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  • Blog Post: InfoPath 2010 Introduction Part 2: Rules Management

    Second in my series of demos introducing InfoPath 2010 and some of the new features. This demo shows some of the different ways you can add and manage rules to a form template. It shows quick rules, the rules management pane and copying rules, as well as some of the different formating and action rules...
  • Blog Post: Customise a SharePoint List Form

    There's no point reinventing the wheel. Rather than sitting down myself to create a demo of this wonderful new feature you can get by combining SharePoint 2010 and InfoPath 2010, I thought I'd link you to this video put together by the InfoPath 2010 team.
  • Blog Post: InfoPath 2010 Introduction Part 3: SharePoint Form Web Part

    This video shows the new web part in SharePoint 2010. It's now easy to embed an InfoPath form as a web part within a SharePoint page.
  • Blog Post: InfoPath 2010 Introduction Part 4 - Quick Publish

    This short demo video shows the time-saving capabilities of the Quick Publish button in InfoPath 2010.
  • Blog Post: Form Conversion

    One of the nice features of InfoPath is the ability to convert existing Word or Excel forms into InfoPath forms, potentially saving you a lot of time. When you load up InfoPath Designer 2010, you are first presented with the options of all the form templates you can design. One is labelled Convert Existing...
  • Blog Post: Making InfoPath talk to Visio

    In a previous blog post, I talked about how to get two Visio diagrams to interact on a SharePoint page. Now I’m going to bring that discussion back round to my favourite Microsoft product. How can an InfoPath form talk to a Visio diagram? Visio is a great tool for drawing detailed diagrams, potentially...
  • Blog Post: Office 2010 beta is here!

    It’s time to have a play. The public beta has launched and now you can get hold of Office 2010 and SharePoint 2010. You can download it from and try out some of the new features such as: · Conversation threading in Outlook · Improved rules management in InfoPath · The...
  • Blog Post: Workflow initiation forms

    With the 2010 version, a lot of work has been done to tighten up the integration between SharePoint and InfoPath. One example of this is workflow initiation forms. One of the things you can now do with SharePoint 2010 is create reusable SharePoint Designer workflows that aren’t attached to a specific...
  • Blog Post: Win an XBox 360!

    The InfoPath Team are holding a competition. If you are building a solution using InfoPath 2010 and SharePoint 2010, make a short video about your solution (no more than 6 minutes) and you could win an Xbox 360. There are a couple of points about eligibility. You have to be a resident of the US or...
  • Blog Post: Displaying the month in an InfoPath form

    Someone asked this question on a discussion list and I thought the answer was one that others might be interested in. What do you do if you want to set a field in an InfoPath form to show the month that the form is filled out? This can be done by using the today() function. This function returns...
  • Blog Post: Sandbox Code and InfoPath

    InfoPath allows you to create forms with very sophisticated logic. Some of this can be done using the out of the box features and formulae but there is always the option to write custom code. I would not recommend using InfoPath if vast amounts of custom code are required (if you’re going to write lots...
  • Blog Post: Advanced Copy

    Yesterday, I received my advanced copy of the new edition of Designing Electronic Forms for SharePoint and InfoPath. This is a 1000 page book which does exactly what the title suggests. It's a guide on how to use InfoPath to design electronic forms, both for SharePoint and the InfoPath client. The first...
  • 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...
  • Blog Post: Custom Document Information Panel

    This demo shows how to create and edit a custom Document Information Panel for SharePoint documents using InfoPath 2010. It also shows how to filter drop down lists so that a second list displays different values based on those selected in the first.
  • Blog Post: InfoPath 2010 Introduction Part 1: Create a simple form

    First in a new series of demo videos introducing InfoPath 2010. In this demo, I show the creation and publication of a simple electronic form.