Building SharePoint 2010 applications with InfoPath 2010 and SharePoint Designer 2010

Building SharePoint 2010 Applications with InfoPath 2010 and SharePoint Designer 2010Toni FrankolaSharePoint Services MVP, Croatia

http://www.sharepointusecases.comToni.Frankola@acceleratio.hr@ToniFrankola

About speaker…

Agenda

SharePoint Editins and formsWhat’s new in v2010 tools

InfoPathSharePoint Designer

Case StudyDemos

Target audience:Power (End) User, Site Collection AdminIT PRO

Main cast

Microsoft SharePoint 2010*Different editions

SharePoint Designer 2010*Free

SharePoint InfoPath 2010*Part of Office Professional Plus license

(*) You can use v2007 products to create very similar application

SharePoint 2010 Editions

Feature / Edition Foundation

Standard Enterprise

Price FREE Server License+ Standard CALs

+ Stanard pricing+ Enterprise CALs

Form libraries + + +

Open forms in InfoPath + + +

Open forms in Web Browser

- - +

Customize list forms in InfoPath

- - +

What’s new in InfoPath 2010

New fluent-UIPre-built Page and Section LayoutsNew controls (Picture buttons, Hyperlink, Date and time picker, Person/Group pickers, Signature Line)New Rules and UIQuick publishCustomize List forms via InfoPathUse in SharePoint Workspace

Source: http://goo.gl/MYWW5

InfoPath applications

DesignerOffice client application required to design forms

FillerOffice client application used to fill forms

BrowserInfoPath form displayed in browser

InfoPath Features MatrixCONTROL 2010 BROWSER 2010 FILLER 2007 BROWSERCombo Box X X

Multiple-Selection List Box X X

Bulleted List X X

Numbered List X X

Plain List X X

Person/Group Picker X X X

External Item Picker X X

Picture Button X X

Vertical Label X

Picture X X

Ink Picture X

Hyperlink X X

Signature Line X

Scrolling Region X

Horizontal Region X

Repeating Recursive Section

X

Horizontal Repeating Table X

Master/Detail X

Choice Group X X

Repeating Choice Group X

Choice Section X X

Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality.

Source: http://goo.gl/bB9LO

SharePoint Designer 2010

(new) Fluent UI(new) Manage

Content TypesColumnsViewsCustom ActionsContent (pages, structure…)

(Improved)Workflow management + new actionsEditing page properties

Case-study

A company A needs a simple invoicing and CRM system with following:

Tracking customersTracking products and pricesCreating Quotes / Invoices

In multiple languages

Tracking PaymentsTracking Project Time TrackingSales Reports and RevenueTracking Expenses

CS: Entity-relationship model

Quote /Invoice

Product

Customer

N:N

Price

1:N

ProjectN:1

Additional entities:

InfoPath Form Deployment options

Do once, never deployDo once, deploy as content typeBest practice:

Package as Sandboxed solution

Demo overview

Phase 1SharePoint Lists from SharePoint UI

Quote /Invoice

Product

Customer

N:NPrice

1:N

ProjectN:1

Demo overview

Phase 2Build InfoPath Form

Quote /Invoice

Product

Customer

N:NPrice

1:N

ProjectN:1

Questions

Why InfoPath here?

Reasons:1 quote = 1 or more products>Repeating TablesPrinting in general andPriting in more than one lang > InfoPath ViewsOOTB integration with SharePoint

Quote /Invoice

Product

Customer

N:NPrice

1:N

ProjectN:1

Demo overview

Phase 3Using SP OOTB features to automate stuff

WorkflowsIn-place records managementAlerts

Demo overview

Phase 4Custom stuff powered by SharePoint Designer

Custom actionsExtending workflowsReports via JQuery

Demo

Questions...

Toni FrankolaSharePoint Services MVP, Croatia

http://www.sharepointusecases.comToni.Frankola@acceleratio.hr@ToniFrankola