Chapter 30: Working with InfoPath Forms


Page 751

To fill out an InfoPath form

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

  2. In the Forms dialog box, click the tab you want, click the form you want, and then click OK .

  3. Enter information into the form as needed.

  4. On the File menu, click Close .

  5. When prompted to save the file, click Yes .

  6. Browse to the location where you want to save the form, in the File name box,type a name, and click Save .

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To update a completed form

 
  1. In the Fill Out a Form task pane, under Open a form , click On My Computer .

  2. Browse to the location where the form is saved, click the file you want, and then click Open .

  3. Edit the information in form as needed.

  4. On the File menu, click Close .

  5. When prompted to save the file, click Yes .

760

To change views in a form

 
  • On the View menu, click the view you want.

762

To import data into a form from another form

 
  1. In the Fill Out a Form task pane, under Open a form , click On My Computer .

  2. Browse to the location where the form is saved, click the file you want, and then click Open .

  3. On the File menu, click Merge Forms .

  4. Browse to the location where the form containing the data you want is stored, select the files you need, and then click Merge .

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To export form data

 
  1. In the Fill Out a Form task pane, under Open a form , click On My Computer .

  2. Browse to the location where the form is saved, click the file you want, and then click Open .

  3. On the File menu, point to Export To , and then click Microsoft Excel .

  4. In the Export to Excel Wizard , select the options you want and the fields you wantto export.

  5. Click Finish .

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To send a form as e-mail

 
  1. In the Fill Out a Form task pane, under Open a form , click On My Computer .

  2. Browse to the location where the form is saved, click the file you want, and then click Open .

  3. On the File menu, click Send to Mail Recipient .

  4. In the To box, type the recipient s e-mail address.

  5. In the Cc box, type the e-mail addresses of the people who should receive a copyof the message, if any.

  6. On the E-mail toolbar, click the Send button.

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To publish a form to the Web

 
  1. In the Fill Out a Form task pane, under Open a form , click On My Computer .

  2. Browse to the location where the form is saved, click the file you want, and then click Open .

  3. On the File menu, point to Export To , and then click Web .

  4. Browse to the location where you want to save the Web files, in the File name box, type a name for your Web form, and then click Export .




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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