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Creating New Form Views to Expand on InfoPath 2010 Out of the Box Customization Capabilities for List Items

Out of the box InfoPath 2010 only permits the production of custom edit forms for list items, regardless of whether the required activity is to view items, edit items or even create items. Nevertheless, when list items are either, edited, viewed or created, in SharePoint 2010, three different forms are served to the viewer. In fact, these same three forms can be created with InfoPath 2010 by producing separate views of the same “Edit Item” form. Our video tutorial, Creating New, Edit and View Item forms for SharePoint Lists using InfoPath.

The steps required to produce the new views, are rather simple as we point out in our training video. For example, a simple click on the “Page Design” tab on the InfoPath 2010 Designer ribbon reveals an option to build a “New View”. Once this “New View” is named (for example, “View”) a blank page template is presented which can be populated with precisely the information needed to build an independent “form” which will be served when a user wishes to “view” a list item. We demonstrate how easy it is to use widely known keyboard combinations to produce a working set of data fields for a “New View” for example:

  • ctrl a to select all of the information on a form
  • ctrl c to copy the information to the Windows Clipboard and, finally,
  • ctrl v to paste the information into the new page template

Once the information has been pasted onto the new page template, we further demonstrate how table properties commmands can be used to remove data fields (including labels) from this “New View” by simply deleting rows from the table that actually provides the InfoPath 2010 form with a location for each data field. While this video tutorial does not demonstrate how data fields can be added to these discrete views via the same simple table commands (in other words, “insert row”), we presume that this insert procedure would work just fine.

When published to SharePoint 2010, the InfoPath 2010 form that has been produced with 3 discrete views for each of the required functions, “view”, “edit” and “create” still requires further work. The problem is that the same “edit item” form is served, regardless of the operation required. In order to have the corresponding view, only, be served, as required, the InfoPath web part for the specific form must be edited. In the edit web part process the desired view can be selected, which selection will result in each of the three views servicing each of the three required tasks.

If your organization would like to expand on the scope of application for InfoPath 2010, but you understand the need to empower your team with effective training, please do not hesitate to contact us. Please contact us by telephone at +1 (630) 786-7026. Alternatively, you can contact us by email with any questions you may have about this video, the InfoPath 2010 set, and possible applications for individual as well as organizational-level viewing and use.

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