Designing Forms for Microsoft Office InfoPath and Forms Services 2007
暫譯: 為 Microsoft Office InfoPath 和 Forms Services 2007 設計表單

Scott Roberts, Hagen Green

Designing Forms for Microsoft Office InfoPath and Forms Services 2007
  • 出版商: Addison Wesley
  • 出版日期: 2007-02-01
  • 售價: $2,750
  • 貴賓價: 9.5 折 $2,613
  • 語言: 英文
  • 頁數: 1296
  • 裝訂: Paperback
  • ISBN: 0321410599
  • ISBN-13: 9780321410597

    • 已絕版

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"Microsoft Office InfoPath represents a revolutionary leap in XML technologies and a new paradigm for gathering business-critical information. I am delighted that Scott Roberts and Hagen Green, two distinguished members of the InfoPath product team, decided to share their experience in this book."

--From the Foreword by Jean Paoli, cocreator of XML 1.0 and Microsoft Office InfoPath

Microsoft Office InfoPath 2007 offers breakthrough tools for gathering, managing, and integrating business-critical information, and creating efficient forms-driven processes. Two longtime members of Microsoft's InfoPath product team have written the first comprehensive, hands-on guide to building successful XML-based solutions with InfoPath 2007.

The book opens with a practical primer on the fundamentals of InfoPath form template design for information workers and application developers at all levels of experience. It then moves into advanced techniques for customizing, integrating, and extending form templates--with all the code examples and detail needed by professional developers.

Learn how to:

  • Design form templates: create blank form templates, insert and customize controls, use advanced formatting, and construct and lay out views
  • Work with data: start with XML data or schema, manually edit data sources, and understand design-time visuals
  • Add custom business logic to forms, and integrate them with other applications
  • Retrieve and query data from external data sources, including XML files, databases, SharePoint lists, Web services, and ADO.NET DataSets
  • Submit and receive form data using ADO.NET
  • Save, preview, and publish to e-mail, SharePoint, and more
  • Build reusable components with template parts
  • Create workflows with SharePoint and InfoPath E-Mail Forms
  • Administer Forms Services and Web-enabled form templates
  • Build advanced form templates using C# form code, custom controls, add-ins, and the new InfoPath 2007 managed object model
  • Design form templates using Visual Studio Tools for Office (VSTO)
  • Update, secure, and optimize your form templates

 

Table of Contents

List of Figures xxi

List of Tables xlvii

Foreword li

Preface lv

About the Authors lxv

PART I: Designing Forms 1

Chapter 1: Introduction to InfoPath 2007 3

What Is InfoPath? 3

InfoPath 2003 7

InfoPath 2003 Service Pack 1 12

InfoPath 2007 17

What's Next? 24

Chapter 2: Basics of InfoPath Form Design 25

Getting Started 25

What Is a Form Template Anyway? 26

Design a Form Template Dialog 27

Creating a New Blank Form Template 30

Designing the Layout of Your Form 34

Using Controls 41

Creating Multiple Views 73

Advanced Formatting 76

What's Next? 83

Chapter 3: Working with Data 85

Getting Started 85

Data Binding 86

Data Source Field and Group Properties 95

Manually Editing the Data Source 110

Advanced Data Binding 137

Editing Default Template Data 151

What's Next? 154

Chapter 4: Advanced Controls and Customization 155

Getting Started 155

Advanced Controls 156

Control Properties 174

Advanced Customizations 204

What's Next? 213

Chapter 5: Adding Logic without Code 215

Getting Started 215

Conditional Formatting 215

Data Validation 222

Rules 229

Logic Inspector 235

What's Next? 240

Chapter 6: Retrieving Data from External Sources 241

Getting Started 241

Data Connections 242

XML Files 247

Databases 256

Web Services 273

SharePoint Libraries and Lists 292

What's Next? 296

Chapter 7: Extended Features of Data Connections 297

Getting Started 297

Extended Features of Web Services 298

Secondary Data Source Binding 307

Offline Mode Query Support 312

List Box Controls Connected to Secondary Data Sources 316

What's Next? 325

Chapter 8: Submitting Form Data 327

Getting Started 327

Why Submit? 328

Submitting Forms 334

ADO.NET DataSetSubmit 369

Submit Options 392

What's Next? 395

Chapter 9: Saving and Publishing 397

Getting Started 397

Saving and Publishing a Form Template with InfoPath 398

Saving Templates as Extracted Source Files 421

Previewing Form Templates 424

What's Next? 430

Chapter 10: Building Reusable Components 431

Getting Started 431

Designing a New Template Part 432

Using a Template Part 438

Updating Template Parts 447

Customizing Existing Template Parts 452

What's Next? 454

Chapter 11: Security and Deployment 455

Getting Started 455

Introduction to InfoPath Security 456

InfoPath Security Levels 458

Trust and Designer Lockdown 499

Digital Signatures 507

Information Rights Management 538

What's Next? 552

Chapter 12: Creating Reports 553

Getting Started 553

Merging Forms 554

Printing 586

Exporting Forms 605

What's Next? 612

Chapter 13: Workflow 613

Getting Started 613

User Roles 614

Workflow with Microsoft Office SharePoint

Server 2007 634

Workflow with InfoPath E-Mail Forms 643

What's Next? 663

Chapter 14: Introduction to Forms Services 665

Getting Started 665

What Is InfoPath in the Browser? 666

Installing and Configuring Forms Services 671

Publishing a Form Template to Forms Services 678 Getting Familiar with Browser Forms 682

Designing a Browser-Enabled Form Template 690

Getting Familiar with the Browser Form Experience 701 SharePoint Integration 705

Data Connections 710

Filling Out Browser Forms 714

Mobile Support: Smart Phone and PDA 720

What's Next? 726

Part II: Advanced Form Design 727

Chapter 15: Writing Code in InfoPath 729

Getting Started 729

Writing Code Behind a Form 730

The InfoPath Object Model 741

Programming InfoPath...in Action! 790

What's Next? 832

Chapter 16: Visual Studio Tools for Microsoft Office InfoPath 2007 833

Getting Started 833

What Is VSTO? 834

Bringing InfoPath into Visual Studio 835

Installing VSTO 836

Designing a Form Template with VSTO 836

Previewing a Form in VSTO 863

What's Next? 864

Chapter 17: Advanced Forms Services 865

Getting Started 865

Controls and Browser Optimizations 867

Form Code 875

SharePoint Integration 885

Data Connections 929

Performance Tips and Best Design Practices 950

What's Next? 963

Chapter 18: Hosting InfoPath 965

Getting Started 965

Hosting Scenarios 966

Document Information Panel 966

Creating an InfoPath Host Application 977

Hosting the InfoPath Form Control in a Web Browser 1011

What's Next? 1036

Chapter 19: Building Custom Controls Using ActiveX Technologies 1037

Getting Started 1037

Installing and Using ActiveX Controls 1038

Building Custom Controls for InfoPath Using ActiveX 1049

What's Next? 1072

Chapter 20: Add-ins 1073

Getting Started 1073

Introduction to COM Add-ins 1074

Building a COM Add-in for InfoPath 1076

Custom Task Panes 1093

Writing Add-ins and Custom Task Panes Using VSTO 2005 SE 1105

Managing InfoPath Add-ins 1111

What's Next? 1114

Chapter 21: Importers and Exporters 1115

Getting Started 1115

Built-in Form Importers 1116

Creating Your Own Form Importers and Exporters 1128

Importing Form Data 1142

What's Next? 1148

Appendix: Further Reading 1149

Index 1157

商品描述(中文翻譯)

**描述**

*「Microsoft Office InfoPath 代表了 XML 技術的一次革命性飛躍，並為收集業務關鍵資訊提供了一種新的範式。我很高興 InfoPath 產品團隊的兩位傑出成員 Scott Roberts 和 Hagen Green 決定在這本書中分享他們的經驗。」*

-- 來自 XML 1.0 和 Microsoft Office InfoPath 共同創造者 Jean Paoli 的前言

Microsoft Office InfoPath 2007 提供了突破性的工具，用於收集、管理和整合業務關鍵資訊，並創建高效的表單驅動流程。微軟 InfoPath 產品團隊的兩位資深成員撰寫了這本第一本全面的實用指南，幫助讀者使用 InfoPath 2007 建立成功的基於 XML 的解決方案。

本書以實用的入門指南開始，介紹了 InfoPath 表單模板設計的基本原則，適合各級經驗的資訊工作者和應用開發者。接著進入自定義、整合和擴展表單模板的進階技術，並提供專業開發者所需的所有程式碼範例和細節。

學習如何：

- 設計表單模板：創建空白表單模板、插入和自定義控制項、使用進階格式化、構建和佈局視圖
- 處理數據：從 XML 數據或架構開始，手動編輯數據來源，理解設計時視覺效果
- 向表單添加自定義業務邏輯，並將其與其他應用程式整合
- 從外部數據來源檢索和查詢數據，包括 XML 文件、數據庫、SharePoint 列表、Web 服務和 ADO.NET DataSets
- 使用 ADO.NET 提交和接收表單數據
- 保存、預覽並發佈到電子郵件、SharePoint 等
- 使用模板部件構建可重用組件
- 使用 SharePoint 和 InfoPath 電子郵件表單創建工作流程
- 管理表單服務和 Web 啟用的表單模板
- 使用 C# 表單程式碼、自定義控制項、附加元件和新的 InfoPath 2007 管理對象模型構建進階表單模板
- 使用 Visual Studio Tools for Office (VSTO) 設計表單模板
- 更新、安全性和優化您的表單模板

**目錄**

- 圖表清單 xxi
- 表格清單 xlvii
- 前言 li
- 序言 lv
- 關於作者 lxv
- 第一部分：設計表單 1
- 第 1 章：InfoPath 2007 簡介 3
- InfoPath 是什麼？ 3
- InfoPath 2003 7
- InfoPath 2003 Service Pack 1 12
- InfoPath 2007 17
- 接下來是什麼？ 24
- 第 2 章：InfoPath 表單設計基礎 25
- 開始 25
- 表單模板到底是什麼？ 26
- 設計表單模板對話框 27
- 創建新的空白表單模板 30
- 設計表單的佈局 34
- 使用控制項 41
- 創建多個視圖 73
- 進階格式化 76
- 接下來是什麼？ 83
- 第 3 章：處理數據 85
- 開始 85
- 數據綁定 86
- 數據來源字段和組屬性 95
- 手動編輯數據來源 110
- 進階數據綁定 137
- 編輯默認模板數據 151
- 接下來是什麼？ 154
- 第 4 章：進階控制項和自定義 155
- 開始 155
- 進階控制項 156
- 控制項屬性 174
- 進階自定義 204
- 接下來是什麼？ 213
- 第 5 章：無需程式碼添加邏輯 215
- 開始 215
- 條件格式化 215
- 數據驗證 222
- 規則 229
- 邏輯檢查器 235
- 接下來是什麼？ 240
- 第 6 章：從外部來源檢索數據 241
- 開始 241
- 數據連接 242
- XML 文件 247
- 數據庫 256
- Web 服務 273
- SharePoint 庫和列表 292
- 接下來是什麼？ 296
- 第 7 章：數據連接的擴展功能 297
- 開始 297
- Web 服務的擴展功能 298
- 次要數據來源綁定 307
- 離線模式查詢支持 312
- 與次要數據來源連接的列表框控制項 316
- 接下來是什麼？ 325
- 第 8 章：提交表單數據 327
- 開始 327
- 為什麼要提交？ 328
- 提交表單 334
- ADO.NET DataSet 提交 369
- 提交選項 392
- 接下來是什麼？ 395
- 第 9 章：保存和發佈 397
- 開始 397
- 使用 InfoPath 保存和發佈表單模板 398
- 將模板保存為提取的源文件 421
- 預覽表單模板 424
- 接下來是什麼？ 430
- 第 10 章：構建可重用組件 431
- 開始 431
- 設計新的模板部件 432
- 使用模板部件 438
- 更新模板部件 447
- 自定義現有模板部件 452
- 接下來是什麼？ 454
- 第 11 章：安全性和部署 455
- 開始 455
- InfoPath 安全性簡介 456
- InfoPath 安全性級別 458
- 信任和設計器鎖定 499
- 數位簽名 507
- 資訊權限管理 538
- 接下來是什麼？ 552
- 第 12 章：創建報告 553
- 開始 553
- 合併表單 554
- 列印 586
- 匯出表單 605
- 接下來是什麼？ 612
- 第 13 章：工作流程 613
- 開始 613
- 使用者角色 614
- 與 Microsoft Office SharePoint Server 2007 的工作流程 634
- 與 InfoPath 電子郵件表單的工作流程 643
- 接下來是什麼？ 663
- 第 14 章：表單服務簡介 665
- 開始 665
- 瀏覽器中的 InfoPath 是什麼？ 666
- 安裝和配置表單服務 671
- 將表單模板發佈到表單服務 678
- 熟悉瀏覽器表單 682
- 設計瀏覽器啟用的表單模板 690
- 熟悉瀏覽器表單體驗 701
- SharePoint 整合 705
- 數據連接 710
- 填寫瀏覽器表單 714
- 行動支援：智慧型手機和 PDA 720
- 接下來是什麼？ 726
- 第二部分：進階表單設計 727
- 第 15 章：在 InfoPath 中編寫程式碼 729
- 開始 729
- 在表單後面編寫程式碼 730
- InfoPath 物件模型 741
- InfoPath 編程...實作中！ 790
- 接下來是什麼？ 832
- 第 16 章：Microsoft Office InfoPath 2007 的 Visual Studio 工具 833
- 開始 833
- VSTO 是什麼？ 834
- 將 InfoPath 引入 Visual Studio 835
- 安裝 VSTO 836
- 使用 VSTO 設計表單模板 836
- 在 VSTO 中預覽表單 863
- 接下來是什麼？ 864
- 第 17 章：進階表單服務 865
- 開始 865
- 控制項和瀏覽器優化 867
- 表單程式碼 875

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