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About Microsoft Office InfoPath
InfoPath forms enable the quick collection of information in a consistent, structured way that can then be validated against predefined business rules. InfoPath forms are XML-based. Therefore, important business data can be shared and reused across the organization.
The goal of this lens is to give you a taste of what you can do with InfoPath. If you have already bought the software product and need help or examples on how to use it, I've written and published many InfoPath tutorials, articles, and solutions, maintain an InfoPath blog, and produce InfoPath video tutorials.
What's in a name?
Why is InfoPath called "InfoPath"?
InfoPath was born out of a necessity to replace paper-based forms. And what do we do with such forms? We gather information and then either send the forms off to someone else or store them somewhere.
InfoPath follows this same concept:
- Information is gathered by selecting and filling out fields on a form.
- That form is then saved as an XML file (a text file that has a certain structure).
- That XML file can then be emailed, stored on the file system, stored in a database, stored in SharePoint, or shared between systems/applications that understand XML and follow a workflow.
Info-Path, information that follows a path.
InfoPath forms are XML files that contain information that can follow a path by being passed from person to person, from person to system, from system to system, or a finite combination of the two through a workflow.
Disclaimer: This is my personal defintion of InfoPath and does not in any way reflect how Microsoft came up with the name for their product.
"Collect and manage data with ease. Extend the reach of your business with rich electronic forms."
It's all about collecting and sharing data
Microsoft InfoPath 2007
Amazon Price: $158.05 (as of 12/25/2009)
InfoPath is an information-gathering program that helps you create and deploy electronic forms to consolidate information efficiently and reliably.
InfoPath delivers electronic forms that reach the necessary participants easily, reduces redundant data entry, and improves the quality of collected data.
InfoPath offers advanced form design and development to help streamline complex processes by connecting users to the right data.
InfoPath fully integrates with Office SharePoint Server 2007 to help ensure that organizations can centrally manage and deploy electronic forms.
What is InfoPath?
Not sure whether InfoPath is right for your organization? Learn what InfoPath is all about...
What is InfoPath?
http://www.bizsupportonline.net - In this InfoPath video, you'll learn what InfoPath is, why it was introduced, what its fundamentals are, what makes it so great, and what its advantages and disadvantages are. Get started with InfoPath here: http://www.bizsupportonline.net/blog/infopath-video-training/ Subscribe to the InfoPath Solution Blog via RSS: http://bit.ly/7KgCOb Subscribe to the InfoPath Solution Blog via email: http://bit.ly/4Asgp6
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Are you a techie or non-techie?
As someone who is using and/or is interested in InfoPath, would you say you're a technical or non-technical person?
Getting started with InfoPath
- Understand InfoPath
- Learn how to use the user interface of InfoPath
- Work with InfoPath form controls
- Get data in or out of InfoPath
- Deploy InfoPath form templates
Create a simple InfoPath form template
InfoPath 2007 Quick Tour
Explore the InfoPath 2007 Designer environment
http://www.bizsupportonline.net - This InfoPath training video gives you a quick tour around the InfoPath 2007 client application and shows you where to find the most commonly used functionality when designing InfoPath form templates in InfoPath 2007.
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Using data validation in InfoPath
How to tell users that they entered invalid data
Data validation is the act of determining whether invalid data was entered into a control. For example, if you want users to enter a date into a field and they enter a piece a text, you want to be able to tell them that they entered an invalid date.
The way InfoPath tells users they entered invalid data is by displaying a red dashed border around the control (see the Validating a date in InfoPath figure below).
There are 3 ways to validate data in InfoPath:
- Set a specific data type on a control
- Use data validation rules (or write code in a Validating event handler)
- Use rules (or write code in a Changed or Clicked event handler)
Validating a date in InfoPath
List of functions in InfoPath
Descriptions and examples of all functions you can use in formulas in InfoPath
The following list of functions in InfoPath gives you the full descriptions of all of the functions as well as examples of each function that you can use within formulas in InfoPath.
You can use this list as a reference when you are looking for a function to perform a certain calculation or when you want to know how to use a particular function within InfoPath.
Writing Code in InfoPath
Getting started with programming in C# or Visual Basic in InfoPath 2007
- Visual Studio Tools for Applications (better known as VSTA)
- Visual Studio 2005
- Visual Studio 2008
If you want to use Visual Studio 2005, you'll have to download and install Microsoft Visual Studio 2005 Tools for the 2007 Microsoft Office System, which will provide you with an InfoPath project template you can use to create projects in Visual Studio.
If you want to use Visual Studio 2008, the InfoPath project template will already be included, so you won't have to install anything extra.
Take a look at the following two videos listed below for examples on how you can write code in InfoPath 2007 to set the value of a field on an InfoPath form using either VSTA or Visual Studio 2005.
Use Visual Studio Tools for Applications (VSTA) to Start Writing Code in InfoPath
How to write Code in InfoPath 2007 using VSTA
http://www.bizsupportonline.net - In this InfoPath video tutorial, you'll learn: How to create an InfoPath Form Template in InfoPath 2007, how to add controls to the InfoPath form template, how to create an event handler for a button control on the InfoPath form template, how to write code behind the button on the InfoPath form template in Visual Studio Tools for Applications (VSTA), and how to run, debug, and test the InfoPath form template in Visual Studio Tools for Applications (VSTA). Subscribe to the InfoPath Solution Blog via RSS: http://bit.ly/7KgCOb Subscribe to the InfoPath Solution Blog via email: http://bit.ly/4Asgp6
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Use Visual Studio 2005 to Start Writing Code in InfoPath 2007
Write Code in Visual Studio 2005 to Set the Value of a Field in InfoPath 2007
http://www.bizsupportonline.net - This InfoPath 2007 video tutorial shows you how you can use C# code behind a button on an InfoPath form to set the value of a field on the form. You'll learn: How to create an InfoPath Form Template project in Visual Studio 2005, how to add controls to the form template, how to create an event handler for a button control on the InfoPath form template, how to write code behind the button on the InfoPath form template, and finally how to run, debug, and test the InfoPath form template in Visual Studio 2005. Subscribe to the InfoPath Solution Blog via RSS: http://bit.ly/7KgCOb Subscribe to the InfoPath Solution Blog via email: http://bit.ly/4Asgp6
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How InfoPath and SharePoint work together
InfoPath is not SharePoint and SharePoint is not InfoPath
InfoPath is the forms tool of SharePoint, which means that you can use InfoPath to create forms that can be stored in a SharePoint library or shown on a SharePoint site. Thus SharePoint can be seen as a container for InfoPath forms. You can also use InfoPath forms as forms that participate in SharePoint workflows.
To glue InfoPath and SharePoint together and be able to show InfoPath forms on web pages within SharePoint, you need a SharePoint component called Forms Server.
To learn more about InfoPath, SharePoint, and Forms Server, see:
You can also browse articles about integrating SharePoint and InfoPath or read a brief introduction on what workflow is.
Are you currently using InfoPath together with SharePoint?
InfoPath - SharePoint Video
Send email from SharePoint using InfoPath form values
http://www.bizsupportonline.net/sharepoint-infopath-integration.htm - In this step-by-step InfoPath video tutorial, you'll learn: How to create an InfoPath form template in InfoPath 2007, how to publish an InfoPath form template to a SharePoint form library and promote InfoPath form fields to SharePoint columns, how to create a SharePoint Designer workflow that can read data from an InfoPath form and take actions based upon this data. Links to related InfoPath - SharePoint articles: http://www.documentmanagementworkflowinfo.com/workflow/create-custom-sharepoint-designer-2007-workflow.htm http://www.bizsupportonline.net/browserforms/create-sharepoint-designer-workflow-send-email-link-infopath-browser-form.htm http://www.bizsupportonline.net/browserforms/set-value-infopath-form-sharepoint-designer-workflow.htm 40+ SharePoint-InfoPath integration tutorials: http://www.bizsupportonline.net/sharepoint-infopath-integration.htm Subscribe to the InfoPath Solution Blog via RSS: http://bit.ly/7KgCOb Subscribe to the InfoPath Solution Blog via email: http://bit.ly/4Asgp6
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Popular InfoPath and SharePoint Vids
For more InfoPath videos, visit http://www.youtube.com/symwongaton
InfoPath Online Resources
- InfoPath on Office Online
- This web site is for everyday users of Microsoft Office products. If you have a question about using the interface of any Office application, here's where you have to perform your search.
- InfoPath Developer Portal
- This is the Microsoft Office InfoPath developers' home on MSDN. Here will find information about customizing electronic forms to collect and move information through an organization.
- InfoPath 2003 on MSDN
- This is InfoPath 2003 home page on MSDN. MSDN is a site for developers. You'll find in-depth content, code walkthroughs, downloads, product information, and more at this one-stop resource for InfoPath developers.
- InfoPath 2007 on MSDN
- This is the InfoPath 2007 home page on MSDN. MSDN is a site for developers. This section will help you get started using Microsoft Office InfoPath 2007 to develop solutions that take advantage of InfoPath and the 2007 Microsoft Office system.
- Forms Server 2007 SDK on MSDN
- This is the Forms Server 2007 SDK documentation home page on MSDN. MSDN is a site for developers. This section contains the SDK documentation for Forms Server 2007.
- Forms Server 2007 on TechNet
- This is the Forms Server 2007 home page on TechNet. TechNet is a site for IT professionals. This section contains technical information about Forms Server 2007.
InfoPath 2007 Book - Reader's Choice
Designing Forms for Microsoft Office InfoPath and Forms Services 2007
Amazon Price: $37.79 (as of 12/25/2009)
Avg. Customer Rating: 
More InfoPath Books
Books about InfoPath 2003 and InfoPath 2007
Beginning InfoPath 2003 (Programmer to Programmer)
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Amazon Price: $23.09 (as of 12/25/2009)
InfoPath Online Communities
Getting InfoPath help online
- InfoPath Newsgroup
- Ask general questions about InfoPath.
- SharePoint - InfoPath Forms Services Forum
- Discuss topics and ask questions about InfoPath Forms Services capabilities in Office SharePoint Server.
- InfoPathDev Forums
- Ask questions about InfoPath. This forum supports English and several other languages.
Twitter Updates
- aka Twitter
- 0 followers
- 0 following
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- InfoPath Video Tutorial: Copy #SharePoint tasks to #InfoPath form fields... http://su.pr/2aTCwn
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- How to use a #SharePoint ItemAdded event handler to submit data from an #InfoPath form to a SharePoint list... http://su.pr/1dZ0E0
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- Video: Have a #SharePoint Designer workflow create and fill out #InfoPath forms - http://su.pr/2eIRuy
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- How to submit an #InfoPath form to a #SharePoint list and attach the form to the list item... http://su.pr/2t8sVP
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- Video: Auto-populate #InfoPath repeating table row on insert... http://su.pr/2bpfkW
by SYM_Wong-A-Ton
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