STEVEN MANN InfoPath with SharePoint ® 2013 HOW-TO 800 East 96th Street, Indianapolis, Indiana 46240 USA Infopath.indb i 7/12/13 9:53 AM InfoPath with SharePoint 2013 How-To Executive Editor Copyright © 2014 by Pearson Education, Inc. Greg Wiegand All rights reserved. No part of this book shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, Executive Editor photocopying, recording, or otherwise, without written permission from the publisher. No patent liability is assumed with respect to the use of the Neil Rowe information contained herein. Although every precaution has been taken in Development Editor the preparation of this book, the publisher and author assume no respon- sibility for errors or omissions. Nor is any liability assumed for damages Mark Renfrow resulting from the use of the information contained herein. Managing Editor ISBN-13: 978-0-672-33694-2 ISBN-10: 0-672-33694-4 Sandra Schroeder Library of Congress Control Number: 2013944877 Project Editor Printed in the United States of America Seth Kerney First Printing: July 2013 Copy Editor Trademarks All terms mentioned in this book that are known to be trademarks or Keith Cline service marks have been appropriately capitalized. Pearson cannot attest to the accuracy of this information. Use of a term in this book should not Indexer be regarded as affecting the validity of any trademark or service mark. Erika Millen Warning and Disclaimer Proofreader Every effort has been made to make this book as complete and as accu- rate as possible, but no warranty or fitness is implied. The information Kathy Ruiz provided is on an “as is” basis. The author(s) and the publisher shall have Technical Editor neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book or J. Boyd Nolan from the use of the CD or programs accompanying it. Team Coordinator Bulk Sales Cindy Teeters Pearson offers excellent discounts on this book when ordered in quantity for bulk purchases or special sales. For more information, please contact: Book Designer U.S. Corporate and Government Sales 1-800-382-3419 Mark Shirar [email protected] Compositor For sales outside of the U.S., please contact: Bronkella International Sales +1-317-581-3793 Publishing [email protected] Infopath.indb ii 7/12/13 9:53 AM Contents at a Glance Introduction .............................................................................................. 1 Part I: Designing Forms for SharePoint 1 Use InfoPath Designer 2013 ...................................................................... 3 2 Create a SharePoint Form with InfoPath Designer ........................................ 7 3 Use SharePoint Form Controls ................................................................. 21 4 Create SharePoint Form Rules ................................................................. 41 5 SharePoint Form Functions ...................................................................... 57 6 Create SharePoint Form Page Designs and Views ...................................... 71 7 SharePoint List Forms ............................................................................. 81 8 Submit and Publish to SharePoint ............................................................ 89 Part II: Business Solutions 9 Use Data in SharePoint Forms ............................................................... 113 10 Use the InfoPath Form Web Part ............................................................ 151 11 Using Forms in SharePoint Workflows ..................................................... 163 12 Enhance the User Experience ................................................................. 183 13 Using Template Parts to Create Reusable Form Components ................... 203 Part III: Technical Solutions 14 Customize a Document Information Panel Content Type ........................... 213 15 Leverage Visual Studio 2012 with InfoPath ............................................. 221 16 Dynamically Populate a Repeating Table ................................................. 229 17 Track Changes in a Form ....................................................................... 243 18 Autogenerate Forms .............................................................................. 259 Part IV: Administrative Aspects 19 Use Central Administration to Administer InfoPath Forms Services ........... 267 20 PowerShell ............................................................................................ 281 21 Managing Form Permissions .................................................................. 293 Infopath.indb iii 7/12/13 9:53 AM Part V: Troubleshooting 22 General Form Issues ............................................................................. 301 23 Resolve Deployment and Publishing Issues ............................................. 311 24 Resolve Form Submission Issues ........................................................... 315 Part VI: Appendixes A Auto-Increment Repeating Tables ........................................................... 321 B Upload File Attachments in Forms to a Document Library ......................... 323 C Add Picture Files to InfoPath .................................................................. 327 Index .................................................................................................... 331 Infopath.indb iv 7/12/13 9:53 AM Table of Contents Introduction 1 Overview of This Book ........................................................................... 1 How to Benefit from This Book .............................................................. 1 What Is New in This Book? .................................................................... 2 How to Continue Expanding Your Knowledge ........................................... 2 Part I: Designing Forms for SharePoint 1 Use InfoPath Designer 2013 3 Why Use an InfoPath Form? ................................................................... 3 What Does InfoPath Do for My Lists? ..................................................... 4 Why Use InfoPath Forms in Workflows? .................................................. 4 How Does InfoPath Integrate with My Data? ........................................... 4 InfoPath Versus Web Controls and Web Parts ......................................... 5 What Is the InfoPath Web Part? ............................................................. 5 Getting Started ..................................................................................... 5 2 Create a SharePoint Form with InfoPath Designer 7 Design a SharePoint Form Using the Blank Form Template ...................... 9 Add Controls....................................................................................... 10 Preview Your Form .............................................................................. 11 Name Your Data Fields ....................................................................... 12 Add Submit Options ............................................................................ 13 Publish Your Form ............................................................................... 15 Use Your Form in SharePoint ............................................................... 17 Create a Form Library from InfoPath ..................................................... 18 Design a SharePoint Form Using the SharePoint Form Library Template.......................................................................................... 20 3 Use SharePoint Form Controls 21 What Are Input Controls?..................................................................... 22 What Are Object Controls? ................................................................... 23 What Are Container Controls? .............................................................. 24 Drag Controls on Your Form ................................................................. 24 Allow Users to Enter Text .................................................................... 25 Make a Text Box Read-Only ........................................................ 25 Make a Text Box Multiline .......................................................... 26 Infopath.indb v 7/12/13 9:53 AM vi InfoPath with SharePoint 2013 How-To Allow Users to Select a Single Selection from a List of Items ................ 27 Allow Users to Select Multiple Items from a List of Items ...................... 29 Allow Users to Select an Optional Single Choice ................................... 30 Allow Users to Select from Various Options .......................................... 31 Allow Users to Enter a Date/Time ........................................................ 32 Allow Users to Select a Person ............................................................ 34 Allow Users to Select from a SharePoint External Content Type ............. 35 Allow Users to Initiate an Action .......................................................... 35 Show Optional Controls on Your Form .................................................. 37 Allow Users to Enter Multiple Instances of the Same Fields ................... 37 Allow Users to Choose Which Set of Fields to Use ................................ 38 Make a Control/Field Required ............................................................ 40 4 Create SharePoint Form Rules 41 Hide or Show Controls Based on a Selected Option .............................. 42 Format