Infopath Form in Sharepoint 2010 and Infopath Designer

Open Microsoft Infopath Designer 2010 >> Choose Sharepoint List >> Designer Form

Input sharepoint site address

Login with Administrator permission

Create a new sharepoint list if you have not it before

Or choose your existing list

Check to manage multiple … then click Finish

Here is infopath’s interface (Controls, Fields, …)

How to use Field

How to add new field >> Click to Add Field at right panel then input column name, display name, … (similar to column in SQL)

After create new field, the new field appear at fields panel >> then drag and drop it to layout

Configuring properties of Field >> Right click to Title column >> Text Box Propeties…

You can change the properties

Create new Field: Đơn Giá (Price)

Drag and drop to layout

Create new Field: Thành Tiền

How to use Function

Drag and drop Thành Tiền to layout the right lick to Thành Tiền >>  click to fx…>> Insert Field or Group … >> double click to Số Lượng  >> ok the type * >>  double click to Đơn Giá >> ok >> ok >> ok

Click F5 >> Work Offline

Input Product (Title), Số Lượng, Đơn Giá, then Thành Tiền will be updated automatically.

How to use Rule

Click Title >> Add Rule >> Is Blank >> Show Validation Error

Input rule’s name:

F5 to run >> tooltip display when value is null

How to Publish Infopath Form >> File >> Quick Publish

Published successfully

Open site collection >> you will see your InfoPath form was published.

More Data type and Format

Add more fields, name is Description, Data type: Multiple lines of text

Click to Dropdownlist control

Choose “Enter choices manually” then click Edit Choices

Choose value then click Modify …

Click to Field choice >> Field Properties

Update field name …

Create Lookup Field >> Create list to lookup “Company” and input data

Click to Dropdownlist >> choose Lookup choice from sharepoint list >> choose list company with column title

Edit Field properties and change column name is Company

Click to Fx… >> Insert Function… >> Date >> today >> OK>> OK>> OK.

Add rule for Ngày Bán Hàng >> click Ngày Bán Hàng >> New >>Validation

Click create new condition

Choose Use a formula

Ngày Bán Hàng is less than today() >>OK >> OK

Click And , choose Ngày Bán Hàng is greater than

Choose addDays >> OK

Here is Formula

Delete content in ()

Insert function is today() and type , 10 >> OK >> OK

Choose Show More Options follow as

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Workflow Sharepoint Designer 2010

Creating custom list BusinessTravelTrip, create column ManagedBy type is Person or Group

Open Sharepoint Designer (SPD) >> click open site >> input site name

Login

Click to Workflows in left panel

Name: BussinessTravelTripWorkflow and choose BussinesTravel list

Here is Workflow UI

Click to start typing >> choose Action >> Log to History List

Click to link and input your text

Continue choose Action >> Assign a To-do Item

Click to “a to-do item” link

Click next

Input Name and Description then click Finish

Click to these users

Click to “Workflow Lookup for a User … then click Add>> button”

Choose ManagedBy column then return field is Display Name >> OK

Click below the last action >> input lo then click Log to History List

Input text

Publish Workflow

Add new item with ManagedBy is sharepoint\yen

Choose item >> click workflow Ribbon

Click on workflow name

Click Start

Workflow run

Login with sharepoint\yen then click on In Progess link

Click on Title

Click Complete Task

Workflow Compled and log to history

Click Workflow in left panel >> click to BusinessTravelTripWorkflow

Check to … as below then publish workflow

Login account different Admin site >> Add new item with managedby is sharepoint\hung 

Workflow is started automatically, Note: if you create by administrator workflow will not start automatically

Add more two Action

No way to solve Approved or Rejected.

•So in SharePoint designer 2010 can not solve the solution: A send request to B, if B OK >> Task will send to C else Rejected >> If C OK >> Completed else Rejected

Our Solution Create Status column

Creating Status column

Design workflow step like this

Go back SPD, Click Workflow in left panel >> click to BusinessTravelTripWorkflow, Change option >> Start when … is started and is changed then Publish Workflow

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