InfoPath 2003 Developing Solutions

3 days

Goal

InfoPath 2003 is a new addition to Microsoft Office that streamlines the process of gathering, sharing and using information, by enabling teams and organizations to create, share and work with rich, dynamic forms. The information gathered is easily reusable throughout organizations and across multiple processes because the native file format of InfoPath is XML. The ability of InfoPath to generate and consume XML makes it an easy platform to integrate and extend, allowing developers to create a variety of interfaces that connect and integrate with a wide spectrum of business processes and workflow.

Audience

This course is intended for the following audience Form designers - Those who create new or modified forms from their organization’s or customer-defined XML schemas, from sample XML data documents, or by defining a new custom data structure in InfoPath. Form designers graduate to developer status if they program InfoPath forms with script or, preferably, Microsoft Visual Basic .NET or Microsoft Visual C#. Form developers - Those who implement custom business logic by adding programming code that interacts with the InfoPath Object Model. Form developers commonly serve double-duty as form designers.

Prerequisites

A familiarity with the Microsoft® Visual Studio® .NET 2003 integrated development environment (IDE) An understanding of Microsoft® Visual C#® or Microsoft Visual Basic® .NET A familiarity with Extensible Markup Language (XML) schemas.

Introduction to Microsoft InfoPath SP1

What is InfoPath?
A Rich Office Client
An Enterprise Business Client
A .NET Programming Tool
Programming Prerequisites
Windows Components
Other Server Software

Customizing Sample Forms

Sample Forms
Customizing Sample Forms
Working with Data Sources
Modifying the View
Examining the Form
Publishing the Form

Creating and Using Forms

Writing Application Logic
Implementing Workflow
Using Data Connections

Creating Smart Forms

Using Conditional Visibility
Using Data Validation
Autopopulating Data
Using Master Detail Controls

Creating Rich Forms

InfoPath vs. Smart Documents
InfoPath’s Rich Features
Dynamic Structures

Advanced Form Design

Advanced Form Controls
Using Extension and XDocument from XSL

Database Integration

Integrating with ADO
Integrating with Access
Integrating with SQL
InfoPath-Related Database Concepts

Web Services

Designer Support
Error Handling
Rebinding a Web Service
Setting the Timeout When Calling a Web Service
Unsupported Web Service Types
Using .NET Web References
Cross-Domain Rules for Calling Web Services

Deployment and Security

Deployment
Security Levels
Version Upgrade

SharePoint Collaboration

Prerequisites
Publishing to a SharePoint Library
Promoting Data to SharePoint Form Library Columns
SharePoint Views
Using SharePoint Lists from InfoPath Forms
Submitting Forms to a SharePoint Site

Forms-Based Workflow

The Approval Process
Controlling Access
Coordinating E-Mail and SharePoint
Schema Changes for Workflow
User Roles
Adding Open Rules
Stepping Through the Workflow
Tracking History Through Event Logging
Deploying Forms to External Users

Advanced Workflow with BizTalk 2004

HWS and InfoPath
Programming Prerequisites
Integration Steps
Additional Resources