SharePoint 2010 Add Web Part to InfoPath List Form

hi welcome to today's video today we're going to look at how we can add web parts to InfoPath list forms okay on the screen now you'll see a list where I'm holding some sales information I have sales amounts sales targets etc against the different US states looking at any of the Edit forms for these items you'll see it's a pretty drab form for me looking at this if I want to update the sales target I'd really like to have some sort of view of what sort of performance this state has had in the past to help me better assess what the sales target should be so first of all I'm going to use InfoPath 2010 to change the form going into the list tab here I can click customize form this will open in two paths I can make a few changes here to make it look a little better I'm going to set the theme of this to be blue just to differentiate it from the normal form that's fine but try as you might hear if you look at the controls which you can put on here if you look at the objects which you can insert here there's no option to add a webpart there's a little trick here about how you can do this I'm going to publish this but the one thing I'm going to do is a bit of preparation first is I'm going to go into the form load option here and I'm just going to tell it that when the form loads it should be sending its data to another web part that's all I have to do for now that's it now to save my changes I just do the quick publish here now you'll see that when we edit any of these items we now get our InfoPath form oh we still don't have anything like a web part to show us the information that we want to see okay how are we going to do that well when we're editing an item we have this dialog box you may not know this but these dialog boxes are actually just SharePoint pages with styling to hide the edges if I right click on this and properties I can actually find out what the address of this page is so I'll just copy that now if I open another tab and the one thing I have to do to make this work is get rid of this last argument here is the LG equals one that's telling it that it's a dialog box and changes the styling if I get rid of that I'm actually on the page now where that form is and if I edit this page you'll then discover that my InfoPath form is actually hosted as a web part on this page and so of course I can add extra webparts on to this page so for example I can now add a chart web part onto here and I can connect this chart web part to my existing web part my info perform web bad I'm just going to configure this to show me some sales history information from a different list which is also here for my states so I'm just sitting on my chart here my wife field is going to be the sales amount and my ex field is going to be the year we're nearly ready now the last thing I need to do is just taken me out of page edit mode I'm just going to go back in there last thing I'm going to do is connect these webparts up so it's going to show me the graph for the state that I'm editing okay that's that if I stop editing that'll save my changes now when I go to edit any of these states my form now has a chart which is detailing the latest sales history and just to show this is real if I open another state you'll see that the information is different in the chart that concludes today's video you

Channel: Jamie McAllister

Views: 21,501

Rating: 4.9344263 out of 5

Keywords: SharePoint 2010, InfoPath 2010, Embed Web Part, Software, Tutorial

Id: eIOYP2q5OUw

Length: 6min 37sec (397 seconds)

Published: Sat Nov 10 2012