Hi there, Daniel Broekman here. After showing you how to customize a SharePoint list with InfoPath 2010, and describing the differences between SharePoint list forms and form library forms together with Kate Everitt, I’m back with a quick tip for easily sending a value from the browser’s query string into an InfoPath form.
Imagine one of the following scenarios:
In InfoPath 2007, you could accomplish these scenarios with code. With InfoPath 2010 and SharePoint 2010, there is a much easier way to send data from the query string into an InfoPath form. Let’s take a look.
Using a web part page and a part-to-part connection between a Query String (URL) Filter web part and an InfoPath Form Web Part (new in SharePoint 2010), we can easily pass a value from the browser’s query string into the form.
I’m going to assume you already have a list form published to SharePoint. I just created a simple form to collect feedback on a conference presentation. As you can see, I included a “Referrer” field that will track the referral source of users filling out my form.
To set up the rest of the scenario, follow these steps:
Everything should be set up correctly now. Save your changes to this page, and then navigate to the page. You should see the blank form.
To test that everything is working correctly, add “?Referrer=email” to the end of the URL, and you should see the Referrer field being populated with the value “email”.
That’s it! You now have a page that passes data from the query string into an InfoPath form, set up in less than 5 minutes, and without any code.
For more advanced scenarios, you can use this as a starting point. For example, you could have a rule on the “Referrer” field that performs certain actions based on the incoming value, such as querying a secondary data source, loading a specific item, etc. In the “customer invoice” example I gave at the beginning of this post, you could have an “onchange” rule on the “Customer” field that queries a secondary data connection for all of that customer’s invoices.
One final note: the InfoPath Form Web Part only supports one incoming part-to-part connection at a time, which means that you are limited to passing one value into the form using this method.
Please leave a comment to let me know how you’re using this functionality in your forms!
In this video demo, Philip Newman and Christopher Brotsos from the InfoPath program management team show how you can use Team Foundation Server (TFS) to manage source control for your InfoPath forms with code.
Team Foundation Server (TFS) is an effective repository and source control program for your InfoPath solutions. Teams add InfoPath forms and their related Visual Studio Tools for Applications (VSTA) projects to TFS, and then proceed to collaborate on the overall solution. Form designers focus on adding controls, rules, and layouts to their local copy of a form while developers add C# or Visual Basic .NET code to their local copy of a form code project. Then, by using the TFS visual tooling environment, designers and developers can easily merge their changes together into a complete InfoPath solution.
There are, however, some best-practices that you should, and in some cases must, implement in order to be successful.
If your team plans to collaborate on an InfoPath solution, ensure all contributors work within a directory that everybody in the team can access via the same path. For example, use a common mapped drive, a UNC path, or as in the video, a local path that can be the same for all users of the project. In the video, we specifically used:
InfoPath’s default root directories, for XSNs and VSTA projects, fall under %USERPROFILE%. Because the %USERPROFILE% directory has a different name for each user, it will not be accessible through a common path for all those contributing to the project.
When you collaborate on an InfoPath solution, you should work with the XSN component files themselves, and not the XSN. When you add a control, rule, or new attribute to a form it is common for more than one component file in the XSN to be updated. If you work with the XSN, and not the component files, the template will be treated as a binary object. Most source control programs do not let you diff and merge changes to binary objects, and without this granular view/control of the XSN, you will not be able to successfully collaborate with your teammates.
To work with the XSN component files, setup the local workspace and save/export the files as follows:
It’s likely that your existing project is not already configured according to the requirements. So, make a backup of said project(s), and then change the configuration to support a shared design environment.
Before Philip and I opened the XSF in design mode, you saw us remove the read-only property from the %Project Directory% instead of executing a check-out in TFS to remove the TFS file lock. Executing a check-out in TFS is not best-practice when working with an InfoPath project because InfoPath 2010 needs access to all of the component files during design mode. Likewise, you also saw Philip execute an atomic check-out/check-in before he updated the repository with the date field and validation rule he added. TFS won’t let you check-in until you check-out, so the two commands should be executed in sequence in order to successfully check-in updated files. (Note: I didn’t check my code into TFS in the video, but if I had, I would also have executed a check-out followed immediately by a check-in).
Configure TFS to check-in your DLLs and PDBs. In a standard Visual Studio project, this isn’t necessary because DLLs and PDBs can be built dynamically at build-time. InfoPath also generates DLLs and PDBs dynamically, but it also lists said files in the template manifest. As such, if the DLLs and PDBs aren’t in the %XSN Components Directory% then the Designer will fail to open with a schema validation error.
Avoiding conflicts with the schema, control properties, and the layout of a form can be managed by maintaining the following best practices in your team:
Apache SVN works equally as well for collaborating on InfoPath form templates and their related VSTA projects. If the guidelines in this post are followed, your team can use SVN as a repository and source control management solution in the same way as Visual Studio Team Foundation Server. Each version control solution has its own benefits and caveats though, and you should evaluate each to determine which solution works best for your team. As an example: SVN doesn’t apply file locks to local copies of projects; its check-in/check-out paradigm differs from TFS. So, your team may find the file management aspects of SVN more intuitive and efficient. On the other hand, you will likely conclude that the CLI is the best choice for managing your project with SVN, and as such, you will lose the graphical/auto merge feature. Again, experiment, evaluate, and choose the solution which works best for your team.
InfoPath makes designing forms easy, and it provides you with a managed object model and access to the .NET Framework. This programmability support is available so that you can extend your forms into a variety of scenarios on the client and SharePoint. As your projects grow in size and complexity, you will find that using a managed repository is a quick and effective way for sharing solution amongst multiple developers and designers.
This week's cool form is an inventory check list form that is used in the Microsoft Company Store. The form contains 2 views.
The 1st view contains a set of checks that need to be completed by store employees.
The 2nd view displays the list of checks that have not yet been completed by the user.
If you have a “cool” form that you would like to share with us, please send an e-mail with the following details to firstname.lastname@example.org -
The most popular submissions will be featured on our blog in future posts.
Check out other Cool Forms here.