Category Archives: InfoPath

InfoPath– Getting the “Signature”

STOP USING INFOPATH You can add real digital certificates to your InfoPath forms, but there are a few problems with them: They are not compatible with browser-based forms They don’t collect any real data that you can do anything with. So, for most clients I work with, they don’t need to have “real” certificates involved, and simply need to capture

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Creating a Workflow Initiation Form for Approvals

In SharePoint Designer workflows that are manually started, the initiation form is the page that has the “Start” button to kick off the workflow.  In this 11 minute video, I show how to create an approval workflow that can be manually triggered. I walk you through: Setting up the workflow so that after the approval process, the content approval status

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InfoPath: Create Common Multiple Choice Selections

STOP USING INFOPATH In InfoPath, when using certain controls such as the Drop-Down List Box, Combo Box, List Box, or Multiple Selection List box, there are several different ways that you can obtain the list of choices that are available to people filling out the form. Enter choices manually – This option allows you to simply click the Add… button

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User Information within InfoPath Forms

STOP USING INFOPATH There is a quick and easy way that information about the logged in user can be obtained from within an InfoPath form. You may have read my blog and other blogs before, with the user profile service web service instructions. In this post, I’m not going to be using the user profile service. This means that what

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List Form Fields–Show/Hide For Certain People: Part 2

In this second post of the three part blog series, I will show how you can show or hide fields according to whether or not the currently logged in person is part of a certain SharePoint group. This is a three part blog: Part 1: Using an ASPX form, with a SharePoint list of certain people who will be allowed

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List Form Fields–Show/Hide For Certain People: Part 1

STOP USING INFOPATH Three years ago, I wrote a blog post called Displaying SharePoint Fields by Permission Level.  This one has the highest amount of hits, but it is an imperfect solution.  One of the most common questions that was asked was to see if there’s a way to show or hide fields in an ASPX form based on who

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