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Tutorial 3–Step 1: Build a form in InfoPath

Tutorial 3: Building an advanced from and workflow

Tutorial 3 Overview

  1. Build a form in InfoPath
  2. Add and change swimlanes
  3. Create a starting workflow
  4. Publish the form
  5. Create an intermediate workflow
  6. Create Manager and HR form views
  7. Add functions for form logic
  8. Create an advanced workflow
  9. Create a SharePoint list and data connection
  10. Use transitions and promote fields
  11. Publish Transaction script as a Web service
  12. Add custom controls to InfoPath
  13. Configure custom controls in InfoPath
  14. Configure custom controls in InfoPath (advanced)

This tutorial starts with creating an InfoPath form.

  1. Open Winshuttle Designer
  2. Click File, point to New, and then point to Workflow Solution for Forms

  3. Click the Save icon, and then save your Winshuttle Solution with the name Time Off Request.

  4. In the Winshuttle Solution Tree Window, expand Deployment Profiles, and then double-click Development.

  5. Under Variant List in the Value column, replace {{SPSite}}/ with the URL for your SharePoint Forms Site.

  6. In the CENTRAL Site URL field, enter the URL to your Winshuttle CENTRAL Site.

  7. Click Go, and then click OK.
  8. Click in the Canvas area so the Top Level Properties appear on the right hand side.
  9. In the SharePointSite Property, enter the URL to your SharePoint Forms Site. (This will be the same link you entered in Step 5)

  10. On the toolbar, click Save to save your changes.

  11. Ont he toolbar, click Launch InfoPath to launch Microsoft InfoPath.

  12. In the header section of the layout table, enter the following title for your form: Time Off Request

  13. Click Custom Table and insert a 2x6 table into the main body of the form.

  14. In the left side of the table, enter the following labels on each row: First Name, Last Name, Type of Request, Date of Request, Start Date, and End Date.
  15. In the right-hand side of the table, add the controls listed in the following table: (See example following the table)

    Field Label

    Control Type

    First Name

    Text Box

    Last Name

    Text Box

    Type of Request

    Drop Down List Box

    Date of Request

    Date Picker

    Start Date

    Date Picker

    End Date

    Date Picker

  16. Rename all controls according to the table below

    Field Label

    Field Name

    First Name

    FirstName

    Last Name

    LastName

    Type of Request

    TypeOfTime

    Date of Request

    DOR

    Start Date

    Start

    End Date

    End

  17. Add the following choices to the Drop Down List Box "Type of Request."
    • Sick
    • Emergency
    • Vacation

  18. Save your form