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InfoPath Forms Services
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6 The demonstration InfoPath form will now be displayed on the page, as shown next Click Stop Editing from the ribbon to exit design mode
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In this simple example, you ve seen how to create an InfoPath form and use it within a web part page In the examples that follow, we ll delve further into the functionality of InfoPath However, as you ll see, the publishing mechanism remains pretty much the same regardless of the type of form you re creating
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Using InfoPath Forms in SharePoint
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In SharePoint applications, InfoPath forms are used in four main ways: to create form templates, custom forms for SharePoint lists, document information panels, and workflow forms
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SharePoint form templates are similar to forms used by other Office applications such as Word and Excel Using the InfoPath client, you create form templates that are used for a SharePoint document library As users complete the form and submit the data to SharePoint, the form is stored in the document library in the same way a Word document or any other content would be stored The main benefit in using InfoPath in this context as opposed to Word is that, although the InfoPath form can be completed using the InfoPath client application, for users who don t have the client application installed, the form will be automatically rendered for completion in the browser Another key benefit is that the individual data items captured in an InfoPath form can be bound to columns in the document library Although this is also possible using other Office applications, with InfoPath it s a bit more transparent NOTE In SharePoint 2010, you can install Office web applications so that a web-based version of applications such as Word and Excel will be available for use via the web browser if a user doesn t have the client application installed In this case, using a Word template would also allow users to complete forms within the browser In the preceding example, you learned how to create a basic form and publish it to a form library In effect, we created a form template that SharePoint can use to create new documents for storage within the MyForms library To see this working, navigate to the MyForms library, open the Documents tab in the ribbon, and select New Document You can see that our InfoPath template is displayed in a new page Click Save and then enter MyTestFile as the filename Click Close to return to the MyForms document library You can see that a new document named MyTestFile has been added to the library Let s take a look at a more in-depth example of this type of form to see how you can capture data in InfoPath and save it within specific columns in SharePoint In this example, we ll create a custom form that can be used by employees to request demonstration equipment We ll create a new form library for this example 1 Click Documents from the menu on the left and then select Create Add a new Form Library and name it Demonstration Equipment Requests
InfoPath Forms Services
2 Open InfoPath Designer In the New section of the backstage area, select SharePoint Form Library and then click Design This Form 3 Change the form title to Demonstration Equipment Request, the top section title to Customer Details, and the bottom section title to Equipment Details, as shown here:
4 Before we add data entry controls to the page, we ll define the data structure for our form Behind the scenes, the data structure is defined as an XML schema In the Fields pane on the left side of the page, right-click the myFields node and then select Properties from the context menu Change the Name to EquipmentRequest 5 In the Actions section, click Add Field Create a new field of type Group and type the Name as Customer Repeat this step to create another group named Equipment 6 Select the Equipment node and then click Add Field Add a group node and type the Name Item; however, this time check the Repeating checkbox, as shown: 7 Now we can begin to add nodes for our individual fields Within the Customer group, add the following fields: