Exercise 3: InfoPath and Forms Libraries
In this exercise you will create a custom form used to submit data to a Forms Library using InfoPath. This form will submit timesheets to a library and use related data in the Employees list to supplement the information entered in the form.
Task 1 – Connect an existing InfoPath Form to external data
In this task, you will connect a drop down list in the form to an external list of Employees.
Task 2 – Add a View to the InfoPath form containing a Submit button
In this task, you will create a copy of the existing form in a second view. Since this view will be on a main page in a web part, you will add a button that will automatically save the timesheet.
Task 3 – Publish the form to the Timesheets Form Library
In this task, you will publish the new form to the Timesheets form library
Task 4 – Use the Timesheet Form in a Web Part
In this task, you will use the new Timesheet Form web part on the sites main page. You’ll be also adding a list of timesheets already submitted filtered on the employee selected in the form.
Exercise 3 Verification
In order to verify that you have correctly performed all steps of Exercise 3, proceed as follows:
Test the Form
Test your form to verify it is use to add or edit items in the Employees list.