Launch
33. Embed an InfoPath form on a SharePoint page
34. Master/detail across two forms linked through one field
35. Pass data from a selected row in a repeating table to another form
36. Create an InfoPath form as part of a document set
37. Create an InfoPath survey form suitable for merging
38. Design an InfoPath form to summarize merged data
39. Merge InfoPath forms from a SharePoint form library
40. Move a form to another form library on the same site
41. Move a form library to another site
42. Relink InfoPath forms in a form library
Chapter 3: Retrieve SharePoint List Data
43. 3 Ways to retrieve data from a SharePoint list
44. Display SharePoint list data in a repeating table
45. 3 Ways to copy SharePoint list data to form fields
46. Map rows of a repeating table to SharePoint list items
47. Statically sort SharePoint list data on one field
48. Statically sort SharePoint list data on multiple fields
49. Dynamically sort SharePoint list data on one or more fields
50. Filter SharePoint list data using an exact match
51. Filter SharePoint list data using a BETWEEN match
52. Filter SharePoint list data using a LIKE match
53. Display master/detail data from linked lists
54. Display a list of people from the current user's department
55. Retrieve the top X items from a SharePoint list
56. Paginate and navigate through a SharePoint list using previous and next buttons
57. Retrieve a list of forms from a form library
58. Retrieve a list of forms created by the current user from a form library
59. Open a form in the browser from another form
60. Use SharePoint Search in InfoPath to search for documents - method 1
61. Use SharePoint Search in InfoPath to search for documents - method 2
Chapter 4: Use InfoPath Controls with Data from SharePoint
62. Cascading drop-down list boxes using one SharePoint list
63. Cascading drop-down list boxes using linked SharePoint lists
64. Dynamically add an item to a combo box populated by a SharePoint list
65. 3 Ways to get an image from a picture library
66. Browse through images in a SharePoint picture library
67. Get email addresses from a person/group picker
68. Get the details of the manager of a selected person in a person/group picker
69. Fill a multi-select list box on a SharePoint list form with SharePoint list data
70. Get a list of email addresses from selected users in a multi-select list box
71. Fill a multi-select list box with email addresses from a person/group picker
Chapter 5: Use SharePoint Designer Workflows with InfoPath Forms
72. Create a workflow that runs on new forms in a specific form library
73. Manually start a workflow to run on a form
74. Start a workflow from a custom action in a library
75. Create a workflow that runs on a specific type of form
76. Add a workflow to a specific type of form in a form library
77. Pass data to a workflow at startup
78. Pass data to a workflow when attaching it to a library
79. Get the value of an InfoPath form field in a workflow
80. Set the value of an InfoPath form field through a workflow
81. Send an email to the manager of a selected person
82. Set a task form field value from an initiation form in an approval workflow
83. Add an event to a SharePoint calendar with a check for overlapping events
84. Start a SharePoint workflow by clicking on a button on an InfoPath form
85. Create a new InfoPath form through a workflow
86. Create a new form and link it to an existing form through a workflow
87. Move a form from one form library to another using a workflow
88. Make a specific type of form read-only to a user when added to a form library
Chapter 6: Use Word, Excel, and Access with InfoPath via SharePoint
89. Use a Word document as a template for documents in a document library
90. Link Word document fields to document panel fields
91. Create a document information panel from within SharePoint
92. Create a document information panel from within InfoPath
93. Change settings for a document information panel
94. Automatically generate simple Word documents from InfoPath forms
95. Display Excel data in a browser form - method 1
96. Display Excel data in a browser form - method 2
97. Calculate work days between two dates using Excel Services - method 1
98. Calculate work days between two dates using Excel Services - method 2
99. Send InfoPath form data to an Excel workbook
100. Display Access data in a browser form
101. Edit and update Access data through a browser form
Bonus: Get more InfoPath with SharePoint solutions and other goodies in the InfoPath 2010 Cookbook 2 Club, a private area for customers who have bought InfoPath 2010 Cookbook 2.