Use Microsoft SharePoint Workspace for Offline Completion. .. choose to save a draft, save a local copy, or save as a PDF and have a local record of the. for you. To participate in a brief online survey, please visit: ramblipetasga.ga /booksurvey. Contents. Introducing Microsoft InfoPath Part I. Designing Forms 1. 1 Introduction to InfoPath 3. 2 Basics of InfoPath Form Design 3 Introducing Forms Services 4 Working with Data
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Learn how to convert InfoPath form to PDF with SharePoint workflow Note that SharePoint Workflow Platform Type should be used. Open SharePoint Designer and connect it to your SharePoint site. Create a new List Workflow for the Form Library. Note that SharePoint Workflow Platform . has been a close bond between SharePoint and InfoPath since the release. . Blank Form: Use this form to create a web-based InfoPath form.
This data is saved as XML and can be sent to various destinations. In contrast, controls do not contain the data itself; controls are a window into the data that the form gathers.
Controls provide a way for the user to enter the data in a way that makes the most sense for the type of information being gathered. For example, if you want to collect the name of a project and its status in a project tracking form, both fields could be saved as text. You may want to allow the user to enter any string of text as a project name, but require the user to select the status from a list of options. To do this, use a text box control for the project name field and a drop-down list box for the status field.
For more information regarding fields and controls, see Introduction to controls. Top of Page Add another view to a form Views or pages are a way to organize a form into different parts that you want to present separately. These parts can be displayed either in a particular order, to particular people, or for a specific purpose. For example, with a status report form, you can set up a second view to track the history of status changes.
This view can then be used to make sure that the projects tracked in the status report are meeting deadlines. Top of Page Add rules Rules allow you to control the behavior of a form by performing such actions as automatically displaying a message inside of a dialog box, setting a field value, querying or submitting to a data connection, switching views, or opening or closing a form in response to certain events and conditions.
Alternatively, you can designate a single print view that applies to all views in the form template. For example, if your form template contains three distinct views, you might create a print view that consolidates key information from each of those views into a single printed page.
To create and associate a print view with an existing view, you can use the Create Print Version for This View link in the Views task pane. When you click this link, InfoPath does the following: Creates a new, blank view called Print Version name, where name is the name of the view on which the print view is based. Associates the print view with the view upon which it is based. This association in recorded in the View Properties dialog box, on the Print Settings tab.
For example, imagine that you created a print view that is based on an Approval view in your form template.
After creating a print view, you can design it to reflect the way that you want the form to appear when printed. This typically involves copying and pasting controls from other views in the form template into the print view.
If necessary, you can substitute certain controls for other controls in the print view. For example, you might replace a drop-down list box, which hides list box entries by default, with a standard list box, which displays the entries by default.
By doing this, all of the entries are displayed on the printed form. You can also specify custom printing options for the print view in the View Properties dialog box, such as headers, footers, and page margins. Top of Page Design a print view that is based on an existing view By default, when a user prints a form that does not have a specific print view associated with it, the view that is currently displayed on the user's computer is printed.
In revising the book for this edition, we have tried to keep the deep encyclopedic knowledge of InfoPath embodied in that work, while also restructuring the material to focus attention on the SharePoint application development experience.
While the program provides great design and editing capabilities for traditional forms such as download orders and equipment requests, InfoPath innovatively yet squarely targets information that historically has been more difficult to capture, such as business-critical data contained in sales reports, inventory updates, project memos, travel itineraries, and performance reviews.
InfoPath was born as a tool for editing XML, and XML is about creating documents in which the content is delimited, or set apart, by tags that explain the meaning of each piece of content. With XML, documents can become a source of information as rich as a database, enabling search, processing, and reuse. The underlying structure of the information in an InfoPath template is described using a schema. A schema describes how the data is constructed, in the same way that a blueprint describes how a building is constructed.
In SharePoint, these schemas are represented as content types in lists and libraries, and InfoPath provides a consistent way to author forms and logic that turn these lists and libraries into powerful applications that automate processes that previously required many manual steps. Together with the powerful collaboration features of SharePoint, InfoPath is a key part of the toolset you need to rapidly create applications that meet your enterprise application needs.
InfoPath and InfoPath Forms Services in SharePoint empower business users to automate their own business processes that collect, manage, and share information. IT, developers, and power users can create powerful business applications on the SharePoint Foreword platform using InfoPath forms to interact with external data, to drive workflow, and to enhance Web pages.
XML provides a standard protocol with which these applications and organizations can communicate. Using XML Schema, a company can define a standard structure for its data that can then be used across multiple departments and organizations.
This structured data enables developers to easily create applications that can communicate with each other without much effort.
In addition, most organizations use forms in one way or another, whether to enter a download request, submit expense report information, or track weekly status.
If you look at a typical form, you will notice that the form itself is structured unlike a typical freeform document created in an application such as Microsoft Office Word In these freeform documents you can type anything you like in any way that you choose.
Although a form may contain sections that allow you to enter freeform text such as comments, most of your typical forms are highly structured. Fields in the form usually require you to enter specific types of data such as sales numbers or costs. Since XML defines a structured data format which can contain some unstructured elements and forms are highly structured with liii liv Preface bits of freeform data, it makes sense to tie together forms and XML data.
Once a user has filled out a form that is connected to XML data, the data can easily be incorporated into back-end processes that understand the structure of the XML data for that form.