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Introducing Microsoft® Office InfoPath™ 2003

Book Description

Revolutionize the way your business gathers, processes, and analyzes data with InfoPath 2003. Review key features, including the latest enhancements in Microsoft Office 2003 Service Pack 1, and discover how to design, build, and use effective forms.

Table of Contents

  1. Copyright
  2. Foreword
  3. Acknowledgments
  4. Introduction
  5. Introducing Microsoft Office InfoPath 2003 SP-1
    1. Presenting InfoPath 2003 SP-1
      1. The Benefits of InfoPath
      2. Understanding How InfoPath Works
      3. Integrating InfoPath with Other Applications
      4. Touring InfoPath
      5. Programming Forms with VBScript or JScript
      6. Programming Forms with Visual Basic .NET Code
      7. Chapter Summary
      8. Q&A
      9. On Your Own
    2. Filling Out Forms
      1. Filling Out the Status Report Form
      2. Handling Data-Entry Errors
      3. Saving, Previewing, and Printing Forms
      4. Exploring XML Data Documents
      5. Merging Forms
      6. Chapter Summary
      7. Q&A
      8. On Your Own
    3. Understanding Form Technologies
      1. Relating InfoPath’s Components
      2. Standardizing on XML Data Documents
      3. Validating Documents with XML Schemas
      4. Navigating Documents with XPath
      5. Presenting Form Views with XSLT
      6. Displaying Rich Text as XHTML
      7. Chapter Summary
      8. Q&A
      9. On Your Own
  6. Designing InfoPath Forms
    1. Creating Forms
      1. Understanding the Form Design Process
      2. Modifying an Existing Template
      3. Starting with a New, Blank Form
      4. Creating a Template from an XML Document
      5. Basing a Template on an XML Schema
      6. Using Existing XML Data Documents with a New Template
      7. Getting Rid of the my: Namespace
      8. Chapter Summary
      9. Q&A
      10. On Your Own
    2. Laying Out Forms
      1. Adhering to Design Standards
      2. Adding Layout Tables from the Task Pane
      3. Adding Controls in a Layout Table
      4. Using an Optional Section with a Layout Table
      5. Adding Table Borders
      6. Working with Repeating Tables
      7. Adding a Master Table Ex Post Facto
      8. Drawing a Table
      9. Chapter Summary
      10. Q&A
      11. On Your Own
    3. Adding Basic Controls and Lists
      1. Relating Controls to Data Types
      2. Setting Common Control Properties
      3. Working with Controls for Text Data
      4. Binding the Date Picker Control
      5. Using Drop-Down Lists and List Boxes
      6. Adding Check Boxes and Option Buttons
      7. Calculating Values with the Expression Box
      8. Incorporating Pictures
      9. Chapter Summary
      10. Q&A
      11. On Your Own
    4. Formatting Forms
      1. Adopting an Organization-Wide Format
      2. Applying Color Schemes and Background Colors
      3. Embedding Logos and Static Graphics
      4. Working with Headings and Text
      5. Adding Hyperlinks to Forms and Images
      6. Formatting Tables, Cells, and Controls
      7. Applying Conditional Formatting
      8. Using the Format Painter
      9. Chapter Summary
      10. Q&A
      11. On Your Own
    5. Validating Form Data
      1. Comparing Data Validation and Conditional Formatting
      2. Validating Text Boxes with Custom Expressions
      3. Testing Numeric Values
      4. Validating List Box Values
      5. Testing Date Picker Values
      6. Validating Text Box Patterns
      7. Chapter Summary
      8. Q&A
      9. On Your Own
    6. Working with Advanced Form Elements
      1. Designing Master/Detail Forms
      2. Filtering Repeating Tables and Sections
      3. Populating Lists with Form Data
      4. Cascading Drop-Down List Box Selections
      5. Applying Event-Based Rules
      6. Creating and Assigning User Roles
      7. Adding File Attachments
      8. Using ActiveX Controls in Forms
      9. Using Advanced Main Data Source Features
      10. Chapter Summary
      11. Q&A
      12. On Your Own
    7. Adding Views to a Template
      1. Adding a Simplified Form View
      2. Presenting Multiple Views of Complex Forms
      3. Modifying Views for E-Mail Delivery
      4. Designing a Default Print View
      5. Adding a Microsoft Word Print View
      6. Chapter Summary
      7. Q&A
      8. On Your Own
    8. Setting Form Template and Digital Signing Options
      1. Enabling Form Protection
      2. Disabling InfoPath Design Mode
      3. Controlling Merging and Form Submission
      4. Limiting a Form’s Feature Set
      5. Removing Unused Fields from New Forms
      6. Adding Digital Signatures to Forms
      7. Setting Advanced Form Options
      8. Chapter Summary
      9. Q&A
      10. On Your Own
    9. Publishing Form Templates
      1. Understanding InfoPath Form Security Models
      2. Creating Test User Accounts and Security Groups
      3. Sharing Templates from a Network Folder
      4. Publishing Templates to an Intranet Site
      5. Publishing Templates to SharePoint Form Libraries
      6. Submitting Documents to a SharePoint Forms Library
      7. Creating Fully Trusted Forms by Code Signing
      8. Distributing Custom-Installed Templates
      9. Chapter Summary
      10. Q&A
      11. On Your Own
  7. Working with Databases and Web Services
    1. Connecting Forms to Databases
      1. Using the Data Connection Wizard
      2. Adding Controls to a Default Form
      3. Editing and Submitting Forms
      4. Disabling Buttons with Conditional Formatting
      5. Adding and Deleting Records
      6. Creating Secondary Data Sources for List Boxes
      7. Changing the Main Data Connection for a Form
      8. Chapter Summary
      9. Q&A
      10. On Your Own
    2. Designing InfoPath Web Service Clients
      1. Understanding InfoPath’s Web Service Requirements
      2. Using the Data Connection Wizard with XML Web Services
      3. Designing a Simple Form to Receive Data
      4. Creating a Form That Receives and Submits Data
      5. Using Web Services as Secondary Data Sources
      6. Chapter Summary
      7. Q&A
      8. On Your Own
  8. Programming InfoPath Forms
    1. Introducing InfoPath Form Template Projects
      1. Comparing Managed .NET Code and Script
      2. Adding Managed Code Behind a Form
      3. Working with Data Source Field Events
      4. Adding Managed Code to an Existing Form
      5. Managing Project Relocation and Deployment
      6. Chapter Summary
      7. Q&A
      8. On Your Own
    2. Navigating the InfoPath Object Model
      1. Getting Acquainted with Visual Studio’s Object Browser
      2. Working with the Application Object
      3. Exploring the XDocument Object
      4. Working with View Objects and Events
      5. Programming the XDocuments Collection
      6. Setting Custom File Paths and Names
      7. Testing the Signed Data Blocks Collection
      8. Chapter Summary
      9. Q&A
      10. On Your Own
    3. Writing Advanced Event Handlers
      1. Enabling Full Trust for Managed Code
      2. Modifying the Text of a Custom Task Pane
      3. Testing for Required Digital Signatures
      4. Working with the Rss2Production Project
      5. Displaying Running Sums in an Expression Box
      6. Exploring the NWOrdersWSProject Web Service Client
      7. Creating Your Own NWOrdersWS Web Service
      8. Changing the URL of a Web Service
      9. Chapter Summary
      10. Q&A
      11. On Your Own
  9. Index