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InfoPath 2010 Tutorials and Articles

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A list of step-by-step tutorials for learning Microsoft InfoPath 2010. …

A list of step-by-step tutorials for learning Microsoft InfoPath 2010.

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  • 1. InfoPath 2010 Tutorials and ArticlesTable of Contents InfoPath 2010 Basics........................................................................................................................... 3 2 Ways to merge survey forms in InfoPath 2010 .......................................................................... 3 3 Ways to create a hidden field in InfoPath 2010.......................................................................... 3 Difference between read-only and print view in InfoPath............................................................. 3 How to convert an InfoPath 2003 form template to InfoPath 2010............................................. 3 How to make InfoPath 2010 open XML files .................................................................................. 3 How to resolve errors in InfoPath 2010 formulas .......................................................................... 3 IF-ELSE statements as conditions on rules in InfoPath 2010 ..................................................... 3 Message Box in InfoPath 2010 ........................................................................................................ 3 Difference between InfoPath 2007 and InfoPath 2010................................................................. 3 Using InfoPath 2010 to design form templates for SharePoint 2007 ......................................... 3 Work with Controls in InfoPath 2010 .............................................................................................. 3 Choice field with maximum selections in InfoPath 2010 .............................................................. 3 Calculate month difference in InfoPath 2010 using rules............................................................. 3 InfoPath 2010 date and time picker control basics ....................................................................... 4 InfoPath 2010 date picker default value ......................................................................................... 4 InfoPath 2010 date picker with only future dates allowed ............................................................ 4 Not able to format time in InfoPath 2010 ........................................................................................ 4 Display the first item in a drop-down list box in InfoPath 2010 ................................................... 4 InfoPath 2010 master detail example.............................................................................................. 4 Create text boxes for items selected in a multiple-selection list box in InfoPath 2010 ............ 4 Pre-select items in a multiple-selection list box in InfoPath 2010 ............................................... 4 Trick: Make a Picture Button in InfoPath 2010 a non-clickable image....................................... 4 Use PowerPoint 2010 to create button images for InfoPath 2010 ............................................. 4 Autonumber repeating table rows in InfoPath 2010...................................................................... 4 Cascading drop-down list boxes in InfoPath 2010 - the non-traditional way ............................ 4 InfoPath repeating table validation check for duplicate records ................................................. 4
  • 2. How to check all check boxes in a repeating table in InfoPath 2010 ......................................... 5 Using InfoPath Math functions with repeating fields as input ...................................................... 5 Quick Tip: Format text with proper case in InfoPath ..................................................................... 5InfoPath 2010 database connections.............................................................................................. 5 Using InfoPath 2010 with SQL Server 2008 .................................................................................. 5 Connect InfoPath 2010 to a SQL Server 2008 table .................................................................... 5Integrate InfoPath 2010 with SharePoint 2010 ............................................................................. 5 2 Ways to create SharePoint list forms in InfoPath 2010............................................................. 5 InfoPath 2010 SharePoint list data connection .............................................................................. 5 Display who last modified an InfoPath form in a SharePoint form library.................................. 5 InfoPath 2010 previous next navigation on a SharePoint list ...................................................... 5 Use a SharePoint list for dependent multi-select list boxes on an InfoPath 2010 browser form....................................................................................................................................................... 5 InfoPath form to upload an image to SharePoint (no code) ........................................................ 5 Deploy administrator-approved form templates to SharePoint 2010 ......................................... 6 Embed an InfoPath 2010 form in a web part in SharePoint Learn how you can use the InfoPath Form Web Part in SharePoint 2010 to embed an InfoPath 2010 form in a web part on a SharePoint wiki page. .................................................................................. 6 Open an InfoPath form from a link in SharePoint 2010 ................................................................ 6Use XML files in InfoPath 2010 ......................................................................................................... 6 Create a data connection to an XML file in InfoPath 2010 .......................................................... 6 Import data from Excel 2010 into InfoPath 2010 ........................................................................... 6
  • 3. InfoPath 2010 Basics2 Ways to merge survey forms in InfoPath 2010Learn how you can structure the Main data source of an InfoPath form in such a way that it can servewell for merging and analyzing survey data from multiple forms.3 Ways to create a hidden field in InfoPath 2010Learn which 3 methods you can use and when to use each method if you want to hide a field inInfoPath 2010.Difference between read-only and print view in InfoPathLearn what the difference is between a read-only view and a print view in InfoPath 2010.How to convert an InfoPath 2003 form template to InfoPath 2010Learn what steps to take if you want to convert an InfoPath 2003 form template into an InfoPath 2010form template or for use as an InfoPath browser form in SharePoint.How to make InfoPath 2010 open XML filesLearn how you can use InfoPath Filler 2010 to open XML files that are not InfoPath forms and thatwere not created using InfoPath.How to resolve errors in InfoPath 2010 formulasThis is a quick tip that shows you how you can use user interface elements in InfoPath Designer 2010to help you spot and resolve errors in formulas.IF-ELSE statements as conditions on rules in InfoPath 2010Learn how to convert if-else statements into conditions on action rules in InfoPath 2010.Message Box in InfoPath 2010Learn how to display and use message boxes in InfoPath 2010 by showing either static text or amessage that is based on values within a form.Difference between InfoPath 2007 and InfoPath 2010Learn what a few of the key differences are between InfoPath 2007 and InfoPath 2010 and whetherand when it makes sense to upgrade from InfoPath 2007 to InfoPath 2010.Using InfoPath 2010 to design form templates for SharePoint 2007Learn how you can use InfoPath 2010 to design form templates that can be published to SharePoint2007.Work with Controls in InfoPath 2010Choice field with maximum selections in InfoPath 2010Learn how to create a group of check boxes and allow users to select a maximum of choices on anInfoPath 2010 form.Calculate month difference in InfoPath 2010 using rulesLearn how you can use the number and substring functions, rules, conditions, and formulas inInfoPath 2010 to calculate the difference in months between two date picker controls.
  • 4. InfoPath 2010 date and time picker control basicsLearn how to add a Date and Time Picker control to an InfoPath 2010 form template and then set thevalue of the Date and Time Picker control using rules or code.InfoPath 2010 date picker default valueLearn how you can set the default value for an InfoPath 2010 date picker or InfoPath 2010 date andtime picker.InfoPath 2010 date picker with only future dates allowedLearn how you can use InfoPath data validation rules to allow only future dates to be selected from anInfoPath date picker and InfoPath 2010 date and time picker.Not able to format time in InfoPath 2010Learn what a few workarounds are for the issue of not being able to format a time text box in InfoPath2010.Display the first item in a drop-down list box in InfoPath 2010Learn how you can use an XPath filter expression to set a drop-down list box that is being populatedby a SharePoint 2010 list to automatically select and display its first item.InfoPath 2010 master detail exampleThis article shows an InfoPath 2010 master detail example that makes use of an InfoPath masterdetail control to present data that has a one-to-many relationship.Create text boxes for items selected in a multiple-selection list box in InfoPath 2010Learn how you can use conditional formatting to hide and show rows of a repeating table that arebased on the items selected in a multiple-selection list box on an InfoPath 2010 form.Pre-select items in a multiple-selection list box in InfoPath 2010Learn how to use default values to pre-select items in a multi-select list box in InfoPath 2010.Trick: Make a Picture Button in InfoPath 2010 a non-clickable imageLearn a trick to have the image of a Picture Button appear as a normal non-clickable image on anInfoPath 2010 form.Use PowerPoint 2010 to create button images for InfoPath 2010Learn how you can use PowerPoint 2010 to create images that you can use for a Picture Button controlin InfoPath 2010.Autonumber repeating table rows in InfoPath 2010Learn how you can use a formula (no code) to automatically assign sequential numbers to rows of arepeating table on an InfoPath 2010 form. This solution also works for InfoPath browser forms inSharePoint.Cascading drop-down list boxes in InfoPath 2010 - the non-traditional wayLearn about a non-traditional way of setting up cascading drop-down list boxes in InfoPath 2010 andhow you can avoid infinite loops when running rules on fields that set each others values.InfoPath repeating table validation check for duplicate recordsLearn how to perform repeating table validation in InfoPath 2010 to check for duplicate records in arepeating table on an InfoPath 2010 form.
  • 5. How to check all check boxes in a repeating table in InfoPath 2010Learn how you can use rules on a Select All check box to check all check boxes in a repeating table inInfoPath 2010.Using InfoPath Math functions with repeating fields as inputLearn how to use the avg, sum, min, max, and eval functions in InfoPath together with repeatingnodes to perform calculations.Quick Tip: Format text with proper case in InfoPathLearn how you can use InfoPath functions in a formula to automatically capitalize the first letter of textthat is typed into a text box on an InfoPath form when the text box loses the focus.InfoPath 2010 database connectionsUsing InfoPath 2010 with SQL Server 2008Get an overview of the use of InfoPath 2010 with SQL Server 2008 databases.Connect InfoPath 2010 to a SQL Server 2008 tableLearn how you can create an InfoPath 2010 Filler Form that has an InfoPath 2010 databaseconnection with which you can connect to a SQL Server 2008 database table to view and fromInfoPath 2010 submit to SQL.Integrate InfoPath 2010 with SharePoint 20102 Ways to create SharePoint list forms in InfoPath 2010Learn how you can use InfoPath 2010 or SharePoint 2010 to create an InfoPath form that allows youto view, add, edit, and delete items in a SharePoint list without having to write code.InfoPath 2010 SharePoint list data connectionLearn how to add an InfoPath 2010 SharePoint list data connection to a SharePoint list or library.Display who last modified an InfoPath form in a SharePoint form libraryLearn how you can use a reference to the SharePoint form library in which an InfoPath form is storedto find out who was the last person to modify the InfoPath form and display this "last modified by"information on the InfoPath form.InfoPath 2010 previous next navigation on a SharePoint listLearn how you can create an InfoPath 2010 form template with previous and next buttons fornavigation through items of a SharePoint list that has been added as a secondary data source to theform template.Use a SharePoint list for dependent multi-select list boxes on an InfoPath 2010 browser formLearn how you can use a SharePoint list (or multiple SharePoint lists) to create dependent list boxeson an InfoPath 2010 browser form published to SharePoint 2010.InfoPath form to upload an image to SharePoint (no code)Learn how to create an InfoPath form that can upload an image to SharePoint using a web servicedata connection and rules (no code).
  • 6. Deploy administrator-approved form templates to SharePoint 2010Learn what the steps are for deploying InfoPath 2010 administrator-approved form templates toSharePoint 2010.Embed an InfoPath 2010 form in a web part in SharePointLearn how you can use the InfoPath Form Web Part in SharePoint 2010 to embed an InfoPath 2010form in a web part on a SharePoint wiki page.Open an InfoPath form from a link in SharePoint 2010Learn how you can add a navigation link to the Quick launch bar on a SharePoint 2010 site so thatusers can easily click the link to fill out a new InfoPath form.Use XML files in InfoPath 2010Create a data connection to an XML file in InfoPath 2010Learn how to create a data connection to retrieve data from an XML file that is stored as a resourcefile in an InfoPath 2010 browser-enabled form template that is to run in InfoPath Forms Services inSharePoint 2010 and filled out through a browser.Import data from Excel 2010 into InfoPath 2010Learn how you can import Excel data into InfoPath 2010 by creating an XML mapping in Excel 2010 tobe able to save the spreadsheet as an XML file and then use it in InfoPath 2010.