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I'm continuing my series of how to videos by showing how to create a read-only view. There are several reasons why you might wish to do this, the most common being that you want to have forms that cannot be altered after a process has been completed.
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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
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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
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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.
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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
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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
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I’ve had someone ask me about automatically giving InfoPath forms a unique number. The scenario in question was one where the forms were being saved to a SharePoint document library with a unique number attached. Documents in a SharePoint library do get
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Filed under: SharePoint, Business Process Management, MOSS2007, WSS 3.0, forms, infopath, InfoPath 2007, workflows, MOSS 2007, how to, data connections, unique id
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!
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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
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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
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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
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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.
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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
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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
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A couple of different people have asked me how to auto-populate the values in fields based on the username and values in external data sources. Those questions were the inspiration for this series of videos. I will show how to do simple but useful things
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