Susan All's presentation to FVSPUG on InfoPath 2010

1. Using InfoPath 2010 to
Manage Data
Susan All
SharePoint & eLearning Team Manager

2. Collecting and Managing Data
DATA!

3. Common Forms of Gathering Data
• Paper
• Email
• Word or Excel form
• Adobe PDF forms

4. Problems with Common Forms
• Cannot aggregate data
• Cannot reuse data
• Difficult to update changing data
• How many rows to use?
• How do we block information?
• Need to route information to multiple people

5. Why Use InfoPath
• Reduce errors
• Data validation
• Integration with SharePoint
• Reuse data from lists or databases
• Work with existing data sources
• Role-based views
• Automated workflow

6. What's New in InfoPath 2010?
• InfoPath Filler and Designer
• Web-based forms are the default
• Ribbon
• Themes
• Customize SharePoint List forms

7. Demonstration
CREATING A FORM

8. The Planning Process
• Who needs to fill out the form?
• What fields are needed?
• Does the information exist in a data source?
• Where will information be stored?
• Who needs to use the data? What type of access will
they need?
• Do specific people or groups need to see only sections
of the form?
• How should fields be arranged?
• Will a workflow be needed?

9. Creating a Form
Data Layout Design
Controls Properties Views Publish Test
Source Tables Checker

10. Options for Storing Data
• SharePoint
• Network
• Email
• Database

11. Layout Features
• Page Layout Templates
• Themes
• Repeating sections
• Optional sections
• Choice group

12. Functionality
• Controls
• Properties
• Rules
• Calculations
• Validation

13. Views
• Set Default
• Create user views
• Print View
• Set text settings for controls
• Role-based

14. Demonstration
PUBLISH FORM TO SHAREPOINT

15. Digital Signatures
Two reasons to sign a form:
• To show who signed the form
• To lock the fields
• Can sign whole form or sections
• Use a signature control

16. Q&A
Susan All
sall@masterlinktraining.com
http://www.masterlinktraining.com