Microsoft Office InfoPath 2003 Introduction

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Suitable for Microsoft Office InfoPathTM 2003 Service Pack 1 In business environments, most people need forms such as zero-funded, attendance cards, employee investigations or insurance orders, some people need to design, distribute and maintain these Form. You can use the new program InfoPath in Microsoft Office System to simultaneously design and fill in the electronic form, as shown below. Note The content in this article is assumed that you have installed Microsoft Office InfoPath 2003 Service Pack 1 on your computer, and the service pack feature is enabled in InfoPath. To understand the details of Service Pack, see the link in the top of this article in this article. What is infoPath? In InfoPath, you can do two works:

Design Form You can design and publish an interactive form with user-friendly interfaces in design modes (design mode: InfoPath Design Environment, which can be created or modified in it).) In addition to inserting text boxes and other standard controls into your form (control: Allow user control program graphical user interface objects, such as text boxes, check boxes, scroll bar or command buttons, etc. You can use control display data or options, execute operation or Outside the user interface.) In addition, INFOPATH also allows you to insert some special controls so that users can flexibly add, delete, replace, or hide sections in the form (section: Controls containing other controls on the form.). You can design the form range that you can use InfoPath from a complex form that is very wide, from a simple form for collecting data to large business processes. The InfoPath form can be used alone or in design to use with existing databases or web services. Forms can publish public locations on your corporate network (such as a form library on a shared folder, web server, or Microsoft Windows® SharePointTM Services website (form library: Store and sharing folders based on form collection based on the same template. Each form is associated with the user-defined information displayed in the content list of the library.)) And accessed from this location. To fill a form, the user must install InfoPath on its computer. Fill in Form InfoPath users can fill out the form using a function similar to document. For example, they can spell check in the domain, use the Format Brush tool to copy and paste formats, or insert format text and graphics in a particular domain on the form. Users may also combine data from multiple forms into a single form or export data to other programs, depending on the design of the form. Users can also save forms to their own computer, then submit forms to corporate networks when reconnecting to the network. This feature is particularly useful for users who can only access network resources or access to network resources (such as employees who are often traveling). InfoPath A concentrated form of Scalable Markup (XML) (Scalable Markup Language (XML): Standard Markup Language (SGML), developers can use them to create custom labels, providing flexibility for organizing and providing information.) The foundation. When you design a form, INFOPATH will create a .xsn file, this file is completely a standard XML file (such as an XML architecture: formal specification written in XML, defining the structure of the XML document, including elements Names and rich data types, and which elements should appear in combination, which properties have each element.) And XSL Conversion (XSLT): Used to convert XML documents to other types of documents, For example, HTML or XML. The use of its use is a Cabinet (.cab) file that performs part XSL function.) Files). When the user fills in the form in InfoPath, the data in this form will be saved or submitted in the XML format of the industrial standard. However, you don't have to learn any knowledge about XML for your design or fill in the InfoPath form. The key is to use the form of XML format, organizations can easily reuse data. For example, a simple InfoPath travel report form can be used to provide XML data to customer relationship management (CRM) system, zero-funded system, and travel planning system. Why use InfoPath? The InfoPath form can be a simple form for several members in a small working group to collect information.

For example, a 10-person sales group can use a form of filling and sharing information about the sales phone dialed. Subsequent data in these forms may be merged into a single summary report, sending the manager once a month. The InfoPath form can also be a more complex form that is connected to an existing database or integrate into an existing business system. For example, if your company uses Microsoft BizTalk® Server 2004 to manage the zero-bid reimbursement process, then the IT department's developer may design an InfoPath zero-funded application order to submit data directly to BizTalk, then BizTalk sequentially transferred to the corresponding The department is approved or handled. The following list briefly explains some of the most important advantages of INFOPATH: Data can be reused due to the use of XML format, so the data stored in the INFOPATH form does not lock in the form, but can easily separate and various forms Way Reset format or reuse. This flexibility allows the form designer to integrate form data into an XML-based existing business process, while also reduced some time consuming duplicate data input tasks, such as re-typing data in the paper form, or Manually copy data between two different programs. Data accurately when the user fills in the InfoPath form, you can check the data they entered to find data verification (data verification: process data accuracy; can be applied to the control to specify a set of rules and ranges of the user-entered data type and range .)error. If your form is connected to a database or web service, then the user must correct these errors to submit the data. This setting can help you ensure that the collected data is accurate, no error and meet any of your specified. The figure below shows the data validation error displayed to the form. In addition, you can use the formula to automatically calculate values ​​for users, or enable spelling check capabilities so that users can check spelling errors before submitting the form. Different paper forms that need to be re-printed when the overhead is changed, and the InfoPath form can be easily modified and re-released. In addition, INFOPATH can automatically detect form updates so that users always have the latest form version. Offline support is different from the website-based form, and the user does not have to always connect to the network when filling out the InfoPath form. Users can fill out the form offline and submit it when their computers are reconnected to the network. Multiple views You can create multiple views (view: Form-specific display settings, can be saved by a form template and can be applied to form data when filling out the form. The user can switch between the views to select a form The amount of data shown in.) The InfoPath form. For example, in order to make the lengthy item status form easy to use, you can create a high-level summary view and a detailed view. You can create rules (rules: the conditions and operations can be automatically performed automatically according to the values ​​in events and forms.) To automatically switch the view when the user opens a form, submit a form or when the button is submitted or in the form. The user can also handover the view manually using the commands on the "View" menu (as shown in the figure below). Flexible controls In addition to standard controls such as text boxes and list boxes, InfoPath also contains many new controls, such as repetition tables (repeating tables: other controls containing table formats on the form and can be repeated as needed. Fill in the form, users Multi-line can be inserted.), Option group (option group: Control of a set of mutually exclusive options. By default, the option group includes two options, one of which is displayed as the default option in the form.) And optional Section (optional): One control on the form, the control contains other controls, which is usually not displayed by default. When filling out the form, the user can insert and delete options.) Wait. These types of controls allow you to design a flexible form that meets user needs.

For example, in a zero-use gold push list, you can use a repeating table to allow users to enter only the required number of zero gold items. Tablet PC Support If you are using a tablet PC, you can use the tablet pen (Tablet pen: Pen on the tablet PC, used to interact with the tablet screen.) Writing directly on the domain on the form. Wait a moment, INFOPATH can automatically convert the ink to text. You can also write or draw in some controls, and then save the ink with the form, depending on the design of the form. The InfoPath is co-use using XML supporting industry standards due to InfoPath, so it can use other programs and technologies, including the programs and techniques listed in the table below.

How can proceedings or techniques use Microsoft Office Excel 2003 users to deliver data from one or more forms to a new Excel worksheet. Form data stored in the SharePoint Services table single library can also be exported to the Excel worksheet. Microsoft Office Outlook® 2003 users can send a form copy in Outlook email. This method is very useful when you want to share the entire form with other users who have not installed InfoPath on your computer. The form itself is also attached to the message, so users who have installed InfoPath can open the form directly using the InfoPath. The form designer can also distribute the user using an email. Similarly, the form designer can allow users to submit a complete form in an attachment in an email. Microsoft Access 2000 or later You can connect your form to an existing Access database. The user can then use the form to submit the data to the database and query the database using the form. Similarly, you can use the values ​​in the database to fill the list box, or bind the controls (bind: Connect the control to the domain or group in the data source, so that you can save the input control data. When the control is not bound, indicate It is not connected to the domain or group, and the data in the input control will not be saved.) To the domains and groups associated with the database. Microsoft SQL ServerTM 2000 You can design a form that connects to the SQL Server database. The user can then use the form to submit the data to the database and query the database using the form. Similarly, you can use the values ​​in the database to populate the list box, or bind the controls to the domains and groups associated with the database. Microsoft Windows® SharePointTM Services Your Workgroup can publish files to the Windows SharePoint Services table library so that all related forms are stored in a dedicated location for easy access. Users can fill in the form from the table single library, export form data to Excel, or merge data in several forms into a form. You can also create data connections in your form to receive data from your SharePoint website or submit your form to your SharePoint Services form. Microsoft Script Editor You do not need to have a programming expertise to design an efficient form. However, if you know how to write a code, you can use Microsoft JScript® in your form (JScript: A object-based scripting language that evolves from C, C and Java, interprets the execution. Microsoft makes Ecma 262 language specification.) Or Microsoft Visual Basic® Scripting Edition (VBScript): Microsoft Visual Basic programming system subset. Microsoft Internet Explorer version 3.0 or higher, and other web browsers can read embedded HTML pages The VBScript program.) The method is to access the Microsoft Script Editor (MSE) in the design mode (MSE): a programming environment that creates, edit, and debug Microsoft JScript or Microsoft Vbscript in the InfoPath form. Code.).

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