Microsoft Office InfoPath 2010

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About Microsoft Office InfoPath 2010

This lens is all about Microsoft Office InfoPath 2010.

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.

InfoPath 2010 offers a more tighter integration with SharePoint 2010 than InfoPath 2007 had with SharePoint 2007.

The goal of this lens is to give you a taste of what you can do with InfoPath 2010.

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Microsoft Infopath 2010

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Get Started Learning InfoPath 2010

InfoPath 2010 Cookbook - 101 Codeless Recipes for Beginners

This InfoPath 2010 book covers the basics of designing form templates using InfoPath 2010, and is geared towards semi-technical professionals who want to master the basics by following step-by-step instructions without writing code. It consists of 101 step-by-step tutorials spread across 9 chapters and 284 pages.

InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners

Amazon Price: $39.95 (as of 06/03/2012)Buy Now

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Recipe 16: InfoPath Print View Text Overlay on an Image

One of the 101 tutorials from the InfoPath 2010 Cookbook

This is a demo of recipe 16 of the InfoPath 2010 Cookbook, where you will learn how to create a print view that allows you to print text from fields on an InfoPath form onto an image.
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Recipe 67: Date and Time Picker with Drop-Down in InfoPath 2010

One of the 101 tutorials from the InfoPath 2010 Cookbook

This is a demo of recipe 67 of the InfoPath 2010 Cookbook, where you will learn how to change the time text box of a date and time picker control into a drop-down list box for easy time selection.
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Recipe 79: Read-Only Attachment InfoPath 2010

One of the 101 tutorials from the InfoPath 2010 Cookbook

This is a demo of recipe 79 of the InfoPath 2010 Cookbook from which you will learn how to make a file attachment control read-only without losing the ability to open or view any file stored within the InfoPath attachment control.
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Recipe 99: Cascading Drop-Down List Boxes in a Repeating Table

One of the 101 tutorials from the InfoPath 2010 Cookbook

This video is a demo of the InfoPath 2010 form template you will learn how to create in Recipe 99 that deals with placing cascading drop-down list boxes within rows of a repeating table on an InfoPath 2010 form template. This recipe (=tutorial) is included in the InfoPath 2010 Cookbook, which is an InfoPath 2010 book for beginners who do not and/or cannot write code.
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How to Learn InfoPath

From beginner to advanced

There are 3 fundamental parts to InfoPath, two of which you need to master to be able to learn and master the basics of InfoPath.

The first is are data sources, of which the Main InfoPath data source is the primary one you need to understand and use. The Main data source houses fields, which are bound to controls on an InfoPath form. The fields have data types, which by themselves can be used for data validation in InfoPath. The Main data source defines the final XML of your form, and the document that you will be either storing somewhere or passing to another system. So understanding the Main data source is key to learning InfoPath.

The second fundamental part is rules. Rules can be seen as the business logic you declare in an InfoPath form. This business logic can be declared on the form itself or on controls. You do not need to know how to write code to work with rules. All you need to learn is how to construct formulas, how to use InfoPath functions, and how to add conditions to rules.

The third and last part to learn InfoPath is coding. If you have certain functionality in InfoPath that cannot be done through the first or second fundamental parts of InfoPath, you can opt to write code to get this functionality in InfoPath. Coding is not a fundamental part of InfoPath, but can be seen as advanced add-on to extending functionality offered through InfoPath.

The InfoPath 2010 Cookbook takes you on a journey to learn InfoPath the easy way through step-by-step tutorials from the ground up. In it, you will learn how to master the first two fundamentals parts of InfoPath 2010 through 101 step-by-step tutorials. This InfoPath 2010 book will teach you how to create InfoPath forms without writing code.

InfoPath 2010 Cookbook

101 Codeless Recipes for Beginners

InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners

Amazon Price: $39.95 (as of 06/03/2012)Buy Now

Where to Start?

If you are totally new to InfoPath 2010, you may want to know what lies ahead if you want to learn it. The InfoPath 2010 learning curve looks something like the following:

  1. Learn how to create a new form template.
  2. Learn what views are and how to work with them.
  3. Get familiar with the controls in InfoPath.
  4. Learn what the difference is between fields and controls.
  5. Learn what rules are, what types of rules are available, and how to add them to controls.
  6. Learn how to get data into an InfoPath form from an external data source.
  7. Learn how to set up a connection to submit an InfoPath form to a particular destination.
  8. Learn how to publish a form template.
These basics are covered in the first 6 chapters of the InfoPath 2010 Cookbook mentioned above. And the following article summarizes some of the most common things you'll have to learn: Introduction to designing a form in InfoPath 2010.

Those are the basics you will have to master to be able to work with InfoPath 2010. Once you have the basics covered, it is time to move onto integrating InfoPath with other applications such as SharePoint Designer 2010 and SharePoint 2010.

Where SharePoint 2010 is concerned, once you've mastered the basics, it is then time to learn:

  1. How to create an InfoPath browser form.
  2. How to set up and configure a SharePoint Form Library.
  3. How to set up an InfoPath form template to be submitted to a SharePoint Form Library.
  4. How to publish an InfoPath form template as a content type.
  5. How to create an InfoPath form template so that data can be submitted to a SharePoint List.
Much of the process has not changed going from SharePoint 2007 to SharePoint 2010, so this list of InfoPath SharePoint articles can help you get started with using InfoPath in or with SharePoint.

Create InfoPath 2010 form from schema

In this InfoPath video tutorial you'll learn how you can use the XML schema definition (XSD) file of an InfoPath 2003 form template to create an InfoPath 2010 form template that does not require code to perform calculations and that can be filled out through a browser via SharePoint 2010.

The article referred to in the InfoPath video below can be found here: Selecting the minimum date in an InfoPath repeating table using formulas (no code)
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What is repeating table in InfoPath 2010?

An InfoPath repeating table is one of the most popular controls in InfoPath. The following video explains what a repeating table is, how to add it to a form template, how to use it, and what the data it stores looks like.
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Highlight rows in a repeating table in InfoPath 2010

A new feature of InfoPath 2010 is the ability to copy rules. Learn how to use conditional formatting in InfoPath 2010 to highlight rows in a repeating table and also how to use the new copy rule functionality in InfoPath 2010.
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Learn more codeless InfoPath techniques

InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners

InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners

Amazon Price: $39.95 (as of 06/03/2012)Buy Now

Want to learn InfoPath 2010 with SharePoint 2010?

InfoPath 2010 Cookbook 2: 101 Codeless Recipes for SharePoint 2010

InfoPath 2010 Cookbook 2InfoPath 2010 Cookbook 2 is a beginner to intermediate level book that teaches you how to work with SharePoint list forms, SharePoint form library forms, SharePoint lists, SharePoint Designer 2010 workflow forms, document information panels, in addition to integrating InfoPath 2010 with Word 2010, Access 2010, and Excel 2010 through SharePoint 2010. It consists of 101 step-by-step tutorials in cookbook-style (having a Problem-Solution-Discussion) format. This book does not make use of code and is not for developers or administrators.

Sales Report InfoPath 2010 Form Template

The following video is a demonstration of a Sales Report InfoPath 2010 form template, which can be downloaded for free by customers who bought InfoPath 2010 Cookbook or InfoPath 2010 Cookbook 2.
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SYM_Wong-A-Ton

S.Y.M. Wong-A-Ton is the author of InfoPath 2010 Cookbook, an InfoPath 2010 book that teaches beginners how to design form templates without code. more »

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InfoPath 2010 Programming Book 

InfoPath 2010 Cookbook 3: 101 Code Recipes for C# Developers

Amazon Price: $49.95 (as of 06/03/2012)Buy Now