Property promotion in infopath forms

InfoPath form data in SharePoint lists:

You have created an InfoPath form and want store that fields data in SharePoint list when form
is submitted.

For this you have promote the field to SharePoint.

• After designing your InfoPath form. From Tools menu, select Form Options.
• From Form options Dialog box, Select Property Promotion from left side.





• Click Add button to add afield to list.

• Field or Group dialog box will display all fields in InfoPath form.
• Select the field which you want to promote to SharePoint list.
• You can modify filed name as you want to appear in SharePoint in Column name.
• Click Ok .
• Repeat this for all your fields which you want in SharePoint list.
• Publish form to SharePoint.

In this way you can promote your InfoPath form fields to SharePoint in an easy way.
Happy Sharepointing..

moss 2010 features:

The new features in moss 2010

First we will see what all system requirements to go for moss 2010:
 SharePoint 2010 will only be available in a 64-bit version. This change is not limited to servers.
Developers running on 32-bit hardware will need new machines.
 SharePoint 2010 will require a 64-bit version of SQL Server 2005 or 2008 (2000 is no longer supported).
 Not all applications written for SharePoint 2007 will work in 2010. Certain APIs will be no longer available.
Others will be deprecated.
 The basic flow for many tasks as changed. That, coupled with the laundry list of productivity-enhancing features means that any 2010 deployment should be accompanied by training for users, administrators, and developers
 No support for Internet Explorer 6 anymore – only IE 7 and above (XHTML 1.0 compliant)

SharePoint 2010 is much more usable out of the box. The new ribbon interface is intuitive and familiar to Office users, and the product is much tighter, but the need for customization and integration is same.

The main features:
 New User Interface including new Ribbon
 Web Edit
 Silverlight Web Part
 Rich Themes
 Multiple Browser Support
 Visio Services
 SharePoint Designer
 Business Connectivity Services
 SharePoint Workspace
 Rich Media Support
 Central Administration

SharePoint 2010 is packed with exciting new features. Content authors, administrators and developers can all expect an improved experience.

Content Authoring Improvements
 Silverlight Web Part
 Ribbon Toolbar
 Improved Themes
 Improved WYSIWYG Editor (Web Edit with Live Preview)
Administration Improvements
 Streamlined Central Administration
 Best Practices Analyzer: analyzes farm health and can automatically fix common configuration errors out-of-the-box. Extensible and rules-based.
 Unified Logging Database
 Resource throttling for large lists and libraries

Development Improvements
 Visual Studio 2010 Tools including a Package Designer and Web Part Editor
 LINQ for SharePoint
 Developer Dashboard: Page-level debugging/trace output
 Business Connectivity Services (BCS) replaces Business Data Catalog (BDC) with SharePoint Designer 2010 and Visual Studio 2010 will provide BCS-specific tooling
And to say more…
 Enhancements related to handle large lists data
 Integration with other CMS products
 More workflow types
 Native support for Mozilla Firefox 3.0 and Opera
 Better support for Mobile devices
 Snapshot backup and recovery
 Improved InfoPath form capabilities

So explore new features of moss2010 sharepointers.
Happy sharepointing

switching between views in infopath

You have an InfoPath form template with 2 views for it. One is to fill the data and second one is to display that is read-only view.
When user fills the first view and clicks on submit button it has to show second view for the user.

We can achieve this using Rule or code to switch views.

So here I will assume that you have created InfoPath form template with view1 and view2.
And addition to that you have to make the view2 Read only. For this you have to
Uncheck the property Show on the view menu when filling out the form which is located on the general tab of the Properties dialog box of view1 and view2.

Use a Rule to switch b/w views.

For this you need to add Rule to button on your InfoPath form template with two actions.
Submit Using a Data Connection: My Data Submit
And
Switch to view: View2


That’s all you need to do to play with views.
Happy sharepointing.

SharePoint Designer workflow which sends an email with InfoPath form attachment link:

You want to send a mail to multiple users with attachment to InfoPath form when it is submitted to form library.
For this you have to create designer workflow which sends mail to multiple users when form is submitted.

Steps to achieve this:

 Design a browser compatible form template and publish to SharePoint form library. ]
 Now in SharePoint, configure the form template to Display InfoPath form as web page.
 Open the SharePoint site in Designer.
 Go to File and select New and then click workflow
 Type the name for workflow on the workflow designer and select you r form library as SharePoint list to attach your workflow. Select Automatically start this workflow when new item is created. and click Next.
 Now on the Workflow designer,click Actions and then select Send E-Mail from the context menu.,the action will be added to step1
E-Mail this message
 Click this message in E-Mail this message action.
 On the Define E-Mail Message dialog box, enter valid e-mail id’s in the To Field, and also enter the Subject in Subject field.
 Now go to SharePoint form library where your InfoPath forms are stored. Click on existing InfoPath form to open in the browser. Copy the URL of InfoPath form, the URL would be like this.

http://servername/sitename/_layouts/FormServer.aspx?XmlLocation=/SiteName/libraryName/Form1.xml&Source=http%3A%2F%2FServerName%2FsiteName%2FLibraryName%2Fforms%2FallItems%2Easpx&DefaultItemOpen=1

 Now on the Define e-mail message box, paste the URL in the e mail’s body field.
 Highlight the URl that comes after the Xmllocation parameter.
/SiteName/libraryName/Form1.xml

And click Add lookup to Body.
 On the Define Workflow lookup Dailog box ,select Server Relative URLfrom the Field dropdown list box. And click ok
Then the link should be like this.

http://servername/sitename/_layouts/FormServer.aspx?XmlLocation=[%LibraryName:ServerRelative URL%]&Source=http%3A%2F%2FServerName%2FsiteName %2FLibraryName%2Fforms%2FallItems%2Easpx&DefaultItemOpen=1

 On the Define E-Mail Message dialog box,click OK.
 On the workflow Designer ,click Finish.

Now onwards whenever you create new InfoPath form and save it to form library, it will send e mail to the users you specified .

Happy Sharepointing.

workflow association with multiple lists..

You have a workflow associated with list which contains lots of steps.

Now you a have requirement where multiple lists need to be associated with the same workflow. But it’s tedious job to design Same workflow for all lists. Here we have trick to use same workflow with multiple lists.

In SharePoint designer, when you expand your workflow you will find these supported files with it.


-Workflows
-myworkflow
myworkflow.aspx
myworkflow.xoml
myworkflow.xoml.rules
myworkflow.xoml.wfconfig.xml


Now to reuse the workflow with other lists,

• Create new workflow on the list on which you want it.
• Create at least one step with 1 condition and 1 action which will create above shown files.
• Copy content of.xoml file from your initial workflow and copy to notepad.
• Now open your new workflow and open .xoml file and replace the content with copied in notepad.
• Repeat this with .xoml.rules file
• Now double click on the .xoml file to open workflow in designer and click check the workflow for errors and click finish to save it.


Hey wow…you just associated your old workflow to your new list.
Happy sharepointing…