Microsoft SharePoint. Building Office 2007 Solutions in VB 2005 ...

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CHAPTER 6 ■ SHAREPOINT DOCUMENT, FORM, AND RECORDS MANAGEMENT 223PrerequisitesBefore you begin this exercise, you should have read through the InfoPath information in thisexercise. Additionally, you should have created the Template Parts library from the “CreatingTemplate Parts” section earlier in this chapter and built the sample template part for enteringcustomer information. This exercise will make use of this template part to create a form forcustomer issues.Creating a Customer Issues SiteFor this exercise, you will create a new site for tracking customer issues. This site will have aform library that will contain the form for tracking issues. Therefore, you’ll need to create thissite before building the form.Follow these steps to create the new site:1. Log in to VSMOSS as a SharePoint administrator.2. Open the home page of the intranet site you created in Chapter 2 (e.g., http://vsmoss/sites/intranet/Pages/Default.aspx).3. Click the Sites tab to open the Site Directory.4. In the Site Directory, click the Create Site link.5. On the New SharePoint Site page, enter Customer Issues in the Title field.6. Enter CustomerIssues in the URL Name field.7. Select Blank Site from the template list.8. Click the Create button.The form that you’ll create will contain a list that will allow you to categorize the customerissue. This list will be maintained in the SharePoint site so that it can be edited when necessary.You will subsequently utilize the list in your form by using a data connection.Follow these steps to create the new list:1. In the Customer Issues site, click the Lists link in the Quick Launch area.2. On the All Site Content page, click the Create link.3. On the Create page, click Custom List.4. On the New page, enter Issue Categories in the Name field.5. Click the Create button.6. On the Issue Categories page, click the New button.7. On the New Item page, enter Product Defect in the Title field and click the OK button.8. Repeat steps 6 and 7 to add the following categories to the list: Missing Parts, WrongItem, and Damaged Item.
224CHAPTER 6 ■ SHAREPOINT DOCUMENT, FORM, AND RECORDS MANAGEMENTCreating the Customer Issues FormThe Customer Issues form will utilize several of the new features of InfoPath and SharePoint.You will use template parts to help create the form, the Issue Categories list as a data source,a form library for saving the forms, and a simple workflow to route the issue for review. Oncethe forms are saved, you’ll use library views to analyze the data.Follow these steps to create the InfoPath form:1. Log in to VSCLIENT as a SharePoint administrator.2. Select Start ➤ All Programs ➤ Microsoft Office ➤ Microsoft Office InfoPath.3. In the Getting Started dialog, click the link titled Design a Form Template.4. In the Design a Form template dialog, select the Blank template and click the OK button.5. In the Design Tasks pane, click the Controls link.6. In the Controls pane, locate the CustomerInformation template part that you createdearlier in this chapter.7. Drag the CustomerInformation template part from the Controls pane to the blank form.Creating the Data ConnectionThe CustomerInformation template part acts as the header for the new form. The body of theform will have the description of the problem and allow the user to select a category. The categorywill be driven by the Issue Categories list you created earlier.Follow these steps to create the data connection:1. Select Tools ➤ Data Connections from the main menu.2. In the Data Connections dialog, click the Add button.3. In the data connection wizard select to create a new data connection to receive data.4. Click the Next button.5. On the Select Data Source screen, select to receive data from a SharePoint List andclick the Next button.6. On the SharePoint Site details screen, enter the complete URL to the home page of theCustomer Issues site you created earlier (e.g., http://vsmoss/intranet/sites/SiteDirectory/CustomerIssues) and click the Next button.7. Select the Issue Categories list and click the Next button.8. Select just the Title field from the available fields and click the Next button.9. Check the box to Store a Copy of the Data in the Form Template and click the Next button.10. Click the Finish button.11. In the Data Connection dialog, click the Close button. Note that you could choose toconvert the data connection at this point and save it into a data connection library asI discuss in the section titled “Using Data Connection Libraries.”
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THE EXPERT’S VOICE ® IN SHAREPOI
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Microsoft SharePoint: Building Offi
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Contents at a GlanceAbout the Autho
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viii■CONTENTSAnalysis and Design
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x■CONTENTSUsing Audiences . . . .
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xii■CONTENTSExercise 6.1. InfoPat
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xiv■CONTENTSUsing the Office Open
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xvi■CONTENTS■CHAPTER 12 SharePo
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About the Technical Reviewer■JIM
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IntroductionWith SharePoint now in
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■INTRODUCTIONxxvChapter 8: ShareP
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2CHAPTER 1 ■ SHAREPOINT BUSINESS
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CHAPTER 2SharePoint Overview,Planni
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CHAPTER 2 ■ SHAREPOINT OVERVIEW,
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CHAPTER 3SharePoint FundamentalsSha
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CHAPTER 3 ■ SHAREPOINT FUNDAMENTA
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104CHAPTER 4 ■ SHAREPOINT SHARED
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CHAPTER 5SharePoint ContentDevelopm
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CHAPTER 8SharePoint BusinessIntelli
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CHAPTER 8 ■ SHAREPOINT BUSINESS I
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CHAPTER 9SharePoint and Microsoft O
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CHAPTER 9 ■ SHAREPOINT AND MICROS
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CHAPTER 10SharePoint Web PartsThe p
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CHAPTER 10 ■ SHAREPOINT WEB PARTS
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CHAPTER 11Programming SharePointSer
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CHAPTER 11 ■ PROGRAMMING SHAREPOI
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CHAPTER 12SharePoint Operations and
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CHAPTER 12 ■ SHAREPOINT OPERATION
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492■INDEXAllow Writers to View Ca
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494■INDEX■Csegmenting informati
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498■INDEXconfiguring components,
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504■INDEXlayout tables, 158LAYOUT
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506■INDEXdeploying VSTO 2005 SE s
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