Newbie Questions

Re: Help with design logic and what to use for checkbox conditions

detru — Thu, 26 Aug 2010 21:35:45 GMT

Ran into a large snag.. I just found out Sharepoint Foundatiosn doesn't support editing these within the browser.

I am hoping to use this form within the browser- can you suggest a way to do this via aspx or some list based way within sharepoint?

thank you,

Re: Help with design logic and what to use for checkbox conditions

detru — Thu, 26 Aug 2010 21:00:57 GMT

Got it sorted, thanks!

Re: Help with design logic and what to use for checkbox conditions

detru — Thu, 26 Aug 2010 14:39:12 GMT

Thanks- What I am struggling with is the if action= true, then show section or group..

I have a formating rule created for the section which says if that checkbox = true, but I am unsure how to create actions on the true condition, such as "then show section"

I'll start following the tutorials. Thank you!

Re: Help with design logic and what to use for checkbox conditions

ErnestoM — Thu, 26 Aug 2010 13:26:33 GMT

Hello,

1. Be sure to place your controls inside a section, and the section can be bound to the group. Then you can use conditional formatting on the section. Let's say you have three checkboxes and three sections. If checkbox1 = checked, show section 1, if checkbox2 is checked, show section 2, etc.

2. Yes, you can create a form library in SharePoint. This library will contain the XSN and allow users to fill out the XSN and submit (thus generating XML files). Please see this Microsoft article on how to submit to SharePoint: http://office.microsoft.com/en-us/infopath-help/submit-form-data-to-a-sharepoint-library-HA010107057.aspx

We have a set of beginners tutorials on our blog, in case you want to check them out:

http://www.infopathdev.com/blogs/jennifer/archive/2010/07/01/free-training-design-your-infopath-form-template-lab-1.aspx

http://www.infopathdev.com/blogs/jennifer/archive/2010/07/08/free-training-lab-2-make-your-infopath-form-template-look-and-work-better.aspx

http://www.infopathdev.com/blogs/jennifer/archive/2010/07/14/free-training-lab-3-making-it-smarter.aspx

http://www.infopathdev.com/blogs/jennifer/archive/2010/07/23/free-training-lab-4-track-responses-from-your-event-form.aspx

Good luck!

Help with design logic and what to use for checkbox conditions

detru — Wed, 25 Aug 2010 22:41:15 GMT

Hello,

I am trying to create a server maintenance checklist using InfoPath 2010, not yet integrated with our Sharepoint 2010 server. In this form we would have our technicians use the form to select the type of roles the server had, then based on that, sections would appear.
For Example;

The end user arrives at a form containing only check boxes for 3 options. When he click Checkbox 1 for option "Exchange Server", a section below the checkboxes loads which contains a group of fields related to Exchange Server, such as field for recording the disk size of the server, health, etc.

I have already created a nice Group with a number of repeating rows for the fields, and now I would like to call this group when the checkbox is clicked. Only if the check box was clicked would the group of Exchange related fields appear on the page.

1. What is the best way to impliment a rule for when the checkbox is clicked to call that group? Should I be instead looking at calling webparts or optional sections?

2. What is the best way to save this newly configured form for use by the technician to fill out weekly for performing checks related to this now customized form? Is the end configured form the user customized uploaded and reusable on Sharepoint?

Thank you for your assistance, please excuse my newbishness!