Category Archives: InfoPath

InfoPath– Formulate Email Link to Browser Form

STOP USING INFOPATH When using InfoPath 2010 with SharePoint, it is common to create workflows to send a link to the form.  The most common thing in my experience is an approval process.  Each time the form needs to be approved, the next approver is sent an email via SharePoint Designer workflow.  There is a “URL Path” field that can

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InfoPath – Query Specific SharePoint List Data

STOP USING INFOPATH With InfoPath and SharePoint 2010, one of the awesome new capabilities is that you can query specific SharePoint list data from data connections that receive from SharePoint lists and libraries.  This applies to all versions of SharePoint 2010 and Office 365, and is compatible with BOTH client based and browser-based forms. Back in the old days in

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SharePoint Designer Workflow Tasks and InfoPath 2010

This post applies to SharePoint enterprise version and Office 365. A couple of weeks ago, I wrote an article for the The Microsoft MVP Award Program Blog.  Some of you may have heard my rants about how keeping the approval process inside InfoPath is a better method than assigning task through workflows, because then your data is all over the

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Create a Link to Map an Address

Ever wanted to create a link in a SharePoint contact list or InfoPath form to click to view a map of a certain address?  This technique is so simple, it will blow your mind!  There are other ways, which entail embedding images, using REST web services and other custom code, but this one simply opens that address in the browser

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Free Webcast–What Type of Approval Process to Use?

In two weeks, on July 20th, I’ll be doing a free online webcast with Idera!  The gist is that I’ll show several different methods of approval ranging from InfoPath forms to inserting signatures, and will talk about their pros and cons. The presentation is called: Form Approval Process: Best Practices July 20, 2011, 12pm CST In your company, forms are

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InfoPath 2010 and Repeating Tables

Another name for this post could be “The most web part connections you’ve ever seen”, or “how to go insane in 41 easy steps”. Just kidding. I thought I’d whip this up ‘real quick’ the other day, and then it turned out to be 9 pages. This post applies to the enterprise version of SharePoint 2010 and Office 365 only.

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The SharePoint 2010 Task Process Designer

Back in January, I wrote an article for SPTechWeb, about the new task process designer in SharePoint 2010 workflows. The SharePoint 2010 Task Process Designer In the enterprise version of SharePoint 2010, there is a new functionality in SharePoint Designer 2010 workflows called the “Task Process Designer.” A task process is essentially a workflow inside a workflow, is highly customizable,

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