Office 2007 Bible

Designing a Form Template

When you start InfoPath by clicking Start and then choosing All Programs Microsoft Office Microsoft Office InfoPath 2007, InfoPath displays its Getting Started dialog box, shown in Figure 39-2. That dialog box gives you the option of filling out an existing form (as an end user) or designing a new form template. This section focuses on the latter, more challenging task.

Figure 39-2. InfoPath opens this dialog box at startup, presenting you with the option to open or design (create) a form.

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Open a new form

If you just started InfoPath, click the Design a Form Template under Design a Form in the lower-left corner of the Getting Started dialog box to begin the design process. If you’ve already started working in InfoPath and want to start the process for creating a new form, choose File Design a Form Template. Either method of starting displays the Design a Form Template dialog box shown in Figure 39-3.

Figure 39-3. Choose whether to create a blank template or connect it to an existing data source.

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If you want ...