How to Do Everything with Microsoft Office InfoPath 2003 (How to Do Everything)

Chapter 1: Introducing InfoPath

Figure 1-1: An employee time-card form

Figure 1-2: A typical InfoPath form

Figure 1-3: A simple InfoPath form

Figure 1-4: A more complex InfoPath form

Figure 1-5: Microsoft Script Editor

Figure 1-6: Formatted text within a form

Figure 1-7: The print view of an InfoPath form

Figure 1-8: Sending an InfoPath form via e-mail

Figure 1-9: An InfoPath form exported to Excel

Figure 1-10: Getting ready to install

Figure 1-11: InfoPath Product Key

Figure 1-12: Microsoft InfoPath End-User License Agreement

Figure 1-13: Installation type selection

Figure 1-14: Advanced Customization options

Figure 1-15: Installation Summary page

Figure 1-16: Installation progress indicator

Figure 1-17: Updates and file deletion

Figure 1-18: Starting InfoPath 2003

Chapter 2: XML Primer

Figure 2-1: A sample HTML page

Figure 2-2: A typical product listing page

Figure 2-3: Structure of an XSN file

Chapter 3: Work with InfoPath Forms

Figure 3-1: The InfoPath user interface

Figure 3-2: Opening an existing form

Figure 3-3: You can open both InfoPath form templates and forms with data.

Figure 3-4: Navigate through your SharePoint server document libraries to find the form you want to use.

Figure 3-5: When you first open an InfoPath form to fill out, the Task Pane is hidden.

Figure 3-6: Drop-down lists provide a quick method of entering data.

Figure 3-7: The Font view of the Task Pane

Figure 3-8: Select a format by clicking one of the list styles.

Figure 3-9: 1 relationship with the form

Figure 3-10: A typical repeating section

Figure 3-11: Page setup options

Figure 3-12: The Print Preview window

Figure 3-13: Print options

Figure 3-14: To export your form and data, enter a filename and location and click OK.

Figure 3-15: An InfoPath form exported to HTML

Figure 3-16: The Export to Excel Wizard

Figure 3-17: Select the fields you want to export.

Figure 3-18: An InfoPath form exported to Excel

Figure 3-19: E-mail options dialog box

Chapter 4: Get Started with Forms

Figure 4-1: Sample forms installed with InfoPath

Figure 4-2: Design a Form view of the Task Pane

Figure 4-3: A new blank form

Figure 4-4: The example form with the formatted title

Figure 4-5: The finished form

Figure 4-6: Controls view of the Task Pane

Figure 4-7: A form created with “free-form” placement

Figure 4-8: An example of a layout table

Figure 4-9: Text Box Properties dialog box

Figure 4-10: Data Source view of the Task Pane

Figure 4-11: Updated Data Source view for your example form

Figure 4-12: A preview of your example form

Figure 4-13: A preview with data

Figure 4-14: Saving options

Chapter 5: Work with Data Sources

Figure 5-1: The Data Source Setup Wizard’s opening page

Figure 5-2: Identifying the XML data file to use as the data source

Figure 5-3: Fields from an existing XML file

Figure 5-4: The finished form

Figure 5-5: Selecting the database to use as the data source for your form

Figure 5-6: Selecting the data source to use for your form

Figure 5-7: Data Connection Wizard Welcome page

Figure 5-8: Providing logon information

Figure 5-9: Database and table selection

Figure 5-10: Saving your ODC file

Figure 5-11: Selecting tables

Figure 5-12: Adding a child table to your data source

Figure 5-13: Query view of a form

Figure 5-14: Data Entry view of a form

Figure 5-15: Specifying how your form works with the web service

Figure 5-16: Web service operations

Figure 5-17: Web service parameters

Figure 5-18: Setting web service parameters

Chapter 6: Work with Data Entry Controls

Figure 6-1: InfoPath data source

Figure 6-2: A typical binding dialog box

Figure 6-3: Size property page

Figure 6-4: Advanced properties

Figure 6-5: Text Box Properties dialog box

Figure 6-6: Formatting options for dates

Figure 6-7: Text box display options

Figure 6-8: Rich Text Box object display settings

Figure 6-9: A drop-down list and list box on a form

Figure 6-10: Drop-down and list box options

Figure 6-11: List box options

Figure 6-12: List box options with the secondary data sources showing

Figure 6-13: Selecting a group or field

Figure 6-14: Check Box options

Figure 6-15: A check box used to enter

Figure 6-16: Option button properties

Chapter 7: Work with Form Controls

Figure 7-1: A typical group

Figure 7-2: A nonrepeating section

Figure 7-3: A repeating section

Figure 7-4: A new section

Figure 7-5: A section with data entry objects

Figure 7-6: A section created from a group in an existing data source

Figure 7-7: Section Properties dialog box

Figure 7-8: A form with an optional section

Figure 7-9: Optional methods of inserting sections

Figure 7-10: The default text for inserting an optional section

Figure 7-11: Edit Default Values dialog box

Figure 7-12: Customizing the commands that users click

Figure 7-13: An optional section icon with some instructional text

Figure 7-14: A form with repeating sections

Figure 7-15: Repeating section options

Figure 7-16: Repeating section menu

Figure 7-17: A repeating or nested section

Figure 7-18: Expense Report form with a repeating table

Figure 7-19: A typical repeating table

Figure 7-20: A typical bulleted list

Figure 7-21: Adding a picture through a form

Figure 7-22: The invoice form and underlying data source

Figure 7-23: A sum of column values

Chapter 8: Form Formatting

Figure 8-1: A typical form with a layout table

Figure 8-2: Layout options

Figure 8-3: Layout table created by selecting Table with Title

Figure 8-4: Views task pane

Figure 8-5: Borders and Shading dialog box options

Figure 8-6: Shading options

Figure 8-7: A color scheme applied

Chapter 9: Validate Form Data

Figure 9-1: An example of a dialog box alert

Figure 9-2: Object properties

Figure 9-3: Data validation options

Figure 9-4: Validation rule options

Figure 9-5: Compound validation rule criteria

Figure 9-6: New data validation rule options

Figure 9-7: Comparison option

Figure 9-8: An example of the Contains operator in use

Figure 9-9: An example of the Begins With operator in use

Figure 9-10: Microsoft Script Editor

Chapter 10: Extend InfoPath

Figure 10-1: Microsoft Script Editor

Figure 10-2: A typical form with a repeating table

Figure 10-3: Advanced form options

Figure 10-4: A custom task pane

Figure 10-5: Data Source Setup Wizard

Figure 10-6: Database details

Figure 10-7: List box properties

Chapter 11: Publishing Overview

Figure 11-1: Options for saving your forms

Figure 11-2: Form options

Figure 11-3: A datasheet within a form library in SharePoint

Figure 11-4: Custom-installed forms

Chapter 12: Work with Form Libraries

Figure 12-1: SharePoint portal administration

Figure 12-2: The Publishing Wizard

Figure 12-3: Form library options

Figure 12-4: Connecting to your SharePoint server

Figure 12-5: Form library options

Figure 12-6: Selecting fields

Figure 12-7: Finishing up the Publishing Wizard

Figure 12-8: A typical form library home page

Figure 12-9: Form library columns

Figure 12-10: Customization options

Figure 12-11: Edit View options

Figure 12-12: Sort options

Figure 12-13: Grouping options

Figure 12-14: Grouped data

Figure 12-15: Uploading options

Figure 12-16: Datasheet view

Figure 12-17: A spreadsheet with exported and linked form data

Figure 12-18: Chart types

Figure 12-19: Data options

Figure 12-20: Chart options

Figure 12-21: Task pane options

Figure 12-22: A typical report created from form library data

Chapter 13: Install Custom Forms

Figure 13-1: The completed RegForm utility

Figure 13-2: Custom Installed Forms

Figure 13-3: The completed RegForm utility

Figure 13-4: Installation folder options

Figure 13-5: Remove options

Figure 13-6: Advanced options

Chapter 14: Other Publishing Methods

Figure 14-1: The Publishing Wizard

Figure 14-2: Publishing options

Figure 14-3: A typical InfoPath form

Figure 14-4: An exported form

Figure 14-5: A sample invoice form

Figure 14-6: A downlevel view of the form

Figure 14-7: An XML file viewed in Dreamweaver

Appendix C: Troubleshooting

Figure C-1: InfoPath Help task pane