Integrating InfoPath Forms. Paul Baker

Transcription

1 Integrating InfoPath Forms Paul Baker

2 About the Speaker. Paul Baker Director of Educational Innovation Perse School, Cambridge The Perse School regularly features in the top 25 schools nationally. Our commitment to producing happy and successful students leads to positive, focused work on how ICT can contribute to learning and strong community.

3 About the Speaker. Paul Baker p_d_baker mathstweets

4 I m interested in SharePoint Virtual Learning Tools SCORM Learning Banks Microsoft Reporting Services Parent Communication

5 A long way to go.forward together EASN : East Anglia SharePoint Network for schools Sharing ideas and work in progress Sharing between independent and state schools

6 What is Microsoft InfoPath?

7 What Content is Microsoft Slide InfoPath? an application used to develop XML-based data entry forms. To use InfoPath to fill in a form, a user must have a designer develop an InfoPath template first. The most common usage of InfoPath is to integrate it with Microsoft SharePoint. In SharePoint, a "Form Library" can be created and developed by using InfoPath. InfoPath fields will be exported as "Columns" in the library.

8 Requirements Content Slide InfoPath 2007 Included in Office 2007 Ultimate and the volume license editions, Professional Plus, Enterprise, and sold separately InfoPath 2010 Included in Office 2010 Professional Plus WSS/SharePoint 2007/2010 to host form libraries SharePoint Enterprise for InfoPath form services functionality. (Or as the separate Office Forms Server 2007 product.)

9 Example

10 Designed using Controls Drag and Drop

11 Published to make available

12 InfoPath is XML-based Designing a form means defining an xml structure and a user interface to interact with that structure. Behind the scenes the structure is defined using a schema InfoPath calls that structure and the data that it contains when being completed the main data source

13 InfoPath is XML-based

14 InfoPath is XML-based If extracted

15 InfoPath is XML-based When a form is completed and saved then that data is saved as a single xml file, preferably into a sharepoint forms library that can read the contents of the file directly. That xml file contains a reference to the location of the xsn file so that if it is opened again it can display the data in the original view.

16 InfoPath is XML-based In a SharePoint forms library, content of xml documents can be collated and displayed in columns in real time.

17 InfoPath is XML-based Data is well defined Data can be accessed and transformed or summarised easily Validation can be applied Routing can be applied conditionally

18 Stepping on from Word

19 Stepping on from Word

20 Case Study 1 : Annual Fund Application

28 Case Study 2 : Driver Declaration Forms

37 Case Study 3 : ParentPay Requests

45 Designing an InfoPath form. Adding validation and configuring views. Publishing options and property promotion. Save vs Submit Completing a form PLACE DEMO TITLE HERE options. InfoPath Samples

46 InfoPath does Data Connections Data Connections can be for receiving or submitting data. Connections can be to SQL Server or Access databases, Web Services, SharePoint List or Library or another XML document. Defining a connection creates another Data Source in the InfoPath document.

47 Data Connection Templates InfoPath provides form templates to quickly configure forms whose data structure is determined by an external data source......from a database, a web service or an xml document. These templates lock your main data source schema to be consistent with the data source you are connection to. Limited functionality for writing back to the data source unless SQL Server or using code.

48 Using a Data Connection Template PLACE DEMO TITL HERE Binding a drop down list row items Using The Submit Button Create Merged InfoPath Docs without Data Conn

49 VBA - Access Public Sub exportxml() Dim strstaffcode As String, filename As String, strpath As String strpath = "C:\Users\pdbaker\Documents\SharePoint\LearningGateway2010\DemoDatabase2\" strstaffcode = "MCS" filename = strstaffcode & ".xml" Application.exportXML _ ObjectType:=acExportQuery, _ DataSource:="UCASComment", _ DataTarget:=strPath & "raw-" & filename, _ WhereCondition:="StaffCode='" & strstaffcode & "'" Transform _ sourcefile:=strpath & "raw-" & filename, _ stylesheetfile:=strpath & "InfoPath.xsl", _ resultfile:=strpath & filename End Sub Private Sub Transform(sourceFile, stylesheetfile, resultfile) ' courtesy of

50 Transform Stylesheets Download an identity transformation and then modify the root template to include the InfoPath processing instructions. <xsl:template match="/"> <xsl:processing-instruction name="mso-infopathsolution"> <xsl:text> solutionversion=" " productversion="12.0.0" PIVersion=" href="file:///c:\ucascomments.xsn" name="urn:schemas-microsoft-com:office:infopath:ucascomments:-myxsd T " </xsl:text> </xsl:processing-instruction> <xsl:processing-instruction name="mso-application"> <xsl:text> progid="infopath.document" versionprogid="infopath.document.2" </xsl:text> </xsl:processing-instruction> <xsl:apply-templates select="node()"/> </xsl:template>

51 LINQ in C# - Visual Studio XDocument xml = XDocument.Load(txtFile.Text); XNamespace ns = " var query = (from p in xml.elements(ns + "UCASComments").Elements(ns + "UCASComment") select p.element(ns + "StaffCode").Value).Distinct(); foreach (var record in query) { XDocument xmloutput = XDocument.Load(txtFile.Text); var queryremove = (from p in xmloutput.elements(ns + "UCASComments").Elements(ns+"UCASComment") where p.element(ns+"staffcode").value!= record select p); } queryremove.remove(); xmloutput.save(txtoutput.text + record

52 Submit options

53 Case Study 4 : Pupil Progress/Tracking

54 Bound to web services Our MIS (WCBS PASS) Code, form, addresses of student and teacher which came from same web service is separated into fields.

55 [WebMethod] public XmlDocument getfilteredstudents(string StartsWith) { DBQuery dbq = new DBQuery(); QueryParamCollection qpcoll = new QueryParamCollection(); string param = StartsWith.Trim(); param += param.endswith(@"%")?"":@"%"; qpcoll.add(new QueryParam("@StartsWith",param)); XmlDocument result = dbq.executexmldocument("zzgetstudentsfilteredxml",dbq.connection,qpcoll); return result; }

56 [WebMethod] public XmlDocument getfilteredstudents(string StartsWith) { DBQuery dbq = new DBQuery(); QueryParamCollection qpcoll = new QueryParamCollection(); string param = StartsWith.Trim(); param += param.endswith(@"%")?"":@"%"; qpcoll.add(new QueryParam("@StartsWith",param)); XmlDocument result = dbq.executexmldocument("zzgetstudentsfilteredxml",dbq.connection,qpcoll); return result; }

57 CREATE PROCEDURE VARCHAR(21) AS ( SELECT 1 as Tag, NULL as Parent, '1' as [outertag!1!id], null as [pupil!2!id], null as [pupil!2!name!element], null as [pupil!2!code!element], null as [pupil!2!form!element], UNION SELECT 2 as Tag, 1 as Parent, '1' as [outertag!1!id], PUPIL_ID AS [pupil!2!id], SURNAME + ',' + PREFERRED_NAME + ' (' + [FORM] + ')' AS [pupil!2!name!element], CODE AS [pupil!2!code!element], ISNULL([FORM], "NA") AS [pupil!2!form!element] ) FROM Curr_Pupils_Curr_Year WHERE SUB_SCHOOL='UPPER' AND SURNAME ORDER BY [pupil!2!name!element] FOR XML EXPLICIT

58 Submit button which submits first to PASS and then also to a sharepoint document library. Our MIS (WCBS PASS) SP creates notifications and allows a secretary to retrieve and file any documentation onto the pupil record.

59

60 [SUBMIT] WORKFLOW (SHAREPOINT DESIGNER) S

61

62 Lookup from another SharePoint List which stores extra staff that want to be notified on the form group level. (e.g. Head of year)

63

64

65 Case Study 5 : Perse Quiz Project

70 Case Study 5 : Perse Quiz Project Images are extracted from the xml when it is submitted to the web service and replaced with the filename of the image. The XML is then just saved, ready to be displayed as a quiz using a stylesheet transform when the quiz is requested.

71 InfoPath does code You can attach code to buttons, form events and control events Can be written in C#,VB, Jscript or VBScript The interface is VSTA : Visual Studio tools for applications. You can control the user interface and also control and requery the data connections using the object model.

72 InfoPath does code Example: Copy nodes directly from a data connection to your own main data source.

73 InfoPath does code public void btnload_clicked(object sender, ClickedEventArgs e) { // Create an XPathNavigator object to navigate the main data source XPathNavigator xpnmain = MainDataSource.CreateNavigator(); string strfilter = xpnmain.selectsinglenode("/my:ucascomments/my:txtfilter", NamespaceManager).Value; // Retrieve the connection object from the data connection AdoQueryConnection myconn = (AdoQueryConnection)(DataSources["qryUCAS"].QueryConnection); myconn.command [StaffCode],[Department],[Pupil Name] as [PupilName],[Yeargroup] from [qryucas] as [qryucas] where [StaffCode] like '" + strfilter + "%'"; myconn.execute(); // Delete current ucas comments from the main data source XPathNavigator xpnold; do { xpnold = xpnmain.selectsinglenode("/my:ucascomments/my:ucascomment", NamespaceManager); if(xpnold!=null) xpnold.deleteself(); } while (xpnold!=null);...continued next slide

74 InfoPath does code // Create an XPathNavigator object to navigate the data connection XPathNavigator xpndconn = DataSources["qryUCAS"].CreateNavigator(); XPathNodeIterator xpnnewnodes = xpndconn.select("/dfs:myfields/dfs:datafields/d:qryucas", NamespaceManager); XPathNavigator xpnucascomments = xpnmain.selectsinglenode("/my:ucascomments", NamespaceManager); string nspace = xpnucascomments.namespaceuri; foreach(xpathnavigator xpnnew in xpnnewnodes) { XmlWriter writer = xpnucascomments.prependchild(); writer.writestartelement("my", "UCASComment", nspace); writer.writeelementstring("my", "StaffCode",nspace, xpnnew.selectsinglenode("@staffcode").value); writer.writeelementstring("my", "Department", nspace, xpnnew.selectsinglenode("@department").value); writer.writeelementstring("my", "PupilName", nspace, xpnnew.selectsinglenode("@pupilname").value); writer.writeelementstring("my", "Yeargroup", nspace, xpnnew.selectsinglenode("@yeargroup").value); writer.writeelementstring("my", "Comment", nspace, ""); writer.writeendelement(); writer.close(); } }

75 Tool Tie-ins Parent Communication :

80 Tool Tie-ins Workflow Tools Visual Studio SharePoint Designer Visio Nintex

81 Tool Tie-ins Microsoft Reporting Services

82 Tool Tie-ins Microsoft Reporting Services

83 Tips and Tricks

84 Digital signatures Can enable digital signatures on sections of the form And when applied can make the form read only But requires a certification authority or Windows Server acting in this role or self-certified (but the latter is not secure and requires access to the certificates snap-in of mmc to update/delete.)

85 Digital signatures Perhaps Workflows and Contact Selector controls are better When submitted then if it is missing an HOD signature then the workflow generates an to the HOD with the link to the submitted form. When both boxes are ticked then the workflow generates an acknowledgement to both parties and rules can make the form read only. In the SharePoint Library, the Last Modified By will be the HOD.

86 InfoPath Form Services Hosts the InfoPath form in the browser......so clients don t need the application installed. Limits the functionality that you can use. Needs to be more standard and doesn t support certain controls (e.g. attachment or image control or bulleted list) and restrictions on code, rules, filters etc. that-are-unavailable-in-infopath-forms-services- HA aspx?CTT=3#BM4 Requires SharePoint Enterprise With more detailed forms it is probably still better to be designing on a client application that can be saved at regular intervals to your hard drive and doesn t rely Free, widely distributed client app would be perfect Are Microsoft heading in that direction?

87 Contact Selector

88 Quick-Start Design

89 Form Options

90 Template Parts E.g. Use with the contact selector to create a pre-configured contact selector

91 Outlook InfoPath Form Folders

92 Workflow integration

93 InfoPath

94 InfoPath 2010 Conforms with the Ribbon interface More pre-built and attractive layouts

95 InfoPath 2010 New and Improved Controls New controls in InfoPath 2010 include: Picture buttons Instead of the default gray button, use any image as a button in your form. Hyperlink capabilities Allow users to insert their own hyperlinks when filling out forms. Date and time picker Allow users to insert dates and times in their forms Person/Group pickers Updated! This is now a first class control and is included by default in the Controls gallery. Signature Line (Editor Only) Allow users to digitally sign a form Controls and functionality that are now supported in browser forms include: Bulleted, numbered, and plain lists, multiple selection list boxes, Combo boxes, Choice group and sections, and Filtering functionality.

96 InfoPath 2010 New and Improved Add Rules to your Forms With our new out-of-the-box rules (or quick rules) and improved rules management UI, you can easily add rules to validate data, format your form, or perform other actions with just a couple of clicks, and without any code.

97 InfoPath 2010 Publish Forms Quickly Our new quick publish functionality allows you to publish forms in a single click (no more clicking through the Publishing Wizard every time you want to make an update to your forms!) Create Mashups using the InfoPath Form Web Part Now, without writing a single line of code, you can host your InfoPath browser forms in Web pages by simply adding the InfoPath Form Web Part to a Web Part page. You can also connect it to other Web Parts on the page to send or receive data.

98 InfoPath 2010 Create Forms for SharePoint Lists Using InfoPath, you can now extend and enhance the forms used for creating, editing and viewing items in a SharePoint list. In a browser, simply navigate to a SharePoint list, and on the SharePoint Ribbon under List Tools, choose the Customize Form option. This will automatically generate a form which looks very similar to the default out-of-the-box SharePoint list form. You can then customize and enhance this form by modifying the layout, creating additional views or pages, and adding rules to validate your data, show or hide sections of the form or set a fields value (to name just a few of the options).

99 InfoPath 2010 Create SharePoint Applications With InfoPath 2010, SharePoint Server 2010, and SharePoint Designer 2010, you can easily create powerful team, departmental or enterprise applications on top of SharePoint Server. Form-based applications: InfoPath forms can be integrated with components such as workflow, reporting, and custom Web pages to create rich form-based applications. Document Workflows: InfoPath can be used to design custom workflow initiation and task forms that drive document management processes. Business Connectivity Services: Integrating with BCS, it is straightforward to design InfoPath forms that create, read, update, and delete business data from a back-end system.

100 InfoPath 2010 InfoPath Editor The InfoPath 2010 Editor Fluent user interface provides a much improved, simpler user experience for filling out forms. Form opened in InfoPath 2010 Editor:

101 Lessons learnt Allow/encourage users to save straight away Allow save with validation errors use the complete technique instead. Remind users that they can save into my documents if they have connectivity problems Infopath documents are much more stable than web forms (which expire/lose connections) but do require InfoPath to be installed on the client.

102 Lessons learnt InfoPath form services don t support all the functionality of InfoPath. Be careful when changing the design of a live form to maintain data compatibility with completed forms where necessary. You can set up alerts on sharepoint (or workflows through sharepoint designer) that react to what has been entered in the form Make sure you keep the xsn file where it was published (i.e. don t delete the forms library or the folder in the case of a network share). Otherwise completed forms can t be easily opened.

103 Q & A

104 Thank you for attending!