Using InfoPath 2010 to Develop File Planning Solutions
July 16, 2012
John Holliday breaks down the process of configuring a SharePoint 2010 records center site in his post, “Building SharePoint-Friendly File Plans using InfoPath 2010.” Holliday explains the challenge,
As an example, most records management solutions use content organizer rules to route incoming records to a particular document library or folder so they can be associated with specific information policies and retention schedules. But configuring the content organizer requires that the site columns, content types, document libraries, folders and other components are constructed beforehand. The situation is even more challenging when working with target locations external to the site collection being configured.
In the included slide presentation, the author demonstrates how to use InfoPath 2010 to simplify the records center configuration by capturing all of the required elements in one place and pushing them out accordingly given your overall information architecture strategy. The presentation covers basic file plan definitions, goals and retention considerations for file planning, and tools available to you for file planning, along with pros and cons of each. A link is also provided to download the code for the solution.
The slide show may be worth checking out if you’re looking for some basic info on file planning or if you are considering the InfoPath method. It may be worth a try to save some time.
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Philip West, July 16, 2012
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