شرکت پروجان با ارائه خدمات مشاوره و پیاده سازی سامانه های منعطف بسیار پیشرفته هوش تجاری(BI) و داشبوردهای گزارش گیری قابل نمایش بر روی دسکتاپ ، مرورگر و موبایل همواره در کنار سازمان شما میباشد. جهت آشنایی با خدمات ما و کسب اطلاعات بیشتر اینجا کلیک کنید.
Pearson Education, Inc
با معرفی آخرین نگارش شیرپوینت به بازار یکی از مواردی که به شدت مورد توجه شرکت مایکروسافت قرار گرفته بود یکپارچگی بیش از پیش این محصول با مایکروسافت آفیس بود که مسلما در این بین یکی از اصلی ترین موارد ، افزایش قابل توجه قابلیتهای نرم افزار اینفوپث بود که البته در نسخه های قبلی هم این مورد بسیار جلب توجه مینمود. این کتاب تمامی جنبه های گوناگون مورد استفاده از اینفوپث در شیرپوینت را مورد بررسی قرار داده و به شما نحوه استفاده از قابلیتهای این نرم افزار را در راهکارهای تجاری بررسی میکند. نحوه آموزش ویژه ای که بر اساس سناریوهای عملیاتی در نظر گرفته شده موجب میشود مطالعه کنندگان بتوانند به راحتی با مطالب مطرح شده در این کتاب ارتباط برقرار کنند.
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Table of Contents
Introduction
Overview of This Book
How to Benefit from This Book
What Is New in This Book?
How to Continue Expanding Your Knowledge
1 Use InfoPath Designer 2013
Why Use an InfoPath Form?
What Does InfoPath Do for My Lists?
Why Use InfoPath Forms in Workflows?
How Does InfoPath Integrate with My Data?
InfoPath Versus Web Controls and Web Parts
What Is the InfoPath Web Part?
Getting Started
2 Create a SharePoint Form with InfoPath Designer
Design a SharePoint Form Using the Blank Form Template
Add Controls
Preview Your Form
Name Your Data Fields
Add Submit Options
Publish Your Form
Use Your Form in SharePoint
Create a Form Library from InfoPath
Design a SharePoint Form Using the SharePoint Form Library Template
3 Use SharePoint Form Controls
What Are Input Controls?
What Are Object Controls?
What Are Container Controls?
Drag Controls on Your Form
Allow Users to Enter Text
Make a Text Box Read-Only
Make a Text Box Multiline
Allow Users to Select a Single Selection from a List of Items
Allow Users to Select Multiple Items from a List of Items
Allow Users to Select an Optional Single Choice
Allow Users to Select from Various Options
Allow Users to Enter a Date/Time
Allow Users to Select a Person
Allow Users to Select from a SharePoint External Content Type
Allow Users to Initiate an Action
Show Optional Controls on Your Form
Allow Users to Enter Multiple Instances of the Same Fields
Allow Users to Choose Which Set of Fields to Use
Make a Control/Field Required
4 Create SharePoint Form Rules
Hide or Show Controls Based on a Selected Option
Format an Entry Based on a Condition
Implement a Validation Rule
Add an Action Rule to a Button
Use Rules for Form Submission
Use Rules for Form Loading
Validate Data Entry Using Patterns
5 SharePoint Form Functions
Use the SharePoint URL Functions
Calculate a Future Date
Get the Current SharePoint User
Remove Leading and Trailing Spaces from a Field Value
Remove All Spaces from an Entry
Default a Blank Amount to Zero
Calculate the Sum of All Items
Determine a Count of the Items Entered
Obtain a Portion of an Entered String
Obtain the Username from SharePoint Online (Office 365)
Add Years to a Date Preserving the Month and Day
6 Create SharePoint Form Page Designs and Views
Change the Current View Name
Create a New View
Change the Default View
Make a View Read-Only
Prevent a User from Selecting a View
Use a View for Printing
Use a Different Layout for Your Form
Use a Theme for Your Form
Add Headers/Footers to Your Form
Insert a Table Layout into Your Form
Modify a Table Layout in Your Form
7 SharePoint List Forms
Use a Form to Create a SharePoint List
Modify the Form of an Existing SharePoint List
Set Your List Form Template Back to the Default Form
8 Submit and Publish to SharePoint
Enable Your Form for Submission
Configure Email Submission
Publish Your Form to Email
Configure SharePoint Library Submission
Publish Your Form to a SharePoint Library
Use Multiple Forms in SharePoint Libraries
Configure Web Service Submission
Configure SharePoint Server Connection Submission
Modify the Available Menu Buttons During Form Submission
9 Use Data in SharePoint Forms
Use Data From a Database
Convert an InfoPath Connection to a SharePoint Connection File
Use Data From a SharePoint List
Use Data From a SharePoint Data Connection File
Use Data from a (SOAP) Web Service
Populate a Drop-Down List with Data
Populate a Drop-Down List with Data Based on Another Selection (Cascading Drop-Down)
Display Data from a SharePoint List
Display a Repeating Table from a SharePoint List
Leverage External Data from a SharePoint External Content Type (Business Data Connectivity
Services)
Leverage External Data from a REST Web Service
10 Use the InfoPath Form Web Part
Add an InfoPath Form Web Part to a SharePoint Web Part Page
Create a Master/Detail Display Form for SharePoint Lists
Expose Form Fields as Web Part Connection Parameters
Create a Form to Send Data to Web Parts
11 Using Forms in SharePoint Workflows
Create a SharePoint Workflow for a Form Library
Include a Link to the Form in an Email
Add a Task to the Workflow
Perform Workflow Actions Based on Form Values
Perform One Workflow Action or Another (But Not Both)
Get a User from a People/Group Picker Control
Customize the Task Form
Add Form Parameters Used When Starting Your Workflow
12 Enhance the User Experience
Display a Read-Only Value
Compact Sections of Fields/Controls
Configure Dynamic Sections
Make Screen Tips Informative for Validation
Notify the User of Successful Submission
Create a Tabbed Navigation in Your Form
Use Pictures as Choices
13 Using Template Parts to Create Reusable Form Components
Create a New Template Part
Add Common Data Connections
Add Common Controls
Add Common Fields
Save Your Form Template Part
Add Your Template Part as a Custom Control
Use Your Template Part as a Control
Change the Name of Your Custom Control
Change the Icon of Your Custom Control
14 Customize a Document Information Panel Content Type
Create the Document Library
Add Columns to Your DIP
Modify the DIP
15 Leverage Visual Studio 2012 with InfoPath
Access Your Form Within a Visual Studio Solution
Create an InfoPath 2013 Add-In
Create a Custom Task Pane
16 Dynamically Populate a Repeating Table
Set Up the Initial Form
Create a Changed Event Method
Create a Namespace Variable
Access the Secondary Data Source
Loop Through the Secondary Data Source
Populate the Repeating Table
Clear Previous Entries
What Does the Final Solution Look Like?
Implement a Nested Repeating Table Solution
17 Track Changes in a Form
Set Up the Form for Tracking Changes
Add Changed Event Code for Tracking Changes
Apply Rich Text to the Entry
Show Only One Version at a Time
Display a Changes Counter
Display the User Who Made the Modification
18 Autogenerate Forms
Create a Class Object of Your Form
Create Form Generation Code
Upload the Form Object to a Form Library
19 Use Central Administration to Administer InfoPath Forms Services
Access the InfoPath Form Services Options
Browser-Enable Form Templates
Throttle Data Connection Timeouts
Throttle the Data Connection Response Size
Modify Authentication Settings
Configure Session State
Upload a Form Template
What Happens When a Form Is Uploaded?
Manage Form Templates
What Happens When a Form Is Activated to a Site Collection?
Enable the Web Service Proxy
Manage Data Connections
20 PowerShell
Access SharePoint 2013 Management Shell
Browser-Enable Form Templates
Throttle Data Connection Timeouts
Throttle the Data Connection Response Size
Modify Authentication Settings
Configure Session State
Enable View State
Verify and Upload a Form Template
Upload Multiple Form Templates at Once
Activate or Deactivate a Form to a Site Collection
Remove a Form from InfoPath Form Services
Quiesce a Form from InfoPath Form Services
Enable the Web Service Proxy
21 Managing Form Permissions
Create Unique Permissions on a Form Library
Grant Users Permissions
Create a Permission Level for Your Form Library
Edit a Group’s Permission Level
Create a Submit-Only Permission Level
22 General Form Issues
Resolve: Issue Accessing Data Source
Resolve: SQL Credential Issue
Resolve: Business Data Connectivity Metadata Store Is Currently Unavailable
Resolve: Picker Issue Obtaining Business Data
Resolve: Missing Business Data Connectivity Services Client Components
Resolve: SharePoint Designer Task List Creation Error
Resolve: Missing Programmability Components
Resolve: Error Loading the Form
Resolve: Security Exception Using Code-Behind
23 Resolve Deployment and Publishing Issues
Resolve: No File with URL in This Web
Resolve: Form Cannot Be Browser Enabled on Selected Site
Resolve: Form Template Has Not Been Published
24 Resolve Form Submission Issues
Troubleshoot General Submission Issues
Resolve: SharePoint Location Is Read-Only
Resolve: Document Library Already Contains a File with the Same Name
Resolve: Errors Submitting to a Web Service
A Auto-Increment Repeating Tables
Use the position() Function in a Calculated Value Control
Use the count() Function
Use a Counter Field with Form Rules
B Upload File Attachments in Forms to a Document Library
Form Scenario
Submit Button and Code-Behind Setup
Event Handler Code
Deployment
C Add Picture Files to InfoPath
Add a Picture as a Resource File
Use a Resource File Picture
Index
Introduction
Overview of This Book
With the latest release of Microsoft SharePoint Server 2013, the entire Office platform has become even more integrated than before. This does not leave out Microsoft InfoPath Designer 2013. There has been a close bond between SharePoint and InfoPath since the 2010 release.
This book covers all the aspects within InfoPath and SharePoint 2013 that relate to creating and developing business solutions. It is geared toward both technical and semi-technical professionals and does not require a degree in computer programming.
The scenario-based presentation of the material provides not only a great tutorial but also an in-depth reference for accomplishing integral InfoPath tasks within the SharePoint platform.
How to Benefit from This Book
You’ll find this book easy to read from cover to cover. The goal is to gain a full understanding of InfoPath with SharePoint 2013. The overall content presents as a tutorial but also serves as good reference material. Some material provides an overview of functionality or features, but most of the content is hands-on or provides a hands-on view.
Keeping both beginners and experts in mind, this book provides both breadth and depth to the usage of InfoPath and shows you how to leverage it to create business solutions. We designed the content of this book to appeal to a wide audience at various technical levels:
Business analysts
Information workers
IT professionals
IT developers
Collaboration managers
Content managers
What Is New in This Book?
Just like a fine wine, certain titles get better with age. When Steve Mann wrote the 2010 version of this book, he set out to provide a well-rounded how-to guide that provided in-depth knowledge of working with InfoPath and SharePoint, attempting to provide answers to everything you need to know. However, Steve kept notes from his experiences thereafter of ideas and procedures that were not covered in the 2010 version. Based on these, Steve has expanded his treasure trove of InfoPath how to nuggets in this edition using InfoPath Designer 2013 within a SharePoint 2013 environment.
