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How to Use Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step
Microsoft InfoPath 2010 is a software application that allows you to create and fill out electronic forms for various business purposes. Microsoft SharePoint 2010 is a platform that enables you to collaborate and share information with your colleagues and customers. By using InfoPath and SharePoint together, you can design, publish, and manage forms that integrate data from different sources, automate workflows, and provide rich user experiences in the browser or on mobile devices.
In this article, we will show you how to use Microsoft InfoPath 2010 with Microsoft SharePoint 2010 step by step, covering the following topics:
- Design and build InfoPath forms without writing code
- Add approval workflows to your InfoPath forms
- Integrate data from SharePoint and other company systems
- Create forms that offer a rich experience in the browser
- Build views and dashboards to display form information
- Create and use forms in the cloud with SharePoint Online
By following these steps, you will be able to create electronic business forms that meet your specific needs and enhance your productivity and efficiency.
Design and build InfoPath forms without writing code
One of the main advantages of using InfoPath is that you can design and build forms without writing any code. InfoPath provides a user-friendly interface that lets you drag and drop controls, add rules and validations, and customize the appearance of your forms. You can also use templates and sample forms to get started quickly.
To design and build an InfoPath form without writing code, follow these steps:
- Open InfoPath 2010 and click File > New.
- Select a template or a sample form that suits your needs, or click Blank Form to start from scratch.
- Add controls to your form by using the Controls group on the Home tab or the Controls task pane. You can choose from various types of controls, such as text boxes, drop-down lists, check boxes, buttons, pictures, etc.
- Set properties for each control by using the Properties dialog box or the ribbon. You can specify the name, data type, default value, formatting, rules, validation, etc. for each control.
- Preview your form by clicking Preview on the Home tab. You can test how your form works and make any necessary changes.
- Save your form by clicking Save on the Quick Access Toolbar or File > Save. You can save your form as an InfoPath Form Template (.xsn) file or an InfoPath Filler Form (.xml) file.
Add approval workflows to your InfoPath forms
Another benefit of using InfoPath with SharePoint is that you can add approval workflows to your forms. Approval workflows are processes that require one or more people to review and approve a form before it can be completed or submitted. For example, you can create an expense report form that requires approval from your manager and the finance department before it can be processed.
To add approval workflows to your InfoPath forms, follow these steps:
- Publish your form to a SharePoint library by clicking File > Publish > SharePoint Server. You will need to specify the location of the SharePoint site and library where you want to publish your form.
- Open the SharePoint library where you published your form and click Library Settings on the Library tab.
- Click Workflow Settings under Permissions and Management.
- Click Add a workflow.
- Select Approval - SharePoint 2010 from the list of available workflows. This is a built-in workflow that allows you to assign approvers and set deadlines for each approval task.
- Enter a name and description for your workflow and click Next.
- Configure the settings for your workflow, such as who will be the approvers, how many approvals are required, what are the due dates, what are the email notifications, etc.
- Click OK to save your workflow settings.
- To start an approval workflow for a form, open the form in the SharePoint library and click Workflows on the Documents tab. Select the 51082c0ec5