Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010: Step by Step
By Darvish Shadravan and Laura Rogers
(Microsoft Press, paperback, list price $34.99; Kindle edition, list price $31.99)
A 21st century Shakespeare might write: “All the world’s a form, and we are just filling it in.”
One of this book’s authors contends (not completely in jest) that “forms run the world. Imagine modern life without forms, both paper and digital–it’s not possible! Everything that is known and recorded about you, from your birth city to your magazine subscriptions, to your preference of aisle or window seats–yes, all of this information was entered in a form at some point in time.”
Microsoft InfoPath 2010 is used to design and build electronic forms, as well as gather data, without writing code. Meanwhile, SharePoint Server 2010 “offers a robust architecture for managing access to data connections and external systems.” SharePoint is Microsoft’s suite of software tools aimed at making it “easier for people work together,” whether in the same office or scattered around the planet.
This well-written and nicely illustrated book shows how to bring the two products together in powerful ways that (1) enable InfoPath forms to be created and formatted and (2) integrate data from SharePoint and other company systems. InfoPath forms also can be hosted on SharePoint.
The book is aimed at “any information worker that needs to build and use electronic forms that will be stored in SharePoint.” Its goal is to “teach you the basics of building and using InfoPath 2010 forms in a SharePoint 2010 environment.”
The writers assume you are at least a “savvy Office and Windows user.” It is helpful, but not mandatory, to also have at least some basic familiarity with SharePoint Server 2010. “However, even if you’re not a SharePoint guru, most topics in this book should be within your grasp,” they point out.
If you do not have a SharePoint environment in your company, “InfoPath 2010 supports the creation of forms in Microsoft Office 365,” the two authors note. Office 365 is Microsoft’s cloud product that provides online access to a variety of programs for communicating and collaborating. [Emphasis added.]
InfoPath has been around for a few years and recently was given a significant update. But many businesses and computer users do not have it.
That’s not show-stopper when InfoPath and SharePoint work together, the authors point out. ”If you create your forms as browser-enabled form templates, users who don’t have InfoPath installed on their computer can still work with the form in a browser. This lets you share business forms with a variety of users, including employees, customers, and vendors.”
The 446-page book has 14 chapters. The first four chapters show how to create and format forms using InfoPath. The remaining chapters focus on using InfoPath with SharePoint.
According to the two authors, “the mission of this book is to help you understand how to create business forms that provide a pleasant, reliable, and intuitive experience for your users and customers,” they write.
The process of creating, formatting and publishing forms is shown and described in clear, succinct how-to steps. Practice files can be downloaded from a Microsoft site, and the exercise topics range from the basics of form design to building an approval process and working with SharePoint views and dashboards, to (1) “control what fields are displayed at any given time” and (2) “generate reports from any information in SharePoint lists and libraries.”
The authors add: “SharePoint libraries, specifically form libraries, are well suited for storing and managing InfoPath forms.”
InfoPath’s native language is XML, “perhaps the single most powerful method of storing and sharing structured data to come along since the advent of digital computing.” Creating electronic forms has long been a code-intensive process.
InfoPath hides most of the XML behind an easy-to-use interface. And XSLT (Extensible Style Sheet Language) style sheets also “‘sit in front of’ the underlying XML and transform it into the rich and easy-to-use forms that InfoPath can create.”
The book’s illustrations, short paragraphs, step-by-step lists and example files can all help readers get up to speed quickly, whether Microsoft InfoPath 2010 is used with Microsoft SharePoint on a company network or via the cloud, by way of Office 365.
– Si Dunn‘s latest book is a novel, Erwin’s Law. His other published works include Jump, a novella, and a book of poetry and several short stories, all available on Kindle. He previously worked in the telecommunications industry as a software and hardware tester and technical writer.
The Access team is proud to introduce the Access 2013 public preview, which will make it easier than ever for everyday people to organize the data in their lives and businesses using Access apps. On this blog, you'll be able to learn about the improvements included in this new release.
If your Office 365 plan includes SharePoint, you can host Access 2013 databases with no extra setup required. Microsoft will make sure your data is secure, backed-up, and available, so that you can focus on getting things done. You can try it out by signing up for a preview of Office 365 Small Business Premium or Office 365 Enterprise. Whether you’re a small business or a large corporation, you’ll be able to harness the power of Access 2013 in the cloud simply and easily. Of course, companies also have the option of hosting databases themselves by installing SharePoint 2013 and SQL Server 2012 on their own network.
Search from a library of table templates to help you track the people, things, events, or tasks that you care about. Each table template comes with fields, views, relationships, and data-integrity rules, so you can take advantage of all the great features of Access 2013 with a single click. It’s easy to combine different table templates into a single app or tweak an existing table by adding or removing fields. You’ll get to spend your time customizing your database to meet your unique needs instead of worrying about repetitive details.
Whether you use table templates, import existing data, or define your own schema from scratch, Access 2013 will provide your database with a great user interface automatically. Without any effort on your part, Access will generate views for your data, including a searchable list view and an Excel-like datasheet. Buttons to navigate between your views and tables come for free, too. If you have related data—like Invoices and Line Items—Access will automatically create views that show these items together, allowing you to drill-through to get more details. Of course, everything is still customizable, but now you can focus on what's unique about your app.
Access 2013 web databases work great with SharePoint 2013, which has been enhanced in this release with apps for SharePoint. Because an Access app is just like any other SharePoint app, it’s easy to deploy, manage, and share securely. There are no additional passwords or logins to juggle because security is controlled through the same infrastructure. Users can discover and share Access apps through the public SharePoint App Store or a private App Catalogue. Installing an app takes just a few clicks. Corporate IT can control everything centrally using familiar SharePoint tools. Best of all, anyone with a web browser and an internet connection can use your app, even if he doesn't have Access installed on his device.
