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Wednesday, August 12, 2009

An Introduction to Infopath 2010 - Part-2

In continuation to the previous post - An Introduction to Infopath 2010 - Part-1, this post explains on how we can create/design a basic forms using InfoPath 2010.

To design an InfoPath form we will be using InfoPath Designer 2010.



Designer comes with a set of predefined templates for easy-to designing the forms. All these templates are grouped into different buckets like Popular Form Templates, Advanced Form Templates, InfoPath 2007 Form Templates, Template Parts.

Following screen shot shows the set of templates available in the designer:



This window in the office terms is called as Office Out Space, which allows us to open an existing forms, close the form or even to print a form. All the office 2010 applications contains Out Space to perform these operations with an additional tab for setting the options within that application (which can be Infopath/Excel/Word/PowerPoint etc).

Following table provides the set of templates available with the designer with the brief description about their usage:

Popular Form Templates

  • SharePoint List

  • Template used to view and edit items in the existing SharePoint List.
  • SharePoint Document Library

  • Template to collect and save the data in a SharePoint Document Library.
  • Blank

  • A Blank template for designing the form. It can be used for the browser enabled forms.
  • E-mail

  • Teamplate for designing the email submitted forms.
  • Blank (InfoPath Editor)

  • A Blank template for designing the form and it can be used only with the InfoPath editor while submiting the form.

    Advanced Form Templates

  • Database

  • Template to design a form to collect data from databases like MS-Access, SQL Server.
  • Web Service

  • Template to design a form for query data from a Web Service and even to submit to a Web Service.
  • XML or Schema

  • Template to design a form based on an xml file or an a schema file.
  • Data Connection File

  • Template to design a form to query a SharePoint Data Source which is defined in a Data Connection File.
  • Convert Word or Excel Form

  • Template to design a form based on Microsoft Word document or Microsoft Excel.
  • Document Information Panel

  • Form used to edit the properties of the documents stored in a Document Library.

    InfoPath 2007 Form Templates
    These templates are for the InfoPath 2007.
  • Blank

  • A Blank template for designing the form. It can be used for the browser enabled forms.
  • Blank (InfoPath Editor)

  • A Blank template for designing the form and it can be used only with the InfoPath editor while submiting the form.

    Template Parts
    These templates are used to design a template part that can be reused in multiple forms.
  • Blank

  • XML or Schema


  • We will start with the Blank Template from the Popular Form Templates category to create a simple form.



    In the coming posts we will see how we can add the validation rules and different submit options to the form.

    1 comment:

    Amelia said...

    I read the earlier post too and wanted to appreciate you for summing up all the important things about Infopath. Thanks a lot for sharing this brief introduction.
    infopath