Index of InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners
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Index of InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners

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Full index of the book: InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners written by S.Y.M. Wong-A-Ton

Full index of the book: InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners written by S.Y.M. Wong-A-Ton

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  • 1. InfoPath 2010 Cookbook – IndexInfoPath 2010 Cookbook: 101 Codeless Recipes for BeginnersAAccess database, 94Accessing data across domains is not supported from forms opened from the Internet, 113Action rules, 59, 63, 65, 189 Close the form, 67 Form Load, 63, 121, 169, 180 Form Submit, 63 Query for data, 94 Set a fields value, 65, 107, 121, 163, 165, 177, 212 Submit data, 103, 119, 121, 122 switch views, 121 Switch views, 68, 107, 119add a control, 16add a rule, 61add days to a date, 161Add Field or Group dialog box, 19, 20, 25, 30, 157, 226add multiple formatting rules, 70add relationship, 117add rule, 60, 186Add View dialog box, 36, 39, 41addDays function, 162, 188, 240addSeconds function, 162after submit, 112allow overwrite if file exists, 103allow the user to attach only the following file types, 211allow the user to browse, delete, and replace files, 210, 214, 217allow users to insert and delete rows, 230, 254allow users to submit the form, 106allow users to submit this form, 100and, 88attribute, 174Automatically create data source, 23, 25, 30, 157Automatically detect intranet network, 113Automatically retrieve data when form is opened, 92, 94, 95, 97, 136avg function, 200Bbackground image, 43Backstage, 2begins with, 139best practice, 19, 181, 206bind control, 25binding, 17Binding dialog box, 25Blank Form template, 2, 3boolean, 126borders and shading, 44, 132Borders and Shading dialog box, 247bound, 18button, 205
  • 2. Ccalculate date difference, 190–96calculated value, 42, 46, 160, 167, 172, 236calendar, 154cannot be blank, 28, 130, 211carriage-return, 208cascading drop-down list boxes, 150, 254case-sensitive, 243change binding, 24change control, 154, 225, 236check box, 72, 105, 125, 126, 128, 129, 131, 213, 251, 252check formula, 51clear drop-down list box selection, 142clear file attachment, 212close the form, 67color, 132compare dates, 185compatibility, 4, 96concat function, 57, 165, 171, 260Condition 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, 255Condition dialog box, 72, 74, 76, 80, 81, 83, 86, 87, 88, 106, 121, 132, 145, 171, 187, 198, 244, 245, 248, 250, 251, 253containers, 14contains, 139contains function, 242context 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, 13Control Properties, 16Control Tools, 27 Control Properties, 27 Field Properties, 28 Properties, 27Controls, 14–30, 15, 17
  • 3. 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, 24copy rule, 244, 253copy xpath, 256count function, 142, 143, 200, 232–36count repeating table rows, 232–36Create labels for controls automatically, 23Current View menu, 37 remove view, 37current(), 255, 256custom table, 9customize commands, 249DData, 17 Data Connections, 92 Default Values, 228 Form Data, 17 Form Load, 121, 169, 180 Form Submit, 106 From Database, 95
  • 4. From 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, 102Data connection Receive data, 92, 136, 201, 208 Submit as an e-mail message, 99–102 Submit data, 92, 100 submit to SharePoint Library, 102Data 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, 95Data Connections dialog box, 92, 98data entry, 17data from database, 94data from SharePoint list, 97data from xml file, 91Data sources external, 91, 136, 138, 151 main, 16, 223 secondary, 91, 94, 95, 97, 139, 143, 147, 150, 178, 180, 221, 223 xpath reference, 150data type, 19, 22Database form template dataFields, 111 Drag data fields here, 112 Drag query fields here, 113 New Record, 110 queryFields, 111 Run Query, 110dataFields, 111Date (date), 22, 154, 156, 190date and time picker, 153, 158, 162, 176date and time picker format, 160, 163, 166, 179, 180date difference calculation, 190–96date format, 167, 169Date Format dialog box, 47date picker, 43, 77, 129, 153–96date picker format, 163, 166, 167, 169, 178date picker year, 163date range, 187date validation, 174decimal, 22, 82, 230Decimal Format dialog box, 231default 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, 259default values in a repeating table, 230
  • 5. default view, 7, 35delete a rule, 61delete field or group, 24delete row repeating table, 249dependent drop-down list boxes, 150, 254design, 2Design add a control, 16 borders and shading, 44 layout table, 10 page layouts, 10 presets, 44 themes, 9 view, 10, 35design a form template, 2Design context menu, 6Design Form button, 2, 4designate print view, 41Dialog box Properties, 27Dialog 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, 38disable control, 75, 78does not match pattern, 81
  • 6. domain security, 113dont run remaining rules, 63, 107, 128, 169, 173drop-down list box, 79, 85, 133–53, 165, 178, 254dynamic button label, 207EEdit Default Values dialog box, 230edit xpath, 51electronic forms, velement, 174E-mail form template, 5enable printing background images, 49eval function, 200, 201, 258, 260external data source, 136, 138, 151external data sources, 91extract day, 172, 175extract month, 166, 172, 175extract year, 163, 172, 175Ffalse function, 127field, 16Field (attribute), 20, 172, 174, 175, 190, 193Field (element), 20, 174, 190, 193Field or Group Properties dialog box, 19, 56, 140, 154, 172, 175, 225, 236, 240Field Properties, 16, 28field type, 22Fields 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, 24File, 2 New, 2 Print, 41 Publish, 32file attachment, 22, 78, 209–20, 219file attachment control menu items, 211filter a drop-down list box, 138, 153filter a secondary data source, 139, 148, 197Filter Data, 139, 145, 149, 151, 167, 198, 241, 255Filter Data dialog box, 151
  • 7. filter in xpath, 141, 242fixed rows, 228floor, 192following-sibling, 234, 244form, 1form load, 63, 121, 169, 180Form Options Security and Trust, 112Form Options dialog box, 4, 112, 114form security, 113form submit, 63form submit error, 118form template, 1 add a control, 16form type, 4, 96format calculated value result, 47format text, 46Formatting rules, 59, 70 add multiple, 70 Disable this control, 75 Hide this control, 72Forms form, 1 form vs. form template, 1 InfoPath filler form, 2 preview, 6 store data, 18 web browser form, 3 xsn, 1formulas, 51–58from xml file, 91full trust security, 112, 113Functions 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, 253Gget choices from an external data source, 136, 138, 151Get data from database, 94 from SharePoint list, 97
  • 8. from xml file, 91get external data, 91get-DOM, 150GetDOM, 150group conditions, 89Hhidden field, 29, 74, 106, 120, 122, 207hide control, 72hide rows repeating table, 250–52Home, 2 Add Rule, 60 Controls, 14 Current View, 37 Format Text, 46 Manage Rules, 61 Page Views, 37 Preview, 6horizontal alignment, 45hover picture, 205Hyperlink (anyURI), 22IInclude all network paths, 113include data as a resource file, 92InfoPath 2003, 4InfoPath 2007, 4InfoPath benefits, vInfoPath cannot submit the form, 81, 118InfoPath Designer 2010, vInfoPath Filler 2010, v, 6InfoPath filler form, 2InfoPath Options, 22InfoPath Options dialog box, 22, 113input control, 78input controls, 14, 125Insert, 8 Custom Table, 9 Tables, 8Insert Calculated Value dialog box, 161insert field or group, 51Insert Formula dialog box, 51, 53, 56, 58, 83, 99, 103, 139, 140, 143, 145, 149, 160, 163, 167, 186, 198, 207, 208, 236, 241, 255insert function, 51Insert Function dialog box, 52, 53, 56, 83, 163, 241internet options, 113Internet Properties dialog box, 113Internet Security, 113invisible field, 29Is After, 186Is Before, 186is blank, 60is equal to, 72, 74, 86, 106, 145, 149, 151, 167, 198, 251is greater than, 83, 187is not blank, 80is not equal to, 132J
  • 9. Julian Day, 190–96Llabel, 12, 207Layout layout table, 12 page layout, 10, 12 themes, 9 view, 10layout table, 10layout tables, 7, 12leave the form open, 106, 112line-break, 201, 208, 259list box choices, 80, 136, 138, 165, 178Local intranet dialog box, 113lookup data, 147, 199MMain data source, 16, 223 automatically create fields or groups, 23, 25, 30, 157 bind to a different field, 24 fields, 16 groups, 16 myFields, 17main data source xpath reference, 150make a control read-only after submit, 122make a field required based on a condition, 129make control read-only, 75mandatory field, 28margin, 46merge cells, 13mod, 246month name, 166move a control, 213move a field, 226Move Field or Group dialog box, 227move text, 130multi-line text box, 26, 201, 259multiple conditions, 85multiple views, 36multiple-selection list box, 196–204myFields, 17Nnetwork location, 31new record, 110node-set, 234normalize-space function, 58, 260not, 88now function, 158, 159, 160, 162number function, 170numeric fields, 82Oobjects, 14, 205one-to-many, 115Open context menu, 6
  • 10. open controls task pane, 78option button, 125, 131Options dialog box, 22, 49, 113or, 88Ppadding, 46page break, 11Page Design, 7 New View, 36 Page Layout Templates, 7 Themes, 9 View, 7 View Properties, 38 Views, 35page layout, 7, 10, 12Page Views, 37pass data between views, 131paste rule, 244, 253pattern, 81perform custom action using rules, 106, 119, 121, 122persist data, 180picture, 205picture button, 205populate a drop-down list box, 136preceding-sibling, 234, 236, 237, 240, 246, 249presets, 44prevent form submit, 105previous month, 168print background colors and pictures, 49print multiple views, 41print preview, 11, 41print settings, 41print view, 41printing, 10Printing page break, 11 print preview, 11 printing, 10Properties, 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, 206Properties dialog box, 27 Publish, 31, 103, 144 Export Source Files, 144 Network Location, 31 Publishing Wizard, 32, 104 Quick Publish, 33 SharePoint Server, 103publishing a form template, 31Publishing Wizard dialog box, 32, 104QqueryFields, 111
  • 11. Quick Publish, 33Rradio button, 125read-only, 119–23read-only after submit, 119read-only file attachment, 213, 216Read-only property, 28, 39read-only repeating table, 254read-only view, 39, 69, 76, 119, 120Receive data connection, 92, 136, 167, 201, 208refresh value when formula is recalculated, 56, 172, 175, 238, 240, 258, 260regular expression, 81remove relationship, 117remove row repeating table, 249repeating field, 21, 196, 197, 200repeating group, 20, 21, 112, 134, 136, 138, 142, 143, 146, 151, 156, 167, 177, 200, 219, 224, 225, 232, 243, 247, 249, 250, 258repeating section, 20, 112, 118, 219, 223repeating section with controls, 198repeating table, 20, 72, 118, 156, 219, 223–61Repeating Tables auto-number rows, 236–37required field, 28resource file, 206Resource Files dialog box, 93, 206Retrieve data from database, 94 from SharePoint list, 97 from xml file, 91Rich Text (HTML), 22Rich Text (XHTML), 225, 228rich text box, 155, 157, 225, 228Rule Details dialog box, 66, 68, 69, 74, 107, 120, 121, 122, 149, 163, 165, 177, 186, 212Rule Inspector, 62, 181Rules, 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, 78run query, 110Ssave data, 180save vs. publish, 31
  • 12. saving a form template, 30Secondary data source, 91, 94, 95, 97, 139, 143, 147, 150, 178, 180, 221, 223secondary data source xpath reference, 150section, 144, 213, 221, 246security, 113Select 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, 255select date picker year, 165select first item in drop-down list box, 140Select Table dialog box, 95, 110, 116send form data to a single destination, 100send only the active view Send only the active view of the form and no attachment, 100send the form as an attachment, 100set a fields value, 65, 107, 121, 163, 165, 177, 212Set as default view, 38set date and time picker date, 166set date picker date, 161, 165, 169shading, 132SharePoint Server, 3show file placeholder, 210show on the view menu, 41Show on the View menu when filling out this form, 37Show only entries with unique display names, 137show validation error, 186specify default file, 210Specify Filter Conditions dialog box, 139, 145, 149, 151, 167, 198, 242, 255split cells, 13, 45Split Cells dialog box, 45stop rules from running, 63, 107, 128, 169, 173store a copy of the data in the form template, 95store data, 180string function, 171string-length function, 84submit a form, 99–124Submit a form As an e-mail message, 99–102 To SharePoint Library, 102submit data, 103, 119, 121, 122Submit data connection, 92, 100submit form to multiple destinations, 102submit options, 100Submit Options dialog box, 100, 103, 106, 119, 121, 122submit to e-mail, 99substring function, 58, 159, 160, 163, 164, 166, 167, 171, 173sum function, 200, 231switch to read-only view after submit, 119switch views, 68, 107, 119, 121TTable Commands dialog box, 249Table Properties, 13Table Properties dialog box, 45Table Tools, 118 Layout, 118Tables add columns, 12 add rows, 12 apply theme, 13
  • 13. custom table, 9 layout table, 10 merge cells, 13 split cells, 13tab-stop, 208Task pane Controls, 14, 16, 23, 25, 49, 78, 157, 225 Fields, 16, 18, 29, 92, 196, 224 Rules, 60, 61Text (string), 19, 21, 22, 25, 82, 154, 190, 193, 207, 230text 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, 259Text Box Read-only property, 28The form does not contain any new data to submit to the data source, 118themes, 9Time (time), 22, 159Time Format dialog box, 159, 161today function, 158, 190toggle a check box, 128translate function, 53, 55, 242trim text, 58true function, 76, 77, 127, 253True/False (boolean), 22Uunbind control, 24UNC, 113unique values, 137use a formula, 83, 84, 139, 145, 167, 171, 187, 198, 242, 248, 255Vvalidate a check box, 126validate a date, 174, 185, 187validate numbers, 82validation errors, 81Validation rules, 59, 78value when checked, 126value when cleared, 126value when selected, 132verify formula, 51View Properties dialog box, 38Views, 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
  • 14. 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, 37Wweb browser form, 3week, 161, 239what is InfoPath, vWhole Number (integer), 22, 82, 172, 175, 188, 190, 193XxdXDocument, 150 get-DOM, 150 GetDOM, 150xml, 1, 6, 7, 16xml processing instruction, 31xml schema, 16 custom, 17xpath, 51XPath ancestor, 235 ancestor-or-self, 235 axes, 235 child, 235 current(), 255, 256 descendant, 235 descendant-or-self, 235 filter, 141 following-sibling, 234, 244 parent, 236 preceding-sibling, 234, 236, 237, 240, 246, 249 self, 236xsn, 1, 6Yyear, 163, 165InfoPath 2010 Cookbook: 101 Codeless Recipes for Beginners