3/9/11 Boston Area SharePoint Users Group Quick Tip presented by Deb Walther

1. SharePoint: Mission Critical Business Apps | Strategic Services BASPUG Quick Tip March 9, 2011 Using InfoPath to Make a Better List Form in Share Point 2010 Presented By: Deb Walther The Leaders In Contract Management For SharePoint www.corridorconsulting.com

3. Collect requestor/customer input

4. Customer provides data (Lean: reduces emails)

5. Collect “worker” input

6. Keep track of the work done, lessons learned etc.

7. Track KPIs

8. # of days to close

9. # of requests

10. Transparency to system

11. Use web parts to allow customer to “pull” information (lean)

13. Editing the List form Limited Opportunities to Edit the form: Code Designer

14. Editing the List Form SharePoint 2010 allows the use of InfoPath 2010 to edit list form InfoPath creates forms that can talk to SP Can use multiple pages Requestor page Worker page Logic Show only certain fields based on choices made UI: Remove the “SharePointiness”

15. Request Page Only ask for the information needed from the customer Simple “Submit” button, easy to add attachments Custom Graphics Use shading to make data entry “obvious”

16. Page 2 (Response Page) Pull the data from the first page as read only No need to move back and forth Response data easy to enter

17. Updating the form New fields can be added via the list or the IP form Note: errors can occur when data is updated on the IP form (choice fields). Best practice to use the list. When the list is updated, the IP form must be updated: open form and publish

18. Updating the form Very easy to update the form Drag and drop new field

19. SharePoint: Mission Critical Business Apps | Strategic Services CONTACT INFORMATION: Deb Walther Senior Consultant deb.walther@corridorconsulting.com 978-436-1936 www.corridorconsulting.com