Eric Harlan Principal Architect Sogeti USA Session Code: OFC312

SharePoint List Mash Up’s About Eric Harlan Lets have FUN! Conversations not Lectures First time in South Africa First Tech Ed SharePoint for 6 years, I.T. for 10 Principal Architect for Sogeti USA Twitter.com

InfoPath Forms Services Tips & Tricks Agenda Brief InfoPath Overview Some of the shortcomings of InfoPath Demo: Overcoming 5 conditional formatting declarations Demo: Getting a Sum Total, of a repeating tables field Demo: Getting InfoPath forms into a web part Questions

InfoPath Forms Services Tips & Tricks What is InfoPath? Digital Forms Creation Tool XML Based Data can be stored to SPFS, Web Services, , etc Allows Code Behind Offers a Tangible goal of a paperless office.

InfoPath Forms Services Tips & Tricks Pros & Cons Pros Very quick to do simple forms InfoPath does what.Net custom forms do with point and clicking Mild to Power users can create forms in no time Easy to integrate with MOSS and store data Gives developers a huge launch pad in which to do custom forms In browser mode, the user only needs a browser and permissions.

InfoPath Forms Services Tips & Tricks Pros & Cons Cons If planning is not done on large forms with respect to: schema and groups/sections time and efforts can be wasted Cryptic intricacies Functionality goes down if you use InfoPath Form Services Browser Mode If you do not use Browser mode, every user needs InfoPath installed

InfoPath Forms Services Tips & Tricks Three Amigos Three of the most used and misunderstood elements Sections Conditional Formatting Formulas

InfoPath Forms Services Tips & Tricks Sections (Optional, Repeating) Repeating Tables One of the most critical parts of InfoPath to learn Used in 99% of all forms Each have very distinctive personalities (For example, to hide “insert item” you must nest Repeating table in a section) Filters, Rules, Conditional formatting apply to sections/repeating tables

InfoPath Forms Services Tips & Tricks Conditional Formatting Allows you to hide or show based on various variables Have to think in opposites since only options for hiding Only check box is “Hide this control” Also Allows: Bold, underline, strikethrough, italic, font color change and shading

InfoPath Forms Services Tips & Tricks Formulas Allows you to populate fields based on other form data Allows concatenation of multiple fields (ex: unique form entry “User_Name + Now()” ) Various formulas built in from Sum to Substrings

InfoPath Forms Services Tips & Tricks Formulas Allows you to populate fields based on other form data Allows concatenation of multiple fields (ex: unique form entry “User_Name + Now()” ) Various formulas built in from Sum to Substrings

Win! LifeCam Show Ultra-Thin Mobile Design World-Class High Definition Optics Question: Name another function or control not mentioned in the InfoPath overview (First three, most creative wins) Please attend other business productivity sessions Office and SharePoint track (OFC) Unified Communications (UNC)

Getting the Sum of repeating Fields Eric Harlan Principal Architect Sogeti USA

Breaking the 5 C.F. barrier Eric Harlan Principal Architect Sogeti USA

InfoPath in a web part Eric Harlan Principal Architect Sogeti USA

InfoPath Forms Services Tips & Tricks Farewell Evaluations (5's are better) Lets Chat after Other Tech Ed Sessions InfoPath tips and tricks Federated Search Architecture Panel w/Joel Oleson, Hilton Giesenow, Zlatan Dzinic Twitter.com

Sessions On-Demand & Community Resources for IT Professionals Resources for Developers Microsoft Certification & Training Resources Resources Required Slide Speakers, TechEd 2009 is not producing a DVD. Please announce that attendees can access session recordings at TechEd Online. Required Slide Speakers, TechEd 2009 is not producing a DVD. Please announce that attendees can access session recordings at TechEd Online.

Required Slide Complete a session evaluation and enter to win! 10 pairs of MP3 sunglasses to be won

© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. Required Slide