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10

Jun

InfoPath Training References

Posted by Sharee English  Published in InfoPath

Chapter 1 – Introduction to InfoPath
InfoPath Introduction – 8 Part Video Series
Creating a Basic Form in InfoPath (Video – 15 min.)
About digital signatures and InfoPath
A Getting Started Reference from LSU

Chapter 2 – Basic of InfoPath Form Design
Master/Detail control example
Implementing a Master-Detail on the web

Chapter 3 – Working with Data
XML Schema Example

Chapter 4 – Advanced Controls and Customization
Email validation function
Expression box – Conditional SUM example
An overview of functions
An introduction to data validation
Opening a hyperlink in the same browser window
Hyperlink syntax
Understanding Rules in InfoPath
Resource for pattern matching (regular expressions)
Regular expression quick start
Using regular expressions example (Video)
Regular Expression Cheat Sheet

Chapter 5 – Adding Logic without Code

Chapter 6 – Retrieving Data from External Sources
Integrating InfoPath 2007 with the Data Connection Library
Design a form template for offline use
Sample Applications for Sending Native XML Web Services Requests
Connecting InfoPath to Web Services
Exposing Product Information via Web Services
Working with Data Sources and Data Connections in InfoPath

Chapter 7 – Extended Features of Data Connections
Example Web Service: Cascading DropDowns in Browser Forms
Designing a Form Template Based on a Web Service
How to add a data connection to a SharePoint list or library in InfoPath
Developing Solutions for InfoPath (Ch. 7 Exercise)
InfoPath Data Connection Options
Populate a Drop-Down List Box via a Secondary Data Source
Using SQL Server 2005 Web Services with InfoPath

Chapter 8 – Submitting Form Data
Add a data connection to a SharePoint document library or list
Webservices, Business Data Catalog and InfoPath 2007 (article 1)
InfoPath 2007 Form submitting to webservice (article 2)

Chapter 9 – Saving and Publishing
3 Ways to Deploy Templates to SharePoint

Chapter 10 – Building Reusable Components
Creating Reusable Template Parts
Creating and Inserting InfoPath 2007 Template Parts

Chapter 11 – Security and Deployment
Restricting Permissions to InfoPath 2007 Forms and Form Templates
Enabling Digital Signatures in InfoPath 2007 Form Templates
Deploying and Managing InfoPath 2007 Forms

Chapter 12 – Creating Reports

Chapter 13 – Workflows
Building a Simple Custom Workflow in InfoPath (Video – 10 min.)
InfoPath and MOSS Workflow Demo (YouTube Viedo – 10 min.)
Using SharePoint Server Workflows with InfoPath 2007

Chapter 14
Creating InfoPath Form Templates That Work With Forms Services

Chapter 15

MISC

Microsoft InfoPath Labs
Create and Use a Data Connection Library with InfoPath 2007? (Video – 7 min.)
Codeless InfoPath Tutorials, Articles and Solutions
InfoPath 2007 Demo: Create reusable template parts
InfoPath 2007 Demo: Publish a form template as an e-mail message 
InfoPath 2007 Demo: Store InfoPath forms in a document library on a SharePoint site 
InfoPath 2007 Demo: Convert a Word Document into an InfoPath 2007 Form Template 
InfoPath 2007 Demo: Populate a drop-down list box from a SharePoint list
Updating a Secondary Data Source in InfoPath Using AJAX
Download Site for the Example Files
Programmatically create a custom SharePoint list from a repeating table in an InfoPath web-based form

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29

May

Browser Compatible InfoPath Forms

Posted by Sharee English  Published in InfoPath

One of the major issues with InfoPath these days is that many organizations think they can simply use the browser to implement all of their forms needs. Although InfoPath has a robust set of browser supported features, not all of the InfoPath capability is browser compatible. Before you decide if you can forego the individual client licenses for InfoPath you should check out this compatibility list. If you have an existing form you want to enable for browser forms, open the task pane by selecting Tools –> Design Checker. Click the Change Compability Settings link and check the box for “Design a form template that can be opened in a browser of InfoPath”. Once this is enabled, the Design Checker will also list features in the current form that are not compatible with browser-capable forms.

InfoPath Browser Compatibility

 Controls

 InfoPath Browser Compatibility

Business Logic

 InfoPath Browser Compatibility

Security

InfoPath Browser Compatibility

Data Connections (Receive)

 InfoPath Browser Compatibility

Data Connections (Submit)

InfoPath Browser Compatibility

Form Features

InfoPath Browser Compatibility

View the full reference from SilverSands Associates.

http://channel9.msdn.com/shows/In+the+Office/Creating-Browser-Enabled-Forms-With-InfoPath-2007/http://blogs.msdn.com/infopath/archive/2008/05/09/designing-browser-enabled-forms-for-performance-in-infopath-forms-services.aspxhttp://blogs.msdn.com/infopath/archive/2008/06.aspx

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25

May

InfoPath Print View for Word

Posted by Sharee English  Published in InfoPath

Views are a native part of InfoPath 2007 that allow us to create one data source, but display the data in many different ways, even to different people in different ways. For example you might have one view for an order form and another view for the order summary. However, there is a special view called Print View for Word that is entirely different. This option allows you to designate an XSLT that will take the form data and apply the transform to render out WordProcessingML, which can be opened in Word 2003 or later. To create a Word Print view complete the following steps:

  1. Install the InfoPath 2003 SDK (yes, I know it states 2003).
  2. Run the Word Print wizard called wizard.hta located in %Program Files%\Microsoft Office 2003 Developer Resources\Microsoft Office InfoPath 2003 SDK\Tools\WordPrint.
  3. Click Next to start the wizard.
  4. NOTE: If you receive an error message regarding missing or unregistered DLL files, go to Start Run and enter regsvr32 “C:\Program Files\Microsoft Office 2003 Developer Resources\Microsoft Office InfoPath 2003 SDK\Tools\WordPrint\wordprint.dll”. You may also have to run this for html2xhtml.dll and imageDecode.dll

  5. Once you launch the wizard you will see the Welcome to the InfoPath to Word Wizard dialog box. Click Next.
  6. On the next screen, browse to your form and select it. Note that you could just use a schema, but the wizard provides some additional functionality if you point to the InfoPath form template (*.xsn). In my example I am opening my Order Form.
  7. wordprintwizard3.jpg

  8. Click Next.
  9. The next screen offers the option of opening Word 2003 (if you have Word 2007 installed it will open that instead, but it will not change the text on the button).
  10. Click the Open Word 2003 button.
  11. You’ll be presented with a blank document, with the XML Structure pane open. The form’s XML structure is already attached to the list at the bottom of the pane.
  12. You can now create the form as shown below. When you are done with the Word form, close and save the document.
  13. wordprintwizard5.jpg

  14. Return to the wizard and click Next.
  15. One the next page, browse to the location where you stored the word file and click Next.
  16. Give your Word Print view a memorable name.
  17. Click Next and Finish. This will generate the XSLT file in the same location as the Word document. Click Congratulations on the final screen.
  18. Now reopen your InfoPath form in the InfoPath 2007 design mode.
  19. Open the Design Task pane and click Views
  20. Click the “Add Print View for Word” link at the bottom of the Views task pane.
  21. This wizard will install the XSL file into your InfoPath form template. Click Next. 
  22. Browse to the location where the Word print wizard stored your XSL file and click Next.
  23. Give your Word print view a name and click Next
  24. Click Finish.
  25. Your print view will not show up in the views listing.

  26. Select a view and click the View Properties.
  27. Select the Print Settings tab and set the print view to the Word Print view you just created.
  28. wordprintwizard-final.jpg

  29. You can test it by filling out your data and clicking print.
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1

May

InfoPath Browser Compatibility

Posted by Sharee English  Published in InfoPath

Many people think that if you don’t utilize InfoPath Form Services that you can’t use InfoPath at all. That’s actually not true. There are certain features that InfoPath will support when you are running Form Services, but there are many features that will run just in the browser. When you are developing your forms, InfoPath has the capability to specify “browser-enabled”. Selecting this during your development will disable any non-browser compatible features. Here’s a list of the browser compatible features to help you develop.

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21

Feb

InfoPath 2007 Training Labs

Posted by Sharee English  Published in InfoPath

Microsoft Infopath is a revolutionary new application for the development of XML based data entry forms. One of its main features is its ability to both author and view XML documents with support for custom defined XML schemas. Since Infopath documents are raw XML, you can directly repurpose your data for use in other XML processors.I’ve just started venturing into InfoPath these past few days and am very excited about exploring further. I’m in the process of putting together a class on Business Processes and will be utilizing InfoPath as one of the technologies. It it great to see the Microsoft has already released training labs for InfoPath 2007 live on MSDN. Just like with the hands-on labs for InfoPath 2003, they created a set of exercises that walk you through a real-life scenario, introducing a new InfoPath feature in the process. If you get a chance I would encourage you to check them out.

Lab 1: Publishing an InfoPath 2007 Form Template to a Server Running InfoPath Forms Services
Lab 2: Deploying and Managing InfoPath 2007 Forms
Lab 3: Integrating InfoPath 2007 with the Data Connection Library
Lab 4: Enabling Digital Signatures in InfoPath 2007 Form Templates
Lab 5: Importing Word Forms into InfoPath 2007
Lab 6: Using InfoPath 2007 E-mail Forms
Lab 7: Restricting Permissions to InfoPath 2007 Forms and Form Templates
Lab 8: Using the InfoPath 2007 Object Model and Visual Studio Tools for Applications
Lab 9: Designing InfoPath 2007 Forms for Mobile Web Browsers
Lab 10: Creating and Inserting InfoPath 2007 Template Parts
Lab 11: Integrating InfoPath 2007 Forms in Web Sites Using Visual Studio
Lab 12: Using SharePoint Server Workflows with InfoPath 2007

Many InfoPath 2003 labs are still relevant – so if you need a refresher on fundamentals, here’s the list:

Lab 1: Editing forms and working with form data (Level 100)
Lab 2: Creating forms and layout (Level 200)
Lab 3: Form deployment (Level 200)
Lab 4: Working with controls (Levels 200 and 300)
Lab 5: Business logic (Levels 200 and 400)
Lab 6: Active X controls (Level 400)
Lab 7: User roles (Level 200)
Lab 8: Working with data sources (Levels 300 and 400)
Lab 9: Working with ADO.NET DataSets (Level 400)
Lab 10: Digital signatures (Levels 300 and 400)
Lab 11: Advanced form merging (Level 400)
Lab 12: Workflow support (Level 400)
Lab 13: Working with schemas (Level 300)
Lab 14: Working with custom task panes (Level 400)
Lab 15: Business logic using managed code (Level 400)
Lab 16: External automation (Level 400)

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