InfoPath 2010 Cookbook – Index
InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners
A
Access database, 94
Accessing data across domains is not supported from forms opened from the Internet, 113 Action rules, 59, 63, 65, 189
Close the form, 67
Form Load, 63, 121, 169, 180 Form Submit, 63
Query for data, 94
Set a field's value, 65, 107, 121, 163, 165, 177, 212 Submit data, 103, 119, 121, 122
switch views, 121 Switch views, 68, 107, 119 add a control, 16
add a rule, 61
add days to a date, 161
Add Field or Group dialog box, 19, 20, 25, 30, 157, 226 add multiple formatting rules, 70
add relationship, 117 add rule, 60, 186
Add View dialog box, 36, 39, 41 addDays function, 162, 188, 240 addSeconds function, 162 after submit, 112
allow overwrite if file exists, 103
allow the user to attach only the following file types, 211 allow the user to browse, delete, and replace files, 210, 214, 217 allow users to insert and delete rows, 230, 254
allow users to submit the form, 106 allow users to submit this form, 100 and, 88
attribute, 174
Automatically create data source, 23, 25, 30, 157 Automatically detect intranet network, 113
Automatically retrieve data when form is opened, 92, 94, 95, 97, 136 avg function, 200
B
background image, 43 Backstage, 2 begins with, 139 best practice, 19, 181, 206 bind control, 25 binding, 17Binding dialog box, 25 Blank Form template, 2, 3 boolean, 126
borders and shading, 44, 132 Borders and Shading dialog box, 247 bound, 18
C
calculate date difference, 190–96
calculated value, 42, 46, 160, 167, 172, 236 calendar, 154
cannot be blank, 28, 130, 211 carriage-return, 208
cascading drop-down list boxes, 150, 254 case-sensitive, 243
change binding, 24
change control, 154, 225, 236
check box, 72, 105, 125, 126, 128, 129, 131, 213, 251, 252 check formula, 51
clear drop-down list box selection, 142 clear file attachment, 212
close the form, 67 color, 132 compare dates, 185 compatibility, 4, 96 concat function, 57, 165, 171, 260 Condition and, 87, 88 begins with, 139 contains, 139
does not match pattern, 81 is blank, 60
is equal to, 72, 74, 86, 106, 145, 149, 151, 167, 198, 251 is greater than, 83, 187
is not blank, 80 is not equal to, 132 multiple, 85 not, 88 or, 87, 88
Use a formula, 83, 84, 139, 145, 167, 171, 187, 198, 242, 248, 255
Condition dialog box, 72, 74, 76, 80, 81, 83, 86, 87, 88, 106, 121, 132, 145, 171, 187, 198, 244, 245, 248, 250, 251, 253 containers, 14
contains, 139 contains function, 242 context menu
Attach, 209
Borders and Shading, 44 Change Control, 154 Columns to the Left, 9 Columns to the Right, 9, 157 Delete Columns, 118 Design, 6 Merge Cells, 13 Open, 6 Properties, 27 Rows Above, 9 Rows Below, 9 Split Cells, 13 Table Properties, 13 Control Properties, 16 Control Tools, 27 Control Properties, 27 Field Properties, 28 Properties, 27 Controls, 14–30, 15, 17
add, 16 bind, 25 button, 205 calculated value, 42, 46, 160, 167, 172, 236 cannot be blank, 28, 130, 211 change binding, 24 check box, 72, 105, 125, 126, 128, 129, 131, 213, 251, 252 container, 14 container controls, 221
date and time picker, 153, 158, 162, 176 date picker, 43, 77, 129, 153–96 delete, 23
disable control, 75, 78
drop-down list box, 79, 85, 133–53, 165, 178, 254 field, 16 file attachment, 22, 78, 209–20, 219 hide control, 72 input, 14 input control, 78 input controls, 125 invisible, 29 make required, 28 margins, 46
multiple-selection list box, 196–204 object, 14
objects, 205
open controls task pane, 78 option button, 125, 131 paddings, 46
picture button, 205
repeating section, 20, 112, 118, 219, 223 repeating section with controls, 198
repeating table, 20, 72, 118, 156, 219, 223–61 rich text box, 155, 157, 225, 228
section, 144, 213, 221, 246 task pane, 14, 16, 23, 25, 49, 78, 157, 225 text box, 16, 18, 19, 21, 25, 26, 27, 30, 42, 43, 53, 55, 58, 60, 65, 79, 81, 82, 99, 122, 126, 132, 138, 143, 144, 148, 153, 154, 159, 163, 188, 190, 193, 211, 222, 232, 241, 258, 259 unbind, 24 copy rule, 244, 253 copy xpath, 256 count function, 142, 143, 200, 232–36 count repeating table rows, 232–36 Create labels for controls automatically, 23 Current View menu, 37
remove view, 37 current(), 255, 256 custom table, 9 customize commands, 249
D
Data, 17 Data Connections, 92 Default Values, 228 Form Data, 17 Form Load, 121, 169, 180 Form Submit, 106 From Database, 95From Other Sources, 91 From SharePoint List, 97 From XML File, 91 Get External Data, 91 Resource Files, 93 Resources Files, 206 Rule Inspector, 62 Show Fields, 17 Submit Options, 100, 103, 106 To E-mail, 99 To SharePoint Library, 102 Data connection Receive data, 92, 136, 201, 208 Submit as an e-mail message, 99–102 Submit data, 92, 100
submit to SharePoint Library, 102
Data Connection Wizard, 91, 95, 97, 99, 102, 110, 116, 117, 121, 136
Automatically retrieve data when form is opened, 92, 94, 95, 97, 136 Include the data as a resource file in the form template, 92
Resource Files, 93
Send only the active view of the form and no attachment, 100 Store a copy of the data in the form template, 95
Data Connections dialog box, 92, 98 data entry, 17
data from database, 94 data from SharePoint list, 97 data from xml file, 91 Data sources external, 91, 136, 138, 151 main, 16, 223 secondary, 91, 94, 95, 97, 139, 143, 147, 150, 178, 180, 221, 223 xpath reference, 150 data type, 19, 22 Database form template
dataFields, 111
Drag data fields here, 112 Drag query fields here, 113 New Record, 110
queryFields, 111 Run Query, 110 dataFields, 111
Date (date), 22, 154, 156, 190
date and time picker, 153, 158, 162, 176
date and time picker format, 160, 163, 166, 179, 180 date difference calculation, 190–96
date format, 167, 169 Date Format dialog box, 47 date picker, 43, 77, 129, 153–96
date picker format, 163, 166, 167, 169, 178 date picker year, 163
date range, 187 date validation, 174 decimal, 22, 82, 230
Decimal Format dialog box, 231
default value, 53, 56, 58, 59, 60, 62, 64, 67, 140, 143, 158, 159, 161, 162, 169, 171, 172, 174, 175, 190, 201, 207, 230, 231, 232, 233, 236, 237, 240, 241, 258, 259
default view, 7, 35 delete a rule, 61 delete field or group, 24 delete row repeating table, 249
dependent drop-down list boxes, 150, 254 design, 2
Design
add a control, 16 borders and shading, 44 layout table, 10 page layouts, 10 presets, 44 themes, 9 view, 10, 35 design a form template, 2 Design context menu, 6 Design Form button, 2, 4 designate print view, 41 Dialog box
Properties, 27 Dialog boxes
Add Field or Group, 19, 20, 25, 30, 157, 226 Add View, 36, 39, 41
Binding, 25
Borders and Shading, 247
Condition, 72, 74, 76, 80, 81, 83, 86, 87, 88, 106, 121, 132, 145, 171, 187, 198, 244, 245, 248, 250, 251, 253 Data Connection Wizard, 91, 95, 97, 99, 102, 110, 116, 117, 121, 136
Data Connections, 92, 98 Date Format, 47 Decimal Format, 231 Edit Default Values, 229, 230
Field or Group Properties, 19, 56, 140, 154, 172, 175, 225, 236, 240 Filter Data, 151
Form Options, 4, 112, 114 InfoPath Options, 22, 113 Insert Calculated Value, 161
Insert Formula, 51, 53, 56, 58, 83, 99, 103, 139, 140, 143, 145, 149, 160, 163, 167, 186, 198, 207, 208, 236, 241, 255 Insert Function, 52, 53, 56, 83, 163, 241
Internet Properties, 113 Local intranet, 113 Move Field or Group, 227 Options, 22, 49, 113 Publishing Wizard, 32, 104 Resource Files, 93, 206
Rule Details, 66, 68, 69, 74, 107, 120, 121, 122, 149, 163, 165, 177, 186, 212 Rule Inspector, 62, 181
Select a Field or Group, 54, 56, 66, 74, 83, 100, 107, 136, 139, 140, 143, 145, 149, 151, 163, 167, 177, 186, 198, 207, 241, 255
Select Table, 95, 110, 116
Specify Filter Conditions, 139, 145, 149, 151, 167, 198, 242, 255 Split Cells, 45 Submit Options, 100, 103, 106, 119, 121, 122 Table Commands, 249 Table Properties, 45 Time Format, 159, 161 View Properties, 38 disable control, 75, 78 does not match pattern, 81
domain security, 113
don't run remaining rules, 63, 107, 128, 169, 173 drop-down list box, 79, 85, 133–53, 165, 178, 254 dynamic button label, 207
E
Edit Default Values dialog box, 230 edit xpath, 51
electronic forms, v element, 174
E-mail form template, 5
enable printing background images, 49 eval function, 200, 201, 258, 260 external data source, 136, 138, 151 external data sources, 91
extract day, 172, 175 extract month, 166, 172, 175 extract year, 163, 172, 175
F
false function, 127 field, 16 Field (attribute), 20, 172, 174, 175, 190, 193 Field (element), 20, 174, 190, 193Field or Group Properties dialog box, 19, 56, 140, 154, 172, 175, 225, 236, 240 Field Properties, 16, 28 field type, 22 Fields bind, 25 cannot be blank, 28, 130, 211 control, 16 data type, 82 dataFields, 111 delete, 23 field, 16 Field (attribute), 20, 172, 174, 175, 190, 193 Field (element), 20, 174, 190, 193 hidden, 29 make required, 28 move, 226 name, 19 numeric, 82 queryFields, 111 repeating, 20 task pane, 16, 18, 29, 92, 196, 224 type, 22, 174 unbind, 24 File, 2 New, 2 Print, 41 Publish, 32 file attachment, 22, 78, 209–20, 219 file attachment control menu items, 211 filter a drop-down list box, 138, 153 filter a secondary data source, 139, 148, 197 Filter Data, 139, 145, 149, 151, 167, 198, 241, 255 Filter Data dialog box, 151
filter in xpath, 141, 242 fixed rows, 228 floor, 192 following-sibling, 234, 244 form, 1 form load, 63, 121, 169, 180 Form Options
Security and Trust, 112 Form Options dialog box, 4, 112, 114 form security, 113
form submit, 63 form submit error, 118 form template, 1
add a control, 16 form type, 4, 96
format calculated value result, 47 format text, 46
Formatting rules, 59, 70 add multiple, 70 Disable this control, 75 Hide this control, 72 Forms
form, 1
form vs. form template, 1 InfoPath filler form, 2 preview, 6
store data, 18 web browser form, 3 xsn, 1
formulas, 51–58 from xml file, 91
full trust security, 112, 113 Functions addDays, 162, 188, 240 addSeconds, 162 avg, 200 concat, 57, 165, 171, 260 contains, 242 count, 142, 143, 200, 232–36 eval, 200, 201, 258, 260 false, 127 floor, 192 normalize-space, 58, 260 now, 158, 159, 160, 162 number, 170 string, 171 string-length, 84 substring, 58, 159, 160, 163, 164, 166, 167, 171, 173 sum, 200, 231 today, 158, 190 translate, 53, 55, 242 true, 76, 77, 127, 253
G
get choices from an external data source, 136, 138, 151 Get data
from database, 94 from SharePoint list, 97
from xml file, 91 get external data, 91 get-DOM, 150 GetDOM, 150 group conditions, 89
H
hidden field, 29, 74, 106, 120, 122, 207 hide control, 72hide rows repeating table, 250–52 Home, 2 Add Rule, 60 Controls, 14 Current View, 37 Format Text, 46 Manage Rules, 61 Page Views, 37 Preview, 6 horizontal alignment, 45 hover picture, 205 Hyperlink (anyURI), 22
I
Include all network paths, 113 include data as a resource file, 92 InfoPath 2003, 4
InfoPath 2007, 4 InfoPath benefits, v
InfoPath cannot submit the form, 81, 118 InfoPath Designer 2010, v
InfoPath Filler 2010, v, 6 InfoPath filler form, 2 InfoPath Options, 22
InfoPath Options dialog box, 22, 113 input control, 78
input controls, 14, 125 Insert, 8
Custom Table, 9 Tables, 8
Insert Calculated Value dialog box, 161 insert field or group, 51
Insert Formula dialog box, 51, 53, 56, 58, 83, 99, 103, 139, 140, 143, 145, 149, 160, 163, 167, 186, 198, 207, 208, 236, 241, 255 insert function, 51
Insert Function dialog box, 52, 53, 56, 83, 163, 241 internet options, 113
Internet Properties dialog box, 113 Internet Security, 113 invisible field, 29 Is After, 186 Is Before, 186 is blank, 60 is equal to, 72, 74, 86, 106, 145, 149, 151, 167, 198, 251 is greater than, 83, 187 is not blank, 80 is not equal to, 132
Julian Day, 190–96
L
label, 12, 207 Layout layout table, 12 page layout, 10, 12 themes, 9 view, 10 layout table, 10 layout tables, 7, 12leave the form open, 106, 112 line-break, 201, 208, 259
list box choices, 80, 136, 138, 165, 178 Local intranet dialog box, 113 lookup data, 147, 199
M
Main data source, 16, 223
automatically create fields or groups, 23, 25, 30, 157 bind to a different field, 24
fields, 16 groups, 16 myFields, 17
main data source xpath reference, 150 make a control read-only after submit, 122 make a field required based on a condition, 129 make control read-only, 75
mandatory field, 28 margin, 46 merge cells, 13 mod, 246 month name, 166 move a control, 213 move a field, 226
Move Field or Group dialog box, 227 move text, 130
multi-line text box, 26, 201, 259 multiple conditions, 85 multiple views, 36
multiple-selection list box, 196–204 myFields, 17
N
network location, 31 new record, 110 node-set, 234 normalize-space function, 58, 260 not, 88 now function, 158, 159, 160, 162 number function, 170 numeric fields, 82O
objects, 14, 205 one-to-many, 115 Open context menu, 6open controls task pane, 78 option button, 125, 131 Options dialog box, 22, 49, 113 or, 88
P
padding, 46 page break, 11 Page Design, 7 New View, 36Page Layout Templates, 7 Themes, 9 View, 7 View Properties, 38 Views, 35 page layout, 7, 10, 12 Page Views, 37
pass data between views, 131 paste rule, 244, 253
pattern, 81
perform custom action using rules, 106, 119, 121, 122 persist data, 180
picture, 205 picture button, 205
populate a drop-down list box, 136
preceding-sibling, 234, 236, 237, 240, 246, 249 presets, 44
prevent form submit, 105 previous month, 168
print background colors and pictures, 49 print multiple views, 41
print preview, 11, 41 print settings, 41 print view, 41 printing, 10 Printing page break, 11 print preview, 11 printing, 10 Properties, 16 Control Properties, 16, 27 Default Value, 53, 56, 58, 59, 60, 62, 64, 67, 140, 143, 158, 159, 161, 162, 169, 171, 172, 174, 175, 190, 201, 207, 230, 231, 232, 233, 236, 237, 240, 241, 258, 259 Field Properties, 16, 28 Picture, 206
Properties dialog box, 27 Publish, 31, 103, 144 Export Source Files, 144 Network Location, 31 Publishing Wizard, 32, 104 Quick Publish, 33
SharePoint Server, 103 publishing a form template, 31 Publishing Wizard dialog box, 32, 104
Q
Quick Publish, 33
R
radio button, 125 read-only, 119–23 read-only after submit, 119 read-only file attachment, 213, 216 Read-only property, 28, 39 read-only repeating table, 254 read-only view, 39, 69, 76, 119, 120
Receive data connection, 92, 136, 167, 201, 208
refresh value when formula is recalculated, 56, 172, 175, 238, 240, 258, 260 regular expression, 81
remove relationship, 117 remove row repeating table, 249 repeating field, 21, 196, 197, 200
repeating group, 20, 21, 112, 134, 136, 138, 142, 143, 146, 151, 156, 167, 177, 200, 219, 224, 225, 232, 243, 247, 249, 250, 258 repeating section, 20, 112, 118, 219, 223
repeating section with controls, 198
repeating table, 20, 72, 118, 156, 219, 223–61 Repeating Tables
auto-number rows, 236–37 required field, 28
resource file, 206
Resource Files dialog box, 93, 206 Retrieve data
from database, 94 from SharePoint list, 97 from xml file, 91 Rich Text (HTML), 22 Rich Text (XHTML), 225, 228 rich text box, 155, 157, 225, 228
Rule Details dialog box, 66, 68, 69, 74, 107, 120, 121, 122, 149, 163, 165, 177, 186, 212 Rule Inspector, 62, 181 Rules, 59–89 action, 63 Action rules, 65 add a rule, 61 close form, 67 Default Value, 64 delete a rule, 61
Don’t run remaining rules, 63, 107, 128, 169, 173 Form Submit, 106 formatting, 70 is blank, 60 manage rules, 61 multiple conditions, 85 order of, 63, 189, 192 Rule Inspector, 62 switch views, 68 task pane, 60, 61 validation, 78 run query, 110
S
save data, 180 save vs. publish, 31saving a form template, 30
Secondary data source, 91, 94, 95, 97, 139, 143, 147, 150, 178, 180, 221, 223 secondary data source xpath reference, 150
section, 144, 213, 221, 246 security, 113
Select a Field or Group dialog box, 54, 56, 66, 74, 83, 100, 107, 136, 139, 140, 143, 145, 149, 151, 163, 167, 177, 186, 198, 207, 241, 255
select date picker year, 165
select first item in drop-down list box, 140 Select Table dialog box, 95, 110, 116 send form data to a single destination, 100
send only the active view Send only the active view of the form and no attachment, 100 send the form as an attachment, 100
set a field's value, 65, 107, 121, 163, 165, 177, 212 Set as default view, 38
set date and time picker date, 166 set date picker date, 161, 165, 169 shading, 132
SharePoint Server, 3 show file placeholder, 210 show on the view menu, 41
Show on the View menu when filling out this form, 37 Show only entries with unique display names, 137 show validation error, 186
specify default file, 210
Specify Filter Conditions dialog box, 139, 145, 149, 151, 167, 198, 242, 255 split cells, 13, 45
Split Cells dialog box, 45
stop rules from running, 63, 107, 128, 169, 173 store a copy of the data in the form template, 95 store data, 180 string function, 171 string-length function, 84 submit a form, 99–124 Submit a form As an e-mail message, 99–102 To SharePoint Library, 102 submit data, 103, 119, 121, 122 Submit data connection, 92, 100 submit form to multiple destinations, 102 submit options, 100
Submit Options dialog box, 100, 103, 106, 119, 121, 122 submit to e-mail, 99
substring function, 58, 159, 160, 163, 164, 166, 167, 171, 173 sum function, 200, 231
switch to read-only view after submit, 119 switch views, 68, 107, 119, 121
T
Table Commands dialog box, 249 Table Properties, 13
Table Properties dialog box, 45 Table Tools, 118 Layout, 118 Tables add columns, 12 add rows, 12 apply theme, 13
custom table, 9 layout table, 10 merge cells, 13 split cells, 13 tab-stop, 208 Task pane Controls, 14, 16, 23, 25, 49, 78, 157, 225 Fields, 16, 18, 29, 92, 196, 224 Rules, 60, 61 Text (string), 19, 21, 22, 25, 82, 154, 190, 193, 207, 230 text box, 16, 18, 19, 21, 25, 26, 27, 30, 42, 43, 53, 55, 58, 60, 65, 79, 81, 82, 99, 122, 126, 132, 138, 143, 144, 148, 153, 154, 159, 163, 188, 190, 193, 211, 222, 232, 241, 258, 259 Text Box Read-only property, 28
The form does not contain any new data to submit to the data source, 118 themes, 9
Time (time), 22, 159
Time Format dialog box, 159, 161 today function, 158, 190 toggle a check box, 128 translate function, 53, 55, 242 trim text, 58 true function, 76, 77, 127, 253 True/False (boolean), 22
U
unbind control, 24 UNC, 113 unique values, 137 use a formula, 83, 84, 139, 145, 167, 171, 187, 198, 242, 248, 255V
validate a check box, 126 validate a date, 174, 185, 187 validate numbers, 82 validation errors, 81 Validation rules, 59, 78 value when checked, 126 value when cleared, 126 value when selected, 132 verify formula, 51
View Properties dialog box, 38 Views, 7, 10, 34–49
add a second view, 35–37 background image, 43 copy all controls, 40 current view, 37 default view, 7, 35, 38 delete a view, 37 delete last view, 35 New View, 36
print multiple views, 41 print preview, 41 print settings, 41 print view, 41 properties, 38 Read-only property, 39
read-only view, 39
remove a view from Current View menu, 37 Set as default view, 38
Show on the View menu, 41
Show on the View menu when filling out this form, 37
W
web browser form, 3 week, 161, 239 what is InfoPath, v
Whole Number (integer), 22, 82, 172, 175, 188, 190, 193
