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Forms and security. It is a common requirement to have a form that can be filled out, and when it is submitted, it goes to a location that the form submitter does not have access to. This is tricky because the users need to have contribute access to a list or library in order to create new items in it,
STOP USING INFOPATH There are a couple of buttons in InfoPath forms by default called “Save” and “Save As”. I never ever (ever) like to use these, and immediately disable them. I don’t like these buttons because it gives the end users the freedom to save the form with any filename at all, which can make a big mess of
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Last month, our new book hit the shelves! It is called Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step. The book is geared toward beginners, and has very detailed instructions for all of the walk-through steps in the book. Even if you’re not a beginner, there are many tips and tricks that you’ll learn along the
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STOP USING INFOPATH You may have seen my webinars or presentations about approval processes in SharePoint, or my rants about the difference between assigning tasks and sending emails. On our weekly SharePoint Shop Talk conference call, I did a couple of demos recently, showing the way I create an approval workflow using InfoPath and a SharePoint Designer workflow. Each of
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STOP USING INFOPATH It is a common requirement of InfoPath projects to make a form in a form library, where the name of the XML file is the same as the ID of the item itself. There are several methods I’ve seen out there, and I’m definitely not the first person to blog about this. One method is in which
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How to get information from one SharePoint site to another is one of the most common type of questions that I come across. When you have SharePoint 2010 Enterprise or SharePoint Online E3 or E4, most any SharePoint list can be customized using InfoPath. All of your lists and your existing InfoPath forms can look up information from other sites.
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STOP USING INFOPATH In many cases in InfoPath, especially when testing, it is helpful to be able to click to go directly to a specific view of a form. Of course, you can always insert a button in a form whose action is to switch views, and use a formatting rule to only show that button to certain people. This
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