InfoPath and SharePointIn the World of Human Resources

Who am I?

Real-World Examples Business Continuity Plan

Job Description Template

Performance Review

Company Credit Card

Wellness Program

Business Continuity Plan

User Request Word Document with 20+ pages

Ongoing revisions

Multiple Users

Reporting

form sample

completion level

Calculated fields with nested IF statement

=IF(AND(AND([Customers Complete]=TRUE),AND([Communication Complete]=TRUE),AND([Plan Details Complete]=TRUE),AND([Org Chart Complete]=TRUE),AND([Vendors Complete]=TRUE),AND([Dept Roster Complete]=TRUE),AND([Staffing Complete]=TRUE),AND(NOT(ISBLANK([Annual Call Tree Exercise]))),AND(NOT(ISBLANK([Annual Call Tree Resolved]))),AND(NOT(ISBLANK([Qtrly Updates]))),AND(NOT(ISBLANK([Training])))),"Complete","----")

reporting

sharepoint view

conditional formatting

Outcome Calculated field

SharePoint view that can be filtered

Conditional formatting in Excel

Job Description Template

User Request Template with instructions

Standardized format

original document

minimum requirements

print view

customize the field

informaton icon

Outcome Drop-down Lists

Print view

Alternative text

Performance Review

User Request Multiple performance objectives

Supervisor and Employee can complete different sections

Sign the form

Protect form from others

form template

click to sign

rules

signature rule

item level permissions

Outcome Repeating tables

Validate user

Set a field’s value

Impersonation workflow

Company Credit Card Application

User Request Instructions

Application

Quiz

Approval Process

instructions

quiz

quiz formatting

quiz calculation

my:Quiz/my:Q1 + my:Quiz/my:Q2 + my:Quiz/my:Q3 + my:Quiz/my:Q4 + my:Quiz/my:Q5 + my:Quiz/my:Q6 + my:Quiz/my:Q7 + my:Quiz/my:Q8 + my:Quiz/my:Q9 + my:Quiz/my:Q10 + my:Quiz/my:Q11 + my:Quiz/my:Q12 + my:Quiz/my:Q13 + my:Quiz/my:Q14 + my:Quiz/my:Q15 + my:Quiz/my:Q16 + my:Quiz/my:Q17 + my:Quiz/my:Q18 + my:Quiz/my:Q19 + my:Quiz/my:Q20 != 200

Outcome Show / Hide Sections

Calculate Quiz Score

Wellness Program

User Request Six-week program

Two modules available

Can only see individual form

Can’t see future program weeks

form template

registration process

current user filter

program weeks

tab rules

Rule 1 Rule 2 Rule 3

change program

Outcome SharePoint Page Content Editor Web Part

SharePoint Page User Filter Web Part

Form Tabs

Show / Hide Sections

Quick Tips

item level permissions

custom action

rule inspector

rule inspector

form template version

substring-before(substring-after(/processing-instruction()[local-name(.) = "mso-infoPathSolution"], 'solutionVersion="'), '"')

Aha Moment?

Questions?

My Contact Information Sandra Mahan

Email: smahan14@gmail.com

Twitter: @smahan14

Slides Posted: www.sharepointsandra.wordpress.com

53 | SharePoint Saturday St. Louis 2012

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