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  • Blog Post: InfoPath Introduction Part 7

    Continuing my series of demonstrations introducing the capabilities of InfoPath 2007. This demo shows how easy it is to create a form that connects to a database to view records, update records and create records.
  • Blog Post: Five Reasons InfoPath is Awesome

    These are five of the main things that I think make InfoPath 2007 such a great piece of software. 1. Repeating Tables Unless a form has a ridiculous number of rows in a table, sooner or later, someone will have more items to enter than there are rows provided. Whether you’re listing items to claim...
  • Blog Post: How to: Display a form in SharePoint

    Continuing my "how to" series with this requested demo. In this video, I show how to embed an InfoPath form as a web part in a SharePoint page. If you have a request for a feature you'd like to see demonstrated, please leave a comment.
  • Blog Post: How to: Hide a Section

    Continuing my series of "how to" videos, I show how to use conditional formatting to hide or show a section based on the values entered elsewhere in a form. Conditional formatting can be incredibly valuable when you're creating a long, complex form where people might need to fill out different...
  • Blog Post: SharePoint Case Study

    Salmon, a UK SharePoint Gold Partner have produced a case study of the solution they built for Endsleigh Insurance. This is a powerful web portal delivering a customised view to their customers and allowing Endsleigh to work with partner organisations. This solution has helped Endsleigh deliver a tailored...
  • Blog Post: InfoPath Introduction Part 8

    This is part 8 in my series of introductions to InfoPath 2007. In this demo, I show the publishing wizard and how to share form templates with those who need to fill the forms out.
  • Blog Post: Improving Form Performance

    When you load up InfoPath forms in a browser, do you see this message? Probably. The important question is, for how long? Does the form open in a couple of seconds, or are you sitting waiting for minutes? There are various reasons why a form might be slow in loading up. In this blog post, I...
  • Blog Post: InfoPath Awareness

    This very brief video is intended to give a glimpse at the sort of problems InfoPath could solve using features such as browser-enabled forms, conditional formating, data connections, data validation and so on.
  • Blog Post: InfoPath and Excel Services

    Given that I spent a ridiculously long time trying to get an InfoPath form to interact with a spreadsheet published through Excel Services, I thought this was a suitable subject for a blog post. If I stop someone else feeling like they want to beat themselves to death with their own keyboard, I will...
  • Blog Post: InfoPath Introduction Part 3

    Continuing my series of introductory demos, this video shows some of the different submit options built in to InfoPath 2007, including email and SharePoint document libraries. The data connection wizard makes it extremely easy to set up these options so that the information entered in a form gets to...
  • Blog Post: Generating a unique form number - a SharePoint counter

    I’ve had a request to expand on my post about generating automatic numbers for InfoPath forms. I was asked to go into more detail about how to set up a SharePoint list to act as a counter. Go to the SharePoint site where you have your document library and create a custom list by the standard process...
  • Blog Post: InfoPath Introduction Part 5

    This continues my series of introductory demos to InfoPath 2007. In this demo, I discuss the benefits of views and how to associate views to user roles.
  • Blog Post: Scenario: Budget Request

    Another scenario where InfoPath and SharePoint can aid business processes. In this demo, an employee fills out a budget request form, which is ammended by a manager and the results tracked using key performance indicators.
  • Blog Post: Scenario: Holiday Requests

    This is a short demo showing a potential scenario for InfoPath and SharePoint workflows improving common processes. In this demo, an employee requests holiday, their manager reviews and approves the request, and then the holiday is added to a SharePoint team calendar.
  • Blog Post: InfoPath Introduction Part 2

    Continuing my series of InfoPath demos. This video shows how quick and easy it is to create an InfoPath form with rich functionality - without needing to use code. This is not a guide on how you should build forms, but an example of what can be done.
  • Blog Post: InfoPath Introduction Part 6

    Continuing my introduction series, this demo shows InfoPath working with SharePoint workflows. Data entered
  • Blog Post: InfoPath Introduction Part 4

    In this part of my introductory series, I will show how InfoPath can be used with SharePoint or Forms Server to provide forms through the internet browser.
  • Blog Post: How to: Connect to a database

    Continuing my series of how to demos. I had a request to do a video showing how to show red, yellow, green indicators based on values from a database. Yesterday, I posted a demo showing how to set up indicators. Today, you get to see how to connect to a database. The procedure is the same to connect...
  • Blog Post: How to: Show indicators based on values

    This video is a response to a request. The request was to show how to show indicators based on values taken from SQL. In this video, I showed how to set conditional formatting to show indicators based on the value in a field. In this example, the value was entered manually, but exactly the same process...
  • Blog Post: InfoPath in the real world - Care Services

    I’d like to continue talking about the use of InfoPath in the real world by talking about Children’s Electronic Social Care Record. If you’ve been following local events in the UK over the past months, you may be aware that we’ve had some problems in identifying children who are at risk and working to...
  • Blog Post: InfoPath in the Real World - Commitments

    This is my second post about real-world implementations of InfoPath. Again, I’m sticking close to home. Microsoft have certain processes around employee commitments. At the start of the year, we have meetings with our managers to come up with various commitments and ways to measure whether we’re achieving...
  • Blog Post: SharePoint for Business Processes

    Continuing my series of short introductions to how SharePoint can be used to solve various business problems. This video touches on custom and out of the box workflows, as well as browser-enabled InfoPath forms.
  • Blog Post: Scenario: Stock Ordering

    Another simple scenario where SharePoint and InfoPath can work together to make life easier. A SharePoint dashboard which monitors stock levels is linked to an InfoPath form for ordering new stock, which kicks of a workflow to get the prodcuts delivered.
  • Blog Post: InfoPath in the Real World - Web Seminars

    This is the first of an ongoing series showing how InfoPath has been used in real-life situations. No matter how good the sales pitch is, there’s nothing like knowing that a product has actually helped organisations out. This first example is one that is pretty close to me. Microsoft have a lot of...
  • Blog Post: The phases of technology use

    I’d like to make a sweeping generalisation about how people react to technology. Disregarding for the moment the variations and exceptions, I believe that people go through four phases. Phase 1: What the heck do I do with it? Phase 2: Wow! That’s amazing! Phase 3: There’s this one little annoying...