MS Press - Introduction To Microsoft Office Infopath Development.pdf - books - kris320

Hands-On Lab

Lab Manual

Microsoft Office InfoPath 2003: An Introduction to

the Design and User Experience

Please do not remove this manual from the lab

The lab manual will be available from CommNet

Release Date: May 2004

Information in this document is subject to change without notice. The example companies,

organizations, products, people, and events depicted herein are fictitious. No association with any

real company, organization, product, person or event is intended or should be inferred. Complying

with all applicable copyright laws is the responsibility of the user. Without limiting the rights under

system, or transmitted in any form or by any means (electronic, mechanical, photocopying,

recording, or otherwise), or for any purpose, without the express written permission of Microsoft

Corporation.

Microsoft may have patents, patent applications, trademarked, copyrights, or other intellectual

property rights covering subject matter in this document. Except as expressly provided in any written

license agreement from Microsoft, the furnishing of this document does not give you any license to

these patents, trademarks, copyrights, or other intellectual property.

Microsoft, MS-DOS, MS, Windows, Windows NT, MSDN, Active Directory, BizTalk, InfoPath, SQL

Server, SharePoint, Outlook, PowerPoint, FrontPage, Visual Basic, Visual C++, Visual J++, Visual

InterDev, Visual SourceSafe, Visual C#, Visual J#, and Visual Studio are either registered

trademarks or trademarks of Microsoft Corporation in the U.S.A. and/or other countries.

Other product and company names herein may be the trademarks of their respective owners.

Notes

Page 2

User Experience

Introduction to the Design and User Experience

This lab provides an introduction to working with InfoPath 2003 forms. First, you will

experience InfoPath 2003 as an end user. You will add data to an InfoPath 2003 form and

work with existing forms to merge and export XML data to Excel 2003. Next, you will get a

chance to create a form of your own. You will create a new form containing both standard

and advanced controls. Finally, you will find out about the options available for deploying

your InfoPath 2003 solution.

Estimated time to complete this lab: 30 minutes

Objectives

After completing this lab, you will be able to:

• Fill out an InfoPath 2003 form, including digitally signing data in a form.

• Merge form data from multiple forms.

• Export data to an Excel 2003 worksheet.

• Design and preview a simple form.

• Publish a form to a form library.

• Distribute a form using an e-mail program.

• Disable design mode for a form.

• Add advanced controls (the file attachment control, the master/detail control, the choice control, and

the filter control) to your InfoPath 2003 forms.

Exercises

• Edit Data in an InfoPath 2003 Form

• Merge and Export XML Data with InfoPath 2003

• Design an InfoPath 2003 Form

• Deploy a Form from InfoPath 2003

• Work with Advanced Controls in InfoPath 2003

The sample files for this lab may be found in the C:\Microsoft Hands-On-Lab\HOL-

BPR21\Source\Exercises folder.

Notes

Page 3

User Experience

Exercise 1: Edit Data in an InfoPath 2003 Form

In this exercise, you will take a tour of InfoPath 2003 from a userÓs perspective. Using an

existing form, you will enter new data. In addition to filling in text fields, you will ÐsignÑ one

section of the form using a digital certificate.

Open the Sample Form

• Start InfoPath 2003 by navigating to Start | All Programs | Microsoft Office |

Microsoft Office InfoPath 2003 .

• Under Open a form in the Fill Out a Form dialog box, click Open .

• Inthe Open dialog box, browse to C:\Microsoft Hands-On-Lab\HOL-

BRP21\Source\Exercises.

• Select LabBPR21-01.xsn .

• Click Open . The FabriKam sales report form opens in InfoPath 2003. Once you

have opened the form, you can begin filling it out.

Fill Out the Form

• Inthe Sales Representative field, type your name.

• Press TAB to move to the next field.

• Inthe Period drop-down list, select January 2004 .

• PressTAB.

• Inthe E-mail Address text box, type Ð yourname @fabrikam.comÑ.

• PressTAB.

• Inthe Department drop-down list, select Consumer Health Care .

• Press TAB. You move to the Customer section of the form.

• Inthe Customer Name field, type ÐContoso CorporationÑ.

• Press TAB. You move to the Items section of the form.

• Inthe Name text box, type ÐProduct AÑ.

• PressTAB.

• Inthe Price text box, type Ð5Ñ.

• PressTAB.

• Inthe Units Sold text box, type Ð2Ñ.

• Press TAB. InfoPath 2003 fills in the Total box for you.

Notes

Page 4

User Experience

• Clickthe Insert item label directly underneath the table.

• Inthe Name text box, type ÐProduct BÑ.

• PressTAB.

• Inthe Price text box, type Ð12Ñ.

• PressTAB.

• Inthe Units Sold text box, type Ð8Ñ.

• PressTAB.

• Click Click here to insert notes .

• TypeÐNewcustomerÑ.

Insert an Additional Customer Section

When you move your pointer over certain controls in a form, such as repeating sections or

optional sections, a shortcut menu button appears in the upper-left corner of the control. If

you click this button, you can gain access to menu commands that let you work with the

controls. In this step, you use this button to add an additional customer section to the form.

• Move your pointer over the Customer Name label.

• Click the shortcut menu button that appears immediately to the left of the label. The

customer section of the form now looks like Figure 1.

Figure 1. The shortcut menus provide both general and section-specific actions.

• On the shortcut menu, click Insert customer above . An empty customer section

appears directly above the one you just filled out.

• Press CTRL+Z to undo the new customer section.

Save the Form

• Select File | Save .

• Browse to C:\Microsoft Hands-On-Lab\HOL-BRP21\Source\Exercises\Lab Work.

Notes

Page 5

MS Press - Introduction To Microsoft Office Infopath Development.pdf

Plik z chomika:

Inne pliki z tego folderu:

Inne foldery tego chomika: