Bulk Operations

Lab4Files

Aruna Akella — Fri, 23 Jul 2010 16:10:44 GMT

Use these files for final free InfoPath 2010 and SharePoint 2010 training lab: Track Responses from Your Event Form.

In this lab, you will learn how to:

Create an R.S.V.P. form

Add form logic (conditional formatting and rules)

Publish it to a separate SharePoint library

Add an email submit to an email back to the event organizer

Create SharePoint view with grouping by event (sorted by attendStatus) to show response and use sum to count “yes” attendees

Module1_Lab3_Files

Aruna Akella — Wed, 14 Jul 2010 15:33:12 GMT

Use these files for the third of four free InfoPath 2010 and SharePoint 2010 training labs: Making it Smarter.

In this lab, you will learn how to:

Investigate using a SharePoint lookup to add guests using the Qdabra Contact Selector
Add InfoPath’s default Person/Group Picker control to your view
Create a separate view that adds a more advanced contact selector
Compare Person/Group Picker with Contact Selector
Configure forms to submit to SharePoint and email guests
Add a button to open another form
Add an Events Web part to the SharePoint homepage that lists events from the Form Library

Training_Lab2_Files

Aruna Akella — Thu, 08 Jul 2010 21:16:24 GMT

Use these files for the second of four free InfoPath 2010 and SharePoint 2010 training labs: Make Your InfoPath Form Template Look and Work Better.

In this lab, you will learn how to:

Add a background image to the form template
Add a picture control with default image
Convert the picture control to save as link and upload image to SharePoint using rules
Configure email notifications in the SharePoint library

Bulk Assignment Tool

ErnestoM — Wed, 20 Aug 2008 19:01:26 GMT

The Bulk Assignment tool allows quick assignment of multiple qForm-derived documents. Please click on DOWNLOAD above to obtain the tool and a document that explains the installation.

Installation and setup

1. Unzip the attached file and place both the executable and the DLL files in the same folder.
2. Run the executable. Note that the first load will probably produce an error message. You should ignore the error, switch to the Settings tab, enter the correct DBXL URL and then restart the tool. On this second load, you should not see an error.
3. In the Settings tab you can customize the Status values that will be listed in the Bulk Assignment tab. For the moment, we will simply use the Use a status preset dropdown to select qForm classic.
4. In the Settings tab, click on the Get Types button and select the Document Type you wish to modify from the dropdown.

Use

5. Click on the Bulk Assignment tab. In the top section, called Filters, use Status and Assigned to name to filter the list of documents that will be displayed by the tool.
6. Once you have established your filter(s), click on the (Re)Load Data button. This will list the documents that match your filter(s), one per row.
7. Select each document that you wish to modify. You may use Control + mouse click to select more than one row, or Control + A to select all.
8. Click on List assignees to populate the dropdowns and text fields with the available user aliases and names.
9. In the Bulk assignment section, select the Assign to alias and Assign to name. Note that by selecting one, the other field will be automatically selected. Also note that you can type in the desired values if the desired option is not shown in the dropdowns.
10. Select a New status for the selected documents. Alternatively, you can select Assignment Only: DO NOT CHANGE STATUS.
11. Click the Bulk Assign button to reassign the selected documents. You will receive a confirmation dialog indicating the number of documents you will be modifying. Click Yes to proceed or No to cancel. When the Bulk operation is complete, you will see a confirmation dialog. Click OK to dismiss it. If you checked the Refresh data after assignment checkbox in the Settings tab, then the list of documents will automatically reload based on your filter.

That’s it – your documents have now been reassigned!

Note that the tool can also be used for bulk changes in Status. Accomplish this by selecting the same user –but different Status values- in the Filters and Bulk Assignment sections.

Bulk Edit Tool

ErnestoM — Wed, 20 Aug 2008 18:56:32 GMT

Qdabra’s Bulk Edit Tool allows users to quickly perform bulk editing operations. It is a standalone tool which is separate from DBXL installation. However, it still requires DBXL to be installed on the server machine, as the tool will perform bulk edits on the documents submitted to the DBXL Web Service. Click DOWNLOAD above to obtain both the tool and documentation covering its use.