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Melick Rajee Baranasooriya
http://melick-rajee.blogspot.com/
InfoPath Data Sources
• Can be
  o Submit Data
      • To a Web service
      • To a Document Library on a SharePoint site
      • As an E-mail Message
      • To a Hosting Environment (XMLFormView Control)
  o Retrieve Data
      • SOAP Web Service
      • REST Web Service
      • SharePoint Library or List
      • Database
      • XML Document
InfoPath Data Sources..
• Main Data Source




  o Holding Values
  o Query the Main Data Source
     • Will get blank if empty
  o Can Promote to SharePoint
     • Read Only
     • Read/Write
Myths ..
• Main Data source
InfoPath Data Sources..
• Secondary Data Source
  o Temporary Holds Data

      • Can be load in Form Load (Not Good)
      • Query as we want

  o Can use to bind data to controls

  o Mainly for Retrieve Data

      •   SOAP Web Service
      •   REST Web Service
      •   SharePoint Library or List
      •   Database
      •   XML Document
Rules
• Form Load

  o Set default values
  o Switch views depends on some values
  o Query Secondary Data Sources if necessary


• Form Submit
  o Summit Validations
  o Query data sources before submit


• Main Data source
  o Controls validations
  o Action rules
Controls n Rules
• Simple Validation

• Simple Formatting

• Simple Action

• Change view on load

• Calculated Value

• Always true rule
Controls n Rules ..
• Eval

• Load List to Repeating table

• Bind Data source to Combo Box

• Implement If else
   o If not run method
   o Complement condition method
Template Parts
• Reusable form segment

• Can not have code behind

• Can use as a group of controls
User profile services
• Query User profile data connection loads current
  user information

• Can connect to AD

• Custom AD attributes can retrieve
Thank You
   Any ?

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Designing IA for AI - Information Architecture Conference 2024
 

Infopath controls

  • 2. InfoPath Data Sources • Can be o Submit Data • To a Web service • To a Document Library on a SharePoint site • As an E-mail Message • To a Hosting Environment (XMLFormView Control) o Retrieve Data • SOAP Web Service • REST Web Service • SharePoint Library or List • Database • XML Document
  • 3. InfoPath Data Sources.. • Main Data Source o Holding Values o Query the Main Data Source • Will get blank if empty o Can Promote to SharePoint • Read Only • Read/Write
  • 4. Myths .. • Main Data source
  • 5. InfoPath Data Sources.. • Secondary Data Source o Temporary Holds Data • Can be load in Form Load (Not Good) • Query as we want o Can use to bind data to controls o Mainly for Retrieve Data • SOAP Web Service • REST Web Service • SharePoint Library or List • Database • XML Document
  • 6. Rules • Form Load o Set default values o Switch views depends on some values o Query Secondary Data Sources if necessary • Form Submit o Summit Validations o Query data sources before submit • Main Data source o Controls validations o Action rules
  • 7. Controls n Rules • Simple Validation • Simple Formatting • Simple Action • Change view on load • Calculated Value • Always true rule
  • 8. Controls n Rules .. • Eval • Load List to Repeating table • Bind Data source to Combo Box • Implement If else o If not run method o Complement condition method
  • 9. Template Parts • Reusable form segment • Can not have code behind • Can use as a group of controls
  • 10. User profile services • Query User profile data connection loads current user information • Can connect to AD • Custom AD attributes can retrieve
  • 11. Thank You Any ?