Create a SharePoint Data View for accessing your DBXL Forms.
The easiest way to integrate Qdabra DBXL forms into SharePoint is by the use of SharePoint Designer Data View. In minutes, you can have a custom view of all your forms and the links needed to work with them.
1. Create a Web Part page in SharePoint that will list your forms and then publish it.
2. Open this newly created SharePoint page in SharePoint Designer.
3. Click on the Web Part zone that you want to hold the list of forms and click on Data View -> Insert Data View...
4. A new Web Part appears on your page that says "Click a data source in the Data Source Library, and then click Show Data." If the Data Source Library is not visible click on Task Panes -> Data Source Libraries.
5. Under Database Connections click on Connect to a database... Click Configure Database Connection...
6. Type in the information required to connect to your database. The Server Name is the name of your SQL Server, the connection method required to connect to your database, and then click Next. Under Authentication select the method you prefer to connect to your database. The first method send the information in clear text while the second method (Single Sign-On)is much more secure. Single Sign-On does take some configuring beforehand but is simple use once you have it ready. Note: I have chosen to use SharePoint's Single-Sign On (http://www.sharepointblogs.com/llowevad/archive/2007/06/25/sharepoint-2007-single-sign-on-setup.aspx) technology for authentication, which requires the SharePoint site to use Kerberos Authentication(http://blogs.msdn.com/martinkearn/archive/2007/04/23/configuring-kerberos-for-sharepoint-2007-part-1-base-configuration-for-sharepoint.aspx ).
7. Select the Database and then the table or view that contains the required information to connect to your form and click Finish. Note: The one item required to link to your form is the DocID. Make sure you have chosen to map this information to a column in your target table. For more information on Database Mapping see: http://www.infopathdev.com/files/folders/dbxl/entry19790.aspx
8. In the Data Source Properties Window, click on the Fields... button in order to choose the database fields you want to show in columns in the data view list of your forms. You may want to also click on the General tab in order to give your connection a name. Click OK.
9. Next, click on the drop-down list on the newly created connection and click on Show Data.
10. Click on Insert Selected Fields as... -> Multiple Item View.
11. A list of your form information should be visible. If there is a large amount of data, click on the arrow in the upper right-hand side of the newly created data view and select Show with sample data.
12. Right-click on the cell you want people to click on to open the form and select Hyperlink...
13. In the example below I have chosen to use the Field {@Username} as the title of the link a person will click on in order to open the form. Anything after a @ symbol is considered a parameter. These are place holders that will be replaced with the proper data for a given row. You can access these parameters by clicking on the fx button next to the Text to display and Address line. The Address of any form will be http(s)://ServerName/QdabraWebService/Documents/{@DocID}/form.xml. The buttons labeled fx can be used to access these parameters {@Username} & {@DocID}). Click OK.
14. Many other items can be configured like Sorting, Grouping, and Paging though the Common Data View Tasks.
15. You now have the best way to list and access your DBXL InfoPath forms on SharePoint 2007. Below is an example of the final product. Each column heading can be filtered or sorted and the link to open the form is under the Therapist column.
