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"Microsoft Office InfoPath represents a revolutionary leap in XML technologies and a new paradigm for gathering business-critical information. I am delighted that Scott Roberts and Hagen Green, two distinguished members of the InfoPath product team, decided to share their experience in this book."
--From the Foreword by Jean Paoli, cocreator of XML 1.0 and Microsoft Office InfoPath
Microsoft Office InfoPath 2007 offers breakthrough tools for gathering, managing, and integrating business-critical information, and creating efficient forms-driven processes. Two longtime members of Microsoft's InfoPath product team have written the first comprehensive, hands-on guide to building successful XML-based solutions with InfoPath 2007.
The book opens with a practical primer on the fundamentals of InfoPath form template design for information workers and application developers at all levels of experience. It then moves into advanced techniques for customizing, integrating, and extending form templates--with all the code examples and detail needed by professional developers.
Learn how to:
Building Reusable Form Components in Microsoft Office InfoPath and Forms Services 2007
Download the Sample Chapters from this book:
What Is InfoPath? 3
InfoPath 2003 7
InfoPath 2003 Service Pack 1 12
InfoPath 2007 17
What's Next? 24
Getting Started 25
What Is a Form Template Anyway? 26
Design a Form Template Dialog 27
Creating a New Blank Form Template 30
Designing the Layout of Your Form 34
Using Controls 41
Creating Multiple Views 73
Advanced Formatting 76
What's Next? 83
Getting Started 85
Data Binding 86
Data Source Field and Group Properties 95
Manually Editing the Data Source 110
Advanced Data Binding 137
Editing Default Template Data 151
What's Next? 154
Getting Started 155
Advanced Controls 156
Control Properties 174
Advanced Customizations 204
What's Next? 213
Getting Started 215
Conditional Formatting 215
Data Validation 222
Rules 229
Logic Inspector 235
What's Next? 240
Getting Started 241
Data Connections 242
XML Files 247
Databases 256
Web Services 273
SharePoint Libraries and Lists 292
What's Next? 296
Getting Started 297
Extended Features of Web Services 298
Secondary Data Source Binding 307
Offline Mode Query Support 312
List Box Controls Connected to Secondary Data Sources 316
What's Next? 325
Getting Started 327
Why Submit? 328
Submitting Forms 334
ADO.NET DataSetSubmit 369
Submit Options 392
What's Next? 395
Getting Started 397
Saving and Publishing a Form Template with InfoPath 398
Saving Templates as Extracted Source Files 421
Previewing Form Templates 424
What's Next? 430
Getting Started 431
Designing a New Template Part 432
Using a Template Part 438
Updating Template Parts 447
Customizing Existing Template Parts 452
What's Next? 454
Getting Started 455
Introduction to InfoPath Security 456
InfoPath Security Levels 458
Trust and Designer Lockdown 499
Digital Signatures 507
Information Rights Management 538
What's Next? 552
Getting Started 553
Merging Forms 554
Printing 586
Exporting Forms 605
What's Next? 612
Getting Started 613
User Roles 614
Workflow with Microsoft Office SharePoint
Server 2007 634
Workflow with InfoPath E-Mail Forms 643
What's Next? 663
Getting Started 665
What Is InfoPath in the Browser? 666
Installing and Configuring Forms Services 671
Publishing a Form Template to Forms Services 678 Getting Familiar with Browser Forms 682
Designing a Browser-Enabled Form Template 690
Getting Familiar with the Browser Form Experience 701 SharePoint Integration 705
Data Connections 710
Filling Out Browser Forms 714
Mobile Support: Smart Phone and PDA 720
What's Next? 726
Getting Started 729
Writing Code Behind a Form 730
The InfoPath Object Model 741
Programming InfoPath...in Action! 790
What's Next? 832
Getting Started 833
What Is VSTO? 834
Bringing InfoPath into Visual Studio 835
Installing VSTO 836
Designing a Form Template with VSTO 836
Previewing a Form in VSTO 863
What's Next? 864
Getting Started 865
Controls and Browser Optimizations 867
Form Code 875
SharePoint Integration 885
Data Connections 929
Performance Tips and Best Design Practices 950
What's Next? 963
Getting Started 965
Hosting Scenarios 966
Document Information Panel 966
Creating an InfoPath Host Application 977
Hosting the InfoPath Form Control in a Web Browser 1011
What's Next? 1036
Getting Started 1037
Installing and Using ActiveX Controls 1038
Building Custom Controls for InfoPath Using ActiveX 1049
What's Next? 1072
Getting Started 1073
Introduction to COM Add-ins 1074
Building a COM Add-in for InfoPath 1076
Custom Task Panes 1093
Writing Add-ins and Custom Task Panes Using VSTO 2005 SE 1105
Managing InfoPath Add-ins 1111
What's Next? 1114
Getting Started 1115
Built-in Form Importers 1116
Creating Your Own Form Importers and Exporters 1128
Importing Form Data 1142
What's Next? 1148
Download the Appendix from this book.
Download the Foreword