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Showing posts from 2011

Auto-Generating Filenames for InfoPath Forms

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Auto-Generating Filenames for InfoPath Forms – I see this topic come up a LOT on forums all over the place, so instead of continuing to answer the question time and time again, I am going to post a quick blog entry showing the steps.  I think this stuff is fairly simple, but it just doesn’t pop into your head initially.  Once you see it and understand it, you’ll think it’s simple, too.  Keep in mind that I focus entirely on SharePoint-based InfoPath forms and for the most part BROWSER-ENABLED forms.  So, it’s possible and likely that all concepts explained here will work for non-browser forms and non-SharePoint forms, but just remember that my perspective is mostly browser-enabled.  The basis for this topic is that the standard method for submitting InfoPath browser-enabled forms is for the user to click Save at which point the user is prompted to give a filename along with choosing to allow overwrite.  I really dislike this feature, because users have no ...

Customize list form (New/Edit/View) using InfoPath Designer 2010

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In SharePoint 2010 there we have more option to customize list form. For instance, you can use SharePoint Designer 2010 or InfoPath Designer 2010. Since modifying list form using SPD is already exist in previous version. I will just show you how to customize list form using InfoPath Designer 2010. When customizing list form using InfoPath Designer 2010, you will get all form designer benefit. For example, you can define the field validation rules, parent-child relation etc. And bet what, the process is straight forward. In this very basic how-to, I will demonstrate how to start customize list form using InfoPath Designer 2010. I will create an Book List with “Title” – “Author” – “Status” column. In the New form, I will only show “Title” and “Author” – while in Edit form, “Title” and “Author” will be readonly, but “Status” is editable. How to customize list form using InfoPath Designer 2010. Prepare the custom list. Prepare custom “Book List” with 3 columns: “Title” – “Author” – “St...

Microsoft Dynamics CRM integration with SharePoint

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The SharePoint team is in the process of deploying some new features to the SharePoint Online service.  The rollout of these new SharePoint Online features across the data centers is expected to be completed by end of November.  Most notable from a Microsoft Dynamics CRM perspective, is that Microsoft Dynamics CRM customers can now take advantage of the rich SharePoint Online document management functionality directly within the Microsoft Dynamics CRM application .  This provides users the ability to create SharePoint Online Document Libraries dynamically within CRM – when and where they are needed.  Companies can add Document Management capabilities to entities such as Accounts, Opportunities, Cases or even custom entities in Microsoft Dynamics CRM. To take advantage of this functionality follow these easy steps: Your Microsoft Dynamics CRM System Administrator must install the Microsoft Dynamics CRM 2011 List Component Once enabled, the Micros...

Accessing Web Services from Sandboxed Silverlight application in SharePoint 2010

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This post discuss about accessing public web services from sandboxed Silverlight application in SharePoint 2010. SharePoint 2010 introduced the concept of sandboxed solution where the application runs in separate process outside the w3p process where SharePoint is running. Sandboxed solutions having the restriction to make a call to external resources like database and web services. This restriction causing the SharePoint developers to access these resources from sandboxed applications. The solution is delivering a Silverlight application in sandbox environment which in turn calls the web service. Because Silverlight applications are running from the client machines even though they delivered from the sandbox solution. Once the application is available in client machine then they can call to the web services. This post shows calling the public web service and binding the results to SharePoint list. It also shows how to interact with SharePoint Client objects. we are using one of t...