Does anyone know how to prevent users from editing an InfoPath form in Design mode? Users are storing InfoPath forms in SharePoint and it seems that anyone can edit the form in design mode and we need to be able to lock that down.
The only way to stop that from happening is to publish the form template to a place they don't have access to. I usually publish them to the "Forms Template Library" at the top level site; and lock down access that way.
edit: To clarify, users cannot open a previously saved form and edit the template that way. They must be able to get their hands on the physical "Form Template" and that's what you have to lock down.
There is a Group Policy item that you can disable the design button.
Have a look at this blog for infopath 2003
Pashman's InfoPath Goldmine
For Infopath 2003
User Configuration
Administrative Templates
Microsoft Office InfoPath 2003
Miscellaneous
Disable InfoPath Designer Mode
For Infopath 2007
Microsoft Security TechCenter
Search for: Information Rights Management
User Configuration
Administrative Templates
Classic Administrative Templates (ADM)
Microsoft Office InfoPath 2007
Restricted Features
Related
I have been working through the following link:
https://msdn.microsoft.com/en-us/library/office/dn574752.aspx
I get to point 2. "In the left task pane, choose add-ins'
But in my sharepoint online admin I do not have this option.
From Office 365 I click Admin and go in to the Office 365 admin center.
Then down the left is the Admin section with Exchange, Skype, SharePoint, Compliance etc. I click on SharePoint.
Then the options are Site collections, InfoPath, user profiles, bcs, term store, records management, search, secure store, apps, settings, configure hybrid. There is no option called 'Add-in'.
I thought maybe the apps option might work / be the same thing. Any ideas?
glad you were able to get the add-in to load from the catalog. The name is going through a change from "Apps for Office" to Office add-ins as the note in the link above says.
For the second part of the question, the Excel file should open directly from downloading the workbook from the internet. I would make sure you can open other .xlsx files. Also note to run Office web add-ins you need Office 2013 or above.
As answered in other questions you can't use the free Sharepoint Foundation 2013 for document management in MS Dynamics CRM 2013.
So I ask if there is a (good *) way of using document management in Microsoft Dynamics CRM 2013 without using Sharepoint?
(* good = easy to understand for non technical users and not too complicated to manage)
I search for a way to attach all kinds of documents to different entities like:
- pictures to accounts (not profile picure)
- PDF documents to account
- ...
I know you can use notes.
I'm a bit confused because there are attachments on entities like email.
Can I integrate these attachment-functions on other entities like accounts?
edit 18.12.2014
Yes, you can use Sharepoint Foundation, we make it work (SP Foundation 2010).
I can use documentmanagement with sharepoint, but not automated because the crmlistcomponent is not working.
Maybe someone from here can help me over there:
My Question on Sharepoint stackexchange site
The attachments mechanism isn't available for common customizations, sadly. Microsoft wants us to use the notes... Except maybe ("maybe" as in "I never bothered to check due to the monstrous amount of hoops to jump through while having almost no benefits") for activity entites.
That said, you can use SP 2013 Foundation for document management, if you want. Here's the step-by-step guide. We deployed a CRM 2013 + Document Management based on SP Foundation just a couple of days ago following these steps.
To Run the Microsoft SharePoint Foundation Sandboxed Code Service, follow the below steps.
SharePoint Central Administrator
Under>> Service Applications
Manage services on server
Look for>>Microsoft SharePoint Foundation Sandboxed Code Service is running
Start the service
After completing all the 5 steps
To Install List Components in SharePoint
Go to Site Settings
Under>> Web Designer Gallery>> Click on “Solutions”
Click on Upload solution
and Click on Activate
To Set Broser File handling to Permissive
Go to SharePoint Central Administration
Application Management
On the Ribbon click onthe General Setting
Web Application Generation Setting pop-up window will appear
Scroll down to look for Browser file handling >> Select >>Permissive
Click Ok, save settings and restart the server/IIS
try to Activate the List compoent
Ensure the after successful activation will enable the Deactivate button.
Sometime it is very annoying you need to do several click to get this working.
Go to CRM and add the URL into Document management, all will work fine.
FYI the "CRM 2013" list component retains the 2011 look-and-feel.
In my SharePoint site, I'm using InfoPath Form Libraries, the InfoPath files uses UDC files to get the data on form load. InfoPath files and UDC are in the same site collection and in same server "Server A".
Now when I try to access the InfoPath files from "Server A", the InfoPath files works perfectly. But when an user access the site and when he tries to add or open a InfoPath file in the SharePoint site from his machine, he gets the following errors, this happnes to the site collection administrator as well.
1.The UDC file cannot be opened. The operation timed out.
2.InfoPath either cannot connect to the data source or the service has timed out.
3.The data connection file could not be accessed.
4.The form cannot run the specified query.
Note:
A. User has access to the SharePoint site, Data Connection Library and releated SharePoint lists.
B. In Central Administration –> General Application Settings –> InfoPath Forms Services –> Configure InfoPath Forms Services: I have enabled "Cross Domain Access for User Form Templates".
C. In Central Administration –> General Application Settings –> InfoPath Forms Services –> Configure InfoPath Forms Services: I have Increased the "Data Connection Timeouts".
D. All the UDC files are approved and Checked in.
E. InfoPath fomrs are not web browsable forms, they are filler forms developed using InfoPath 2007.
I'm using SharePoint 2010, InfoPath 2007 and InfoPath 2010.
EDIT:
From "Server B", I created an InfoPath with a data connection accessing the UDC in "Server A", when I previewed it, I'm getting the above mentioned errors.
I'm not able to access the UDC files anywhere in my network, other than "Server A"(all UDC resides in "Server A")
What am I missing.?
Depending on how you are authenticating, I suspect that you are hitting an authentication double-hop issue. The solution is to implement Kerberos... doing so is a bit of a pain, but it means that the users' credentials can be used to access non-SP resources (SQL servers, etc).
The reference document from MS is ~100 pages. http://www.microsoft.com/en-us/download/details.aspx?id=23176
We made some health analyzers to point out Kerberos config issues, since MS didn't. http://sdssharepointlibrary.codeplex.com/wikipage?title=Health%20Analyzers%20for%20Delegation&referringTitle=Documentation
Feel free to contact directly if you have other questions/needs.
From SharePoint experts, I would like to know if following is possible in SharePoint 2010:
Can we send an offline form (word/excel format document) to SharePoint server by email so that it goes in document management system and undergoes an approval workflow. This feature could be used by users who have only email access and can't access SharePoint portal.
Yes this is a built in feature in SharePoint 2010. You have to enable it in central administration. It is not a simple tasks however. There is a lot of configuration that needs to happen on the server. The documentation is here.
I want to know about infopath and also whether it is good to use instead of webparts or not ?
below link is "Introduction to Microsoft Office InfoPath 2007"
http://office.microsoft.com/en-us/infopath-help/introduction-to-microsoft-office-infopath-2007-HA010163577.aspx
and "Integration of InfoPath with SharePoint"
http://www.c-sharpcorner.com/UploadFile/srikanchar/InfopathIntegrationwithSPS11142005045822AM/InfopathIntegrationwithSPS.aspx
Infopath is a MS Office tool/program that lets you define and use XML based forms.
Start here with wikipedia.
Integration with SharePoint
The most common usage of InfoPath is
to integrate it with Microsoft
SharePoint technology using InfoPath
Form Services (included in the
enterprise commercial version of MOSS)
or as the separate Microsoft Office
Forms Server 2007 product. In
SharePoint, a "Form Library" can be
created and developed by using
InfoPath. InfoPath fields will be
exported as "Columns" in the library
and can be directly read in SharePoint
or be used as part of web services
results in workflow development.