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STOP USING INFOPATH Tomorrow, March 16th, 2016, I will be answering a list of questions about InfoPath, live on my SharePoint Power Hour show, here at 11 central: https://www.youtube.com/watch?v=HxmTSO9_kLs This old post of mine, InfoPath – Query Specific SharePoint List Data, has accumulated 103 comments since 2011 when I posted it. Also, InfoPath: Pre-populate the People Picker has gotten 79
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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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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 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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In my previous post, I showed you the concept of creating a web service data connection to receive info about the currently logged in user. I showed how you can use information about the current user’s memberships, in order to mimic the user roles functionality. In this post, I’ll show how you can use a similar role functionality, but without
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This blog post applies to the Enterprise version of SharePoint, not WSS or Foundation. There’s a concept in InfoPath called “User Roles”. You can set up these roles, and when a person opens the form, the form knows if they belong to a certain role, and you can set up certain objects to hide or show in the form based on the
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