Creating Form Views


When designing forms, you can specify multiple ways in which the form can be viewed . For example, you might define a view that summarizes a list of items in addition to the view that shows the detail of the items.

In this exercise, you will add a view to an existing form to provide a brief view of the products available from a particular vendor.

  1. In the Fill Out a Form task pane, click Design a Form .

    The Design a Form task pane appears.

  2. Click Customize a Sample .

    The Customize a Sample dialog box opens.

  3. Click the Vendor Information sample, and click OK .

    InfoPath opens the sample form in design mode.

    click to expand
  4. In the task pane, click Views .

    The Views task pane appears.

  5. In the Actions list, near the bottom of the task pane, click Add a New View .

    The Add View dialog box appears, prompting you to enter a name for your view.

  6. Type Summary , and click OK .

    InfoPath adds your view to the Select a view list, and displays a blank page, which is your view for the time being.

  7. In the Select a view list, click View 1 (default) .

    InfoPath displays the original form view.

  8. On the Edit menu, click Select All .

  9. On the Edit menu, click Copy . Then in the Select a view list in the task pane, click Summary .

  10. On the Edit menu, click Paste .

    The contents of the original form view are inserted into your new view so that you can modify them.

    click to expand
  11. In the title at the top of the form, select the word Information , and type Summary .

  12. In the Vendor table, select all the items in the second column, and press [DEL].

  13. In the first column of the Vendor table, select the words Web Site Address and the text box following them.

  14. Drag the selected items to the top of the second column.

  15. In the first column, select everything except the words Vendor Name and the text box following it, and press [DEL].

    Troubleshooting  

    If there is extra white space at the bottom of the vendor table after you ve removed most of the fields, there might be extra line breaks in the blank area. Click an insertion point at the very end of the table, and press [BACKSPACE] to remove the extra lines.

  16. Select everything between the Vendor table and the Vendor Products and Services section, and press [DEL].

  17. Select everything after the Edit Table button in the Vendor Products and Services section, and press [DEL].

    click to expand
  18. In the Select a view list, point to Summary , and then click the down arrow that appears to the right of it.

  19. In the drop-down list, click Set as Default .

  20. On the File menu, click Close , and when prompted to save the form, click Yes .

    The Save As dialog box appears.

  21. Browse to the  My Documents\Microsoft Press\Office 2003 SBS\Design folder, and in the File name box, type VendorInfo , and click Save .

    InfoPath saves and closes your form template.

  22. In the task pane, click Fill Out a Form , and then click On My Computer .

    The Open dialog box appears.

  23. Browse to the  My Documents\Microsoft Press\Office 2003 SBS\Design folder, click VendorInfo , and click Open .

    InfoPath opens the form, showing the Vendor Summary view.

    click to expand
  24. In the Vendor Name box, type A New Vendor , and at the end of the form, click Edit Table .

  25. In the task pane, click Inventory in the drop-down list, select the Seasonal check box, and then click Update .

    The category and type you selected are added to the Vendor Products and Services section.

  26. In the Specialty column, type Annuals , press [ENTER], and then type Hanging Baskets .

  27. On the View menu, click View 1 .

    click to expand

    Your entries from the Summary view are carried over to the original, detailed form view. Scroll down to see your entries in the Vendor Products and Services section.

  28. On the File menu, click Close, and when prompted to save the form, click No.

    InfoPath discards your changes and closes the form.




Microsoft Office 2003 Step by Step
MicrosoftВ® Office ExcelВ® 2003 Step by Step (Step By Step (Microsoft))
ISBN: 0735615187
EAN: 2147483647
Year: 2005
Pages: 350
Authors: Curtis Frye

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