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    Figures

    Figures

    FIGURE P.1:Open with Form Template Dialoglvii
    FIGURE P.2:Dialog shown when InfoPath cannot find the Visual C# project with the form codelix
    FIGURE 1.1:Controls task pane in InfoPath 20038
    FIGURE 1.2:Data Source task pane in InfoPath 20039
    FIGURE 1.3:Insert Layout Table toolbar item13
    FIGURE 1.4:Tables toolbar13
    FIGURE 1.5:Fill Out a Form dialog in InfoPath 2003 SP117
    FIGURE 1.6:Filling out a browser-enabled form template in Internet Explorer19
    FIGURE 1.7:The table layout tab23
    FIGURE 1.8:The Rules task pane prior to rules being created24
    FIGURE 2.1:Opening screen30
    FIGURE 2.2:New blank form35
    FIGURE 2.3:Table Tools Layout tab36
    FIGURE 2.4:Employment application form template with title added37
    FIGURE 2.5:Employment application form template with cells for first and last names38
    FIGURE 2.6:Employment application form template with a row for address information39
    FIGURE 2.7:Page Design tab40
    FIGURE 2.8:Controls task pane41
    FIGURE 2.9:Employment application form template after adding standard controls46
    FIGURE 2.10:Section control selected47
    FIGURE 2.11:Preview of the employment application form48
    FIGURE 2.12:Employment application form template with Optional Section controls50
    FIGURE 2.13:Optional controls when previewing the form51
    FIGURE 2.14:Optional controls after clicking on the link, Click here to insert51
    FIGURE 2.15:Context menu for the Optional Section control when filling out a form52
    FIGURE 2.16:Employment application form template with Repeating Section control53
    FIGURE 2.17:Repeating Section control when previewing the form54
    FIGURE 2.18:Context menu for Repeating Section control when previewing the form54
    FIGURE 2.19:Three instances of the Repeating Section control inserted into the form55
    FIGURE 2.20:Insert Repeating Table dialog57
    FIGURE 2.21:Repeating Table control in InfoPath Designer57
    FIGURE 2.22:Change To menu58
    FIGURE 2.23:Repeating Table control after changing from a Repeating Section control58
    FIGURE 2.24:Repeating Table control when previewing the form59
    FIGURE 2.25:Horizontal Repeating Table control in Designer61
    FIGURE 2.26:Horizontal Repeating Table control when filling out a form61
    FIGURE 2.27:Insert Master/Detail dialog62
    FIGURE 2.28:Master and detail controls in Designer63
    FIGURE 2.29:Master/Detail control in the application review form when filling out a form63
    FIGURE 2.30:Master/Detail control showing more applicant data65
    FIGURE 2.31:Binding design-time visual showing the name of the control65
    FIGURE 2.32:List controls in Designer66
    FIGURE 2.33:List controls when filling out a form66
    FIGURE 2.34:Multiple-Selection List Box control when filling out a form67
    FIGURE 2.35:File Attachment control in Designer68
    FIGURE 2.36:File Attachment control when filling out a form68
    FIGURE 2.37:File Attachment control with résumé file attached68
    FIGURE 2.38:File Attachment control commands69
    FIGURE 2.39:Insert Picture Control dialog70
    FIGURE 2.40:Picture control when filling out the form70
    FIGURE 2.41:Picture control with picture inserted71
    FIGURE 2.42:Ink Picture control that contains text entered with a Tablet PC stylus72
    FIGURE 2.43:Button control73
    FIGURE 2.44:The Picture Button control when first inserted73
    FIGURE 2.45:The Control Tools Properties tab73
    FIGURE 2.46:Insert Calculated Value dialog74
    FIGURE 2.47:Insert Vertical Label dialog74
    FIGURE 2.48:Vertical Label control in Designer75
    FIGURE 2.49:Hyperlink control75
    FIGURE 2.50:Insert Hyperlink dialog76
    FIGURE 2.51:Signature Line control in InfoPath Filler76
    FIGURE 2.52:The Sign dialog77
    FIGURE 3.1:Filling out the status report form in InfoPath81
    FIGURE 3.2:Filling out the status report form in the browser by using Forms Services81
    FIGURE 3.3:Message indicating that a feature cannot be used in a browser-enabled form template85
    FIGURE 3.4:Message indicating that a feature can be used in a browser-enabled form template but is not active in the browser85
    FIGURE 3.5:Toolbar shown when filling out a form in the browser86
    FIGURE 3.6:Configuring toolbars for a browser-enabled form template filled out in the browser88
    FIGURE 3.7:Saving a form in the browser89
    FIGURE 3.8:Editing a Rich Text Box control in the browser93
    FIGURE 3.9:Commonality of InfoPath and Forms Services feature sets96
    FIGURE 3.10:MOI Consulting feedback form97
    FIGURE 3.11:Compatibility settings in the Form Options dialog98
    FIGURE 3.12:Errors and messages in the Design Checker after making the feedback form template browser-compatible99
    FIGURE 3.13:Browser-compatibility message within the Digital Signatures category under the Form Options dialog100
    FIGURE 3.14:Remake of the Overall Satisfaction table without vertical text102
    FIGURE 3.15:Filling out the MOI Consulting feedback form in the browser106
    FIGURE 4.1:Clicking on a control in the view to select the bound control in the data source113
    FIGURE 4.2:A Person/Group Picker control bound to group1 in the data source114
    FIGURE 4.3:Warning dialog when changing the name of a data source field or group for a published form123
    FIGURE 4.4:Data type validation error that occurs when a field contains invalid data126
    FIGURE 4.5:Warning when saving a form with validation errors127
    FIGURE 4.6:Validation error for the Cannot be blank property, delineated by a red asterisk128
    FIGURE 4.7:Repeating field4, which is bound to the Numbered List control and repeats in group1130
    FIGURE 4.8:Airline form with default value for FlightType as “Roundtrip”132
    FIGURE 4.9:The default value calculation button133
    FIGURE 4.10:The Insert Formula dialog, with a formula that sets this field’s default value to today’s date plus 45 days133
    FIGURE 4.11:Data source details for the FlightType field bound to the option buttons in the airline form134
    FIGURE 4.12:Label for the node PurposeOfVisit, created when inserting the control into the view148
    FIGURE 4.13:Move Field or Group dialog used to move an existing field or group149
    FIGURE 4.14:Validation error that appears when opening a form created before the FlightType–FlightDate node swap150
    FIGURE 4.15:Setting the Employee group to repeat and reference itself152
    FIGURE 4.16:Filling out the MOI Company’s employee information form153
    FIGURE 4.17:Design a form from an existing XML document or schema instead of creating the data source from scratch154
    FIGURE 4.18:Selecting the location of an XML document or schema155
    FIGURE 4.19:Choosing whether to include data from a selected XML file as the form template default data156
    FIGURE 4.20:The first prompt when starting from an ambiguous schema159
    FIGURE 4.21:Disambiguating the data source by using the Edit Settings dialog160
    FIGURE 4.22:Prompt that appears when starting from a schema with multiple top-level elements160
    FIGURE 4.23:The Type drop-down menu, with an option for adding a complete XML Schema or XML document164
    FIGURE 4.24:Data source created from the XML document166
    FIGURE 4.25:Text Box Binding dialog that appears when Automatically create data source is disabled or Change Binding is used from a control169
    FIGURE 4.26:Changing binding via the context menu by right-clicking on any control that can be bound169
    FIGURE 4.27:Context menu of the most popular control bindings172
    FIGURE 4.28:Dialog that results from clicking More on the menu shown in Figure 4.27172
    FIGURE 4.29:Inserting field1 in the data source. The context of a drop affects available control binding options.173
    FIGURE 4.30:An absurd control nesting: Attribute contains DocumentElement, which contains Attribute175
    FIGURE 4.31:NumberOfChildren attribute field, which is bound to both the Optional Section and the Drop-Down List Box inside of the Optional Section176
    FIGURE 4.32:NumberOfChildren attribute is nonexistent in the form and XML data176
    FIGURE 4.33:NumberOfChildren attribute field inserted in the form and XML with a default value of 1176
    FIGURE 4.34:A simple repeating field: field1177
    FIGURE 4.35:Three controls multiply bound to field1177
    FIGURE 4.36:Critical design-time visual on an unbound Text Box control180
    FIGURE 4.37:Cutaway of the Edit Default Values dialog when Choice exists in the data source181
    FIGURE 4.38:Cutaway of the Edit Default Values dialog when Choice exists in the data source182
    FIGURE 5.1:Insert Hyperlink dialog187
    FIGURE 5.2:Select a Field or Group dialog188
    FIGURE 5.3:Hyperlink control in InfoPath Designer188
    FIGURE 5.4:Insert Hyperlink dialog in InfoPath Filler189
    FIGURE 5.5:Insert Calculated Value dialog190
    FIGURE 5.6:Insert Formula dialog after choosing a field190
    FIGURE 5.7:Insert Formula dialog after checking the Edit XPath checkbox191
    FIGURE 5.8:Insert Function dialog191
    FIGURE 5.9:Repeating Table control for expenses192
    FIGURE 5.10:Data source for the expense report example192
    FIGURE 5.11:Insert Formula dialog after inserting the sum function192
    FIGURE 5.12:Expense report form during preview193
    FIGURE 5.13:Insert Vertical Label dialog194
    FIGURE 5.14:Vertical Label control194
    FIGURE 5.15:Scrolling Region control in InfoPath Designer195
    FIGURE 5.16:Application review form with Scrolling Region when filling out the form196
    FIGURE 5.17:Horizontal Region controls in InfoPath Designer197
    FIGURE 5.18:Choice Group control in InfoPath Designer198
    FIGURE 5.19:Employment application form with Choice Group control200
    FIGURE 5.20:Default Choice Section with context menu commands200
    FIGURE 5.21:Employment application form after replacing the default Choice Section200
    FIGURE 5.22:Repeating Recursive Section in InfoPath Designer202
    FIGURE 5.23:Repeating Recursive Section when filling out the employee information form203
    FIGURE 5.24:Selected Text Box control205
    FIGURE 5.25:Format Painter in the Home tab206
    FIGURE 5.26:Format Painter cursor206
    FIGURE 5.27:Text Settings tab in the View Properties dialog208
    FIGURE 5.28:Properties dialog for the Text Box control209
    FIGURE 5.29:Dialog that warns about data loss when changing field names211
    FIGURE 5.30:Binding design-time visual for the FirstName Text Box control212
    FIGURE 5.31:Integer Format dialog for Whole Number (integer) data types213
    FIGURE 5.32:Field for minimum salary desired formatted as currency213
    FIGURE 5.33:Properties dialog for the Optional Section for the minimum salary desired215
    FIGURE 5.34:Display tab of the Text Box Properties dialog217
    FIGURE 5.35:Placeholder text in a Text Box control218
    FIGURE 5.36:Display tab for the Rich Text Box control220
    FIGURE 5.37:Insert Picture dialog221
    FIGURE 5.38:Size tab of the Text Box Properties dialog223
    FIGURE 5.39:Text Box control with inner text not aligned to outer text224
    FIGURE 5.40:Text Box control with inner text aligned to outer text225
    FIGURE 5.41:Properties dialog for resizing multiple controls226
    FIGURE 5.42:Properties tab with multiple controls selected226
    FIGURE 5.43:Advanced tab for the Hyperlink control227
    FIGURE 5.44:Advanced tab of the Text Box Properties dialog showing the Input recognition section228
    FIGURE 5.45:Input Scope dialog showing standard input scopes229
    FIGURE 5.46:Input Scope dialog showing custom input scopes230
    FIGURE 5.47:New Input Scope dialog showing Phrase List option231
    FIGURE 5.48:Sample data source for the Master/Detail example233
    FIGURE 5.49:Master/Detail tab for a Repeating Table set as the master control235
    FIGURE 5.50:Master/Detail tab for a Repeating Section set as a detail control235
    FIGURE 5.51:Master/Detail control when filling out a form237
    FIGURE 5.52:Section Properties dialog for an Optional Section control239
    FIGURE 5.53:Edit Default Values dialog for an Optional Section control240
    FIGURE 5.54:Repeating Section Properties dialog241
    FIGURE 5.55:Section Properties dialog for a Repeating Section fragment242
    FIGURE 5.56:Repeating Section Properties dialog showing three sections—Apples, Oranges, and Bananas243
    FIGURE 5.57:Filling out the grocery shopping list243
    FIGURE 5.58:Section Commands dialog used to customize commands245
    FIGURE 5.59:Default commands for a Choice Section when filling out a form246
    FIGURE 6.1:Rules pane249
    FIGURE 6.2:Rules pane with a validation rule added250
    FIGURE 6.3:Condition dialog251
    FIGURE 6.4:Condition dialog with multiple conditions253
    FIGURE 6.5:Rules pane with validation rule defined254
    FIGURE 6.6:Inline alert for a data validation error254
    FIGURE 6.7:Full error description for a data validation error255
    FIGURE 6.8:Data Validation dialog listing two conditions to validate the total number of guests256
    FIGURE 6.9:Data Entry Pattern dialog257
    FIGURE 6.10:Red asterisk error257
    FIGURE 6.11:Custom pattern258
    FIGURE 6.12:Rules pane with formatting rule added260
    FIGURE 6.13:Rules pane with condition, where StockPrice is less than or equal to $18.00261
    FIGURE 6.14:Rules pane specifying the four conditions needed to set the background color to yellow262
    FIGURE 6.15:Rules pane showing all three rules263
    FIGURE 6.16:Defining a rule so that four actions are always run when the form is submitted265
    FIGURE 6.17:Choosing to add a new action rule265
    FIGURE 6.18:Specifying the action for a rule to run when a user clicks the Button control266
    FIGURE 6.19:Dialog displayed when an action on a rule fails to execute when the user fills out the form269
    FIGURE 6.20:The Add Rules menu when a text box is selected270
    FIGURE 6.21:The Rule Detail dialog for an Is less than rule271
    FIGURE 6.22:Form template for the Rule Inspector sample273
    FIGURE 6.23:Rule Inspector showing the logic for the entire form template274
    FIGURE 6.24:Detailed view of the DataValidation node275
    FIGURE 6.25:Views controls in Page Design tab276
    FIGURE 6.26:Add View dialog277
    FIGURE 6.27:View Properties dialog277
    FIGURE 7.1:Relationships between a form and its external data sources283
    FIGURE 7.2:Available Form Templates, the starting point for creating a main query connection286
    FIGURE 7.3:Creating a secondary query connection for a form template287
    FIGURE 7.4:Pictures library on SharePoint Foundation288
    FIGURE 7.5:The libraries and lists available for querying from the SharePoint server289
    FIGURE 7.6:Choosing which fields from the SharePoint list you want to use for the data connection290
    FIGURE 7.7:Filling out the music and photos form. The list of photos comes from the Pictures library on SharePoint.291
    FIGURE 7.8:Data to fill into a form and save to Sample.xml, to be read later by using an XML file adapter293
    FIGURE 7.9:Entering the file location to use when creating a secondary connection to XML data294
    FIGURE 7.10:XML file connection settings to opt in or out of including the data as a file in your template295
    FIGURE 7.11:Final page of the Data Connection Wizard for an XML file296
    FIGURE 7.12:Data Connections dialog after finishing the XML file Data Connection Wizard297
    FIGURE 7.13:Fields task pane showing secondary data source298
    FIGURE 7.14:Clicking on the Button to query the Sample data connection300
    FIGURE 7.15:Data Connection Wizard when creating a new database connection304
    FIGURE 7.16:Connecting to SQL Server after clicking Select Database305
    FIGURE 7.17:Select Database and Table dialog. Choose the Northwind database and the Customers table. The top two items in the list are database views instead of tables.306
    FIGURE 7.18:Database connection’s data source structure showing the added Customers and Orders tables307
    FIGURE 7.19:Adding the Orders child table to the Customers parent table307
    FIGURE 7.20:Defining a relationship between the child and parent tables. Some relationships are automatically defined for you.308
    FIGURE 7.21:Sort Order dialog for setting three levels of sorting order310
    FIGURE 7.22:Edit SQL dialog, which allows hand-editing of the query statement used by InfoPath to create the data source311
    FIGURE 7.23:Customers secondary data source313
    FIGURE 7.24:A nested database table (Orders), which is hard to represent when the parent table (Customers) is in the view as a Repeating Table315
    FIGURE 7.25:Our rendition of displaying the Customers and Orders data316
    FIGURE 7.26:Preview of the modified form layout with Northwind customers and orders data316
    FIGURE 7.27:Navigating to the Web service319
    FIGURE 7.28:Browser test form for the SaveItem Web service method320
    FIGURE 7.29:Entering an address to the WSDL321
    FIGURE 7.30:List of methods from the Web service that can be used to receive data323
    FIGURE 7.31:Setting up the parameter to the SaveItems Web service method, which involves selecting which data source node provides its value324
    FIGURE 7.32:Choosing the data source node to submit to the SaveItems method. The data source is based on the query Web service data connection.325
    FIGURE 7.33:InfoPath Designer after finishing the Web service Data Connection Wizard326
    FIGURE 7.34:Querying and submitting our Web service form during preview327
    FIGURE 7.35:The Rule Details dialog for changing a REST URL330
    FIGURE 7.36:Designing the TerraServer form using the GetTile Web service method331
    FIGURE 7.37:Querying the TerraServer for a section of the San Francisco Bay near Highway 80332
    FIGURE 7.38:Searching for Web services by using UDDI in InfoPath334
    FIGURE 7.39:Converting an InfoPath data connection to use a server-defined data connection file336
    FIGURE 7.40:Secondary data source–bound controls allow for little customization339
    FIGURE 7.41:Form after querying the XML file secondary data connection341
    FIGURE 7.42:Enabling query support for offline mode when adding or modifying a secondary data connection344
    FIGURE 7.43:Configuring a form template for offline mode queries345
    FIGURE 7.44:InfoPath global cached queries setting346
    FIGURE 7.45:Error dialog shown if querying an external data source fails when filling out the form347
    FIGURE 7.46:Error dialog that results from clicking Try to Connect in Figure 7.45 if the data connection is unavailable348
    FIGURE 7.47:Grocery list form template, unchanged, from Chapter 5350
    FIGURE 7.48:Drop-Down List Box Properties dialog351
    FIGURE 7.49:Selecting a secondary data source node from the XML file connection that provides data for the List Box entries352
    FIGURE 7.50:Filling out the grocery list form when the items are retrieved from a data connection353
    FIGURE 7.51:Using the main data source to provide data for a List Box control354
    FIGURE 7.52:Adding a note-taking capability to our grocery form355
    FIGURE 7.53:Filling out the form after we’ve added the note-taking feature356
    FIGURE 7.54:Specifying a filter to show only grocery items from a selected category357
    FIGURE 7.55:Relationships between a form and its external data sources358
    FIGURE 8.1:Settings for enabling and disabling certain features for users, such as the ability to save a form364
    FIGURE 8.2:The first view of the job application form365
    FIGURE 8.3:The last page of the job application form366
    FIGURE 8.4:Dialog about the submit error that occurs when the user clicks the Submit button after not filling in a name in the first view367
    FIGURE 8.5:Submit Options dialog, the starting point for enabling submit368
    FIGURE 8.6:A custom list in SharePoint371
    FIGURE 8.7:The default list entry form372
    FIGURE 8.8:The Customize Form button372
    FIGURE 8.9:Field properties dialog for a list field373
    FIGURE 8.10:Configuring SharePoint document library submit for the student sign-in form375
    FIGURE 8.11:Submit Options dialog configured to submit to a SharePoint document library376
    FIGURE 8.12:SharePoint document library that contains submitted form data378
    FIGURE 8.13:First page of the Data Connection Wizard for setting properties of the e-mail sent when users submit the form379
    FIGURE 8.14:Configuring the attachment options for submitting via e-mail380
    FIGURE 8.15:Dialog prompt in which the user must click Send in order to submit a helpdesk request381
    FIGURE 8.16:Specifying whether your form only receives data or only submits data with a Web service386
    FIGURE 8.17:Selecting a Web service method for submit387
    FIGURE 8.18:InfoPath Designer after finishing the Data Connection Wizard for submitting data to a Web service388
    FIGURE 8.19:Error dialog that results when submitting a form with validation errors that are in the current view389
    FIGURE 8.20:Student sign-in form during preview390
    FIGURE 8.21:Dialog confirming that submit succeeded390
    FIGURE 8.22:Student sign-in form showing the instructor’s Class Information view with default data392
    FIGURE 8.23:Designing the sign-in form view394
    FIGURE 8.24:Configuring conditional formatting to hide the LateReason section if the start time is later than now394
    FIGURE 8.25:Setting custom data validation to make the Reason field required when the LateReason section is visible396
    FIGURE 8.26:Defining parameter mappings for Web service submit397
    FIGURE 8.27:Tardy Johnny signs in to Philosophy 101398
    FIGURE 8.28:Debugging the Web service by using Visual Studio400
    FIGURE 8.29:Debugger paused at our breakpoint400
    FIGURE 8.30:Data source for the student sign-in form402
    FIGURE 8.31:Parameter mappings dialog configured to submit the entire form403
    FIGURE 8.32:Dialog that gives the user a chance to digitally sign a form before continuing with submit408
    FIGURE 8.33:Controlling whether or not to display the prompt shown in Figure 8.32408
    FIGURE 8.34:Submit Options dialog for Web server submit via HTTP409
    FIGURE 8.35:Setting the destination option to use an ASP.NET page410
    FIGURE 8.36:Submit Options Dialog, choosing to run rules413
    FIGURE 8.37:List of rules that run when the form is submitted414
    FIGURE 8.38:Actions for the actual submit to the Web services415
    FIGURE 8.39:Expression shown in a popup message when a student signs in late to class415
    FIGURE 8.40:Dialog that appears when Johnny signs in tardy416
    FIGURE 8.41:Dialog that appears when submit with rules fails on a secondary connection418
    FIGURE 8.42:Dialog shown when submit using rules fails on the main submit connection419
    FIGURE 8.43:Generic success dialog for the main submit connection420
    FIGURE 8.44:Generic failure dialog for the main submit connection421
    FIGURE 8.45:Advanced section of the Submit Options dialog421
    FIGURE 9.1:InfoPath prompt that appears when choosing Save or Save As for a new form template427
    FIGURE 9.2:The Publish menu, offering a variety of publishing options428
    FIGURE 9.3:Publishing a MeetingRequest template to a Web server via a “backdoor” network share429
    FIGURE 9.4:Specifying the users’ access path431
    FIGURE 9.5:Error dialog that appears when opening a form from a path that is not the access path431
    FIGURE 9.6:Specifying a server location for publishing to a SharePoint site or Forms Services site434
    FIGURE 9.7:Choosing whether to publish the form template to a SharePoint document library or a site content type435
    FIGURE 9.8:Saving the template somewhere on the SharePoint server when creating a site content type436
    FIGURE 9.9:Wizard page showing promoted properties from the template’s data source, which appear as columns in SharePoint libraries and lists437
    FIGURE 9.10:Form library on SharePoint437
    FIGURE 9.11:Adding site content types to a document library438
    FIGURE 9.12:Selecting a field from the data source to promote. The display name (Due Date) can be set independently from the node name (When).440
    FIGURE 9.13:Choosing to publish to Forms Services via the Document Library option443
    FIGURE 9.14:Last page of the Publishing Wizard before clicking the Publish button444
    FIGURE 9.15:Last page of the Publishing Wizard after clicking the Publish button445
    FIGURE 9.16:First wizard page for publishing a form to e-mail recipients446
    FIGURE 9.17:Promoting properties to make them available as columns in Outlook447
    FIGURE 9.18:Resulting e-mail in Outlook after finishing the Publishing Wizard for e-mail448
    FIGURE 9.19:Browse For Folder dialog for selecting a location to save template source files452
    FIGURE 9.20:Dialog warning that appears when saving source files to a folder that already contains existing source files452
    FIGURE 9.21:Configuring preview settings455
    FIGURE 9.22:Error message that results from attempting to open a form that was saved while previewing459
    FIGURE 10.1:Add a Workflow page465
    FIGURE 10.2:Customizing the Travel Request Approval workflow466
    FIGURE 10.3:Workflow initiation e-mail message467
    FIGURE 10.4:E-mail task requesting approval of the travel request467
    FIGURE 10.5:Travel Request form showing the Workflow Task message bar468
    FIGURE 10.6:Workflow dialog469
    FIGURE 10.7:Workflows dialog471
    FIGURE 10.8:The Open SharePoint Site interface472
    FIGURE 10.9:The navigation menu of SharePoint Designer 2010472
    FIGURE 10.10:The Create Reusable Workflow dialog for Data Collection473
    FIGURE 10.11:The Action drop-down list474
    FIGURE 10.12:The inserted action474
    FIGURE 10.13:Select Users dialog475
    FIGURE 10.14:Custom Task Wizard, form fields476
    FIGURE 10.15:Add Field dialog476
    FIGURE 10.16:Association and Initiation Form Parameters dialog477
    FIGURE 10.17:Settings navigation478
    FIGURE 10.18:Manage User Roles dialog481
    FIGURE 10.19:Add User Role dialog482
    FIGURE 10.20:Select Users dialog483
    FIGURE 10.21:Manage User Roles dialog after adding a few roles484
    FIGURE 10.22:The Form Load button487
    FIGURE 10.23:Selecting User’s current role as the qualifier in the Condition dialog for rules487
    FIGURE 10.24:Rules pane after setting the condition and action488
    FIGURE 10.25:Rules for Opening Forms dialog after adding all rules489
    FIGURE 10.26:Preview tab on the Form Options dialog490
    FIGURE 10.27:Selecting the UserRole field that corresponds to the TeamName field in the secondary data source493
    FIGURE 10.28:Insert Formula dialog after adding a calculated default value493
    FIGURE 10.29:Specifying a user role in the condition for data validation495
    FIGURE 10.30:Rules Pane after changing the condition to use a user role496
    FIGURE 10.31:Manage User Roles dialog after adding “Team Manager” and “Sales Manager” roles497
    FIGURE 10.32:Rules Pane after adding a rule to switch to the Team Status Report view498
    FIGURE 10.33:Food survey form template503
    FIGURE 10.34:Choosing which properties to make available in Outlook folders503
    FIGURE 10.35:Sending the form to a list of e-mail recipients504
    FIGURE 10.36:Rules Wizard showing the rule specific to InfoPath forms505
    FIGURE 10.37:Choose InfoPath Form dialog506
    FIGURE 10.38:Create New Folder dialog after selecting InfoPath Form Items508
    FIGURE 10.39:Folder properties dialog after clicking on the InfoPath Forms tab509
    FIGURE 10.40:Team Lunch folder showing “Food Preference” column509
    FIGURE 10.41:InfoPath e-mail form in Outlook’s reading pane510
    FIGURE 10.42:Filling out an InfoPath e-mail form511
    FIGURE 10.43:Submit dialog when submitting an InfoPath e-mail form512
    FIGURE 10.44:Mail Options task pane512
    FIGURE 10.45:Team Lunch folder showing responses to the food preference survey513
    FIGURE 10.46:Team Lunch folder grouped by food preference514
    FIGURE 10.47:Expense Reports InfoPath form folder515
    FIGURE 10.48:InfoPath actions context menu516
    FIGURE 10.49:E-Mail Attachments tab in the Form Options dialog517
    FIGURE 11.1:Configuring security and trust settings for a form template527
    FIGURE 11.2:Form Template Properties dialog for setting the form ID528
    FIGURE 11.3:Error dialog when opening a restricted form template that attempts to query an external data source530
    FIGURE 11.4:Setting an access path, which is not required when publishing a restricted form template531
    FIGURE 11.5:Cache conflict that occurs when a different version of the same form template is opened532
    FIGURE 11.6:New dialog showing form templates in the InfoPath cache534
    FIGURE 11.7:Resource Files dialog, which shows files accessible by all form templates534
    FIGURE 11.8:Internet Explorer Web content zones, each of which has its own security level537
    FIGURE 11.9:Settings for defining the local intranet zone538
    FIGURE 11.10:Security prompt for cross-domain data access542
    FIGURE 11.11:Office Customization Tool security settings for InfoPath544
    FIGURE 11.12:Error dialog that appears when a domain form is not opened from its access path and the published template is unavailable547
    FIGURE 11.13:Opening a domain form whose access path doesn’t match the .xsn location, but the form template exists at the originally published location548
    FIGURE 11.14:Entering a domain for the template when previewing the form549
    FIGURE 11.15:List of any settings or features resulting in the form template being at domain trust level551
    FIGURE 11.16:Security and Trust tab of the Form Options dialog553
    FIGURE 11.17:Trusted root certification authorities for the current user556
    FIGURE 11.18:Security and Trust category settings for signing a form template557
    FIGURE 11.19:Selecting a certificate to use for digital signing557
    FIGURE 11.20:Creating a self-signed certificate for code signing558
    FIGURE 11.21:General tab of the Certificate dialog, which shows whether the publisher of a certificate is trusted559
    FIGURE 11.22:InfoPath prompt that appears when a signed template’s CA isn’t trusted560
    FIGURE 11.23:Error that occurs when opening a full trust form template that is neither digitally signed nor installed561
    FIGURE 11.24:Trusted Publishers category of the Trust Center dialog567
    FIGURE 11.25:Add-ins category of the Trust Center dialog569
    FIGURE 11.26:The External Content Category of the Trust Center571
    FIGURE 11.27:Privacy Options category of the Trust Center dialog573
    FIGURE 11.28:Configuring digital signatures for a form template577
    FIGURE 11.29:Our sample MOI Consulting performance review form578
    FIGURE 11.30:Setting up the template to allow signing the entire form579
    FIGURE 11.31:Filling out the MOI performance review before using a digital signature580
    FIGURE 11.32:Digital Signatures dialog, which tracks who has signed this form581
    FIGURE 11.33:Selecting what form data to sign582
    FIGURE 11.34:Clicking the Sign button to apply a digital signature to the form582
    FIGURE 11.35:Additional Information dialog, which shows exactly what you’re signing before you sign it583
    FIGURE 11.36:Digitally signed form with read-only controls585
    FIGURE 11.37:Error dialog that appears when trying to change signed form data585
    FIGURE 11.38:Friendly reminder that the form being opened is digitally signed586
    FIGURE 11.39:Choosing whether or not to show a notification when signed forms are opened587
    FIGURE 11.40:Setting up the Personal Information part of the view for partial signing590
    FIGURE 11.41:Creating a new set of signable data (partial signing) on a Section control591
    FIGURE 11.42:Setting up digital signatures on a Section control593
    FIGURE 11.43:Signing the “Info” set of signable data when filling out the form594
    FIGURE 11.44:Using the Select the Data to Sign dialog opened by clicking the Digital Signatures button594
    FIGURE 11.45:Signing a set of signable data when filling out the form595
    FIGURE 11.46:Form showing that the set of signable data has been signed596
    FIGURE 11.47:Signature Details dialog for a signed Section control597
    FIGURE 11.48:Form showing that Robert co-signed John’s review rating599
    FIGURE 11.49:The Sign dialog from the Signature Line control606
    FIGURE 11.50:Specifying permission in InfoPath Designer to apply when the form is filled out608
    FIGURE 11.51:Specifying permission for the current form while filling it out610
    FIGURE 11.52:Form Permission task pane611
    FIGURE 11.53:Permission dialog after clicking the More Options button612
    FIGURE 11.54:Enabling Information Rights Management on the SharePoint Central Administration site615
    FIGURE 11.55:IRM settings for a document library616
    FIGURE 12.1:Weekly status report form621
    FIGURE 12.2:Merge Forms dialog622
    FIGURE 12.3:Merge Forms dialog showing the Views menu623
    FIGURE 12.4:Weekly status report document library in Merge Forms view624
    FIGURE 12.5:Merge error dialog for forms with a schema that doesn’t match the target form624
    FIGURE 12.6:Merged status report form626
    FIGURE 12.7:Data source for the status report form template628
    FIGURE 12.8:Weekly Status Report view in the weekly status report form template629
    FIGURE 12.9:Team Status Report view for merging multiple status report forms630
    FIGURE 12.10:Merge tab on the Field or Group Properties dialog632
    FIGURE 12.11:Advanced tab of the Repeating Section Properties dialog633
    FIGURE 12.12:Merge settings error dialog634
    FIGURE 12.13:Merge Settings dialog for the StatusReports repeating group node635
    FIGURE 12.14:Merge Settings dialog with merge customizations637
    FIGURE 12.15:Merge Settings dialog for the EmployeeInformation node639
    FIGURE 12.16:Team status report after merging three status reports640
    FIGURE 12.17:Merge Settings dialog for the Summary node641
    FIGURE 12.18:Merge Settings dialog for the Summary node after customizations are complete643
    FIGURE 12.19:Merge Settings dialog for the ThisWeek node after customization643
    FIGURE 12.20:Merged team status report after all customizations are complete644
    FIGURE 12.21:Advanced tab of the Form Options dialog645
    FIGURE 12.22:Field or Group Properties dialog after specifying a custom merge XSL in the manifest648
    FIGURE 12.23:Create New View dialog653
    FIGURE 12.24:Printed team status report653
    FIGURE 12.25:Print Settings tab of the View Properties dialog654
    FIGURE 12.26:Header format dialog656
    FIGURE 12.27:Header format dialog after adding Team field and date657
    FIGURE 12.28:Team status report with header and footer information658
    FIGURE 12.29:Sales Report view659
    FIGURE 12.30:Merged sales report data659
    FIGURE 12.31:Print dialog660
    FIGURE 12.32:Print Multiple Views dialog when filling out a form660
    FIGURE 12.33:Print Multiple Views dialog in InfoPath Designer662
    FIGURE 12.34:XML Structure task pane in Microsoft Office Word664
    FIGURE 12.35:Word document used to generate the Word print view XSL665
    FIGURE 12.36:Word Print Views dialog666
    FIGURE 12.37:Choosing the path and file name from the Add Print View for Word Wizard667
    FIGURE 12.38:Specifying the Word print view name in the Add Print View for Word Wizard667
    FIGURE 12.39:Filling out the Team Status Report view in the browser669
    FIGURE 12.40:Print View button on the Forms Services toolbar669
    FIGURE 12.41:Team Status Report view shown as a print view in the browser670
    FIGURE 12.42:Export To in the File tab671
    FIGURE 12.43:Choosing the type of data to export672
    FIGURE 12.44:Choosing the forms from which to export data672
    FIGURE 12.45:Status report data exported to Microsoft Office Excel673
    FIGURE 12.46:Export to Excel Wizard after choosing to export only the data from a specific table674
    FIGURE 12.47:Selecting the data to export674
    FIGURE 12.48:Sales data exported to Microsoft Office Excel675
    FIGURE 12.49:Filler Features tab of the Form Options dialog676
    FIGURE 13.1:Programming category in the Form Options dialog682
    FIGURE 13.2:Confirmation dialog shown before removing code682
    FIGURE 13.3:Upgrading code from a form template compatible with InfoPath 2003683
    FIGURE 13.4:Programming options, which are saved as defaults for all new form templates686
    FIGURE 13.5:VSTA development environment687
    FIGURE 13.6:EventBubbling sample, which shows Site and Sender node names as events bubble up the data source695
    FIGURE 13.7:MOI Consulting morale event scheduler form in InfoPath Designer700
    FIGURE 13.8:Password dialog prompt701
    FIGURE 13.9:Custom error message that appears when a Changing event handler is canceled705
    FIGURE 13.10:Error that occurs when calling unsupported OM during the Changing event707
    FIGURE 13.11:Show Error Message dialog717
    FIGURE 13.12:Supporting entry of last and first names in a Repeating Table control719
    FIGURE 13.13:MultipleNotifications sample form in InfoPath Designer725
    FIGURE 13.14:One of the notifications when adding underline to a rich text (XHTML) field726
    FIGURE 13.15:Setting up a custom task pane in the Form Options dialog736
    FIGURE 13.16:Welcome view of the MOI Consulting request form740
    FIGURE 13.17:Dialog that results when the Time-sensitive/Critical request type is selected741
    FIGURE 13.18:Dialog that appears when form errors exist in the current view742
    FIGURE 13.19:Informing the user that signing is required to continue742
    FIGURE 13.20:Dialog that appears after using the Click here to sign this section link in the MOI request form743
    FIGURE 13.21:Request Details view of the MOI Consulting request form744
    FIGURE 13.22:Confirm view of the MOI Consulting request form745
    FIGURE 13.23:Thank You view of the MOI Consulting request form745
    FIGURE 13.24:Main data source for the MOI Consulting request form template750
    FIGURE 13.25:Error dialog that appears when user attempts to open an existing MOI request form756
    FIGURE 13.26:Dialog for clearly presenting to the user any form errors760
    FIGURE 13.27:GetSubAreas secondary data source770
    FIGURE 13.28:Request Details view775
    FIGURE 13.29:Finding the xmlToEdit and ActionType capability of a structurally editable control777
    FIGURE 13.30:Setting up the form’s main submit to use code779
    FIGURE 13.31:Our own message box784
    FIGURE 14.1:Design Checker messages from the MOI feedback form template793
    FIGURE 14.2:Controls targeted by the messages in the Design Checker for the MOI feedback form template794
    FIGURE 14.3:Postback settings for a control in a browser-enabled form template797
    FIGURE 14.4:Customizing user interface buttons for a browser-enabled form template798
    FIGURE 14.5:Configuring a Button control to use the Update Form option for a browser-enabled form template799
    FIGURE 14.6:Accessibility control settings800
    FIGURE 14.7:Publishing to Forms Services a form template that requires administrator approval804
    FIGURE 14.8:Specifying a path during publishing to save a form template requiring administrator approval805
    FIGURE 14.9:Administration links for Forms Services807
    FIGURE 14.10:Upload Form Template page808
    FIGURE 14.11:Manage Form Templates page809
    FIGURE 14.12:Choosing a site collection and Web application for activation811
    FIGURE 14.13:Activating a form template on the Site Collection Features page812
    FIGURE 14.14:Forms Services Admin tool authored by using the admin object model816
    FIGURE 14.15:Some settings for configuring InfoPath Forms Services821
    FIGURE 14.16:Configuring the session state shared service823
    FIGURE 14.17:Administrative session state thresholds825
    FIGURE 14.18:Quiescing error that frustrated John when creating a status report form829
    FIGURE 14.19:Configuring to quiesce a form template on the Quiesce Form Template page829
    FIGURE 14.20:Status of a quiescing form template829
    FIGURE 14.21:Fully quiesced form template830
    FIGURE 14.22:Quiesce tool authored by using admin object models834
    FIGURE 14.23:Diagnostic Logging administration page840
    FIGURE 14.24:Global administrative data connection settings for Forms Services845
    FIGURE 14.25:The Convert Data Connection dialog852
    FIGURE 14.26:Connection Options dialog when modifying a server-based connection852
    FIGURE 14.27:Uploading to the centrally managed connection library853
    FIGURE 14.28:Passing NTLM credentials for data connections with InfoPath and Forms Services857
    FIGURE 14.29:Settings on the Managing the Web Service Proxy page860
    FIGURE 14.30:Copying the physical path for the SharePoint root site collection from IIS Manager866
    FIGURE 14.31:Opening the SharePoint site by using the file system path867
    FIGURE 14.32:Solution Explorer after adding the XmlFormView folder and MyPage.aspx Web form868
    FIGURE 14.33:Toolbox after adding the XmlFormView control869
    FIGURE 14.34:Hosting the life insurance form in MyPage.aspx872
    FIGURE 14.35:Adding the Initialize event handler in the host page for the XmlFormView1 control876
    FIGURE 14.36:Host page handling the form submit by sending a custom response883
    FIGURE 14.37:Clicking the Validate Form button shows a dialog box message in the browser886
    FIGURE 14.38:State of the life insurance form while the dialog box still has focus887
    FIGURE 14.39:Configuring Forms Services form session state895
    FIGURE 14.40:Adding performance counters for templates activated with InfoPath Forms Services897
    FIGURE 14.41:SharePoint 2010 Management Console900
    FIGURE 15.1:Document properties dialog in Word 2003906
    FIGURE 15.2:Document Information Panel in Word 2010907
    FIGURE 15.3:Document Information Panel dialog907
    FIGURE 15.4:SharePoint Document Properties page908
    FIGURE 15.5:Document Information Panel Settings page909
    FIGURE 15.6:List of content types in the Data Source Wizard910
    FIGURE 15.7:InfoPath form template based on the Document content type after adding the Assigned To column in SharePoint911
    FIGURE 15.8:Data source for the Document content type912
    FIGURE 15.9:Customized Document Properties view for editing standard document properties913
    FIGURE 15.10:Completing the wizard will publish the Document Information Panel template back to the SharePoint document library914
    FIGURE 15.11:Document Information Panel showing the Document Properties—Server view914
    FIGURE 15.12:Document Information Panel showing the Document Properties view915
    FIGURE 15.13:Word document showing the Document Information Panel and the Author property in the body of the document915
    FIGURE 15.14:Visual Studio Toolbox after adding the InfoPath FormControl control918
    FIGURE 15.15:IP Insurance application after adding Combo Box and GroupBox controls923
    FIGURE 15.16:IP Insurance application after loading the auto insurance form925
    FIGURE 15.17:Standard toolbar for the IP Insurance application929
    FIGURE 15.18:Submit Options dialog with Hosting environment as the destination947
    FIGURE 15.19:Add Custom Control Wizard showing the Microsoft UpDown Control 6.0 (SP4) selected in the list of ActiveX controls951
    FIGURE 15.20:Specify Installation Options page of the Add Custom Control Wizard952
    FIGURE 15.21:Specify a Binding Property page of the Add Custom Control Wizard953
    FIGURE 15.22:Specify an Enable or Disable Property page of the Add Custom Control Wizard955
    FIGURE 15.23:Specify Data Type Options page of the Add Custom Control Wizard956
    FIGURE 15.24:Specify Data Type Options page showing the Field (element with custom data type) option958
    FIGURE 15.25:Properties dialog for the Microsoft UpDown Control960
    FIGURE 16.1:MOI Consulting expense report form created in Word966
    FIGURE 16.2:Import Wizard page for selecting the importer to use968
    FIGURE 16.3:Import Wizard page for selecting the file to import968
    FIGURE 16.4:Import Options dialog for importing Word documents969
    FIGURE 16.5:Import Options dialog for importing Excel workbooks970
    FIGURE 16.6:Final page of the Import Wizard971
    FIGURE 16.7:Expense report form after importing into InfoPath972
    FIGURE 16.8:Change To Repeating Table dialog974
    FIGURE 16.9:Registry key structure for importers and exporters977
    FIGURE 16.10:Export Wizard showing a custom exporter979
    FIGURE 16.11:Importer/exporter process flow981
    FIGURE A.1:SharePoint Designer List details Forms section995
    FIGURE A.2:SharePoint List Ribbon Customize List section999
    FIGURE A.3:Updated InfoPath form1004
    FIGURE A.4:List View Web Parts1007
    FIGURE A.5:Create page1008
    FIGURE A.6:Tactical Projects Value Calculation section1009
    FIGURE A.7:Creating a New Mashup Wiki page1011
    FIGURE A.8:InfoPath Form Web Part and Projects List View Web Part1013
    FIGURE A.9:All Web Parts added to mashup page1014
    FIGURE A.10:Project Statuses, Type, and Status Web Parts configured1016
    FIGURE A.11:All Web Parts of mashup page configured1018