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InfoPath Forms Services - PowerPoint PPT Presentation

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InfoPath Forms Services. Chris Beckett | SharePoint Technology Specialist (206) 965-8257 | [email protected] | Agenda. Forms Services Overview Demo – Publishing and Viewing a Simple Form with Form Services Differences between InfoPath Rich and Web Forms

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Infopath forms services l.jpg

InfoPath Forms Services

Chris Beckett | SharePoint Technology Specialist

(206) 965-8257 | [email protected] |

Agenda l.jpg

  • Forms Services Overview

  • Demo – Publishing and Viewing a Simple Form with Form Services

  • Differences between InfoPath Rich and Web Forms

  • Advantages of Data Connections

  • Demo – Using a Data Connection Library

  • InfoPath Security Modes and Publishing Alternatives

  • Demo – Farm Data Connection Library / Administrator-Approved Form

  • InfoPath Forms Services Query Parameters

  • Demo – Using Custom Query Parameters with VSTO

  • Mobile Forms

  • Demo – Viewing a Mobile Form

  • Resources

  • Q&A

Infopath forms services overview l.jpg
InfoPath Forms Services Overview

  • The InfoPath Forms Services technology is available in the Microsoft Office SharePoint Server 2007 Enterprise CAL and also, separately, in Microsoft Office Forms Server 2007.

  • Allows rendering InfoPath Forms in a Browser

  • InfoPath client is not required to be installed on the client machine

  • Cross-Browser support for IE, Safari, Firefox

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Demo – Publishing a Form

An introduction to publishing InfoPath forms for display in InfoPath Form Services:

  • Open Sample Template

  • Set Compatibility for Browser

  • Set Forms Options

  • Save Locally

  • Publish to SharePoint (Create New Library)

  • Update Library to display in browser

  • Demonstrate form displaying in browser

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InfoPath Client vs. Forms Services

Controls that work with Forms Services:

  • Text Box

  • Rich Text Box (Partial)

  • List Box

  • Drop-Down List Box

  • Date Picker

  • Check Box

  • Option Button

  • Button

  • Section

  • Optional Section

  • Repeating Section

  • Repeating Table

  • File Attachment

  • Hyperlink

  • Expression Box

Controls that require InfoPath client:

  • ActiveX Control

  • Bulleted List Control

  • Choice Group/ Section

  • Combo Box

  • Horizontal Region/ Repeating Table

  • Ink Picture Control

  • Master/Detail Control

  • Multiple-Selection List Box

  • Numbered List Control

  • Picture Control

  • Plain List Control

  • Repeating Choice Group

  • Repeating Recursive Section

  • Scrolling Region

  • Vertical Label

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InfoPath Features not supported by Forms

  • Filters

  • Submitting data to a database

  • Submitting ADO.NET Change Dataset

  • Alerts that display dialog boxes

  • Rules to open a new form

  • Digitally signing entire form

  • XSL customizations with xd:preserve

  • Data Connections across site collections

  • Custom code to save forms

  • Custom code to merge data

  • Legacy Code using InfoPath.SemiTrust

  • User Roles / Current User Role

  • Placeholder Text in Controls

  • Custom Task Panes

  • Prompting users to save changes when closing a form

  • Rules to display a dialog box

  • Protected Views

  • Word-Based Print Views

  • Undo / Redo

  • Check Spelling

  • AutoComplete

  • Information Rights Management

  • Send to Mail Recipient

  • Merge Forms

  • Export to Excel

  • COM Add-Ins

  • There are also differences between what classes and members of the Microsoft.Office.Infopath namespace can be used with Forms Services

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Data Connections

  • Xml file in the Universal Data Connection V2 Format

  • Abstracts connection details from the InfoPath Form

  • Saved to a special library called a “Data Connection Library”

  • Can be deployed at a site, or farm-level

  • Allows browser-based forms to access Web Services securely, even across domains (with configuration)

  • Allows submitting forms across Site Collections and Web Applications

  • Configuration managed from Central Administration under Application Settings

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Demo – Data Connection Libraries

Using data connection libraries to improve the portability of InfoPath Forms:

  • Create a custom list to hold Trip Class options

  • Add a receive data connection to the new list

  • Create a Data Connection Library

  • Create a UDCv2 file pointing to the Trip Class list. Upload to the data connection library.

  • Add a receive data connection to the new UDC in the data connection library.

  • Review form manifest to demonstrate that data connections do not hard-code connection information into the form.

  • Republish the form as a Content Type

  • Create new form library and add new content type

  • Display the form and demonstrate data being retrieved through data connection library

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Form Security Modes


  • Forms published directly to SharePoint Form Libraries or Content Types

  • Forms that use Site Collection Data Connection Libraries

  • Local to site collection – if published to another site collection completely independent copy (hard to manage changes)


  • Forms with code-behind

  • Forms that use Data Connections from Central Administration

  • Can be used in multiple site collections and web applications

  • Single place to make changes

  • Additional overhead to publishing process

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Demo – Full Trust Forms

Use a Farm-Level data connection library with an Administrator-Approved Form:

  • Open Central Administration and upload UDC file to Farm Data Connection Library

  • Add a receive data connection to the new UDC in the data connection library – specify “Centrally Managed connection library”

  • Republish the form as an Administrator-Approved Form

  • Open Central Administration and upload form template. Publish to demo site collection.

  • Open demo site and display published form template and new auto-generated content type.

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Invoking Forms by URL

  • URL that references a form template (*.xsn) or form file (*.xml)

  • URL that references the built-in FormServer.aspx Web Page

  • Custom Page containing the XmlFormView control




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Passing Parameters to Forms

  • Passes any additional query parameters not recognized by InfoPath Forms Services to browser form as Input Parameters in the Form Loading event.http://server/sites/team/forms/DeptReport.xsn?Dept=Accounting

    Reading Input Parameters for Form Opened with URL

    public void FormEvents_Loading(object sender, LoadingEventArgs e)


    string purpose = e.InputParameters[“Purpose"];

    XPathNavigatorxmlNav = CreateNavigator();

    xmlNav.SelectSingleNode("/my:travelRequest/my:purpose“, NamespaceManager).SetValue(purpose);


    Reading Input Parameters for Form Opened in XmlFormViewWebPart

    public void FormEvents_Loading(object sender, LoadingEventArgs e)


    string param = HttpContext.Current.Request.Params[“myParam"];


  • Query parameters allow InfoPath to be invoked from links, the Business Data Catalog, a DataFormView on a custom SharePoint Designer page, etc.

Demo forms services query parameters l.jpg
Demo – Forms Services Query Parameters

Demonstrate supported and custom query parameters for InfoPath Web Forms:

  • Open the demo site and browse to Form Templates

  • Display the form template using Form Services Query Parameters…\TravelRequest.xsn?OpenIn=Browser

  • Switch to the InfoPath Form

  • Open VSTO by selecting Tools > Programming > Loading Event from InfoPath

  • Add code to copy the “Purpose” parameter to the Business Purpose field

  • Republish the form as an Administrator-Approved Form

  • Open the demo site and create a new form.

  • Update the URL to add our new custom query parameter and refresh the browser

  • Display how the query parameter became the value for the form field

Mobile forms l.jpg
Mobile Forms

Mobile Form Design Differences

  • ASP.NET Controls replaced with ASP.NET Mobile Controls

  • HTML Tables and CSS not supported by some mobile browsers – visual fidelity is not guaranteed

  • Mobile representation rendered during publishing – may look different on different devices

  • Only support a sub-set of browser controls:

    • Text Box

    • List Box

    • Check Box

    • Drop-Down List Box

    • Repeating Section

    • Expression Box

    • Date Picker

    • Buttons

  • Recommendations

  • Used buttons and multiple views to organize controls for small screens

  • Use only supported controls to minimize rendering inconsistencies

  • Minimize dynamic data queries that require round-trips to the server

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Demo – Mobile Forms

Demonstrate rendering a form in a mobile device:

  • Start the Windows Mobile 6 Emulator

  • Start Pocket IE

  • Browse to demo site mobile view

  • Open the “BreakfastParis” file

  • Demonstrate the form rendering in a mobile device

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Forms Services Configuration

  • Located in Central Administration > Applications > InfoPath Forms Services

  • Allows configuration of farm settings for Forms Services

  • Can be used to enforce secure policies around form connections to data, etc

  • Session State Size – Large File Upload support

  • Should publishing browser forms be restricted to Administrators?

  • Does access to data sources need to be secure?

  • Is cross-domain access to data allowed?

Resources l.jpg

  • Microsoft Office Forms Server 2007 SDK

  • InfoPath Forms Server 2007 – An Essential Guide!

  • TechNet Office System Tech Center – Microsoft Office Forms Server 2007

  • Planning and architecture, deployment, and operations for Office Forms Server 2007 (Downloadable Book)

  • Office Online - Microsoft Office Forms Server 2007

  • Office Developer Center – InfoPath 2007 Resource Center

  • MSDN VSTO – InfoPath Developer Reference for Managed Code

  • InfoPath Team Blog

  • InfoPath Forms Services 2007 Web Testing Toolkit

Questions and answers l.jpg
Questions and Answers

Tonight’s Topics:

  • Forms Services Overview

  • InfoPath Client vs. Forms Services

  • Custom Web Services Integration

  • Advantages of Data Connections

  • InfoPath Trust Model

  • Form Publishing Options

  • Admin-Approved Forms

  • Invoking Form Services by URL

  • Passing Parameters

  • Code-Behind with VSTO

  • Mobile Forms

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