Microsoft InfoPath 2010
The official blog of the Microsoft InfoPath team

  • Microsoft InfoPath 2010

    Yesterday's InfoPath WebCast: Creating Custom Controls for InfoPath SP-1

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    Hello everyone,

     

    I want to personally thank those of you who attended yesterday’s WebCast: Creating Custom Controls for InfoPath SP-1 which was presented by Andrew Ma.  I hope you enjoyed the talk as much as I did and were able to learn something new.  Also, I hope you filled out a survey at the end of the talk so you are entered in the Halo 2 contest.  (Please visit the following URL to view the contest rules: http://msdn.microsoft.com/office/understanding/infopath/multimedia/halo/default.aspx.)

     

    If you were unable to attend the talk, don’t worry.  It was recorded and is available via the following URL: http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259546&Culture=en-US.  (You will have to register before you can view the recorded WebCast.)

     

    Please join us next Monday, December 6 from 11am – 12:30pm PST for the next presentation in the InfoPath WebCast series: “Programming Workflow into InfoPath Solutions: Using InfoPath with BizTalk Server 2004 and Human Workflow Services” which will be presented by Rick Severson, a Software Test Engineer on the InfoPath team.  You can register for this talk by clicking on the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259548&Culture=en-US. I hope you will join us.

     

    Here is more information about the talk:

     

    MSDN Webcast: Programming Workflow into InfoPath Solutions: Using InfoPath with BizTalk Server 2004 and Human Workflow Services—Level 400    

     

    Start Time:       Monday, December 06, 2004 11:00 AM (GMT-08:00) Pacific Time (US & Canada) 

    End Time:        Monday, December 06, 2004 12:30 PM (GMT-08:00) Pacific Time (US & Canada) 

     

    Event Description 

    Need to build customer-facing, complex workflow applications? Join this session as we drill-down into the best practices for integrating Microsoft® Office InfoPath™ with Microsoft® BizTalk® Server 2004. Learn how InfoPath 2003 SP1 works with BizTalk Server 2004 Human Workflow Services and see how to easily embed workflow directly into forms.  Also learn how the InfoPath workflow task pane automatically displays state, actions, and routing in the workflow process and how to program against these services.

     

    Presenter: Rick Severson, Software Test Engineer, Microsoft Corp.

     

    Rick Severson was the primary Software Test Engineer for Microsoft® Office InfoPath™ and the Integration of Human Workflow Services of Microsoft® BizTalk® Server 2004.

  • Microsoft InfoPath 2010

    InfoPath and SQL Service Broker

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    Rushi Desai, a developer on SQL Server Engine, has posted some blog entries on integrating InfoPath with SQL Server 2005:

    Integrating InfoPath with SQL Server 2005

    Download and try the InfoPathBroker sample

    The first one explains the architecture for interfacing InfoPath with the SQL Server 2005 Service Broker feature. The second has the samples and instructions on how to set up the environment.

    Check 'em out!

  • Microsoft InfoPath 2010

    Maintain the current selection when moving a node

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    In a previous blog entry we showed how to add buttons to move rows in a Repeating Table up and down. We were playing with that solution again and realized it was hard to visually track the items as they moved – each row looks similar so after a click to move the row your eyes have to scan the view to find it again. This is especially problematic if you're trying to move the row several slots up or down.

    Fortunately, there's an easy tweak you can make that takes advantage of the View OM.

    Most operations in InfoPath are data-centric – you cause changes in the view by manipulating the data, which causes a view update. The XDocument.View object provides some view-centric functionality:

    • EnableAutoUpdate/DisableAutoUpdate/ForceUpdate
    • ExecuteAction
    • Export
    • GetContextNodes
    • GetSelectedNodes
    • SelectNodes
    • SelectText
    • SwitchView

    Another blog entry discussed the usage of SelectText and SelectNodes for driving selection within the view. In this case, we'll take advantage of SelectNodes to provide visual feedback to the user when a row is moved.

    In the Move Up/Move Down example, there were blocks of code responsible for moving the XML node corresponding to the row by manipulating the DOM. In the Move Up case it looked like this:

    oParent.removeChild oItem
    oParent.insertBefore oItem, oPrevious

    Simply add this line following those (within the same if block):

    XDocument.View.SelectNodes oItem

    Make a similar change in the MoveDown case. After you've made these changes, Preview, and you should see that when a row is moved it becomes selected. Now it's easier to tell which row was moved.

  • Microsoft InfoPath 2010

    InfoPath @ TechEd 2005 Orlando

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    We should have blogged something earlier, but we’ve been too busy getting ready for a great TechEd experience!

    InfoPath falls into the Smart Client Development track. By now, if you’re attending TechEd in Orlando next week you should already have your Breakout sessions picked out. In case you’re still waffling, the three sessions you must attend are:

    CLI235  InfoPath: Introduction to Forms Development
    Day/Time: Monday, June 6 3:15 PM - 4:30 PM Room: N 310 H
    Speaker: Edward Essey
    This session quickly runs through the many must-know development techniques that form the foundation of InfoPath 2003 development. We discuss declarative form design, rules, calculations, deployment and security levels. If you have not yet built and deployed an InfoPath solution, this session gives you the basis you need for the following advanced sessions.

    CLI333  InfoPath: Best Practices for Building Enterprise Solutions
    Day/Time: Monday, June 6 5:00 PM - 6:15 PM Room: N 220 E
    Speaker: Joshua Bell
    This is a must-attend session for developers who want to learn best practices, tips and tricks, how-tos and detailed internals of the InfoPath programming model. Sample topics covered include workflow, offline, connectivity, SharePoint products and technology integration, end-to-end solution examples, and more.

    (Repeats as CLI333R on Thursday, June 9 1:30 PM - 2:45 PM Room: S 310 E)

    CLI335  InfoPath: Developing Forms Using Managed Code
    Day/Time: Friday, June 10 9:00 AM - 10:15 AM Room: S 320 G
    Speaker: David Gerhardt
    This session focuses on InfoPath 2003's support for managed code. Learn how to start with InfoPath projects using the Toolkit for Visual Studio .NET 2003, use managed code in your InfoPath form to implement business logic, and integrate with the .NET Framework. Drill into InfoPath's XML-based programming model and best practices for InfoPath solution development with managed code, including covering issues around architecture, security and deployment.

    The three of us presenting have been working hard together to make sure our sessions cover pretty much everything you need to know to get started with InfoPath and scale up to enterprise solutions.

    In addition, we’ll have a slot at the Smart Client Development “Cabana” area to answer your questions, and we’ll be presenting several “Chalk Talk” interactive discussions. Last year we had a blast brainstorming with attendees to help architect solutions using InfoPath. John and Scott from the InfoPath team are attending as well to answer your questions, as well as Patrick from InfoPathDev.com.

    And that’s just the InfoPath team itself! If you search for other sessions talking about InfoPath you’ll find nearly a dozen Breakouts and Labs.

  • Microsoft InfoPath 2010

    Two excellent InfoPath resources

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    I just came across two great InfoPath resources:

    1. A series of articles by Christopher Domino (12 detailed articles so far!). Christopher's articles look deeply into many InfoPath aspects, from "declarative logic vs code", deployment approaches, and backend integration discussions to detailed code dive-ins. Highly recommended.
    2. CodeProject.com has a few interesting InfoPath articles; I particularly liked their review of the Logic Inspector (new InfoPath 2007 feature that offers an easy way to debug form logic) and the walkthrough on how to invoke BizTalk orchestrations using InfoPath.

    Alex Weinstein
    Program Manager

  • Microsoft InfoPath 2010

    Yesterday’s WebCast

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    Hello everyone,

    I want to personally thank those of you who attended yesterday’s WebCast: Using Managed Code and Visual Studio to Build Solutions which was presented by Willson Raj David.  I hope you enjoyed the talk as much as I did and were able to learn something new.  Also, I hope you filled out a survey at the end of the talk so you are entered in the Halo 2 contest.  (Please visit the following URL to view the contest rules: http://msdn.microsoft.com/office/understanding/infopath/multimedia/halo/default.aspx.)

    If you were unable to attend the talk, don’t worry.  It was recorded and is available via the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?culture=en-US&EventID=1032259540&CountryCode=US. (You will have to register before you can view the recorded WebCast.)

    Please join us next Monday, November 8 from 11am – 12:30am PST for the next presentation in the InfoPath WebCast series: “InfoPath in End-to-End Enterprise Solutions: Integrating InfoPath with Siebel and SAP” which will be presented by Hagen Green.  You can register for this talk by clicking on the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259542&Culture=en-US. I hope you will join us.

    Here is more information about the talk:

    MSDN Webcast: InfoPath in End-to-End Enterprise Solutions: Integrating InfoPath with Siebel and SAP—Level 300    

    Start Time:       Monday, November 08, 2004 11:00 AM (GMT-08:00) Pacific Time (US & Canada) 
    End Time:        Monday, November 08, 2004 12:30 PM (GMT-08:00) Pacific Time (US & Canada) 

    Event Description 
    Integrate CRM software, such as SAP and Siebel, with Microsoft® Office InfoPath™.  In this presentation you will learn how to leverage the flexibility of XML Web services to create a seamless data flow between disparate systems. InfoPath provides for a rich data entry and viewing point while isolating the exposure of sensitive back-end data.

    Presenter: Hagen Green, Software Test Engineer, Microsoft Corp.

    Hagen Green is a Software Test Engineer for the Microsoft® Office InfoPath™ team. Hagen contributed to the InfoPath Designer platform, Web services, and ADO.NET support features.

    Thanks,
    Scott

  • Microsoft InfoPath 2010

    MSDN Webcast: InfoPath in End-to-End Enterprise Solutions

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    Hello everyone,

    I hope you will join us for the next presentation in the InfoPath WebCast series - InfoPath in End-to-End Enterprise Solutions: Integrating InfoPath with Siebel and SAP. This talk will be presented by Hagen Green, a tester in the InfoPath group, Monday starting at 11am PST.  If you haven’t already, you can register here: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259542&Culture=en-US.

    Also, remember that those of you who view the talk and fill out a survey will be entered into a drawing for a copy of Halo2.  (Please visit the following URL to view the contest rules: http://msdn.microsoft.com/office/understanding/infopath/multimedia/halo/default.aspx.)

    Here is more information about the talk:

    MSDN Webcast: InfoPath in End-to-End Enterprise Solutions: Integrating InfoPath with Siebel and SAP—Level 300    

    Start Time:       Monday, November 08, 2004 11:00 AM (GMT-08:00) Pacific Time (US & Canada) 
    End Time:        Monday, November 08, 2004 12:30 PM (GMT-08:00) Pacific Time (US & Canada) 

    Event Description 
    Integrate CRM software, such as SAP and Siebel, with Microsoft® Office InfoPath™.  In this presentation you will learn how to leverage the flexibility of XML Web services to create a seamless data flow between disparate systems. InfoPath provides for a rich data entry and viewing point while isolating the exposure of sensitive back-end data.

    Presenter: Hagen Green, Software Test Engineer, Microsoft Corp.

    Hagen Green is a Software Test Engineer for the Microsoft® Office InfoPath™ team. Hagen contributed to the InfoPath Designer platform, Web services, and ADO.NET support features.

    Thanks,
    Scott

     

     

  • Microsoft InfoPath 2010

    Yesterday's WebCast

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    Hello everyone,

    I want to personally thank those of you who attended yesterday’s WebCast: InfoPath in End-to-End Enterprise Solutions: Integrating InfoPath with Siebel and SAP which was presented by Hagen Green.  I hope you enjoyed the talk as much as I did and were able to learn something new.  Also, I hope you filled out a survey at the end of the talk so you are entered in the Halo 2 contest.  (Please visit the following URL to view the contest rules: http://msdn.microsoft.com/office/understanding/infopath/multimedia/halo/default.aspx.)

    If you were unable to attend the talk, don’t worry.  It was recorded and is available via the following URL: http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259542&Culture=en-US.  (You will have to register before you can view the recorded WebCast.)

    Please join us next Monday, November 15 from 11am – 12:30am PST for the next presentation in the InfoPath WebCast series: “Digital Signatures in InfoPath 2003” which will be presented by Mihaela Cristina Cris, a Software Test Engineer on the InfoPath team.  You can register for this talk by clicking on the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259544&Culture=en-US. I hope you will join us.

    Here is more information about the talk:

    MSDN Webcast: Digital Signatures in InfoPath 2003—Level 300    

    Start Time:       Monday, November 15, 2004 11:00 AM (GMT-08:00) Pacific Time (US & Canada

    End Time:        Monday, November 15, 2004 12:30 PM (GMT-08:00) Pacific Time (US & Canada

    Event Description 

    Microsoft® Office InfoPath™ 2003 SP1 implements digital signatures to secure data in InfoPath forms and to ensure the integrity, authenticity and support for non-repudiation related to data in XML forms. InfoPath digital signatures target data in InfoPath XML form files and can then design and create digital signatures for the entire form or for parts of the form, following the W3C XML Digital Signatures Standard specifications. All these features will be explained in detail during this webcast presentation, along with the InfoPath Object Model for digital signatures. The last part of the presentation will show users how to build a sample form that enables digital signatures and displays existing signatures in a dedicated task pane.

    Presenter: Mihaela Cristina Cris, Software Test Engineer, Microsoft Corp.

    Mihaela Cristina Cris is a Software Test Engineer in the Microsoft® Office InfoPath™ group working with digital signatures in both RTM and SP1 versions of the product.

    Thanks,

    Scott

  • Microsoft InfoPath 2010

    Monday's InfoPath WebCast: Digital Signatures in InfoPath 2003

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    Hello everyone,

    I hope you will join us for the next presentation in the InfoPath WebCast series - Digital Signatures in InfoPath 2003. This talk will be presented by Mihaela Cristina Cris, a Software Test Engineer in the InfoPath group, Monday starting at 11am PST.  If you haven’t already, you can register here: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259544&Culture=en-US.  

    Also, remember that those of you who view the talk and fill out a survey will be entered into a drawing for a copy of Halo2.  (Please visit the following URL to view the contest rules: http://msdn.microsoft.com/office/understanding/infopath/multimedia/default.aspx.)

    Here is more information about the talk:

    MSDN Webcast: Digital Signatures in InfoPath 2003—Level 300    

    Start Time:       Monday, November 15, 2004 11:00 AM (GMT-08:00) Pacific Time (US & Canada

    End Time:        Monday, November 15, 2004 12:30 PM (GMT-08:00) Pacific Time (US & Canada

    Event Description 

    Microsoft® Office InfoPath™ 2003 SP1 implements digital signatures to secure data in InfoPath forms and to ensure the integrity, authenticity and support for non-repudiation related to data in XML forms. InfoPath digital signatures target data in InfoPath XML form files and can then design and create digital signatures for the entire form or for parts of the form, following the W3C XML Digital Signatures Standard specifications. All these features will be explained in detail during this webcast presentation, along with the InfoPath Object Model for digital signatures. The last part of the presentation will show users how to build a sample form that enables digital signatures and displays existing signatures in a dedicated task pane.

    Presenter: Mihaela Cristina Cris, Software Test Engineer, Microsoft Corp.

    Mihaela Cristina Cris is a Software Test Engineer in the Microsoft® Office InfoPath™ group working with digital signatures in both RTM and SP1 versions of the product.

    Thanks,

    Scott Roberts

  • Microsoft InfoPath 2010

    Yesterday's InfoPath WebCast: MSDN Webcast: Business Logic in InfoPath 2003

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    Hello all,

    I want to start by apologizing to all of you who tried to connect to yesterday’s WebCast.  We had some network issues that were preventing most people from connecting.  However, the WebCast was recorded and is available on-demand via the following URL: http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259112&Culture=en-US

    If you weren’t able to view it yesterday, I hope you will take the time to view the recording.  The talk was very interesting and informative.

    I also hope you will join us next Tuesday, November 2nd for the next presentation in the InfoPath Webcast series “Using Managed Code and Visual Studio to Build Solutions” which will be presented by Willson Raj David, a developer on the InfoPath team.  I think we have all the kinks worked out so there shouldn’t be any problems connecting to the Live Meeting.  Also, remember that attendees who are not Microsoft employees who view the entire Webcast and fill out a survey at the end will be entered into a drawing for Halo 2.  (The contest is open to US residents only.  Full contest rules will be posted shortly.)

    You can register for next week’s talk through the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259539&Culture=en-US

    Here is more information about the talk:

    MSDN Webcast: Using Managed Code and Visual Studio to Build Solutions—Level 300    

    Start Time:       Tuesday, November 02, 2004 1:00 PM (GMT-08:00) Pacific Time (US & Canada) 
    End Time:        Tuesday, November 02, 2004 2:30 PM (GMT-08:00) Pacific Time (US & Canada) 

    Event Description
    Learn where Microsoft® Office InfoPath™  fits into the Microsoft® Office family. Find out about the Object Model and business logic programmability features in the product as well as the Microsoft® Visual Studio® Toolkit and managed code support that is available in InfoPath.

    Presenter: Willson Raj David, Software Design Engineer, Microsoft Corp.

    Willson Raj David is a developer in the Microsoft® Office InfoPath™ product division and has been with the product team for at least four years. He primarily worked on the Designer controls and other features. Willson’s core expertise is Microsoft C++ and COM and he also has extensive knowledge in many Web technologies.

    Thank you,
    Scott Roberts

  • Microsoft InfoPath 2010

    Tuesday's Webcast

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    I want to personally thank those of you who attended yesterday’s WebCast: Building Advanced Dynamic Solutions in InfoPath 2003 which was presented by Jun Jin.  I hope you enjoyed the talk as much as I did and were able to learn something new.  If you were unable to attend the talk, don’t worry.  It was recorded and is available via the following URL: http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259111&Culture=en-US.  (You will have to register before you can view the recorded WebCast.)

    Please join us next Tuesday, October 26 from 11am – 12:30am PST for the next presentation in the InfoPath WebCast series: Business Logic in InfoPath 2003 which will be presented by Yuet (Emily) Ching and Prachi Bora.  You can register for this talk by clicking on the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259112&Culture=en-US.  I hope you will join us.

    Here is more information about the talk:

    MSDN Webcast: Business Logic in InfoPath 2003—Level 300    

    Start Time:  Tuesday, October 26, 2004 11:00 AM (GMT-08:00) Pacific Time (US & Canada
    End Time:   Tuesday, October 26, 2004 12:30 PM (GMT-08:00) Pacific Time (US & Canada

    Event Description:   Learn how to create a simple schema validation and custom data validation using pattern-matching and creating script-based validation using the OnValidate event. See how to use formulas to calculate totals and construct an e-mail address. And how to use conditional formatting to call attention to a text box value and use rules to display a message box and to set the value for another field.

    Presenters: Yuet (Emily) Ching and Prachi Bora, Software Test Engineer, Microsoft Corp.

    Yuet (Emily) Ching has been a Software Test Engineer with the Microsoft® Office InfoPath™ team since SP1. Emily owned several SP1 features such as Rules, Pattern, Conditional Formatting, Conditional Disabling and Data Formatting. Prachi Bora has been a Software Test Engineer with the InfoPath team since Sep 2003 (SP1). She tested the Object model for SP1.

    Thank you,
    Scott

  • Microsoft InfoPath 2010

    WebCast: Best Practices for Designing InfoPath Forms

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    Here's a quick note from Scott Roberts, a developer on the InfoPath team who presented the WebCast:

     

    I want to personally thank those of you who attended yesterday’s WebCast: Best Practices for Designing InfoPath Forms.  I hope you enjoyed the talk and were able to learn something new.  If you were unable to attend the talk, don’t worry.  It was recorded and is available via the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259532&Culture=en-US.  (You will have to register before you can view the recorded WebCast.)

     

    Also, please join us next Tuesday, October 9 from 9am – 10:30am PST for the next presentation in the InfoPath WebCast series: User Roles in InfoPath 2003.  You can register for this talk by clicking on the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259537&Culture=en-US.  I hope you will join us.

     

    Here is more information about the talk:

     

    MSDN Webcast: User Roles in InfoPath 2003—Level 200

     

    Description:

     

    Would you like to see just how easy Microsoft® Office InfoPath™ is to use? Join this webcast to discover how to create a view and user roles for a form, set up rules based on the roles, and preview a form with specific user roles. You will also learn how to switch views based on user roles.

     

    Josh Bertsch, Software Test Engineer, Microsoft Corp.

    Josh Bertsch has been a Software Test Engineer with the Microsoft® Office InfoPath™ team for nearly 3 years. Josh owned several of the newly included features for the SP1 release, such as Calculations and Roles, among others.

    Presenter:

     

    Thank you,

    Scott

     

  • Microsoft InfoPath 2010

    MSDN Webcast: User Roles in InfoPath 2003

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    If you haven’t already, you may want to sign up for tomorrow’s WebCast - User Roles in InfoPath 2003 – that will be presented by Josh Bertsch, a Software Test Engineer on the InfoPath team.  In this talk, you will learn about the support for user roles that was added in SP1.  To register, please visit the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259537&Culture=en-US.

     

    Here is more information about tomorrow’s WebCast:

     

    MSDN Webcast: User Roles in InfoPath 2003—Level 200

     

    Description:

     

    Would you like to see just how easy Microsoft® Office InfoPath™ is to use? Join this webcast to discover how to create a view and user roles for a form, set up rules based on the roles, and preview a form with specific user roles. You will also learn how to switch views based on user roles.

     

    Josh Bertsch, Software Test Engineer, Microsoft Corp.

    Josh Bertsch has been a Software Test Engineer with the Microsoft® Office InfoPath™ team for nearly 3 years. Josh owned several of the newly included features for the SP1 release, such as Calculations and Roles, among others.

  • Microsoft InfoPath 2010

    Tuesday’s InfoPath WebCast: User Roles in InfoPath 2003

    • 0 Comments

    Another note from Scott Roberts:

    I want to personally thank those of you who attended Tuesday’s WebCast: User Roles in InfoPath 2003.  I hope you enjoyed the talk and were able to learn something new.  If you were unable to attend the talk, don’t worry.  It was recorded and is available via the following URL: http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259537&Culture=en-US.  (You will have to register before you can view the recorded WebCast.)

    Please join us next Tuesday, October 19 from 9am – 10:30am PST for the next presentation in the InfoPath WebCast series: Building Advanced Dynamic Solutions in InfoPath 2003 which will be presented by Jun Jin.  You can register for this talk by clicking on the following URL: http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032259110&Culture=en-US.  I hope you will join us.

    Here is more information about the talk:

    MSDN Webcast: Building Advanced Dynamic Solutions in InfoPath 2003—Level 200  
          Start TimeTuesday, October 19, 2004 9:00 AM (GMT-08:00) Pacific Time (US & Canada)
     End TimeTuesday, October 19, 2004 10:30 AM (GMT-08:00) Pacific Time (US & Canada)
     
    Event Description
     DescriptionInterested in learning more about the new Microsoft® Office InfoPath™ 2003 features for script-less, rapid development? This session will show how you can take advantage of declarative business logic features such as rules and actions, roles identity, advanced controls like file attachments, master-detail, and filtering. There is also built-in support for calculations to build advanced and dynamic solutions. Finally, learn how to use e-mail deployment to deliver InfoPath solutions that allow you to easily gather data from your users.

    Presenter: Jun Jin, Software Design Engineer, Microsoft Corp.

    Jun Jin is a Software Design Engineer in the Microsoft® Office InfoPath™ team. He has been with the InfoPath team since version 1 working mainly on controls in the Designer.

     

  • Microsoft InfoPath 2010

    Introducing MSDN Web-casts for Microsoft Office InfoPath 2003

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    Keep hearing the buzz around Microsoft Office InfoPath 2003 and want to learn more? Excited about the feature enhancements in InfoPath 2003 SP1 and want to really understand how to use them in your applications? Want to learn cool tips and tricks on how to make your applications stand out? Want to learn how the InfoPath product team, product developers and testers use InfoPath and want to hear their recommendations on make use of the cool new features? Want 100% developer content without any marketing hype? If this resonates with you, you will not want to miss the ten part MSDN web-cast series starting in October and lasting through December 2004. In addition to showcasing best practices, each web-cast is designed to highlight the InfoPath 2003 SP1 feature enhancements. Topics covered will include using Visual Studio .NET and managed code to create InfoPath applications, using custom controls in InfoPath applications, managing users and roles in workflow, using script-less calculations, adding security features in your applications through digital signatures and much more. The web-cast series also offers you the opportunity to interact directly with the product team. For hard core technical content, that you cannot find elsewhere, this is a not to be missed series.

    The following is the schedule of presentations starting in October:

    Title

    Presenter

    Date

    Time

    Best Practices for Designing InfoPath Forms

    Scott Roberts

    Tuesday, October 05, 2004

    9:00 AM-10:30 AM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259531&Culture=en-US

    User Roles in InfoPath 2003

    Josh Bertsch

    Tuesday, October 12, 2004

    9:00 AM-10:30 AM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259537&Culture=en-US

    Building Advanced Dynamic Solutions in InfoPath 2003

    Jun Jin

    Tuesday, October 19, 2004

    9:00 AM-10:30 AM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259110&Culture=en-US

    Business Logic in InfoPath 2003

    Yuet (Emily) Ching and Prachi Bora

    Tuesday, October 26, 2004

    11:00 AM-12:30 PM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259112&Culture=en-US

    Using Managed Code and Visual Studio to Build Solutions

    Willson Raj David

    Tuesday, November 02, 2004

    1:00 PM-2:00 PM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259539&Culture=en-US

    InfoPath in End-to-End Enterprise Solutions: Integrating InfoPath with Siebel and SAP

    Hagen Green

    Monday, November 08, 2004

    11:00 AM-12:30 PM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259542&Culture=en-US

    Digital Signatures in InfoPath 2003

    Mihaela Cristina Cris

    Monday, November 15, 2004

    11:00 AM-12:30 PM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259544&Culture=en-US

    Creating Custom Controls for InfoPath SP-1

    Andrew Ma

    Monday, November 29, 2004

    11:00 AM-12:30 PM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259546&Culture=en-US

    Programming Workflow into InfoPath Solutions: Using InfoPath with BizTalk Server 2004 and Human Workflow Services

    Rick Severson

    Monday, December 06, 2004

    11:00 AM-12:30 PM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259548&Culture=en-US

    Database Connectivity in InfoPath Through ADO.NET DataSet Support

    Mikhail Vassiliev

    Tuesday, December 14, 2004

    11:00 AM-12:30 PM

    http://msevents.microsoft.com/cui/eventdetail.aspx?EventID=1032259550&Culture=en-US

    All times are Pacific Daylight Time (UTC–07:00) until Oct 31, and Pacific Standard Time (UTC–08:00) on and after Oct 31st.

    For details, and to sign up to participate in this series, please click on one of the hyperlinks above.

     

  • Microsoft InfoPath 2010

    What check box was clicked?

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    In a previous blog post we answered the question "What button was clicked?" when a Button control is inside a repeating context like a Repeating Section control. A similar situation has a slightly different answer that's worth calling out for those readers still learning about XPaths and InfoPath's events.

    Here's a different schema:

    • Root
      • People
        • Person
          • Name
          • IsApproved

    And you could build a form like this:

    The previous blog would have let you get from the Button's OnClick event to the data items in the row. But what about the Check Box?

    The Button is an unbound control, so it doesn't have data change events, just OnClick. And in the event object, the Source is the Button's context (the Person node in this case)

    The Check Box is a bound control (bound to the IsApproved node) so it has data change events instead: OnBeforeChange, OnValidate, and OnAfterChange. And the Source will be the node that actually changes.

    Tricky Bit #1: In an XML DOM, the nodes aren't just elements and attributes. The text contents of elements are nodes themselves. So when a user checks the Check Box, the node that changes is not the IsApproved node, but the text node inside! So the Source will be a text node. If you add this to the OnAfterChange for the IsApproved node, you'll see that the Source is just the text node:

    XDocument.UI.Alert( eventObj.Source.xml );

    Tricky Bit #2: If you check the checkbox, you'll actually see two alerts - first with "false" then with "true". To make this clearer, change the code as follows:

    XDocument.UI.Alert(
        "Source: " + eventObj.Source.xml + "\n" +
        "Operation: " + eventObj.Operation
    );

    You'll see that the first operation was a "Delete" of the "false" value, followed by an "Insert" of the "true" value. This shows just how fine grained the InfoPath data eventing model is.

    So, back to the problem at hand - how do we get at the other items in the row?

    For Tricky Bit #1, you can either add an extra ".." step in your XPath to step up from the text node, or use the Site property of the event object instead. The Site is this is the node where the event is being processed, and since the event handler is on the IsApproved element, the node will be the IsApproved element. (Note that a Button's event object is a different type, and only contains Source not Site, since the event doesn't bubble.)

    For Tricky Bit #2, you can simply ignore every operation type other than "Insert".

    Putting all of that together, you'll end up with event-handling logic like this:

    if( eventObj.Operation == "Insert" )
    {
        XDocument.UI.Alert( eventObj.Site.selectSingleNode( "../my:Name").text );
    }

    One last note - in the form shown, this event will fire and an alert will be shown whenever a new row is inserted into the table. So depending on what you are trying to accomplish, you might also want to filter out default values - such as empty strings - from further processing.

  • Microsoft InfoPath 2010

    Recent InfoPath focused posts by David Fries

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    David Fries recently posted several interesting topics specific to InfoPath:

    David also has an InfoPath Specific RSS category feed.

  • Microsoft InfoPath 2010

    New MSDN Article: Support and Troubleshooting for XML Schemas in InfoPath 2003

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    A new article is up on MSDN about working with XML schemas in InfoPath. Although InfoPath 2003 has great support for the W3C XML Schema ("XSD") specification - and even better support with higher performance in SP1 - there are a few constructs that require a little hand-holding. The article also explains in great detail the differences between InfoPath 2003 and InfoPath 2003 SP1 handling of schemas, and some schema constructs that have special meaning to InfoPath.

    Summary: Microsoft Office InfoPath 2003 allows you to create XML form solutions by loading an externally authored XML Schema (XSD) definition file into the InfoPath design environment. Learn how to take advantage of InfoPath support for using externally authored XSD files to create custom form templates, and find out how to troubleshoot common problems.

    Contents
    Introduction
    Unsupported XSD Constructs
    XSD Constructs with Reduced Functionality
    XSD Constructs with Special Meaning in InfoPath
    Debugging Common XSD Errors
    How to Edit or Author an XSD for InfoPath
    Conclusion

    And here's the link:

    http://msdn.microsoft.com/library/default.asp?url=/library/en-us/odc_ip2003_ta/html/ODC_INFInfoPathXSD.asp

  • Microsoft InfoPath 2010

    New MSDN Articles on Digitally Signing Data in InfoPath 2003

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    Two new articles have been posted to MSDN about digitally signing data in InfoPath 2003 SP1. The first article, Digitally Signing Data in InfoPath 2003, provides details about how to configure InfoPath forms for digitally signing data, including information about new features added in SP1 for signing specific sets of data within a form. This article also provides an overview of the InfoPath object model and code samples for working with digital signatures. The second article, Verify and Add Digital Signatures to Form Data in InfoPath 2003 Using MSXML 5.0 or .NET Framework Managed Code, provides C# code samples that demonstrate how to verify and add digital signatures to data in InfoPath forms from external applications written using MSXML 5.0 or .NET Framework classes. This article also provides a C# example that demonstrates how to override the Digital Signatures Wizard in InfoPath to fully automate the process of signing data.

    Digitally Signing Data in InfoPath 2003

    Summary: Microsoft Office InfoPath 2003 Service Pack (SP) 1 provides new digital signatures features, as well as additions to the InfoPath object model for working with digital signatures programmatically. For example, you can specify sets of data in the form that can be signed separately. For each set of data that can be signed, you can specify whether to allow a single signature or multiple signatures, and the relationship among signatures. With these capabilities, you can customize the digital signatures feature so you can track the status of valuable data.

    Contents
    Introduction
    Valid Digital Certificates for Signing Data in InfoPath Forms
    Defining Counter-Signatures and Co-Signatures
    Designing InfoPath Forms with Digital Signatures
    Understanding the Digital Signature Status and Verification Process
    The Verify Digital Signature Dialog Box and Nonrepudiation Data
    Using the InfoPath Object Model to Work with Forms Configured for Signing Data
    Code Samples
    Conclusion

    Link: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/odc_ip2003_ta/html/ODC_INFDigitallySigningData1.asp

    Verify and Add Digital Signatures to Form Data in InfoPath 2003 Using MSXML 5.0 or .NET Framework Managed Code

    Contents
    Introduction
    Interoperability Between InfoPath and MSXML 5.0 Object Model
    Interoperability Between InfoPath and .NET Framework Digital Signatures Classes
    Conclusion

    Summary: You can expedite the digital signatures process for your Microsoft Office InfoPath 2003 forms by building external applications that add or verify digital signatures. Find out how to build managed code applications that employ MSXML 5.0 or Microsoft .NET Framework code to verify or add digital signatures to data in InfoPath forms. Learn to set up your InfoPath form templates so they are compatible with MSXML 5.0 and .NET Framework code. Discover how to write custom code in your form templates so that users can add digital signatures without using the Digital Signatures Wizard.

    Link: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/odc_ip2003_ta/html/ODC_INFDigitallySigningData2.asp


     

  • Microsoft InfoPath 2010

    The documentSchemas element in the XSF

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    A few customers have run into an unspecified error when attempting to add service pack features to an RTM form template when using the InfoPath SP1 Preview Release design mode.  For anyone who has created a form template outside of InfoPath or added/changed the schemas for a form template by hand this might be an interesting read.

    There is a section in the XSF called the documentSchemas section that is used to define all the namespaces and their corresponding XSD schema for the form template.  Here is the documentSchemas element InfoPath creates for a form template that uses two namespaces “http://root” and “http://imported”, each with its own schema:

    <xsf:documentSchemas>
        <xsf:documentSchema rootSchema="yes" location="http://root root.xsd"></xsf:documentSchema>
        <xsf:documentSchema location="http://imported imported.xsd"></xsf:documentSchema>
    </xsf:documentSchemas>

     Note that in this case, the root element of the form template comes from root.xsd and its documentSchema entry has an attribute “rootSchema” with a value of “yes”.  The documentSchemas section should contain an entry for every namespace that is used in the main data source for the form template; herein lays the problem.  The InfoPath team has seen a number of form templates where schemas were added outside of InfoPath but the documentSchemas section was not updated accordingly.  Depending on whether you are the glass half empty or half full type of person, the RTM version of InfoPath didn’t mind this but the SP1 Preview Release does.

    That should suffice to explain the issue; where does that leave you?

    • If you have never hand modified schemas or the XSF in RTM then don’t worry, you have no issues
    • If you have done this and are having issues upgrading your form template in the SP1 Preview Release then you should ensure your documentSchemas element is up to date with the schemas in your form template
    • If you have done this and are reading this post as an archived article then you may not see any issues since we are working around this issue in post preview release builds.  However, there are potentially some features that will be lost since we are essentially reverting to RTM behavior for the data source (such features as seeing choice nodes in the data source pane and adding an entire schema to an open section of the data source may be disabled in this case.)  You should make sure the documentSchemas section is correct before upgrading the form template.

    With all that said there is some pretty good news – with the SP1 Preview Release you can now provide an updated schema to InfoPath and we will update the form template accordingly.  This will be the topic of another blog entry soon!

  • Microsoft InfoPath 2010

    InfoPath Quick Tip: Object Model Help

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    When writing script in the Microsoft Script Editor (MSE), you can quickly locate help on the InfoPath Object Model by positioning the cursor on a keyword (object, method, property) and hitting F1. This can save browsing through help.

    (We weren't able to hook up IntelliSense in MSE, so knowing this F1 trick is a big help when doing VBScript or JScript development with InfoPath. If you download the InfoPath 2003 Service Pack 1 (SP1) Preview and try out the InfoPath 2003 Toolkit for Visual Studio .NET you'll find full IntelliSense integration when writing managed code for InfoPath projects.)

  • Microsoft InfoPath 2010

    How can you store the result of an InfoPath expression box?

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    Question: How do I store the result of an InfoPath expression box?

    Answer: with InfoPath 2003 SP1 you can use the new calculations feature.  With InfoPath 2003, you can write script.

    The expression box control is display only, so whatever expression you end up concocting to render on the screen is neither stored in the XML nor accessible for manipulating elsewhere.  You might want this expression value to be stored in the XML, especially if you want to promote this value into a SharePoint form column.

    In InfoPath SP1, rather than using an expression box, you can set the default value for a field element to be a calculated value.  If the field is in the view, bring up the property dialog for the control associated with the field.  If the field isn't in the view, you can go to the data source and bring up the properties for the field there.  Note the fx button next to the default value.  Click that to bring up a dialog for creating a calculation.  This expression will be recalculated as needed and stored in the field.

    To do the same thing in script, download the InfoPath SDK and look into the calculations sample.  Go to this page for more information: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/ipsdk/html/ipsdkAboutTheCalcForm.asp (along with a discussion of the script).

  • Microsoft InfoPath 2010

    Tip to improve an InfoPath form's appearance

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    Improved InfoPath Form Look and Feel

    Apples to: Microsoft Office InfoPath 2003 and Microsoft Office InfoPath 2003 SP1

    Looking for simple ways to jazz up your form layout?

    Summary

    Using tables, inline images, background colors, and conditional visibility, I created a pretty simple look and feel that groups parts of the UI together that goes a little beyond just borders.

    Example

    Picture of an improved look for an InfoPath form 

    Implementation

    I started by drawing a rounded rectangle in mspaint, then I cut it into smaller images and added it to a table.  For the vertical part which grows, I didn’t use an image, I instead colored the background the same as the image.  Otherwise I couldn’t get it to grow when nested repeating elements would resize.  I removed all borders, padding, and other spacing to get everything to fit together.

    For the repeating section, I used conditional visibility on section with two separate images.  I had to use the following expression to get count and position for repeating sections:

    // count                                    //position

    count(../../my:SummaryItem) != count(../preceding-sibling::node()[local-name() = "SummaryItem"]) + 1

     

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