34629 99 1157-1224 ind r3 kj 1/13/07 3:21 PM Page 1157

Index

Italicized page locators indicate figures; tables are noted with a lower-case italicized t; monofont terms are in bold. A security designed into form templates and, 459 AAM. See Alternate access mappings setting in Publishing Wizard, 462, 463 Absolute addresses, 406 updates and, 463 Access Action dialog, for rules, 671 COM add-ins supported by, 1073 Actions, for rules, 232, 233t connecting to databases other than, 256 Actions menu (Outlook), 659 Custom Task Panes added into, 1093 ActionType enumeration type, finding, for VSTO package and, 834 a structurally editable control, 827, 828 Access 2003, unsupported data type Activate Form Template page, 896, 898 and, 343t Activation Access 2007, unsupported data type choosing site collection and Web and, 343t application for, 897 Access content programmatically with Manage Form Templates page, permission-based option, 547 895–897 Accessibility control settings, 874, 874 publishing process and, 681 Accessible forms, designing, 874, 875 recovering from, 895 “Accessing XML Data Using with Site Collection Features page, 898 XPathNavigator,” 780 waiting for upload to complete before, 901 Access keys, for inserting and removing Active add-ins, 502 sections, 689 Active Data Objects, 256 Access key text box, 194 Active Directory group, 621 Access paths Active sessions setting, terminating, 911 defining, 468 Active Template Library domain trust form templates and, 467 basic, creating for control, 1051 error dialog that appears when hosting InfoPath and, 978 opening a form from path not related ActiveX control(s), 79, 173, 847, 1073 to, 403 Add Custom Control Wizard showing for installable form templates, 486 Microsoft UpDown Control 6.0 publishing via e-mail and, 416 selected in list of, 1039, 1039 on restricted form templates, 464, 465 1157 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1158

1158 Index

ActiveX control(s) (cont.) Specify a Binding Property page, 1041, 1042 adding to Controls task pane, 1038–1047 Specify an Enable or Disable Property page, aggregation and, 1042 1042, 1043, 1051–1052 binding values from, to data in data Specify Data Type Options page, 1044, 1044 source, 1042 Specify Installation Options page, building custom controls for InfoPath 1040, 1040 with use of, 1049–1072 Add-ins building for InfoPath using C#, 1061–1072 COM add-ins, 1073–1092, 1105–1106 building for InfoPath using C++, 1049–1061 Custom Task Panes, 1093–1104 CAB files for, 1041 InfoPath 2007 and support for, 23 classification of, 471 initializing, 1080 communicating between COM add-in learning more about, 1074 and, 1100–1104 managed, accessing InfoPath object model customizing various properties of, from, 1107–1111 1047–1048 managing in InfoPath, 1111–1114 FireTaskPaneReady method implemented reenabling, 1114 by, 1103 (listing) warning dialog after serious error caused hosting InfoPath and, 978 by, 1114 implementing, 1049 writing add-ins and Custom Task Panes inability to rebuild, after using using VSTO 2005 SE, 1105–1106 in InfoPath, 1053 Add-ins category, in Trust Center dialog, InfoPath 2007 available as, 965 499, 501–503 InfoPath support for, 438, 439 Add-ins tab in, Trust Center dialog, 1111, installing and registering, 1058 1112 installing and using, 1038–1048 Additional Information dialog, 517, 530–531 property pages and, 1047–1048 showing exactly what you are signing rich text data and, 1046 before you sign it, 516, 516–517 safe initialization and scripting of, 1039 Additional permission, enabling, 547 sharing development of form templates Add operation, 86 containing, 1048 Add or Remove Custom Controls dialog, specifying safety of, 1053–1055 439, 441, 1038, 1065, 1066 ActiveX objects, script and, 497 Add Print View for Word Wizard, 600 ActiveX technologies, 24 choosing path and file name from, 601 building custom controls with, 174, specifying Word print view name 1037–1072 in, 601, 602 adapterName parameter, SubmitTo- Add/Remove Programs dialog, 417 HostEventHandler method and, 1009 Address block Adapters, XML file, 247 after pasting into the view, 437 Add Additional Details Button control, logic creating, 437 behind, 827 Address block section, of MOI employment Add a Workflow page, 637 application form, 432 AddButton method, 1083, 1088 AddressBlock template, custom category of implementation of, 1086, 1087 (listing) Controls task pane after addition of, 441 Add Custom Control Wizard, 442, 1038, AddressBlock template part, 447 1056, 1071 with cascading Combo Box controls, 448, 448 Custom Control Added page, 441, 441 data source for, 432, 433 with Microsoft UpDown Control 6.0 design-time visual for new version selected in list of ActiveX controls, of, 449, 450 1039, 1039 inserting into blank form, 444 Select a Control Type page, 439 inserting into new form template, 443–447 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1159

Index 1159

installing new version of, 449 ADO.NET datasets and rules, 388–389 more details for, 450 custom submit using form code, 383–384 updating, 448 custom submit using rules, 384–388 updating form template containing, designing form template with a dataset, 449–451 370–374 Address information, controls for adding disadvantages with rules, 389–391 to employment application form, 46 filling out the dataset form, 375–377 Add to Favorites link, 16 submitting to a hosting environment, Add User Role dialog, 617, 617, 619, 621 391–392 Add View dialog, opening, 75, 75 submitting to a SharePoint library, 377–380 Administration submitting to a Web server via HTTP, for Forms Services, 866 380–383 power of, 889 ADO.NET dataset Web service, configuring Administrative (admin) deployment change tracking for, 371 alternative, 898–901 ADO.NET Web services, 300–307 command-line admin deployment, 899 example Customers and Orders Web to Forms Services, 892–901 service, 302–307 activating form template to a site typed and untyped DataSets, 301 collection, 893, 895–898 ADOXML, 256 uploading form template to server, Advanced controls, 25, 156–174 893–895 Choice Group control, 167–171 programmatic admin deployment, 900–901 Choice Section control, 167–171 template upgrades and, 917 custom controls, 172–173 two components of, 888 Expression Box control, 158–163 Administrative policy, disabling InfoPath Horizontal Region layout element, 164–167 design mode as, 506 Hyperlink control, 156–158 Administrative session state thresholds, Repeating Choice Group control, 167–171 910, 910 Repeating Recursive Section control, Administrator, InfoPath installed as, 457 171–172 Administrator approval Scrolling Region layout element, 164–167 publishing form templates for, 889–891, 890, Vertical Label control, 163–164 941–942 Advanced formatting, 76–82 specifying a path during publishing to save control formatting, 78–79 a form template requiring, 891, 891 Format Painter, 79–80 Administrator-approved templates, location for multiple controls, 80–82 of, 895 Advanced Forms Services, 865–963 admin object models controls and browser optimizations, Forms Services Admin tool authored 867–875 by, 900, 901 designing accessible forms, 874 quiesce tool authored by, 919, 919 postback settings, 871 ADO. See Active Data Objects Update button, 872–874 ADO.NET, 256, 297, 350 data connections, 929–950 submitting data with use of, 344 administrations settings, 931–936 ADO.NET DataSet object, 344 authentication considerations, 943–948 designing view of form receiving centrally managed connection library, and submitting to, 374 936–943 rules and, 388–389 e-mail, 948–950 Web service support for, 12 form code, 875–885 AdoNetDataSet sample, 374 circumventing browser-enabled ADO.NET DataSet submit, 369–392 limitations, 878–879 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1160

1160 Index

Advanced Forms Services (cont.) agg:selectChild attribute, for merge compatibility of, with Forms Services, actions, 584 884–885 Airline form detecting the browser or InfoPath client, with default value for FlightType 883–884 as “Roundtrip,” 106 executing in browser, 876–878 XML Schema for, 109 (listing) simulating a custom task pane AirlineReservation document element, in browser, 882–883 120 (listing) simulating user roles in browser, 880–882 Airline reservations getting started with, 865–866 NumberOfChildren attribute as performance tips and best design practices, nonexistent in form and XML 950–963 data, 147 data connections, 956 NumberOfChildren attribute field, 146 data-heavy features, 954–956 NumberOfChildren attribute field inserted form code, 953 in the form and XML with default form template deployment, 951–952 value of 1, 147 form view state, 956–957 AJAX (Asynchronous JavaScript and XML), health monitoring, 962–963 703, 910 miscellaneous tips, 957–958 Alerts, 405 performance monitoring, 958–959, Aliases, user roles and, 617–618 961–962 Allow fully trusted forms to run on my reduction of form postbacks, 953–954 computer checkbox, 498 views, 952 Allow only signature option, 527 SharePoint integration, 885–929 AllowPartiallyTrustedCallersAttribute. advanced publishing, 888–903 See APTCA configuring InfoPath Forms Services, Allow users to change these settings 906–907 checkbox, 596 configuring shared services and Allow users to edit data in this field by using providers, 907–920, 925–928 a datasheet or properties page option, filling out a form on a SharePoint page, cautionary note about, 413 928–929 Allow users to fill out this form if data managing form templates, 904–905 is unavailable checkbox, 313 Advanced section, of Submit Options dialog, Allow users with read access to copy content 393, 393 permission-based option, 547 Advanced tab, 193–198 All the signatures are independent of Form Options dialog, 579, 579 (co-signing) setting, using, 531 of Repeating Section Properties dialog, Alphabetic characters, XML, naming nodes 566, 567 and, 104 After submit option, 394 Alphanumeric characters, XML, naming agg:action attribute, 583 nodes and, 104 agg:order attribute, for merge Alternate access mappings, 927–928 actions, 584 defining three types of, 928 Aggregated status report, 574, 574 Ambiguous schemas, 129 (listing), 135 Aggregate reports, 553, 554, 555, 613, 660 converting to, 134 design and merging of, 562 first prompt related to starting from, 129 merged, 559, 559 Ampersand (&) character, submit keyboard Aggregation, ActiveX controls and, 1042 shortcut and, 335 Aggregation namespace, merge actions And button, specifying conditions with, 218 in, 583, 584 Anonymous access, authentication and agg:select attribute, for merge actions, 584 disallowance of, 934 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1161

Index 1161

Appeals process, evaluations and, 281 ASP.NET page load event handler, to read AppendChildElement method, using, 829 data submitted by Web server (HTTP) Apple systems, browser-based forms connection, 383 (listing) and, 668 ASP.NET Web service, new Web site dialog Application class, 883 with template for, 274, 274 ApplicationClass object, Events property Assembly, 739 of, 1082 ATL. See Active Template Library Application data member, 1107 ATL Control Wizard ApplicationEvents object, 1082 adding ActiveX control to project with use Application_Idle method, implementation of, 1051 of, 998 (listing) implementing Value property and, 1056 Application idle state, updating toolbar Stock Properties page of, for Simple- buttons during, 997–1000 InfoPathActiveX control, 1051, 1052 Application.LoginName, 881 Atomic controls, 444, 445, 450 application object, casting to Application- Attached files, XML format for, 70 Class, 1080 “Attaching Files in InfoPath 2003” (MSDN _applicationObject object, 1091 Web site), 68, 70 Application review form, with Scrolling Attribute nodes, adding, 116 Region control when filling out the Attribute node type, merge customizations form, 166 available for, 571t Application server, 672 Attributes Application.UserName, 881 database data types and, 269 Apply Font to All Controls designing music collection form’s data controls providing support for, 82t source with and without, 117 selecting from Format menu, 81 elements vs., 118 Approval workflow, 637 with fields and groups, 94 “Approver” role, 620 as nodes, 94 APTCA, allowable list, 498 use of, 117 Arbitrary Section controls, 522–523 Authentication ArgumentException, 1086 basic, 934, 944 Artificial domains, testing form template to data sources, 935–936 with, 482 digest, 934, 944 Asian language forms, Vertical Label control disallowance of anonymous access and, 934 and, 163 embedded SQL, 934–935 ASP.NET, 853 Kerberos, 944 ASP.NET controls, use of, for Web form Single Sign-On, 934, 944 design, 1011 UDC, 944–946 ASP.NET mobile controls, 720 Windows Integrated, 934 ASP.NET page Authenticity, 508 beginning design for, 1015 Authenticode, 493 events that host page may not sink, 1028t Author property, in body of document, and host to InfoPath communication and, Word document showing Document 1020–1028 Information Panel, 976, 977 InfoPath to host communication and, Auto insurance form, after loading in IP 1028–1035 insurance application, 986, 986 properties and methods not available Automatically create data source, 91 to, 1027t dialog prompt for, 139, 139 session state enabled on, 1018 Automatically create data source checkbox, 41 setting destination option for, 381 Automatically determine security level storage for, 1014 (recommended) feature, 482, 483 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1162

1162 Index

Automatically retrieve data when form Bookmarks, unavailability of, when is opened checkbox, 251, 251, 314 designing InfoPath form templates Automatic security level, 482–483 in VSTO, 855 AutoText items, 590 Bookmarks feature, 816 Border color, for SimpleInfoPathActiveX control, 1051, 1052 B Borders “Backdoor” network share, publishing in layout tables, 36 MeetingRequest template to a Web for Plain List control, 66 server via, 401, 401 Borders and Shading dialog, 36 Background color Bound controls, 86 adding to view, 76 clicking on control in the view for selection for SimpleInfoPathActiveX control, of, in data source, 87 1051, 1052 Breakpoints, enabling, 740 for stock tracking Text Box, 219, 220, 221 Browse button, 440 Backup copies, modifying existing form Browse dialog, 440 templates and, 447 Browse for Folder dialog, for selecting location Backups, creating, before making any hand to save template source files, 421–422, 422 modifications, 536 Browser Backward compatibility, enabling form detecting, 883–884 template for, 700 filling out InfoPath forms in, 666–668 Bad sorting conditions, disabling of Finish form code executed in, 876–877 button and, 265 form opened in, 683 Basic authentication, 934, 944 matrix of, for use with Forms Services, BasicDataFormTemplate sample, 285 690, 691 Binding mechanics, behind controls and the rudimentary implementation of roles data source, 744 in, 882 (listing) Binding(s) seeing forms in, 49 ActiveX control to fields or groups in data showing faux message box in, 879 (listing) source, 1041–1042 simulating custom task pane in, 882–883 changing, 140, 142 Team Status Report view filled out in, changing via context menu, 140 604, 604 choosing data source node for, 139 Team Status Report view shown as a print customizing new, 142–144 view in, 604, 605 field or group types and, 1045, 1045t user roles simulated in, 880–882 multiple, 145–147 using host page to display dialog box multiple, details of, 147–149 message in, 1033 (listing) of newly inserted controls to newly created Browser-based forms, performance tips data source, 9 and best design practices, 950–963 odd, 145 Browser-based form templates, data secondary data source, 307–312 connections in, 710–714 Binding section, of Data tab, 176, 180 Browser category, on Form Options Binding style, 288 dialog, 872 Binding visuals, 65 Browser-compatible errors, 695, 696, 697 Bin folder, contents of, 839 Browser-enabled form libraries, “regular” Blank form form libraries and, 707 creating, 30t Browser-enabled forms new, 32, 33 form code added to, 876 Blank groups, removal of, only if empty, print views in, 603–605 571, 572 sending e-mail from browser in, 339 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1163

Index 1163

Browser-enabled form template design, circumventing validation in forms, 690–701 watching for, 756 Design Checker and, 693–701 “duplicate error,” 764 design once philosophy and, 692 Build menu, 740 Browser-enabled form templates Build scripts, 419 Changing event not available in, 745 Bulleted List control, 7, 65, 66 configuring Button control to use the binding behavior of, 90t Update Form option for, 873, 873 Bulleted List Properties dialog, 307 customizing toolbar buttons for, 872, 872 secondary data source-bound controls designing with VSTO, 840 with little customization allowed, 308 message indicating feature can be used in, Business Data Catalog, 678 but is not active in browser, 671, 671 Business logic, 731 message indicating feature cannot be used ButtonClick event, 790 in, 670, 670 Button control, 45t, 88 postback settings for control in, 871, 871 binding behavior of, 89t URL-based options for opening of, 716–720 sinking an event for, 787 Browser-enabled limitations, circumventing, specifying action for rule to run when user 878–883 clicks on, 231 Browser forms Button control (ASP.NET), code behind, Close button, 687 in MyPage.aspx, 1021 (listing) closing, 708 ButtonEvent, 782 controls, 688–690 Button event handler, 766 (listing) creating, 682–683 Buttons, MOI Consulting request form code filling out, 714–720 and, 803–805 Print View button, 687 By key field option, 202 reopening, 704–705 Save and Save As buttons, 686–687 Submit button, 685–686 C toolbar and, 683–684 CA. See Certificate authority Update button, 687 CAB files View drop-down, 687 creating, 1071 Browser forms controls setting, form form templates stored in, 26 template postbacks and, 954 .NET control installation process and, 1070 Browser forms tab, 198 specifying, ActiveX controls and, Browser incompatibilities, two types 1040, 1041 of, 670–671 Cache, Getting Started dialog with form Browser optimizations, 699–700 templates in, 465, 465 in Advanced Forms Services, 867–874 Cache conflict, occurrence of, when different issues with, 868–870 version of same form template is Browser rendering opened, 464 disabling, 890 Cached form template files, 424 enabling in Publishing Wizard, 680 Cached queries Browser test form, for SaveItem Web service offline, 316 method, 280 saving, time span and, 314 Browser value, 717 CacheId field, 800, 806 Bubbling, lack of nonprogrammatic option Cache ID nodes, 805, 806 for canceling of, 748 Cache ID values, of MOI Consulting request Buddy tab, in Properties dialog for Microsoft form, 794 UpDown Control, 1048 Cache queries, for use in Offline mode Bugs checkbox, 314 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1164

1164 Index

CAL. See Client Access License Change permissions button, 542 Calculated default data, 86 Change To menu item, 58, 58 Calculated default values, 107 use of, for most controls, 59 updating template parts and, 451 Change to Repeating Table dialog, choosing Calculated Default Values section, in Logic number of rows used in header in, Inspector dialog, 238 1125, 1126 Calendar year, Horizontal Repeating Table Change tracking, configuring for ADO.NET control and forms based on, 60 dataset Web service, 371 CallFormCode function, 789 Changing event, 749–757 CancelableArgs.Cancel property, 754 canceling, 755, 755 Cannot be blank property, 101–102 error that occurs when calling unsupported optional field vs., 105–106 OM during, 756, 756–757 validation error for, 102 exhibiting, 750 CAS, form code permission and, 497 lack of availability for, in browser-enabled Cascading, updates and deletes, 305, 306 form templates, 745 CAS permission set, for LocalIntranet, 496t showing message box in, 745 (listing) Category box, in Upload Data Connection Changing event handler, error message File page, 940, 940 for canceling of, 755, 755 Category filters, grocery form filled out Chat programs, 392 with, 325 Check Box control, 7, 45t, 1037 Category IDs, registering in registry, safe binding behavior of, 89t initialization and scripting for ActiveX converting to Option Button control, 1125 controls and, 1054 CheckDateTimes method, implementation CATID_SafeForInitializing, 1054 of, 761 (listing) CATID_SafeForScripting, 1054 Child tables, defining relationships between CComControl base class, 1058 parent tables and, 263 Cells Choice controls, 167–171 merging and splitting, 37, 38 Choice Group control, 14, 167–171, 827, 1037 splitting rows into, 37 binding behavior of, 90t Central Administration site, navigating in design mode, 168 to, 677 employment application form with, 170 Centrally managed connection library, 866, in InfoPath 2003 SP1, 14 936–943 Choice Section control, 14, 167–171, 1037 advantages and constraints with use of, 936 binding behavior of, 91t data connection in, 931 default commands for, when filling out designing against, 937–942 a form, 212, 212 domain trust form templates and, 461 Choose InfoPath Form dialog, 649, 649, 656 domain trust user form template and C# language, 833 use of, 929 building ActiveX control for InfoPath with retrieving data connection files from, use of, 1061–1072 942–943 form code, before upgrading the OM uploading .udcx file to, 939–940, 940 version, 734t Certificate authority, 487, 488, 489, 499 hosting InfoPath and, 978 Certificate dialog, 530 C++ language general tab of, which shows whether the building ActiveX control for InfoPath with publisher of certificate is trusted, 491 use of, 1049–1061 Certificate properties dialog, 493 COM add-ins written in, 1074 Changed Event, 737 hosting InfoPath and, 978 Changed event, 767–777 Classes, not implemented by Forms Services, as default XML event, 852 886–887t 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1165

Index 1165

ClassInformation group, 379 for UserIsAuthorized property, 752, 753 submitting to XmlNodeToString Web (listing) method, 358 using to submit forms, 337 Class Information view, start date and start writing, for Web service sample, 276 (listing) time in, 352 writing behind a form, 730–741 Click event handler, code for, 995 Code Access Security (CAS) model, 496 Click here to insert link, optional controls Code editing in Visual Studio 2005, 858–860 after clicking on, 51, 51 features, 861 Client Access License, 678 code snippets, 860 Client-only rules, InfoPath e-mail forms as, 650 refactoring, 859 Client value, 717 signing, 859 Clone method, 772 Code group, creating, 497 Close button, on browser form toolbar, Code language, homogeneity of, 783 683, 687 Code signing, 859 ClosedNode document element, 536 creating self-signed certificate for, 490, 490 Close the form action, 394 Code-signing certificates, 487–488 Close the form rule action, 234 for signing form templates, 490 CLR. See Common Language Runtime Code snippets CLSID KEY, 1066 commonly used, 860t CMCL. See Centrally managed connection customizing, 860 library in Visual Studio 2005, 860 Code Collect Feedback workflow, 637 adding logic without, 215–240 Color, for stock tracking Text Box, 219, 220, 221 addition of, to form template in VSTO, 840 Color properties, for SimpleInfoPathActiveX addition of, to form templates, 737–738 control, 1051, 1052 behind ASP.NET Button control in Color property page, for SimpleInfoPath- MyPage.aspx, 1021 (listing) Control object, 1054, 1054 behind a Web service to get user name from Color schemes, 7 Web service proxy, 948 (listing) for forms, 39 confirmation dialog before removal of, 733 in Repeating Table control, 57 editing with InfoPath, 384 Color Schemes task pane, 39, 40 existing form templates with, in VSTO, Columns 841–842 adding, published templates and, 408 filling out and debugging form with, as attributes, in database data sources, 269 738–740 inserting in layout tables, 37 to find text in hosted form, 995, 996 (listing) promoting properties to make them fully trusted form templates without, 902 available as, in Outlook, 415, 415 mobile compatibility and, 724 COM. See Component Object Model MOI Consulting request form template and COM add-ins, 1073–1092, 1105–1106 addition of logic without, 801–803 adding user interface items and, 1076 multiple notifications and, 774 application events available to, 1082t removal of, as one-way operation, 733 building for InfoPath, 1076–1092 to save currently loaded IP insurance form, communicating between ActiveX control 989 (listing) and, 1100–1104 saving before addition of, 738 dialog for addition and removal of, 502, 502 settings related to addition of, 732–736 introduction to, 1074–1076 for Sign form event, 815 (listing) lifetime and command bars, 1086 for stopping XML events from bubbling support for, 1073 above current event handler, 748 COM Add-Ins dialog, 502, 502, 1113, 1113 (listing) COMAddins object, 1102 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1166

1166 Index

Combo Box control, 45t with specifications showing conditions binding behavior of, 89t needed to set background color to country data and, 46 yellow, 221 in InfoPath 2007 Controls task pane, 22 Conditional formatting, 6, 11, 18, 19, 118, IP insurance application after addition 215–222, 426, 562, 742 of, 984, 984 in mobile forms, 725 Combo Box controls, cascading, Address- on MOI Consulting request form, 802 Block template part with, 448, 448 referencing user role in, 880 COM interop, writing COM add-ins Sales Report view with, 592 in managed code with, 1074 updating template parts and, 451 COM Interop attributes, InfoPathMasked- with user roles, 621, 630–631 TextBox class after addition of, 1062 Conditional Formatting button, 182, 630 (listing) Conditional Formatting dialog, 216, 216, 630 CommandBar object, 1076, 1085 accessing, 215 CommandBars collection, 1076, 1086, with condition, where StockPrice is less 1096 than or equal to $18.00, 220 CommandIds enumeration, 997 conditions added to, 216–217 in FormControlCommandIds class, 994 with one condition, 220 Command-line admin deployment, 899 showing all three conditions, for stock Command-line quiescing, 917–919 tracking, 222 Commands Condition dialog for rules, selecting user’s customizing, 210–212 current role as qualifier in, 623, 623 shortcut keys assigned to, 211 Conditions Comments group, 522 comparison operands for, 217–218 Common Language Runtime, hosting hiding or disabling of, 216, 222 InfoPath and version 2.0 of, 978 specifying, 217 Compatibility category, on Form Options user roles and specification of, 622 dialog, 694, 695 Configuration wizard, configuring Forms Compatibility mode, changing, in midst Services and, 675 of designing template, 693 Configure InfoPath Forms Services Compatibility setting, changing, 405 administration page, 957 Compatible form template design, design threshold setting on, 910 once philosophy and, 692 Configure InfoPath Forms Services page, 931 Compiling, failure in, 740 Configure Session State page, 907 Complex script, support for, with InfoPath Configuring a Button control, to use the SP1, 14 Update Form option for a browser- complexType data type, 99, 99t enabled form template, 873, 873 Component Object Model, 23 Confirmation dialog, before removing COM add-in technology based on, 1074 code, 733 hosting InfoPath and, 978 Confirm view, 829 Compound built-in controls, 445 of MOI Consulting request form, 796, 796 ComSourceInterfaces attribute, 1067 Connect class, 1078 ComVisible (true) attribute, 1005 Connection authentication, 866 concat function, 338, 576 Connection counters, 961 Conditional Format dialog, 216, 217 Connection library, form template design after adding conditions for manager roles, and, 30t 632, 633 Connection Library option, in Design a Form after changing condition to use a user Template dialog, 245 role, 631 Connection Options dialog, modifying a with multiple conditions, 219 server-based connection in, 938–939, 939 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1167

Index 1167

Connection store, 713 design-time visual icons over, to indicate Connection timeouts, InfoPath Web potential binding issues, 149 service, 360 File and Picture, 67 Contact Selector control, 972, 973 File Attachment, 68–70 Container controls, 169 formatting multiple, 80–82 changing from one type to another, 59 Forms Services and, 867–874 rebinding, 142 Horizontal Repeating Table, 60–61 selecting, 78 hybrid, 88 Container nodes, 87, 94 Hyperlink, 88 ContentControl property, 1101 Ink Picture, 72–73 of CustomTaskPane object, 1100, 1101 inserting, 41, 43 Content type management, enabling for list, 65–66 document library, 970 Master/Detail, 62–65 Content types mobile compatibility and, 723–724 list of, in Data Source Wizard, 971, 971 Multiple-Selection List Box, 67 management of, 709 Numbered List, 65, 66 ContextChanged event, 785 Optional Section, 49–51 behavior of, 816 Picture, 70–72 wiring up, for context-sensitive help in Plain List, 65, 66 custom task pane, 817 (listing) purpose of, 44 Context menu Repeating Section, 52–55 of most popular control bindings, 143 Repeating Table, 56–60 for Optional Section control when filling seeing name of, 65 out a form, 52, 52 Selected Text Box, 78 for Repeating Section control when for settings for a control in browser-enabled previewing form, 54 form template, 871 Context-sensitive help in custom task pane standard, 43–44, 45–46t, 46–48 MOI Consulting request form code and, structurally enabled, 827 816–822, 824–831 support for, in Forms Services, 688t wiring up ContextChanged form event template parts without, 447 for, 817 (listing) that are not bound, 88 Control bindings using, 41–73 changing, 140, 142 virtual, 168 popular, context menu of, 143 when design-time visuals appear on, 150 Control events, 730 working with in VSTO, 851–853 Control formatting, 78–79 XML Schema created “behind” data source Control inserting, 91 in XSD file and, 111–115t Control properties, 174–203 Controls collections, controls included changing/resetting of, after rebinding, 141t in, 1145t Control properties dialog, customizing Control selection, 78 merge action through, 566 Controls link, in Design Tasks pane, 41 Controls. See also Advanced controls Controls task pane, 34t, 41, 42, 86, 155, binding behaviors for, 89–91t 158, 1047 binding mechanics behind, 744 ActiveX controls added to, 1038–1047 binding to data source, 138–139 Choice Section control in, 169 bound, 86 custom category of, after adding the Bulleted, 65, 66 AddressBlock template, 441 conditional formatting of, 216 custom controls support, with InfoPath custom, 173–174 2003 SP1, 14 data fit to, 353 default data types and, 43 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1168

1168 Index

Controls task pane (cont.) CreateToolbar method, 1084 File and Picture category in, 67 implementation of, 1084, 1085 (listing) in InfoPath 2003, 8 CredentialType values, 946 list controls in, 65–66 Cross-domain access, 471, 473 new controls, in InfoPath 2007, 22 security prompt for, 474, 474 new controls for, in InfoPath 2003 SP1, 14 for user form templates, 931–932 template parts added to, 438–441 Cross-domain data connections, 711 template parts inserted into the view allowing, 929–930 from, 445 Cross-domain privileges, 930 Control text, aligning with adjacent text CTPFactoryAvailable method, 1095 (listing) labels, 354 CurrentUser field, 806 Convert Data Connection dialog, 712, 712, Custom (complexType) data type, 99, 99t 938, 938 Custom Control Added wizard page, 1047 Convert feature, using Web service proxy Custom controls, 14, 173–174 and, 946 building with ActiveX technologies, Convert Main Data Source option, 132–135 1037–1072 benefits with, 132 InfoPath 2003 SP1 and support for, 14 for query connections, 357 InfoPath support for, 438, 439 on Tools menu, 537 Custom dialog with buttons, showing, 805 _copiedNode member variable, 1091 Customers and Orders SqlDataAdapter Copy button objects, creating typed dataset from, 304 enabling/disabling, 1000 Customers and Orders tables, adding a hosted form and, 994, 997 relationship to, in the dataset, 305 Copy button event handler, EnabledAll- Customers and Orders Web service, PasteButtons method and, 1090 example, 302–307 (listing) Customers data, displaying, 271 Copy Form Data button, 1083 CustomersOrders sample, 270 Copying to clipboard, Information Rights Customers parent table, Orders child table Management and, 547 added to, 262 Co-signed signatures, using, 531–532 Customers secondary data source, 268, 268 Co-signing, 15 Customers table, 375 counter-signing vs., 532 in Northwind database, 258 Counters structure of, for MOI Consulting firm, 369t connection, 961 Custom exporter, in Export Wizard, 1131 InfoPath Forms Services performance Custom form code, 18 counters, 960–961t “Custom Input Scopes with Regular rate, 959 Expression,” 198 for tracking templates and documents, Customizations (advanced), 204–212 961–962 customizing commands, 210–212 Counter-signatures, setting up, 532–533 editing default values, 204–208 Counter-signing, 15 Customize Commands buttons, 181, 210, 210 co-signing vs., 532 Customizing Crash recovery, 12 aspects of Microsoft UpDown Control, 1048 Create a new blank form action, 394 code snippets, 860 CreateCTP method, 1095, 1100, 1108 data source, 116 CreateCTP parameters, 1097t Document Properties view, 974 Create New Folder dialog, 651 e-mail support for a form template, 660–662 after selecting InfoPath form items, 649, 650 existing template parts, 452–454 CreateObject method, 471 layout, 39 Create Print Version dialog, 586 layout tables, 37 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1169

Index 1169

merge behavior in design mode, 564–569, Custom Task Pane sample, building, 1104 571, 573–576, 578–579 CustomTaskPanes data member, 1107 new bindings, 142–144 Cut button properties of ActiveX controls, 1047–1048 enabling/disabling, 1000 sample form templates, 28 hosted form and, 994, 997 submit functionality, 285 toolbar buttons for a browser-enabled form template, 872, 872 D Travel Request Approval workflow, 638, 638 Data, 7 view properties, 75–76 controls fit to, 353 workflow, 637 how it changes, 744–745 Customizing Expense Report sample form performance and large amounts of, 264 template, 658–660 retrieval of, from external sources, 241–296 Customizing Ribbon, 834 sorting and filtering, 272 Custom merge XSL (advanced), 580–586 working with, 85–154 InfoPath used in creation of, 580–582 Data adapters, 244 writing own merge XSL, 580, 582–586 role of, 241 Custom pattern box, 229, 229 Database connection Custom patterns, 228–229 Data Connection Wizard for, 258, 259 Custom permission option button, 542 submitting data with form template Custom submits based on, 342–344 defining, 337 Database data types, unsupported, with form code, 383–384 for submit, 343t with rules, 384–388 Database option, in Design a Form Template Custom task pane factory object, 1095 dialog, 245 Custom task pane HTML, 817 Databases, 256–271, 297 CustomTaskPaneInterop sample form, forms created from, 30t filling out, 787 integrating database connection into form CustomTaskPaneInterop sample form template, 268–271 template, 786 setting up connections to, 257–267 CustomTaskPane methods, properties, submitting forms to, 336, 341–344 and events, 1098–1099t ubiquity of, 256 CustomTaskPane object, 1097, 1098 Database tables, nested, 270, 270 Custom task panes, 783–790, 834, 1093–1104 Data binding, 25, 85, 86–94 add-ins and support for, 23 advanced, 137–151 addition of, to forms, 784 creating data source automatically, 86–88, advantages with, over existing HTML task 91–92 panes in InfoPath, 1093 template parts and, 443, 445 calling form script from, 789 (listing) understanding, 138–139 communicating between COM add-in and understanding data source details, 93–94 ActiveX control, 1100–1104 DataBind method, 1021 context-sensitive help in, 816–822, 824–831 Data connection authentication, server creating, 1093–1100 and, 943–948 InfoPath 2007 support for, 1073 Data Connection dialog, after finishing the navigation and pane visibility, 817 XML file Data Connection Wizard, 252 script and, 782–790 Data connection files, retrieval of, from setting a value in Form’s data source from, centrally managed connection library, 787 (listing) 942–943 simulating in browser, 882–883 Data connection library(ies), 711–714, 930 writing, using VSTO 2005 SE, 1105–1106 converting to, 938–939 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1170

1170 Index

Data connection library(ies) (cont.) first page of, for setting properties of e-mail domain trust form templates and, 461 when users submit form, 338 domain trust user form template and paying attention to last page of, 343 use of, 929 specifying how form works with Web optionally deleting .udcx file from, 941 service, 346 security and, 713–714 on a submit-only main connection, 347 Data connections, 242–246, 929–950 Data Entry Pattern dialog, 228, 228 administration settings, 931–932 Data features, examples of, 742 authentication considerations, 943–948 Data field labels, 58 authentication to data sources, 935–936 dataFields group in browser-based form templates, 710–714 within data source, 342 centrally managed connection library, student sign-in form and, 347 936–943 Data flow, for FormUtilities add-on, conceptual understanding of, 242–243 1079, 1080 creating, 245–246 Data formatting, settings for, 352 cross-domain, 711, 929–930 Data-heavy features, performance tips, 954–956 e-mail, 948–950 Data importer embedded SQL authentication, 934–935 print settings supplied to, 1144t extended features of, 297–325 registering, 1142 HTTP, 934 Data importer framework, 1142–1143, 1148 issues with, when inserting multiple Data integrity, 508 instances of same template part, 446 Data loss, changing field or group names mobile forms and, 725 and, 95 need for, 242 Data requirements performance tips, 956 controls and, 43 response size, 933 defining, 31 security notices and, 255 for employment application form, 44 security prompt with, 290 for MOI Consulting employment template parts and replacement of, 447 application, 32t timeouts, 933 DataSet, Web service code for return types of, and their commonly used of, 306 (listing) properties and methods, 823t Data set data, submitting, 301 unused, deleting, 380 Dataset form updating template parts and, 451 filling out, 375–377 various types of, 244 filling out with default data, 375 DataConnections collection, 822 DataSet form data, submitting, 369 Data Connections dialog, 711 DataSet object, setting up parameter screening for potential data exchange mapping for, 372 beyond server realm, 903 DataSet object data, Web service code SubmitToHost and, 1030–1031 for getting and setting, 370 (listing) Data Connection Wizard, 342, 344 DataSet objects, 300 added Customers and Orders tables types of, 301 shown in, 262 Datasets choosing submit connection in, 1031 form templates designed with, 370–374 configuring attachment options for support for only one at a time, 373 submitting via e-mail, 340 Dataset serialization, 373 for database connection, 258, 259 Dataset structure, data source representative Data Connection dialog after finishing XML of, 373 file, 252 Data source, 26 final page of, for XML file, 251 for address block template part, 432, 433 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1171

Index 1171

automatic creation of, 86–88, 91–92 Data Source link, in Design Tasks task pane, 845 binding control to, 138–139 Data source nodes binding mechanics behind, 744 choosing for binding, 139 binding values from ActiveX control extra, manual clean-up of, 91 to data in, 1042 icons in Data Source task pane for various clicking on control in the view to select types of, 87 bound control in, 87 naming, 92 creation of, from XML document, 136 optional, in XML Schema, 205 disambiguation of, by use of Edit Settings types of, 86–87 dialog, 130 DataSource object, 822 for Document content type, 973, 974 Data sources for expense report example, 161 authentication to, 935–936 inserting field1 in, 144, 144 conceptual understanding of, 242–243 manual edit of, 110, 116–137 populating list box control with, 317 meanings related to, 94 recursive, 123 namespaces in, 135–137 secondary, 241 organizing for MOI Consulting request Data Source task pane, 9, 34t, 85, 86, 94, 845 form, 798–801 binding template part to node in, 443 sample, for Master/Detail example, in InfoPath 2003, 9 199–200, 200 name property and, 95 saving user name value in, 881 prefixes in, 135 shaping and customizing, 116 secondary data source in, 253, 253 signature groups in, 525 Data Source Wizard, list of content types sorting participants by LastName in, 971, 971 in, 772 (listing) Data states, 749–764 for status report form template, 561, 561–562 Changing event, 749–757 understanding details about, 93–94 Validating event, 757–764 DataSource collection, 822 Data tab, 176–182 Data source details, 108–110 diverse properties available with, 182 showing, 106 Data type binding, field or group types Data source enhancements, InfoPath 2003 and, 1045, 1045t SP1 and support for, 14 Data type errors, 100 Data source events, 877–878 Data type limitations, Web service with custom task pane and sinking of, 784 ADO.NET DataSet object and, 343 generating visual notifications for, Data type property, 98–101 776 (listing) Data type validation error, invalid data Data source field and group properties, 95–110 in field and, 100 cannot be blank property, 101–102 Data validation, 6, 11, 18, 19, 118, 222–229, optional field vs., 105–106 426, 742 data source details, 108–110 adding to form template, 223–227 data type property, 98–101 description of, 222–223 default value property, 106–107 mobile forms and, 724–725 calculated default values, 107 pattern matching, 227–229 static default values, 106 on PreferredDate field, 802 name property, 95–97 referencing user role in, 880 repeating property, 102–105 secondary data sources and, 311–312 Data source field details, 748 specifying a user role in condition for, 630 Data source field or group, warning dialog submitting forms and, 331–334 when changing name of, for published updating template parts and, 451 form, 96–97, 97 user roles in, 621, 629–630 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1172

1172 Index

Data Validation condition builder, 224, 225 Default value calculation button, 107 Data Validation dialog, 223, 223, 629 Default value property, 106–107 with listing for two conditions to validate calculated default values, 107 total number of guests, 226–227, 227 static default values, 106 Data validation errors Default values full error description for, 226, 226 calculated, 107 inline alert for, 225 editing, 204–208 DataValidation node, detailed view of, 239 removal of empty groups and, 572 Data Validation section, in Logic Inspector setting to a user role, 629 dialog, 238 static, 106 Data View pane, 1093 Default Value section, of Data tab, 180 Date data type, 99t Default value text box, 154 Date Picker control, 45t, 311 Default view binding behavior of, 89t MOI Consulting request form code DateTime class, 760 and setting of, 808–810 DateTime data type, 99t setting dynamically, 808 DateTime field, 774 Delete method, manually removing errors DateTime type, 997 from Errors collection with, 766 Days member, of TimeSpan class, 761 Delete operation, 86 DCL. See Data connection library DeleteRange, using, 780 DCL connection definitions, unapproved, 937 Deletes, cascading, 305, 306 Deactivation, of user-deployed form Deleting templates, 904 nodes, 88, 121–122, 779–780 Debugging unused data connections, 380 form code, 740–741 Denial-of-service attack, data connections previewing and, 741 in browser-based form templates Web service project in Visual Studio, 277 and, 710 Decimal (double) data type, 99t Deployment Declarative data validation, 98 of digitally signed template, 487–493 Decorations, XML data and, 773 of installable template, 486–487 Default Choice Section of restricted form template, 462, 464–466 with context menu commands, 170 security and, 455–552 employment application form after Description field replacement of, 170 fully structured vs. semistructured Default data documents and flexibility in, 93 calculated, 86 Description field, in Publishing Wizard, 407 static, 85–86 Description string value, LCID key and, 1143 Default data connection timeout setting, Design Maximum setting and, 933 of form template dialog, 27–30 Default data types, for controls, 43 of form templates with VSTO, 836–863 Default formatting styles, setting for merging forms, 561–564 for controls, 82 partial signatures and changes in, 522 Default insert action, target form and, 569 Design a Form dialog, making selections DefaultLCID DWORD value, 1130 in, 691 Default merge actions, 561, 565 Design a Form link, 16 node type and, 560t Design a Form Template dialog, 28, Default permission, 542, 543 342, 435 Default print settings, Word print views creation of main query connection and, 603 and, 245 Default submit messages, overriding, 394 in InfoPath 2007, 20–21, 22 Default template data, editing, 151–154 opening, 28 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1173

Index 1173

with Template Part option selected, 433, 433 default IRM permissions on form set VSTO, 839 in, 538 Design a new category, on Design a Form diagnosing problems with Web services Template dialog, 29 (InfoPath) in, 288, 289 Design Checker (checker), 691, 693–701, 1018 disabling, for form template, 504 browser-enabled forms without, 701 discouraging and disabling, 455 browser-enabling a form template, 693–700 File Attachment control in, 68 controls targeted by the messages in, for gridlines in, 36 MOI feedback form template, 868, 869 Horizontal Region controls in, 167 designing browser-enabled template parts Horizontal Repeating Table control in, 61 and, 701 Hyperlink control in, 158 errors and messages in, after making the InfoPath usage in, 27–30 feedback form template browser- list controls in, 66 compatible, 695, 696 master and detail controls in, 63 form template postbacks and, 954 MOI Consulting morale event scheduler ignoring messages in, 701 form in, 750, 750 in InfoPath 2007, 19 MultipleNotifications sample form in, 775 other uses for, 700 permissions granted and denied to user refreshing errors and messages in, 697 given form template in, 539, 539 warning about Checker not being mobile previewing form in, 48 aware, 722 Print Multiple Views dialog in, 595, 595 Design Checker item, on Tools menu, 405 Repeating Recursive Section in, 172 Design Checker link, in Design Tasks task Repeating Table control in, 57 pane, 845 resizing controls in, 54 Design Checker task pane, 34t, 694, 867 Resources Files menu item on Tools post-import warnings in, 1126, 1127 menu in, 27 report warnings in, 1140 Section control selected in, 47 shortcut to, 694 seeing data source in, 86 showing template parts needing updating, specifying permission during, to apply 451, 452 when form is filled out, 543 specified warnings listed in, 1141 template part, 434–435, 437–438 Verify on Server option on, 872 Design once philosophy, 666, 692 Designer lockdown, 504–507 form code adherence to, 875 globally disable design mode, 505–506 Design surface, 33 per form template, 504–505 Design targets, 434–435 trust and, 499–507 Design Tasks task pane, 435 Design form, Scrolling Region control accessing from anywhere, 39 in, 165 Controls link in, 41 Designing layout of form, 34–40 designing a template part in, 434 color schemes, 39, 40 tasks within, 33, 33, 34t Layout task pane, 34–35, 35, 37–39 in VSTO, 844, 844, 845 Design mode, 25, 26 Design this Form link, 16 after finishing Data Connection for Design-time visual, 47 submitting student sign-in data to for new version of AddressBlock template Web service, 348 part, 449, 450 changing form files outside of, 423–424 Design-time visual icons, over controls to Choice Group control in, 168 indicate potential binding issues, 149 customizing merge behavior in, 564–569, Design-time visuals, 10, 65, 149–151 571, 573–576, 578–579, 580 for Master/Detail controls, 201 custom task pane not shown in, 784 when they appear on controls, 150 data connection file creation in, 711 Desktop database engine, 673 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1174

1174 Index

destPath parameter, 1136, 1136t, 1137, 1140 Disabled Items dialog, 1114, 1114 Developer tab, enablng, 968 Disable InfoPath Designer mode setting, Diagnostic Logging administration page, 505, 506 925, 926 Disabling, of Save and Save As, 330 Diffgram serialization, 374 Disambiguated schemas, 130 Digest authentication, 934, 944 DispidEnabled ID, 1063 Digitally signed data DispidValue ID, 1063 controlling whether or not to display Display tab, 182–188, 215 prompt giving user chance to digitally checkboxes in, 183, 183 sign form before submission, 368 for Rich Text Box control, 186 dialog giving user chance to digitally sign of Text Box Properties dialog, 183 form before submission, 367 Display text vertically checkbox, 188 reminder about signing, 367 DLLs. See Dynamically linked libraries submitting, 365–368 Dockable task panes, 845 Digitally signed form templates Document content type, data source deploying, 487–493 for, 973, 974 digitally signed form data vs., 508 Document element, 103 high privileges and, 417 Document Information Panel, 966–977 reasoning behind, 493 with Document Properties view, 976, 976 Digital signatures, 15, 19, 217, 455–456, in InfoPath 2007, 24 507–538, 552 Settings page in, 970, 970 allowing only one signature, 527–531 in Word 2007, 966, 967 defining, 507 Word document showing Author property enabling for specific data in a form, 697 in body of document and, 976, 977 flexibility and, 521 Document Information Panel dialog, 968, 968 form performance and, 535 Document library(ies), 705–708 MOI Consulting request form code adding site content types to, 409, 410 and addition of, 811–816 defining policy on, 550 removing, 518–519 Include data for the active form only option setting up counter-signatures, 532–533 for, 294 standards, 534 IRM settings for, 550, 550 using digitally signed data in forms, 509–526 permissions on, 548–552 using independent signatures (co-signing), property promotion, versioning, 531–532 and permissions, 706 valid, 533 Document Library option, 406 in XML data and Schema, 533–538 choosing to publish to Forms Services via, Digital Signatures button, 513 679, 679 Digital Signatures category, browser- Document/literal Web services, 288 compatibility message within, under Document Object Model, 367 Form Options dialog, 696 Document properties dialog, in Word 2003, Digital Signatures dialog, 517, 530, 813, 815 966, 967 tracking who has signed form in, 514 Document Properties drop-down menu, Digital Signatures tab, signed Section 968, 969 controls and settings on, 525–526 Document Properties-Server view, 972, 974 Digital signing, selecting certificate to use shown in Document Information Panel, for, 490, 490 976, 976 Dirty property, 988, 1000 DocumentPropertiesTemplate sample, 973 Disabled add-ins, 502 Document Properties view, customized, for Disabled commands, previewing a form editing standard document properties, and, 425 974, 975 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1175

Index 1175

DOM. See Document Object Model E Domain, defining, 467 Editable schema, simple, 137 (listing) Domain forms Edit Default Values button, 181 identification of, 467 in Section Properties dialog, 205 restricted flexibility with, 463 Edit Default Values dialog, 151–152, 152, 204 running of, in local machine zone, 478 cutaway of, when Choice exists in data Domain form templates, as most common source, 153 type, 469 Edit Formula button, 158, 159 Domain option, 428 Editing. See also Manually editing data Domain security level, 459, 467–482 source Internet zone, 475 code with InfoPath, 384 local intranet zone, 470–474 default template data, 151–154 local machine zone, 478 default values, 204–208 moving published domain trust form, demoted properties, 412 479–481 standard document properties, customized restricted sites zone, 470 Document Properties view for, restricting Internet domain forms through 974, 975 the OCT, 476 structural, 308, 310 simulating a publish domain for testing, EditingStatus, note on closing, 1025 481–482 Edit Settings dialog, disambiguating data trusted sites zone, 477 source by use of, 130 Domain simulation, previewing form Edit SQL dialog, Test SQL Statement templates and, 428–429 button in, 266 Domain trust forms, 475 Edit-time visual, 511 Forms Services and, 461 Edit Values dialog, for Optional Section published, moving, 479–481 control, 206 Domain trust form templates, 711 Edit XPath button, 512 Domain trust level, list of any settings or Electronic forms, 1116 features resulting in form template Elements being at, 484 attributes vs., 118 Do not include the section in the form by with fields and groups, 94 default, buttons enabled with, 181–182 layout, 164 Double-clicking, on InfoPath control as nodes, 94 in VSTO, 851–852, 852t Elevated privileges, 401, 403 Drop-Down List Box control, 7, 10, 44, 45t, 53, e-mail 59, 446, 1037 access paths and opening form templates binding behavior of, 89t in, 464 views and, 952 form template deployment to, 413–416 Drop Down List Box Properties dialog, restrictions related to publishing via, 318, 319 415–416 DSN-less database connection, 257 resulting e-mail in Outlook after finishing DSP. See Data Source task pane Publishing Wizard for, 415, 416 Due Date, When data source field promoted sample command line for configuring, 949 as, 411, 413 (listing) “Duplicate error” bug, 764 sending form template via, 397, 403, 891 Dynamically linked libraries submit forms via, 336, 337–341 COM add-ins compiled in, 1074 e-mail addresses, controls for, on registering for WordPrint tool, 597 employment application form, 44 Dynamic features, 741 E-mail Attachments tab, in Form Options Dynamic user names, 619 dialog, 660, 661 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1176

1176 Index

e-mail data connections, 948–950 Enterprise features e-mail forms (InfoPath), workflow with, enabling, 678 643–662 Forms Services and, 673 e-mail introduction, configuring, 950 with SharePoint Server, 676, 678 e-mail properties, formulas for, 339 Enterprise Search, 19 e-mail publishing, in InfoPath 2003 SP1, 16 Enveloped signature, 534 e-mail settings, errors and failure in setting Environment class, 883 of, 949 e parameter, OldValue and NewValue e-mail submit connections, for restricted from, 777 form templates, 466–467 Eraser, unavailability of, in VSTO, 861 e-mail submits, disadvantages with, 340–341 Error cases, multiple rules and, 232 EmailSubmit sample, 338 errorCategory element, post-import e-mail task, requesting approval of travel warnings and, 1141 request, 639 errorCode parameter, 765 Embedded images checkbox, 187 Error dialog Embedded SQL authentication, 934–935 appearance of, when trying to change EmployeeInformation group, setting, for signed form data, 518 repeating and referencing itself, 123 when domain form is not opened from EmployeeInformation repeating group its access path and published template node, Merge Settings dialog for, 573, 573 is unavailable, 480, 480 Employment application form template when opening restricted form template after adding standard controls, 46 attempting to query external data after replacing the default Choice Section, 170 source, 461, 461 with cells for first and last names, 37, 38 Error handling, rules and, 389–391, 390 changing Repeating Section control with errorMessage parameter, SubmitTo- job information to a Repeating Table HostEventHandler method and, 1009 control, 57 errorMode parameter, 765 with Choice Group control, 170 Error (red “X”) entries, server events and, 920 controls added to, 44 Error reporting creation of, 30–33 Validating event and, 757 with Optional Section controls, 50 validation and, 763 preview of, 48, 48 Errors. See also Data validation errors with Repeating Section control, 53, 53 adding those that user never sees, with row for address information, 38, 38 767 (listing) with title added by using Table with Title, 36 capturing, from execution of Web service Empty groups, removing, 571, 572 data connection, 825 (listing) EnabledAllPasteButtons method, 1091 in Design Checker after making feedback Copy button event handler and, 1090 (listing) form template browser-compatible, Enabled property, 1043, 1059 695, 696, 697 building custom controls for InfoPath using failure to configure e-mail settings ActiveX and implementation and, 949 of, 1055–1056 full trust form template and, 494 stock properties for SimpleInfoPathActiveX MOI Consulting request form code control and, 1051 and checking for, 811–816 Enable method, 1059 in navigating to forms, 928 Enable protection checkbox, 505 red asterisk for, 228, 228 EnableSessionState property, 1018 refreshing, in Design Checker, 697 EnsureCommandsArray method, 999, rules and, 234 1000 (listing) showing on a button Clicked event, Enterprise Client License key, 678 766 (listing) 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1177

Index 1177

Errors collection Excel workbooks, Import Options dialog adding UserDefined FormError to, for importing, 1122, 1122 765 (listing) Exclamation point, red, meaning checking, for reported start or end errors, of, 149–150 763 (listing) Exec method, hosted form and, 994, 995 manually removing errors from, 766 ExecuteAction, using to insert an Optional Errors.DeleteAll method, manually Section control, 828–829 (listing) removing errors from Errors collection ExecuteAction method, of CurrentView with, 766 object, 827 EventArgs parameter, 1106 ExecuteCommand method, hosted form Event bubbling, 745–748 and, 992, 993 (listing), 996 querying and, 819–820 Execute overrides, benefits of, 825 EventBubbling sample, 747, 748 Executive approval, counter-signatures showing Site and Sender node names as and, 532 events bubble up the data source, Expense report example, data source for, 161 745, 746 Expense report form EventHandler object, new, 998 Expression Box control and, 161 Event handlers, 742 during preview, 163 for loading a form, 1088–1089 Expense Report sample form template, mistaken creation of, 853 customizing, 658–660 in .NET vs. in InfoPath, 752 Expense Reports InfoPath form folder, registering, 780–782 658, 659 Event logs Expiration, setting, 314 Forms Services errors in, 920, 921–924t explicit credentials, UDC file and Windows, 920 use of, 946 EventManager object, 730, 742 Exporters definition of, in FormCode.Designer.cs process flow, 1133 file, 781 registering, 1129–1131 Events, sinking, 737 registry key structure for, 1129, 1129 Events property, of ApplicationClass steps in creation of, 1128 object, 1082 understanding construction of form Event Viewer program, running, 920 template and, 1140 Example sample data, 154 Export Forms to Excel menu item, Excel, 3, 4, 605 on InfoPath actions context menu COM add-ins supported by, 1073 in Outlook 2007, 660 Custom Task Panes added into, 1093 Exporting forms, 605–612 default Document Information Panel choosing forms from which to export data, in, 966, 968, 970 607, 608 exporting InfoPath form data to, 12 choosing type of data to export, 607, 607 form importing and, 28, 29 InfoPath e-mail forms, 657–660 Mime HTML file opened in, 606 selecting data to export, 610, 610 status report data exported to, 608, Export method, parameters for, 1136, 1136t 608–609 Export to Excel Wizard, after choosing to Trust Center dialog and, 499 export only the data from a specific VSTO package and, 834 table, 609, 609 Excel Calculation, 672 Export To menu item, expanded, 606, 606 Excel documents, InfoPath default importers Export Wizard, 611, 1132 for, 1128 accessing, 1130–1131 Excel forms, built-in importer for, 1116 custom exporter shown in, 1131 Excel Services, 678 Expression, of qualifier, 217 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1178

1178 Index

Expression Box controls, 7, 158–163, 972 Field option, Specify Data Type Options page binding behavior of, 90t with, 1045, 1046 changing to Vertical Label control, 188 Field or Group Properties dialog, 176 data fit to, 353 after specifying a custom merge XSL in the finding XPath of node and, 777 manifest, 581, 582 Extensible Stylesheet Language namespaces in, 108, 108 Transformations, 6 Rules and Merge tab on, 566 External data sources updating node names and, 92 error dialog for failed connection to, 315 validation tab on, 224, 224 examples of, 241 Field(s), 86, 94 relationships between forms and, 243, 243 changing, 744 External sources, data retrieved from, 241–296 in Data Source task pane, 9 External URL mappings, 928 data type property and, 98 Extracted source files, templates saved groups and, 143–144 as, 421–424 InfoPath submit behaviors for, projected over Include setting, 361, 362 of qualifier, 217 F representation of, in data source, 87 Failed compilation, 740 File and Picture controls, 67 False Boolean value, form submits File Attachment control, 12, 14, 52, 68–70, and, 350, 351 169, 827, 1020 Farm install, SQL Server required for, 674 binding behavior of, 90t Farms commands, 69 entire, quiescing, 915–916 in design mode, 68 joining, 675 for filling out a form, 68 quiescing, 918–919 growing session size and, 911 quiescing time for, 916 performance tips, 954–955 SharePoint database configuration settings with résumé file attached, 69, 69 for, 675, 675 File attachment data, increase in maximum Farm topology, determining, 672 session size and, 912 Faux message box File attachments, large, adding to form, 71 clicking OK button on the View with, File name, form name vs., 896 879 (listing) File name box, in Upload Data Connection showing in browser, 879 (listing) File page, 939, 940 Favorites link, 16 File server, local intranet forms and, 471 fibonacci-cmcl sample form template, 938 FileSystemObject, 473 Fibonacci data connection, 941 File system path, opening SharePoint site Fibonacci form template, 937 with use of, 1014, 1014 Fib Web service method, 937 Filling out a form Field (attribute), 94 control behavior, structural selection Field (element), 94 and, 51–52 Field (element with custom data type) type, File Attachment control for, 68, 68–69 implementing control that binds list controls for, 66 to, 1050 Master/Detail control and, 63–65 Field names Master/Detail control in application review changing, 95 form and, 64 dialog warning about data loss and, 177 Multiple-Selection List Box control for, 67 Data tab and, 176 Picture control for, 72 Field node type, merge customizations secondary data sources and, 310–312 available for, 570t on a SharePoint page, 928–929 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1179

Index 1179

in Web browsers, 665 Formatting Fill out a form category, on Design a Form advanced, 76–82 Template dialog, 29 conditional, 215–222 Fill out a Form dialog, in InfoPath 2003 control, 78–79 SP1, 16, 17 multiple controls, 80–82 Fill-out-a-form mode, 25, 26 FormCode.cs, 838 Filter Data button, 628 FormCode.Designer.cs, 838 Filtering EventManager object defined in, 781 of data based on user roles, 626–629 FormCode.Designer.xml, 838 List Box items, 323–324 FormCode files, 838 survey responses, 656–657 Form code (MOI Consulting request form) Filters, 298 adding, 803–831 specification of, to show only grocery items checking for errors and adding digital from a selected category, 324 signature, 811–816 user roles in, 621 context-sensitive Help in custom task pane, Filter Web Parts, 678 816–822, 824–831 Find and Replace dialog, 854 form to be filled out in one sitting, 806, 808 Find button, code for Click event handler naming your nodes and buttons, 803–805 and, 995 showing a custom dialog with buttons, 805 find command, hosted form and, 995 showing read-only properties from OM, FindControl method, 1087 805–806 Find feature, from Visual Studio, 855 “start over” feature and setting a default FindReplaceFindNext command, hosted view, 808–811 form and, 995, 996 Form code permission, CAS and, 497 Firefox, Forms Services and, 690 Form codes, 731, 875–885 FireOnChanged method, 1058, 1069 (listing) accounting for performance in, 831 FireTaskPaneReady method, code for, after upgrading to InfoPath 2007 OM 1103 (listing) version, 735t Folder properties dialog, after clicking compatibility of, with Forms Services, on InfoPath Forms tab, 651, 651 884–885 Font, for SimpleInfoPathActiveX control, custom submit with, 383–384 1051, 1052 debugging, 740–741 Font task pane, 77, 77 design once philosophy and, 875 FoodPreferenceSurvey form, 649 execution of, in browser, 876–877 sending to a list of e-mail recipients, 647 hooking up events in, 735 Food survey form template, 646, 646 InfoPath 2003 Service Pack 1 with, 842 Footer button, 589 performance tips, 953 Footers querying via a rule instead of, 818 for printed reports, 589–591 referencing user role in, 880 repeating field inserted into, 590 separation of, into partial classes, 781 team status report with, 591, 591 upgrading from InfoPath 2003, 842 Formative evaluation, 273 Form conflicts, 466 Format menu FormControl class, 990, 991 Apply Font to All Controls selected from, 81 methods available in, 981–983t Borders and Shading dialog accessed FormControlCommandIds class, from, 36 CommandIds enumeration in, 994 Format Painter, 79–80 FormControl control, 1015 in InfoPath 2003 Service Pack 1 (SP1), 12, 13 Visual Studio Toolbox after addition on Standard toolbar, 79, 79 of, 980, 980 Format Painter cursor, 80 XmlFormView control vs., 1012 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1180

1180 Index

Form Control methods, in InfoPath, 981–983t behavior of, after form is closed, 708 Form creators, as owners, 544 property promotion, versioning, Form data and permissions, 706 digitally signing, 511–520 on SharePoint, 409 importing, 1142–1148 specific creation of, for templates, 405 partially signing, 521–526 Form loading proper refreshing of, 684 event handlers for, 1088–1089 saving, 429 validation and, 763 searching, 875 Form load latency, 955 submitting, 327–395 Form name FormDataTaskPaneActiveX, 1101 e-mail deployment and, 414 FormDataTaskPaneActiveX.dll, 1100 file name vs., 896 FormDataTaskPaneAddIn, 1094 in Site Collection Features list, 898 FormDataTaskPane namespace, 1100 “Form-only” features, accessing, 330 FormDataTaskPane sample, 1094 “Form-only” model, disabling save Form Data Viewer COM add-in, 1111 and, 329–331 Form Data View task pane, 1094, 1095 Form options Form definition file, 27 settings for enabling/disabling certain Form deployment, advanced, 904 features for users, such as ability to Form design save a form, 330 Design a Form Template dialog and, 28–29 Form Options dialog, 513, 611, 626, 662 starting points for, 30t Advanced tab of, 579, 579 Form Error dialog, 403 Browser category in, 872 FormError object, 813 browser-compatibility message within Form errors, 765–767 Digital Signatures category under, 696 dialog for clear presentation of, 811, 811–812 Compatibility category in, 694, 695 types of, 765 configuring toolbars for browser-enabled FormErrorsCollection object, 813 form template filled out in browser, FormErrorType enumeration, 765 684, 685 Form events, 730, 742–744 E-mail Attachments tab in, 660, 661 testing by yourself, 743 Enable digital signatures for specific data FormEvents_Loading method, 739 in the form option in, 697 FormEvents sample, 743 Open and Save tab of, 611, 612, 622, 622 FormEvents_Submit method, 829 Preview tab in, 624, 625 Form filling, security and, 461 Programming category in, 732, 732, 784 Form-filling sessions screening all categories under, 902 new and existing, three quiesce states Security and Trust category in, 468 for, 915t Security and Trust tab of, 485 proper closure of, 687 setting up custom task pane in, 784, 785 Form ID from Tools menu, 684 Form Properties dialog for setting, 460, 460 Form performance, digital signatures publishing via e-mail and, 416 and, 535 security designed into form templates Form Permission task pane, 545, 545, 548 and, 459 Form postbacks, reduction of, 953–954 Form importer framework, 29 Form Properties dialog for setting form Form importers, 1115 ID, 460, 460 built-in, 1116–1127 Form Registration Tool, 417 application version requirements for, 1117 Forms. See also Browser forms; Domain third parties and creation of, 29 forms; Filling out a form; Submitting Form library(ies), 705–706 forms 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1181

Index 1181

accessible, designing, 874 Forms Services vs., 673 browser-enabled, print views in, 603–605 installing, 673–675 classifications of, 1116 Forms Services, 413, 461, 665–726, 678. with code, filling out and debugging, See also Advanced Forms Services 738–740 administration links to, 893, 893 controlling permissions to, 547–548 administrative deployment to, 892–901 controls inserted into, 41, 43 best practices for, 951 creating in mobile browser, 722 browser-based form control based on, 1011 custom task pane added to, 784 browser-enabled forms in, 603 defined, 4 category names for, 920 defining IRM permission on, 540 configurations for filling out a form determining user’s role when filling out, supported by, 715–716 620–621 configuring, 671, 675–677, 906, 906–907 digitally signed data used in, 509–526 controls supported in, 688t errors navigating to, 928 data connection authentication and, 943 full use of, without Internet connection, 312 data connections synchronously executed importing into InfoPath 2007, 1119–1124 by, 956 Information Rights Management description of, 669–671 applied to, 538 determining availability of, on server, 677 inserting large file attachments and form code compatibility with, 884–885 pictures to, 71 full list of stadm.exe commands specific layout design for, 34–40 to, 899t local intranet, 471 global administrative data connection merging, 554–586 settings for, 931, 932 multiple records displayed in, 265 host OM properties unavailable from, 1035 opening in browser, 683 installation prerequisites, 672 partial signatures and design of, 522–526 installing, 671–675 permissions on, 542–548 integration of, with SharePoint Server 2007, permission with document libraries 668, 669, 885, 888, 925–929 and, 548–552 lack of support for Changing event in, 749 previewing in VSTO, 863 matrix of browsers supported for use relationships between external data sources with, 690, 691 and, 243, 243 mimicking default rendering page for, 1015 source, 559 object model classes, events, properties and submitting to host, 1007–1010 methods not implemented by, 886–887t target, 559 passing NTLM credentials for data viewing all signatures on, 532 connections with, 944, 944 watching for bugs that circumvent publishing form template to, 678–681 validation in, 756 publishing VSTO form templates to, 841 writing code behind, 730–741 quiescing and, 912 Forms dialog, digital Signatures category session state and, 683, 908–909 in, 509, 509 SharePoint permissions and how they FormServer.aspx page, 928 apply to, 707t FormServerTemplates library, 896, 897 status report form filled out in browser Form session, refreshing and going back with, 667 to, 718 supported Web browsers, 690 Form session state setting, maximum size upgrading to, 677 of, 911–912 URL parameters automatically passed Forms on Office Online link, 16 to form template in, 1021 Forms Server 2007, 953 FormsServices admin object, 916 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1182

1182 Index

Forms Services Admin tool, authored by configuration of, for offline mode admin object model, 900, 901 queries, 313 Forms Services errors, in Windows event log, configuring digital signatures for, 509, 509 920, 921–924t configuring security and trust settings Forms Services features sets, commonality for, 459, 459 of InfoPath feature sets and, 692, 692 creating Visual Studio templates from, 856 Forms Services form session state, customizing e-mail support for, 660–662 configuring, 957, 957 custom widths for, 76 Forms Services site database connections integrated into, flowchart for determining whether 268–271 form publishes to SharePoint server data validation added to, 223–227 or, 404 deactivation of, before removal of, 904 publishing form template to, 404–409 defined, 4 specifying server location for publishing defining IRM permission on, 540 to, 406 description of, 26–27 uploading to, 397 designing, 669 Forms Services toolbar, Print View button with a dataset, 370–374 on, 604, 604 entirely in Visual Studio, 835 FormState object, 908 with VSTO, 836–863 exposing, by wrapping it as a property, 754 dialog about verifying credentials when initializing, 753 opening, 541, 541 for persist session data, 810 digital signing of, 493 Form template code, 731 domain trust and features in, 484 Form Template Conflict prompt, 464, 464 enabling for backward compatibility, 700 Form template definition .xsf file, buttons existing with code, in VSTO, 841–842 in, 151 exporting, 611 Form template deployment external data source and design of, 245 in InfoPath 2003 SP1, 16 extracting XML Schema from, 102 performance tips, 951–952 fully quiesced, 915, 915 Form template designers, permissions gracefully upgrading, 680 and, 458 hiding, 952 Form template dialog, designing, 27–30 installable, 417–420 Form template files location for publishing tip for, 401 cached, 424 for Logic Inspector sample, 236, 236 design mode lock and, 424 lookups and opening of, 479 FormTemplate object, administration OM managed code control added to, 1065–1066 on, specific to quiescing, 918t managing, 904–905 Form template resource files, XML data moving by republishing, 481 included in, 250 new blank, creation of, 30–33 Form templates, 458 new or existing, creating new Visual Studio activating on Site Collection Features page, project for, 839–840 898, 898 opening existing forms, 28 activating to site collection, 895 permissions on, 539–542 associating previewed forms with, 430 previewing, 424–429 beginning design for, in VSTO, 837–842 primary key field in, 376 best submit methods for, 335–337 programming options, which are saved as browser-enabling, 693–700 defaults for, 736, 736 changing number of, 29 publishing, 11 code added to, 737–738 for administrator approval, 889–891, code-signing certificates for signing, 490 890, 941–942 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1183

Index 1183

equivalence, 891 Form Warning dialog, 235, 390 to Forms Services, 678–681 Forward slash, enabling signatures for quiescing, 913–915 specific data in a form and use of, 697 status of, 14, 914 Fragment commands, 210 time for, 916 Friendly labels, 119 upgrading of and, 916–917 Friendly names requirements definitions and design of, 31 in Set of Signable Data dialog, 524 resource files added to, 858 signable data and, 525, 528 restricted, 460 FrontPage, COM add-ins supported by, 1073 restricted permission for user during design Full Rich text checkbox, 187 of, 541, 541 Full trust forms restrictions on defining permissions on, 540 previewing, 792 saving restricted flexibility with, 463 as extracted source files, 421–424 restricting, 495–498 with managed code, 735 Full trust form templates, 417, 480, 902 publishing with InfoPath and, 398–420 cross-domain connections and, 929, 930 screening for approval, 902–903 designing, 485–486 secondary data source binding and design errors with, 494 of, 307–309 error that occurs when opening template secondary query connection created that is neither digitally signed nor for, 245–246, 246 installed, 494, 494 security designed into, 459–460 Save and SaveAs and, 831 seeing form files in, 421 Full trust security level, 459, 484–498 submitting data with those based on deploying digitally signed template, database connection, 342–344 487–493 template parts inserted into, 442–447 deploying installable template, 486–487 testing, 48 full trust form template errors, 494 with artificial domains, 482 restricting full trust forms, 495–498 tracking CMCL references in, 940 Fully quiesced form templates, 915, 915 two different object models available Fully structured documents, 93 for writing code behind, 742 Function drop-down list box, 411, 412 understanding, 1137–1140 Fx button, 158 uploading to server, 893–895 user roles used in, 621 verification of, 902 G VSTO environment during design GAC. See Global assembly cache of, 843, 843 General tab, in Properties dialog for FormTemplates collection, 901 Microsoft UpDown Control, 1048 Form template size, processing time Generic node names, renaming, 799 and, 419 Genre field, 93 FormTemplates library, 904 GetButton method, 1088 Form template target, 435 function of, 1087 Formula edit box, 629 implementation of, 1086, 1087 (listing) Formulas, for e-mail properties, 339 GetCurrentToolbar method, 1086, 1087 FormUtilities add-on, data flow for, 1079, 1080 implementation of, 1084, 1085 (listing) Form Utilities COM add-in, 1111 GetDataConnectionFile.aspx Web page, FormUtilities sample project, 1077 case-insensitive parameters accepted Form Utilities toolbar, 1083, 1084, 1091 by, 942–943 FormVersion attribute field, 800, 806 get-documentElement function, using, Form view state, performance tips, 956–957 585 (listing) 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1184

1184 Index

GetInterfaceSafetyOptions method, 1065 Group node type, merge customizations GetRoleForUser method, 881, 882 available for, 570t GetSavedItems method Groups, 87, 94 Web service response from running of, 280 changing, 744 Web service sample, 275, 276, 277t, 279, in Data Source task pane, 9 282, 286 as elements, 94 GetSubAreas.cs sample, 820 fields and, 143–144 GetSubAreas sample file, 800 InfoPath submit behaviors for, projected GetSubAreas secondary data source, 821 over Include setting, 361, 362 querying, 821 GuidAttribute attribute, 1078 GetSubAreas Web service, 792 GetTile Web service method, designing TerraServer form with, 290 H Getting Started dialog, 27, 494, 655, 1119 Hackers with form templates in InfoPath cache, globally disable design mode and, 506, 507 465, 465 postbacks per form session state setting in InfoPath 2007, 16, 20, 21 and, 910 get_Value method, 1057, 1058, 1060 Handwriting, improving recognition of, 195 Global assembly cache, 498, 1061 Hard-coded credentials, in UDC file, 945, 946 Globally disable design mode, 505–507 Hard-coded passwords, 752 Global script, using body onload event Header button, 589 instead of, 1035 Header format dialog, 589–590, 590, 591 Go to Next Error feature, 758 after adding Team field and date, 591 Grab handles, for resizing controls, 78 Header information, team status report Graceful upgrades, of form templates, 680 with, 591, 591 Gridlines, 36 Header rows, choosing number of, in Change Grocery items, in XML file to populate a data to Repeating Table dialog, 1125, 1126 connection, 317 (listing) Headers GroceryItemsData sample, 317 for printed reports, 589–591 Grocery list form repeating field inserted into, 590 creating, 208 Health monitoring, server and, 962–963 filling out Hello, world! message box, 879, 879 after adding note-taking feature, 322, 322 HelloWorld: FilePath method, Web service with category filters, 325 sample, 275, 277t, 278 when items are retrieved from a data HelloWorld definition, in Web service WSDL, connection, 320 279 (listing) note-taking capability added to, 322, 322 HelloWorld method, Web service sample Grocery list form template, 318 and, 275 Grocery shopping list Helpdesk request, submitting, dialog prompt filling out, 209 in which user must click Send for, 341 three sections of, in Repeating Section Hide Gridlines button, in Tables toolbar, 36 Properties dialog, 209 High-level summary, in employment GroceryShoppingList sample, 208, 317 application form, 31 GroupBox control, IP insurance application HKEY_CLASSES_ROOT, CLSID key added after addition of, 984, 984 under, 1066 Group names Horizontal Region control, 972, 1147 changing, 95 binding behavior of, 90t selecting, for a role, 618–619 in design mode, 167 Group names checkbox, 618 in InfoPath 2007 Controls task pane, 22 Group nodes, binding template part to data Horizontal Region layout element, 164, in form template and, 443, 445 166–167 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1185

Index 1185

Horizontal Repeating Table control, 60–61 I binding behavior of, 89t Icons in design mode, 61 changing, template parts and, 448 filling out a form and, 62 in Data Source task pane for various types in InfoPath 2007 Controls task pane, 22 of data source nodes, 87 HostClassLibrary, 1004 InfoPath controls ad, 846 HostClassLibrary.dll, 1006 InfoPath e-mail item, 652 Hosting, 856 missing, in toolbars, 1020 Hosting environment IConversionManager interface, methods as destination, Submit Options dialog with, of, 1134t 1008, 1008 IConversionManager2 interface, method submit connection, 336, 337 of, 1134t submitting to, 391–392, 1007–1010 ICTPFactory object, 1095 Hosting InfoPath, 965–1036 ID, template part, 453, 454 creating InfoPath host application, 977–980, IDictionary interface, 753 984–1010 IDispatch property type, 1056 Document Information Panel, 966–977 Idle event, setting up event handler hosting InfoPath control in a Web browser, for, 997 1011–1016, 1018–1025, 1027–1035 Idle state, updating toolbar buttons during, hosting scenarios, 966 997–1000 Host page IDTExtensibility2 interface, 1075–1076, handling multiple SubmitToHost form 1078, 1113 connections in, 1031 (listing) methods of, 1075t running arbitrary script in, 1034 ID values, giving to all Button controls, in Host property, using, 1004–1007 Button Properties dialog, 803–805 HostUtilities class, 1005 (listing), 1006 IE. See Internet Explorer “How to Use the ADO SHAPE #if/#endif compiler directive statements, 734 Command,” 267 IFormDataTPActiveXCtl interface, 1101 HTML, custom task pane, 817 IFormDataViewAddIn interface, 1102 HTMLDocument object, 788 (listing) HTMLTaskPane object, 787, 788 accessing, 1103 (listing) HTTP IFormTemplateConverter, InfoPath 2007 data connections, 934 support for backward compatibility making connection files available and, 1131 through, 942 IFormTemplateConverter2 interface Submit Options dialog for Web server implementing, 1131–1135 submit via, 381 methods of, 1133t submitting form to Web server via, IHostUtilities interface, 1004, 1005, 1006 380–383 IInfoPathDataImporter interface HTTPS, secure submit with, 383 importing form data and, 1143–1148 HTTP status codes, submit and, 351 methods of, 1144t Hung upload, recovering from, 895 IInfoPathEditor interface, 990 Hybrid controls, 88 IInfoPathMaskedTextBox interface, Hyperlink control, 7, 88, 156–158 creating, 1062, 1063 (listing) Advanced tab for, 193, 193 IInfoPathMaskedTextBox interface binding behavior of, 90t methods, implementation of, in design mode, 158 1063 (listing) Hyperlink data type, 99t IInfoPathViewControl interface Hyperlinks, 156 properties of, 1147t Hyperlink sample file, 88 querying controls for, 1146 Hyphens, XML, naming nodes and, 105 IInitEventHandler interface, 1001 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1186

1186 Index

IIS. See Internet Information Services Incoming alternate access mappings, 928 Immediate debug window, running any code Independent properties, changing/resetting on-the-fly in, 764 of, after rebinding, 141t Impersonation, previewing as user role Independent signatures (co-signing), using, and, 428 531–532 Imported forms, fixing, 1125–1126 Indeterminate state, 331 Importer/exporter object, simple, class Industry-defined schemas, 128 declaration for, 1132 (listing) Infinite change loops, 777 ImportErrors.xml file, 1141 Info group, 522 for MOI Consulting expense report form, InfoPatch, global cached queries setting in 1140, 1141 (listing) CK spell for main, 314, 315 ImportErrors.xml file, 1140 InfoPath. See also Hosting InfoPath Importers ActiveX controls and building custom process flow, 1133 controls for, 1049–1072 registering, 1129–1131 advantages with, 11 registry key structure for, 1129, 1129 advantages with Custom Task Panes over steps in creation of, 1128 existing HTML task panes in, 1093 understanding construction of form bringing into Visual Studio, 835–836 template and, 1138–1140 building Import/export framework, 1115 ActiveX control for, with use of C#, Import Form Data dialog, 1143, 1143 1061–1072 Importing COM add-in for, 1076–1092 locked open files and, 1121 XML tree structure in Word to match post-import warnings and, 1126–1127 structure of data source in, 599 Importing form data, 1142–1148 classes of code supported by, 729 data importer framework, 1142–1143 closing before beginning or repairing VSTO IInfoPathDataImporter interface, installation, 836 1143–1148 COM add-ins supported by, 1073 Import link, on Design a Form Template custom merge XSL created in, 580–582 dialog, 29 Custom Task Panes added into, 1093 Import method, 1140, 1145 default merge functionality in, 559 parameters for, 1136, 1136t description of, 3–4 sample implementation of, 1146 (listing) editing code with, 384 signature for, 1144 event handlers in .NET vs., 752 Import Options dialog formatting options with, and those for importing Excel workbooks, 1122, 1122 in Word, 77 for importing Word documents, 1121, 1121 form events exposed by, 743t #import statement, 1102 form template always designed for, 692 Import Wizard, 1132 form templates in, 26–27 final page of, 1123, 1123 installing as an administrator, 457 Import Wizard page interfaces and properties that controls should for selecting file to import, 1119, 1120 implement to work well in, 1050t for selecting importer to use, 1120 managing add-ins in, 1111–1114 Improvement plans, 278 merging forms in, 555–560 Inactive add-ins, 502 object model in, 729, 741–790 Include data for the active form only option, Office Configuration Tool security settings for document libraries, 294 for, 477 Include setting, InfoPath submit behaviors passing NTLM credentials for data for fields and groups projected over, connections with, 944, 944 361, 362 preview feature and, 425 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1187

Index 1187

programming paradigm, 742 filling out, 652–656, 653, 654 Resource Files dialog in, 858, 858 merging and exporting, 657–660 saving and publishing form templates in Outlook reading pane, 653, 653 with, 398–420 replying to, without opening, 655 searching for Web services by using restrictions of those published to e-mail UDDI in, 300 recipients, 645 security and, 455 sending to other e-mail applications, 644 summary thoughts on use of .NET controls sorting, grouping, and filtering responses, in, 1071–1072 656–657 TerraServer Web service used in, 289–290 storing received forms in Outlook folders, two-dimensional flow layout in, 798 650–652 two modes for running of, 25 submitting, in Submit dialog, 654, 654 using in design mode, 4 using sample form template as, 658 using Web service data connection in, 273 workflow with, 643–662 value to, 5 INFOPATH.EXE program, in OFFICE12 VSTA bundled with, 834 installation directory, 495 Web service compatibility with, 288–289 infopath.exe program, preview feature InfoPath actions context menu, 659, 659 and, 425 InfoPath.ApplicationClass, 1107 InfoPath feature sets, commonality of Forms InfoPathChart control, implementing control Services features sets and, 692, 692 that binds to XML subtree and, InfoPath form code, writing in host page with 1050–1051 use of XmlFormView, 1025, 1027–1028 InfoPath client, detecting, 883–884 InfoPath form control, hosting in Web InfoPathControl interface, 1071 browser, 1011–1035 building custom controls for InfoPath using InfoPath Form Control methods, 981–983t ActiveX and implementation InfoPath form design, basics of, 25–83 of, 1058–1061 InfoPath form folder, 644 implementing, 1069–1070 InfoPath forms, filling out, in the browser, InfoPathControl interface methods, 666–668 1059, 1059t InfoPath Forms Services, 17 InfoPathControlLibrary project, 1066 success of, 18–19 InfoPathControl methods, 1070 (listing) InfoPath Forms Services pack, 963 InfoPath controls InfoPath Forms Services performance as icons, 846 counters, list of, 960–961t XML Schema created “behind” data source InfoPath Forms Services performance in XSD file and, 111–115t object InfoPath data connection installing, 958 converting to use a server-defined data server-side performance and, 959 connection file, 711, 712 InfoPath form template cache, 480 My Data Sources connection vs., 260 InfoPath Form Template folder, 854 InfoPath design mode, data types available InfoPathFormTemplate1 folder, files in, and their value ranges, 99t within, 838 InfoPath e-mail forms, 22, 614 InfoPath Form Templates code group, 472 creating rules for, 648–650 InfoPath host application customizing e-mail support for a form creating, 977–980, 984–1010 template, 660–662 creating, in .NET, 979–980, 984–990 designing and using, 644–648 handling events from the form, 1001–1004 disabling for InfoPath 2003-compatible host to InfoPath communication, 990–1000 forms, 662 submitting a form to the host, 1007–1010 disabling in Outlook 2007, 643 using Host property, 1004–1007 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1188

1188 Index

InfoPath import/export framework, 1128–1140 Visual Studio Tools for, 833–863 implementing IFormTemplateConverter2 InfoPath 2007 form template, opening with interface, 1131–1135 InfoPath 2003, 716 importing and exporting, 1135–1137 InfoPath 2003 Service Pack 1 (SP1), 12–16 registering your importer/exporter, controls added in, 14 1129–1131 with form code, 842 understanding form templates, 1137–1140 release of, 12 InfoPath interfaces, location for defining InfoPath 2003 Toolkit for Visual Studio, 835 of, 1060 InfoPath 2007 VSTA, 842 InfoPathManagedObjectModel symbol, 734 InfoPath Web service, connection InfoPathMaskedTextBox class, 1064 timeouts, 360 after addition of COM Interop attributes, InfoPath Web services, 280–287 1062 (listing) Information Rights Management, 456, InfoPathMaskedTextBox class definition, 538–552 1069 (listing) direct mapping of SharePoint permissions InfoPathMaskedTextBox control, installation to, 552t of, 1066 enabling, on SharePoint Central “InfoPath Restricted,” as not “Internet Administration site, 549, 549 Explorer Restricted,” 470 in InfoPath 2007, 23 InfoPath schema inference, 126 note on not using as security feature, 538 InfoPath settings, limited, on VSTO Options permission(s) dialog, 863–863 with document libraries, 548–552 InfoPath Team Blog, 429 on forms, 542–548 InfoPath 2003, 7–12 on form templates, 539–542 C# form code before upgrading the OM mapping default SharePoint roles to, 551t version, 734t policy, 550 controls task pane in, 8 setting for individual users, 551–552 Data Source task pane in, 9 VSTO and, 862 opening version 2007 form templates Information technology, 3 with, 716 InitEventHandler event, 1002 pulling external data into, 10 InitEventHandler method, three parameters upgrading code from form template taken by, 1001–1002 compatible with, 733 Initialization, safety of ActiveX controls and, upgrading form code from, 842 1039, 1053–1055 Visual Studio 2005 support for, 835 InitializeComponent method, uncomment- InfoPath 2007, 17–24 ing, 306–307 application version requirements for built- InitializeEventArgs object, 1022 in form importers in, 1117 Initialize event handler, adding in host page building reusable components with, 431 for XmlFormView1 control, 1023 built-in form importers in, 1116–1127 Initialize method, importer/exporter and, controls and their binding behaviors, 89–91t 1134, 1135 (listing) custom task panes supported by, 1073 Initiator roles, 620 default importers for Excel and Word Init method, 1060, 1070, 1071, 1072 documents in, 1128 Ink-entry mode, in InfoPath 2003 SP1, 16 importing form into, 1119–1124 Ink Picture control, 14, 72–73, 79 Information Rights Management with, 538 binding behavior of, 90t managed code and, 731 in InfoPath 2003 SP1, 16 richness of, 665 with text entered with a Tablet PC sample form templates with, 28 stylus, 73 saving forms during preview in, 429 Inline alert, for data validation error, 225 Visual Studio 2005 support for, 835 InnerXml property, 365 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1189

Index 1189

InputParameters property, 1022 Installed form templates Input scope, 195 listing of, in registry, 487 controls providing support for, 195t removing, 494 standard, Input Scope dialog with, 196 Installer file, choosing a location for saving, Input Scope button, 194, 195 418, 418 Input Scope dialog Installing Forms Services, 671–675 with custom input scopes, 197 Insufficient security privilege error, 403 new, showing Phrase List option, 197 Integer field, 774 with standard input scopes, 196 Integer Format dialog, for Whole Number InputScope enumeration, in MSDN, 196 (integer) data types, 179 Insert AutoText drop-down list box, 590 IntelliSense information, lack of, in object Insert Expression Box dialog, 158, 159 browser or ToolTips, 738 Insert Formula button, 154 INTERFACESAFE_FOR_UNTRUSTED_ Insert Formula dialog, 159, 576, 627, 629 CALLER, 1054, 1065 after adding a calculated default value, INTERFACESAFE_FOR_UNTRUSTED_ 628, 628 DATA, 1054, 1065 after checking the Edit XPath checkbox, 160 InternalStartup definition, for MOI after choosing a field, 159 Consulting request form template, after inserting sum function, 162 804 (listing) with formula setting this field’s default InternalStartup method, 734, 1002 value to today’s date plus 45 days, restriction of, to registration, 781 107, 107 Internet, 892, 1028 Insert Function button, 161 Internet domain forms, restricting through Insert Function dialog, 160, 160 Office Customization Tool, 476 Insert Horizontal Repeating Table dialog, 61 Internet Explorer Insert Hyperlink dialog, 156, 157 filling out a browser-enabled form template Insert layout controls section, in Layout task in, 18 pane, 39 InfoPath and use of settings in, 476 Insert Layout Table button, in InfoPath 2003 Mime HTML file opened in, 606 SP1, 12–13 programming, 788 Insert Layout Table toolbar item, in InfoPath security settings, 467 2003 SP1, 13 Internet Explorer 6, Forms Services and, 690 Insert Master/Detail dialog, 63 Internet Explorer Web content zones, 468 Insert Picture Control dialog, 71 with security levels, 469 Insert Picture dialog, 187 Internet Information Services, 676 Insert Vertical Label dialog, 164, 164 Internet Information Services Manager, Installable form templates copying physical path for SharePoint access path for, 486 root site collection from, 1013, 1013 creating, 479 Internet Information Services worker deploying, 486–487 threads, data connection timeouts final page of Publishing Wizard during and, 933 creation of, 419, 419 Internet zone, 475 first page of Publishing Wizard during InvokeHost method, 1028 creation of, 417, 418 IObjectSafety interface, 1049, 1061 publishing, 417–420 definition of, 1064 (listing) reasons for not wanting to publish form implementing, 1064–1065 as, 420 safety of ActiveX controls for scripting, Install Certificate button, 493 initialization and, 1053–1054 Installed form, error that occurs when IObjectSafety interface methods and attempting to remove form from constants, implementation of, dialog, 495 1065 (listing) 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1190

1190 Index

IOleCommandTarget interface, 997 last page of, 333 accessing through form control, 993 JobApplication sample, 332 calling QueryStatus method of, 999 JScript, 10, 11, 497, 697, 730, 731, 782, defining, 991 783, 790 dependencies of, 991, 992 (listing) global, 1034 ipdesign.dll file, 1132 inserting into host page, 1033–1035 ipeditor.dll file, importing into C++ header file, 1143 K IP Insurance (fictional company), insurance Kerberos authentication, 944 forms application for, 978–979 Key field, merge settings for, 568 IP insurance form application KPI, 678 after loading the auto insurance form, 986, 986 L creating in .NET, 797–980, 984–990 Labels standard toolbar for, 991, 991 data field, 58 IP life insurance form friendly, 119 hosting in MyPage.aspx, 1019, 1019 Language settings, Microsoft Installer file state of, while dialog box still has focus, and, 417–418 1034, 1034 Large file attachments, adding to forms, 71 IP life insurance form template, code Latency, 866 behind Validate Form button in, form load, 955 1033 (listing) Layout IPropertyNotifySink interface, 1051, 1058 customizing, 39 calling into, 1066–1068 elements, 164 declaration of, 1067 (listing) Layout link, in Design Tasks task pane, 845 IRM. See Information Rights Management Layout of form IsBrowser property, 883 designing, 34–40 demonstrating, 884 (listing) importing, 1117 in various environments, 884t Layout tables, 7 ISimpleInfoPathControl interface, 1056 color schemes and, 39 IsMobile property, 884 customizing, 37 demonstrating, 884 (listing) gridlines in, 36 in various environments, 884t selecting entire, 38 IS_NUMBER input scope, 195 use of, vs. use of Section controls, 47 Issuer Statement button, 493 Layout task pane, 34, 34t, 35, 39 ISubmitToHostEventHandler merge and split cells category of, 37, 37 interface, 1009 LCID. See Locale ID IsValidEstimate method, 1005 LCID keys, string values to be added under, IT. See Information technology 1130t Item-level granularity, permissions Leaf nodes, 86–87 in SharePoint and, 706 Leave the form open action, 394 IUnknown property type, 1056 Level 3 OM, access to, 484 IViewObject interface, 1061, 1071 LifeInsurance_BrowserEnabled_NotifyHost sample form template, calling J NotifyHost method behind, 1032 JavaScript, 908 LifeInsurance_BrowserEnabled functioning of browser-enabled forms sample, 1018 and enabling of, 703 Linked images checkbox, 187 Job application form, 331–333 Linux, Forms Services and, 690 first view of, 332 List Box controls, 7, 44, 45t 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1191

Index 1191

binding behavior of, 89t Logging, 919–927 connections between secondary data Unified Logging Service, 925–927 sources and, 316–324 for WFE servers, 925 duplicate items in, 324 Windows Event Viewer, 920 secondary data showing in, 317–321 Logic secondary data sources and populating behind Add Additional Details Button of, 298 control, 827 type-ahead support in, 44 MOI Consulting request form template List Box entries, selecting secondary data and addition of, without code, 801–803 source node from XML file connection Logic added without code, 215–240 that provides data for, 319 conditional formatting, 215–222 List Box items data validation, 222–229 filtering, 323–324 Logic Inspector, 235–239 main data source used for, 321–322 rules, 229–235 List controls, 65–66 Logic Inspector, 235–239, 446 in design mode, 66 form template postbacks and, 954 for filling out a form, 66 showing logic for entire form template, simulating, 698 236–238, 237 List Form Templates function, 900 LogicInspector sample, 236 List-item permissions, 711 LoginName, UserName vs., 806 Lists, SharePoint libraries and, 292–295 Loss of data, changing field or group names List view, InfoPath controls in, 846, 846 and, 95 Literal control, finding more information on, 1033 M LMZ. See Local machine zone MacOS, Forms Services and, 690 Loading event, 737, 738, 739, 742 Macro Recording feature, in Visual canceling, 806 Studio, 863 sinking, 753, 881, 883 Mail Options task pane, 654, 655, 661, 662 in form template to use the parameters, Main database connections, availability of 1024 (listing) query and submit through, 342 LoadingEventArgs property, 1022 Main data connections, secondary data Loading event handler, for MOI Consulting sources vs., 244 request form, 807t Main data query connections Loading Form dialog, 702 Design a Form Template dialog and Locale ID, registering importer/exporter creation of, 245 and, 1129 types of, 246t LocalIntranet, CAS permission set for, 496t Main data source, 297 Local intranet forms, 471 database data connection used on, 258 LocalIntranet permission, 496, 497 DataSet object submitted from, 369 LocalIntranet trust assembly, 496 form templates and, 26 Local intranet zone, 470–474 keeping sensitive information out of, 800 settings for defining, 470, 470 for MOI Consulting request form template, Local machine zone, 469 801, 801 types of domain forms run in, 478 persisting default state of XML for, 810–811 Location (listing) of administrator-approved templates, 895 using for List Box items, 321–322 alternative, for template parts, 442 XML or Schema for, 255 of template parts needing updating, Main data source extensibility, Web services 451–452 and, 353 Location field, promoting, 408, 410 MainDataSource.ReadOnly, 759 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1192

1192 Index

Main data source submit connection, setting Package section of, 1138 (listing) up, 345 manifest.xsf[Design] tab, 848, 849 Main query connections, creating, 245 Manually editing data source Main query data connection, 389 adding nodes, 116–119 Main submit connection deleting nodes, 121–122 dialog shown when submit using rules fails moving nodes, 119–121 on, 391, 391 referencing nodes, 122–123 generic failure dialog for, 393 starting with own data source, 124, 126–137 generic success dialog for, 393 Convert Main Data Source feature, secondary submit connection vs., 390 132–137 Main submit data connection, 389 potential complications of starting from Make Compatible with InfoPath Forms XML Schema, 129–132 Services checkbox, 188 starting from XML data, 126–127 Make New Folder button, 423 starting from XML Schema, 128–129 Malicious full trust forms, 495 Map databases, TerraServer project, 289 Managed add-ins Margins, 190 accessing InfoPath object model from, Master/Detail control, 12, 14, 62–65, 199 1107–1111 applicant data and, 64 implementing, 1105–1106 in application review form when filling out Managed code a form, 64 InfoPath 2007 and use of, 731 binding behavior of, 89t InfoPath 2003 SP1 and support for, 15 defining one-to-many relationships and, 271 InfoPath support for, 729 design-time visuals for, 201 removing, 733 filling out a form and, 63–65 saving a from template with, 735 Scrolling Region control used with, 165 script vs., 786 when filling out a form, 204 Managed code control Master/Detail relationships, creating, 198–203 addition of, to a form template, 1065–1066 Master/Detail tab, 199 deploying, 1070–1071 for Repeating Section set as detail control, 202 Managed code errors, notification for, 851 for Repeating Table set as the master Managed form code, task pane script and, 783 control, 200, 200 Manage Form Templates page, 893, 895 Maximum size of form session state setting, activation with, 895–897 security and, 911–912 Manage Permissions permission, 552 MeetingRequest form, 407, 408 Manage Resources dialog, screening for MeetingRequest template, publishing, to a included files, 903 Web server via a “backdoor” network Manager roles, Conditional Format dialog share, 401 after adding conditions for, 632, 633 Merge actions Manage User Roles dialog, 616, 616, 617, 621, in aggregation namespace, 583, 584 623, 631, 670, 670 node type and, 560t after adding a few roles, 620, 620 Merge attributes, for merge actions, 584, 584 after adding “Team Manager” and “Sales Merge Cells toolbar button, 798 Manager” roles, 632, 632 Merge customizations Managing the Web Service Proxy page, Merge Settings dialog after, 571, 572 settings on, 946–947, 947 for node types, 570–571t Manifest, 73 Merged sales report data, 593 information in, 27 Merged status report form, 558–559, 559 SQL credentials in, 935 Merged status reports, creating, 555–560 Manifest information, about controls, 43 Merged team status report, after all manifest.xsf, 581 customizations are complete, 578, 578 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1193

Index 1193

Merge error dialog, for forms with a schema Microsoft Office applications that doesn’t match the target form, 558 COM add-ins supported by, 1073 Merge Forms dialog, 556, 556 message bar and Workflow dialog in, 641 selecting multiple forms in, 557 Microsoft.Office.Core assembly, reference with Views menu, 557, 557 added to, 1079 Merge Forms view, weekly status report Microsoft Office Excel, sales data exported to, document library in, 558 610, 611 Merge settings, for key field, 568 Microsoft Office InfoPath. See InfoPath Merge Settings button, 566 Microsoft Office InfoPath Security Notice Merge Settings dialog, 580 dialog, 255 with merge customizations, 571, 572 Microsoft Office InfoPath 2003 Toolkit for separators in, for rich text fields, 575, 576 Visual Studio .NET, 23 Merge settings error dialog, 567, 567–568 Microsoft.Office.InfoPath.XmlFormHost- Merge Table Cells, in Layout task pane, 38 Item class, 759 Merge Table cells item, 37 Microsoft.Office.Interop.InfoPath assembly, Merging reference added to, 1079 cells, 37, 38 Microsoft.Office.Interop.InfoPath.Xml InfoPath e-mail forms, 657–660 assembly, reference added to, 1079 Merging forms, 554–586 Microsoft.Office.Server.dll assembly, objects customizing merge behavior in design belonging to shared services and mode, 564–579 providers in, 900 custom merge XSL (advanced), 580–586 Microsoft Office SharePoint Server (MOSS) design recommendations for, 561–564 2007, workflow with, 634–642, 635t in form library, 405 Microsoft Office SharePoint Server (MOSS) in InfoPath, 555–560 2007 document library, status report MessageBox class, 776 forms saved to, 555 showing UI by using, 878–879 Microsoft Office SharePoint Server (MOSS) MessageBox sample, 878 2007 site, status report form template MessageBox.Show, 740, 742 published to, 613 using to get user feedback, 805 (listing) Microsoft Office system (2007), 17 messageDetails parameter, 765 Microsoft Office Word, XML Structure task Methods, not implemented by Forms pane in, 597, 598 Services, 886–887t Microsoft Operations Manager, 866, MFC. See Microsoft Foundation Classes 925, 962 MHT. See Mime HTML file learning more about, 963 Microsoft, TWC initiative Web site, 456 Operator console, 962 Microsoft Authenticode technology, 508 Microsoft Script Editor, 10, 23, 729, 737, 786 Microsoft Component Object (.NET) scripting language and, 841 Runtime Execution Engine DLL, 1112 Microsoft TechNet, 904, 905, 912 Microsoft Exchange Server 5.5, 618 best practices for Forms Services on, 951 Microsoft Foundation Classes, hosting Microsoft TerraServer, Web service for, 273 InfoPath and, 978 Microsoft TerraServer Web site, using in Microsoft Installer, 486 InfoPath, 289–290 Microsoft Installer file Microsoft UpDown control, 1042, 1043, building, 419 1047, 1049 languages supported by, 417–418 Properties dialog for, 1048, 1048 processing time and, 419 Microsoft UpDown Control 6.0, in Add Microsoft Instruction Language, 739 Custom Control Wizard, selected in list Microsoft Management Console, 488, 491, of ActiveX controls, 1039, 1039, 1040 492, 499 Microsoft Visual Studio Solution file, 838 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1194

1194 Index

Microsoft Windows Workflow code for the button that starts validation on Foundation, 635 default view of, 812 (listing) Microsoft Windows XP Tablet PC Edition Confirm view of, 796, 796 Software Development Kit, Ink Picture demonstration of, 791–831 control and, 73 designing, 797–831 Microsoft XML Core Services, 730 adding form code, 803–831 Mime HTML file, 606 adding logic without code, 801–803 Minimum salary desired, field for, and gathering requirements and designing formatting as currency, 179 visual layout, 798 minLength feature, 101 organizing data source, 798–801 Mobile browser, 720 existing, error dialog that appears when creating new form in, 722 user attempts to open, 808 Mobile devices filling out, 792–797 filling out forms with, 690, 720–726 Loading event handler for, 807 (listing) rendering on, 718 Request Details view of, 795, 795 Mobile forms, 722–725 rules used in, 802 code, 724 Thank You view of, 797 conditional formatting, 725 toggling request type options in, 792 controls, 723–724 Welcome view of, 791, 791 data connections, 725 MOI Consulting request form template data validation, 724–725 InternalStartup definition for, 804 (listing) editing first row from, 723, 723 main data source for, 801, 801 filling out, 25–726 MoiConsultingRequest sample, 791 toolbar, 724 MoiConsultingRequest sample code, 819 views, 724 MOI employment application form, 437 Mobile form toolbar, with Pocket PC Internet address block section of, 432, 432 Explorer toolbar showing below it, 724 MoiEventScheduler-Changing form template, mobile value, 717 MyPasswordDialog class of, 751 Modal value, 765 MoiEventScheduler-Changing sample, 755 Modeless value, 765 MoiEventScheduler-Validating sample, 758 Modify Table button, role of, 264 MoiFeedback document element MOI Consulting Company (fictional) group, 697 data requirements for employment MOI feedback form template, 693, 694 application, 31, 32t controls targeted by the messages in Design filling out employee information Checker for, 868, 869 form, 124 Design Checker messages from, 867, 867 structure of Customers table for, 369t filling out, in the browser, 701–703, 702 MOIConsulting database, 369 MoiFeedback sample, 693 MOI Consulting expense report form MOI morale event scheduler form, final after importing into InfoPath, 1123, 1124 touches added to, 768 created in Word, importing, 1117–1119, 1118 MOI performance review form ImportErrors.xml file for, 1140, 1141 (listing) co-signing and, 531, 531, 533 MOI Consulting IT department, technical filling out, before using a digital issues form sent to, 338–341 signature, 514 MOI Consulting morale event form partial signing and, 522 in design mode, 750, 750 MOIPerformanceReview-FullSignatures Validating event and, 758–764 sample, 510 MOI Consulting performance review form, MOM. See Microsoft Operations Manager sample, 510, 510 Monitoring, 866 MOI Consulting request form Move command, 120 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1195

Index 1195

Move Field or Group dialog, for moving an Music collection form, designing data source existing field or group, 119 for, with and without attributes, 117 Move operation, 86 My Data Sources connection, InfoPath data Mozilla, 17 connection vs., 260 Forms Services and, 690 MyMusicAndPhotos sample, 292, 295 mscoree.dll file, COM add-ins in, 1112 MyPage.aspx page, 1016 MSE. See Microsoft Script Editor code behind the ASP.NET Button control in, MS Forms, 494 1021 (listing) MSIL. See Microsoft Instruction Language hosting life insurance form in, 1019, 1019 msoControlButton, 1087 MyPage.aspx Web form, 1014 MsoControlType enumeration, 1087 Solution Explorer after addition of, MSXML. See Microsoft XML Core Services 1014, 1015 Multi-line checkbox, in Display tab, 184 my prefix, 778 Multi-line property, 184 Multiple binding, 145–147 details of, 147–149 N Option buttons and, 150 name attribute, 583 Multiple conditions, Conditional Format Name changes dialog with, 219 matching XML data and schema and, 96 Multiple controls mismatched XML data and schema and, 96 formatting, 80–82 Name field, in Publishing Wizard, 407 Properties dialog for resizing of, 192, 192 Name of controls, seeing, 65 resizing, 191–193 Name property, 95–97 Multiple forms Names selection of, in Merge Forms dialog, 557 for print view, 601, 602 showing data merged from, 563–564 SharePoint site, 1013 Multiple nodes, selecting, 779 template part, 453, 454 MultipleNotifications sample form, 774 user, assignment of, 617–618 in design mode, 775 NamespaceManager parameter, using, 778 Multiple projects, working with, in Visual Namespaces Studio environment, 856 in data source, 135–137 Multiple records, display of, in forms, 265 in Field or Group Properties dialog, 108, 108 Multiple rules, error cases and, 232 prefixes, 778 Multiple-Selection List Box control, 67 Namespace URI, hard-coding and, 779 binding behavior of, 90t Name string value, LCID key and, 1143 for filling out a form, 67 Naming in InfoPath 2007 Controls task pane, 22 data source nodes, 92 Multiple signatures, on a form, 519 repeating field, 103–104 Multiple status report forms, merging, Team NAT. See Network Address Translation Status Report view for, 564, 564 Nested database tables, 270, 270 Multiple text nodes, concatenating strings .NET by selection of, 773 creating InfoPath host application in, Multiple top-level elements 979–980, 984–990 prompt indicating a start from schema event handlers in, vs. in InfoPath, 752 with, 131 .NET controls schema with, 131 (listing) creating for InfoPath, 1061 starting from schema with, 130–132 summary on use of, in InfoPath, 1071–1072 Multiple view printing, 592–596 Netscape, Forms Services and, 690 Multiple views, 19 .NET Windows Forms applications, hosting creating, 73–76 InfoPath and, 978 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1196

1196 Index

Network Address Translation, alternate referencing in data source, 122–123 access mappings and, 928 repeating, 87 Network locations in XML, 93–94 saving and publishing form template on, Node siblings, deleting, by using 400–403 DeleteRange, 780 (listing) saving to, 397 Node types new ActiveXObject method, 471 default merge actions based on, 560t New bindings, customizing, 142–144 merge customizations available for, Newline characters, replacing, 361 570–571t New Project dialog, 838 Nonrepeating node, 87 in Visual Studio 2005, 837, 837 Nonrepudiable partial signatures, 15 New Project Wizard, 1004 Nonrepudiation, 508 InfoPath Add-in project type shown in, Nonsubmit cases, using NotifyHost for, 1106, 1106 1031–1035 Shared Add-in project template type shown Normal quiesce status, new and existing in, 1077, 1077 form-filling sessions during, 915t New Rule button, 648 Northwind customers and orders data, New Web Site dialog, with template for New preview of modified form layout Web, 274, 274 with, 272 NewXDocument event, 1107, 1109 Northwind database, 258, 260, 261 hooking up event handlers for, 1082 Customers and Orders table in, 258 NewXDocument event handler, 1088, 1089 Customers and Orders Web service nillable feature, removing, 101 example, 302–307 Node changes, rejecting in Changing Notepad, opening schema in, 133 event, 749 notification parameter, NotifyHostEven- Node names tHandler method and, 1003 changing, 95 NotifyHostEventHandler method, 1004 updated, for readability, 105 parameters received by, 1003 updating, 92 NotifyHost method, 1003–1004, 1032 Node properties, changing/resetting of, after using for nonsubmit cases, 1031–1035 rebinding, 141t NT domain account, 621 Node property, 1060 NTLM authentication, 948 Nodes for data connections with InfoPath and adding in data source, 116–119 Forms Services, 944, 944 analyzing namespaces relative to their Null values, translation of, as missing immediate ancestors, 136t nodes, 374 customizing merge settings for, 565–566 Numbered List control, 7, 65, 66 data source, 86 binding behavior of, 90t deleting, 88, 779–780 repeating nodes and, 103 deleting in data source, 121–122 finding XPath of, 777 in InfoPath data source during design O mode, 94 Object browser, lack of IntelliSense leaf, 86–87 information in, 738 MOI Consulting request form code and, Object model, 4, 729, 741–790, 833, 803–805 866, 875 moving in data source, 119–121 accessing from a managed add-in, multiple, selecting, 779 1107–1111 nillable, 101 COM add-ins, shared objects and, nonrepeating, 87 1074–1075 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1197

Index 1197

configuring e-mail settings via, 949, 950 Offline mode queries, configuring form (listing) template for, 313 form events, 742–744 Offline mode query support, 312–316 programming languages and versions for data connections, 298 of, 731t enabling, for offline mode when adding registering event handlers, 780–782 or modifying secondary data connec- reporting custom validation errors with use tion, 313 of, 767 OLECMD objects, 999, 1000 script and the Custom task pane, 782–790 OLE DB, 257, 300 showing read-only properties from, 805–806 OM. See Object model two types of, for writing code behind a “On-box” connections, domain trust for, 461 form template, 742 OnChanged method, 1067, 1068 upgrading, 734 OnConnection method, 1079–1083, 1088 using XPathNavigator objects and, 777–780 code in, to hook up the application event view-based structural editing through, 827 handlers, 1083 (listing) XML data events, 744–777 of IDTExtensibility2 interface, 1075 Object model classes, not implemented by initial code for, 1081 (listing) Forms Services, 886–887t parameters passed to, 1081 Object model (OM) security level, 471 OnCopyClick method, 1091 definitions, 471–472, 472t OnEnabledChanged event handler, 1055 form and IE security level impacts on, 473t One-to-many relationships, Master/Detail setting for template with managed code, 472 control and, 271 obj folder, 839 On failure option, 394 objsafe.h file, in Windows Platform SDK with OnFormOpened method, 1109 (listing), 1110 Visual Studio 2005, 1054 onload event, use of, instead of using global OCR. See Optical character recognition script, 1035 OCT. See Office Customization Tool Only when the user inserts this section ODBC DSN, 257 button, 207, 208 ODC files, 257 OnPasteClick event handler, 1091 Odd bindings, 145 OnRefreshClick event handler, 1100 (listing) “Off-box” connections, domain trust form OnStartupComplete method, 1083–1088 templates and, 461 associated helper methods and, Office Configuration Tool security settings, 1084 (listing) for InfoPath, 477 On success option, 394 Office Customization Tool, 455, 505 OnSwitchView event, 1088, 1089, 1091 design lockdown and, 504 OnSwitchView event handler, disabling InfoPath e-mail forms for InfoPath 1089 (listing) 2003-compatible forms and, 662 OnTaskPaneReady method, 1102, 1104 restricting Internet domain forms OnToggleClick event handler, 1095 through, 476 for Show/Hide task pane button, 1095, Office Marketplace, 1128 1096 (listing) Office Online, 503 Open a form template category, within alternate access mappings information Design a Form Template dialog, 28 on, 928 Open and Save tab, of Form Options dialog, forms downloaded from, 16 611, 612, 622, 622 form templates available on, 28 Open a new form to fill out rule action, 234 Office Resource Kit, 455 Open button (ToolStrip toolbar), 997 Office Server connection, with Web server writing code for, 991 (HTTP) submit, 382 OpenIn optional parameter values, with Offline cached queries, 316 brief descriptions, 717t 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1198

1198 Index

OpenIn parameter, 717, 719 security feature, 467 Operand, comparison, choosing Outlook 2007, 413 for condition, 217 custom form regions in, 834 Operation values, 776 disabling InfoPath e-mail forms in, 643 Optical character recognition, data importer e-mail submits and, 340 and, 1146 Rules Wizard in, 648, 649 Optional controls using InfoPath e-mail forms in, 614 after clicking on Click here to insert link, 51 Outlook folders for previewing employment application choosing which properties to make form, 51 available in, 647 Optional Section control, 7, 49–51 storing received forms in, 650–652 binding missing nodes to, 153 Outlook Web Access, 20, 667, 668 Edit Values dialog for, 206 Overall Satisfaction table, vertical-to- employment application form template horizontal remake of, 698, 699 with, 50 Override behavior, executing, 822 inserting, using ExecuteAction for, 828–829 OWA. See Outlook Web Access (listing) Properties dialog for, with minimum salary P desired, 180, 181 Package section, of manifest.xsf, 1138 Section Properties dialog for, 205, 205–206 (listing) Option Button controls, 7, 45t Padding, 190 binding behavior of, 89t Page Viewer Web Part converting Check Box controls to, 1125 adding to SharePoint page, 928–929 Option buttons, multiple binding and, 150 checking on InfoPath installation and, 929 Options dialog, 520 Paragraph breaks property, 185 choosing whether or not to show a Parameter mappings notification when signed forms are to any data source, 359 opened, 520 defining for Web service submit, 356, Options dialog (VSTO), limited InfoPath 356–358 settings on, 863–863 setting, 347 Option Section control, context menu for, setting up, for DataSet object, 372 when filling out a form, 52, 52 submit and, 345 Options parameter, 720 Parameter mappings dialog, configuration Oracle, 300 of, for submitting entire form, 363, 363 Orders child table, adding to Customers Parameters parent table, 262 warning about assuming existence of, 1024 Orders data, displaying, 271 Web service, 364 Orders table, in Northwind database, 258 Parent tables, defining relationships between ORK. See Office Resource Kit child tables and, 263 OuterHtml property, 955 Partial signatures, adding, 523 Outgoing alternate access mappings, 928 Partial signing Outlook, 667, 668 of form data, 521–526 COM add-ins supported by, 1073 setting up Personal Information part of the Custom Task Panes added into, 1093 view for, 523, 523 InfoPath e-mail form in reading pane, PartyPlanner sample, 224 653, 653 Party-planning form template promoting properties to make them data validation for, 224–227 available as columns in, 415, 415 pattern matching for, 227–229 resulting e-mail in, after finishing the PascalCasing, 799 Publishing Wizard for e-mail, 415, 416 Password dialog prompt, 751, 751 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1199

Index 1199

Password prompts, adding, 750 publishing via e-mail and, 415–416 Passwords, 259 requesting, 458 hard-coded, 752 specifying, for current form while filling it prompting for, 751 (listing) out, 544 Paste button XML files and, 247 enabling/disabling, 1000 Permissions dialog, 541 hosted form and, 994, 997 Personal digital assistants, filling out forms Paste button event handler, 1092 (listing) with, 690, 720 Paste Form Data button, 1083 Personal Information part of the view, setting Pattern matching, 218, 227–229 up, for partial signing, 523, 523 Patterns, custom, 228–229 Phone numbers, controls for, on employment PDAs. See Personal digital assistants application form, 44 Performance, 866 Phrase List option, 196, 198 accounting for, in form code, 831 new Input Scope dialog with, 197 extra postbacks and, 878 Physical path, to root SharePoint site, 1013, large amounts of data and impact on, 264 1013 monitoring, 958–962 Picture control, 70–72, 79 optimizing, 951 binding behavior of, 90t session state, 908, 909 File Attachment control vs., 70 Performance counters for filling out a form, 72 addition of, for templates activated with with picture inserted, 72 InfoPath Forms Services, 958, 959 Picture files, large, adding to form, 71 InfoPath Forms Services, 960–961t Picture or File Attachment (base64) data Performance Monitor (PerfMon), purpose type, 99t of, 958 Pictures, form templates and, 27 Performance tips Pictures library (SharePoint site), 292, 293, data connections, 956 293–294 data-heavy features, 954–956 filling out music and photos form, with list form code, 953 of photos from, 295 form template deployment, 951–952 Placeholder field, in Text Box Properties form template design, 950–963 dialog, 83 form view state, 956–957 Placeholder text, in Text Box control, 184 miscellaneous, 957–958 Plain List control, 7, 65, 66 reduction of form postbacks, 953–954 binding behavior of, 90t views, 952 Plain text, SharePoint columns and support Periods, XML, naming nodes and, 105 for, 411, 412 Permission button, 541 PlainText control, 1139 on Standard toolbar, 539, 539 Pocket PC device, filling out status report Permission dialog, 539, 540, 544, 545–547 form on, 721, 721 after clicking More Options button, 546, 546 Port forwarding, alternate access mappings Permissions, 406 and, 928 accessing, when filling out a form, 545 Postbacks, 865 additional, enabling, 547 extra, performance issues with, 878 controlling, to your form, 547–548 forcible denial of, 954 defining, to restrict individual forms, 542 number of, per form session state setting, 910 form libraries and, 706 rate counters and, 959 on form templates, 539–542 reduction of, 953–954 granted, viewing of, 552 resetting session’s timer and, 909 granting, 457, 458 separating views and, 952 insufficient, Form Error dialog and, 403 view switching and, 911 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1200

1200 Index

Postback settings Preview settings, configuring, 425, 426 Forms Services and, 871 Previews options, persisted information number of actions per, 910–911 and, 427 Post-import warnings Preview tab, on Form Options dialog, 624, 625 functioning of, 1140–1141 Preview window, 424 removing, 1127 Primary key field, in form templates, 376 Post-submit actions, warning about, 394 Printable forms, 1116 PowerPoint Print command, 547 COM add-ins supported by, 1073 Print content setting, enabling, 547 custom task panes added into, 1093 Print dialog, 593, 593, 596 default Document Information Panel in, Printing reports, 586–605 966, 968, 970 headers and footers, 589–591 Predicate filter, 770, 771 multiple view printing, 592–596 PreferClient value, 717 print views, 586–589 PreferredDate field, data validation on, 802 in browser-enabled forms, 603–605 Prefix each item with checkbox, 575 Word print views, 596–603 Prefixes Print Multiple Views dialog, 596, 603 in Data Source task pane, 135 in design mode, 595, 595 for merging into a form that has data, 575, 576 for filling out a form, 594, 594 namspaces, 778 Print preview, in Visual Studio 2005, 863 Preventive maintenance, server downtime Print settings, specifying for print views, 589 and, 919–920, 927 Print Settings tab, of View Properties Preview as drop-down, enabling, 428 dialog, 588, 588, 589 Preview button, 424 Print View button, 604 on Standard toolbar, 48 on browser form toolbar, 684, 687 Preview drop-down toolbar menu, 625 on Forms Services toolbar, 604, 604 Preview feature, 398, 425 Print views, 586–589 Preview Form command, 740 specifying print settings for, 589 Previewing Print Views feature, in Word, 596–605 debugging and, 741 Prior Trusted Sources list, 500 employment application form, 48, 48 Privacy forms in VSTO, 863 group names and, 619 fully trusted forms, 485, 792 saving form templates and, 399 unpublished forms, with CMCL submitting digitally signed form data and, connections, 941 365–368 with a user role, 624–626 Privacy Options category, of Trust Center Previewing form dialog, 503, 503 context menu for Repeating Section Private roles, assigning users to, in InfoPath control and, 54 2003 SP1, 15 Repeating Section control for, 54 Privileges, user form and cross-domain, 930 Repeating Table control for, 60 Processing instructions, XML, 364 Previewing form templates, 424–429 ProgId attribute, 1078 disabled commands and, 425 ProgID key domain simulation, 428–429 creating DefaultLCID DWORD value error message related to attempting to open under, 1142 form that was saved during registered importers/exporters and, 1132 previewing, 429 Programmatic admin deployment, 900–901 with sample data, 426–427 Programmatic quiescing, 917–919 saving form data and, 429 Programming category, in Form Options with user roles, 427–428 dialog, 732, 732 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1201

Index 1201

Programming Internet Explorer 5, 788 Published domain trust form, moving, Programming language section, options 479–481 available in Form Options dialog, 732, 732 Published form template, data source oper- Programming language when designing for ations on, and affect on saved forms, 97 InfoPath and InfoPath Forms Services Publishers drop-down, 736 COM add-ins supported by, 1073 Programming section, in Logic Inspector trusted, 489 dialog, 238 Publishing, 398 Progress dialogs, canceling, 23 to Forms Services, 715 Project Application services, 672 form template as a content type, 709 Projects form templates, 11, 397 COM add-ins supported by, 1073 for administrator approval, 941–942 new, for new or existing form templates, to Forms Services, 678–681 839–840 four types of, 397 Promoted properties new form template as a Document form libraries and, 706 Information Panel template for maximum number of, 412 SharePoint, 975, 975 on Publishing Wizard page, which appear saving comes with, 399 as columns in SharePoint libraries two types of, 888 and lists, 408, 408 via e-mail, 397 Prompt method, 751 VSTO form templates to Forms Services, 841 Properties, not implemented by Forms Publishing (advanced), 888–903 Services, 886–887t administrative deployment to Forms Properties dialog Services, 892–901 for Microsoft UpDown Control, 1048, 1048 managing form templates, 904–905 for resizing multiple controls, 192, 192 publishing form templates for administrator for Text Box control, 174, 175 approval, 889–891 Properties directory, 839 screening form templates for approval, Properties Window dialog, 853 902–903 Property demotion, 405, 412–413 Publishing Wizard, 658, 678, 845, 889, Property pages, ActiveX controls and, 1018, 1024 1047–1048 Company Name and Language text boxes, Property promotion, 405, 410–413 417, 418 outside of Publishing Wizard, 410 conveniences built in to, 420 Protected form template, warning dialog enabling browser rendering in, 680 for when users attempt to change filling out MOI feedback form template template, 505 with, 701 Protection, enabling, to discourage users final page of in creation of installable form from changing your form template, 504 template, 419, 419 Providers first page of, 399, 400 configuring, 907–912 first wizard page for publishing form to searching UDDI by, 299 e-mail recipients, 414, 414 Proxy Web service, creating, 288 internal use of Web service by, 905 Public roles, assigning users to, in InfoPath last page of, 402, 403 2003 SP1, 15 last page of, before clicking Publish button, Publish button, 402 680, 681 last page of Publishing Wizard, before page showing promoted properties from clicking, 680, 681 template’s data source, 408 Publish domain, simulating for testing, promoting properties to make them available 481–482 as columns in Outlook, 415, 415 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1202

1202 Index

Publishing Wizard (cont.) form templates, 913–915 property promotion outside of, 410 programmatic, 917–919 setting access path in, 462, 463 as shared service, 916 verifying document library name, stopping, 915 document library location, and status upgrading form templates and, 916–917 of Forms Services in, 409 Quiescing errors, occurrence of, when Publish locations, standard paths for, 402 creating status report forms, 913, 913 publishUrl attribute, access path definition Quiescing status, new and existing form-filling and, 468 sessions during, 915t Purchase request forms, 620 Quiescing time, for form template or a Pushpin icons, in VSTO, 845 farm, 916 put_Value method, implementation of, 1057 (listing) R Rate counters, postbacks and, 959 Q Readability, data with updated node names Qualifier, of condition, 217 for, 105 Query Builder, 302 Reading pane (Outlook), InfoPath e-mail Query data connection, 242 form in, 653, 653 queryFields group Read-only controls, digitally signed form within data source, 342 with, 518 student sign-in form and, 347 Rebinding, 140 Querying container controls, 142 event bubbling and, 819–820 Control, Node, and other unrelated via a rule instead of with form code, 818 properties that change/get reset QueryStatusCommand method, 992, 993 after, 141t (listing), 994, 997 reverting, 142 QueryStatus method, calling, 999 Receive and submit data option, 345 QueryString property, 1022 Receive and Submit Data Wizard, differences Query support, enabling, for offline mode between Submit Data and Receive Data when adding or modifying a secondary Wizards and, 346 data connection, 313 Receive Data Wizard, 346 QueryXmlFile sample, 254 Recent form templates category, on Design a Quick Find, in VSTO, 854 Form Template dialog, 29 Quiesced status, new and existing form- Recently Used Forms link, 16 filling sessions during, 915t Recently Used Forms list, e-mailed forms Quiesce Farm link, 916 in, 414 Quiesce Form Template page, 916 Recent Projects fly-out menu, on File menu configuring to quiesce a form template on, of Visual Studio, 838 14, 914 Recognize non-matching input checkbox, 196 Quiesce method, 918 Records, multiple, displaying in forms, 265 Quiesce sample, 919 Recovered forms, detecting, 830 Quiescing, 680 Recursion, 14–15, 122–123 administration OM on the FormTemplate Recursive data sources, support for, 123 object specific to, 918t Recursive Section control, 14, 172 command-line, 917–919 in InfoPath 2003 SP1, 14, 15 commands for stsadm.exe specific Red asterisk error, 228, 228 to, 918t Red exclamation point, meaning of, 149–150 definition of, 912 Redistribution, creating installable form entire farm, 915–916 for, 397 farm, 918–919 Redo button 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1203

Index 1203

enabling/disabling, 1000 binding behavior of, 89t hosted form and, 994, 997 binding to repeating group nodes, 561, 562 Redo operation, 771 employment application form template Red validation rectangles, in MOI Consulting form with, 53, 53 request form, 792 inserting new, 55 Refactoring, in Visual Studio 2005, 859, 860 Master/Detail tab for, set as a detail Reference operation, 86, 122 control, 202 recursion, 122–123 for previewing form, 54 Referer HTTP header, 718, 719 setting as detail control, 201 Refresh button, 684 three instances of, inserted into form, 55, 55 Refresh (or requery), data, 251 with three items in a mobile form, 723, 723 Regular Expression option, 198 XML fragments for, 207 Relationships Repeating Section fragment, Section defining, between child and parent Properties dialog for, 208 tables, 263 Repeating Section Properties dialog, 207 defining, between tables, 261, 263 Advanced tab of, 566, 567 Relative links, for data connection files, three sections of grocery shopping list in, 209 712, 713 Repeating Table control, 7, 52, 56–60, 827, 1037 Relinking, form libraries and, 707–708 adding to grocery form template, Relink tool, using, 429 321–322, 322 Remove blank groups checkbox, 571, 572 after changing from Repeating Section Rendering, on mobile device, 718 control, 58 Repeating a Section control, 51 binding behavior of, 89t Repeating Choice Group control, 14, binding to repeating group nodes, 561, 562 167–171, 827 color schemes and, 39 binding behavior of, 91t in design mode, 57 Repeating container for expenses, 161 sample form XML Data with and nested database table (Orders), which is without, 104 hard to represent when parent table Repeating control, removing, 56 (Customers), is in view as, 270 Repeating field, 147 for previewing form, 60 inserting into header or footer, 590 Repeating Section control changed to, 57, 58 Repeating field node type, merge Repeating Section control vs., 56–57 customizations available for, 570t setting as master control, 201 Repeating fields, renaming, 104–105 supporting entry of last and first names in, Repeating group node, merging data and, 768, 769 561, 562 replaceChild method, 1092 Repeating group node type, merge Replace In Files feature, from Visual customizations available for, 570t Studio, 855 Repeating nodes, 87 ReplaceSelf method, 772 in data source, 103 Replace With action, Choice Section control inserting new instances of, 153 and, 212 Repeating property, 102–105 Report Center, 678 Repeating Recursive Section ReportError method, 1007 in design mode, 172 default version of, 760 for filling out employee information warning regarding use of, with arbitrary form, 173 node, 766 Repeating Recursive Section control, 171–172 ReportError overload, 761 binding behavior of, 91t Reporting errors, Validating event and, Repeating Section controls, 7, 52–55, 827 757, 758 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1204

1204 Index

Reports flexibility with, 464 creating, 553–612 Restricted permission, for user, while exporting, 605–611 designing a form template, 541, 541 printing, 586–605 Restricted security level, 459, 460–467 Republishing, form template moved by, 481 deploying restricted form templates, 462, ReqeustType field, Changed event handler 464–466 for, 818–819 more restrictions with restricted forms, Request Details view, 825, 825 466–467 completing, 829 Restricted sites zone, 470 of MOI Consulting request form, 795, 795, Restrict permission to forms based on this 798, 799 form template checkbox, 542 Request object, 1022 Reusable components RequestType List Box, dynamically building, 431–454 populating, by using a data connection, creation of, in two ways, 432 818–819 (listing) Reuse, locating template parts for, 438 requestType query parameter, setting, Ribbon, 1076 821–823, 824 customizing, 834 Require a connection to verify a user’s Developer tab appearing in, 968 permission setting, 548 Rich text, use of, as a promoted property, requiredString data type, 101 411, 412 Requirements Rich Text Box control, 7, 45t, 53, 79, 184 defining, new form creation and, 31 appropriate configuration of, for use in defining specifications for, 31 Web browser, 698 gathering for MOI Consulting request binding behavior of, 89t form, 798 in browser, 689, 689 Require SSL for HTTP authentication to data display tab for, 186 sources checkbox, enabling, 934 inside Optional Section, 50 Reset Toolbox option, on Toolbox pane, 847 validating amount of data in, 955 Resizing, multiple controls, 191–193 Rich text data, adding ActiveX controls and, Resizing controls 1046 in design mode, 54 RichText field, 774 grab handles for, 78 Rich text fields, separators in Merge Settings Resolver parameters, 778 dialog for, 575, 576 Resource editing, in VSTO, 858 Rich text (HTML) field, one of the Resource files, adding to a form template, 858 notifications when adding underline to, Resource Files dialog 775, 776 files accessible by all form templates shown Rich text (XHTML) data type, 99, 99t, 178 in, 466, 466 Rights Management Service in InfoPath and VSTO, 858, 858 Information Rights Management Resource Files menu item, on Tools menu in and, 538 design mode, 27 specifying server, 549 Resource Manager, 27 Right-to-left languages, 185, 186 Resources, in form templates, 27 support for, with InfoPath SP1, 14 Response size, data connection, 933 RMS. See Rights Management Service Restricted form templates Role-based views, 631–634 access paths on, 464, 465 Roles, 426, 564 data connections types for, 466 in InfoPath 2003 SP1, 15 deploying, 462, 464–466 Role structure, 881 error dialog that appears when opening one Roots, 87 that attempts to query external data Rows, inserting in layout tables, 37, 38 source, 461, 461 RPC/encoded Web services, 288 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1205

Index 1205

RSS feeds, 405 with rule specific to InfoPath forms, Rule dialog 648, 648 after adding a rule to switch to Team Status Run As command, 495 Report view, 632, 633 Run Query button, 375 after setting the condition and action, 623, 623–624 Rules, 19, 118, 229–235, 426 S actions available for, 233t Safari, 17 actions for actual submit to the Web Forms Services and, 690 services, 387 “Safe Initialization and Scripting for ActiveX adding, 230–231 Controls,” 1054 adding or modifying, so that four actions Safety, of ActiveX controls, for scripting and are always run when form is initialization, 1053–1055 submitted, 230 Sales data, exporting to Microsoft Office ADO.NET DataSet object and, 388–389 Excel, 610, 611 creating, 230–231 Sales Report view, 592, 592, 615 creating for InfoPath e-mail forms, Sample data, previewing forms with, 426–427 648–650 Sample data connection custom submit with, 384–388 clicking on Button and querying of, 254 dialog displayed for action failing to rule for querying of, 254 execute when user fills out the form, Sample data files, creating, 427 234, 234 Sample form templates disadvantages with, 389–391 customizing, 28 errors and, 234 using as InfoPath e-mail form, 658 in MOI Consulting request form, 802 Save, full trust and, 831 multiple, 232 Save and Save As, InfoPath prompt that no error handling for, 390 appears when choosing either for setting up, when user opens form, 232 new form template, 399 setting up submit with use of, 385, 385 Save As button, on browser form toolbar, simulating user roles and, 880 683, 686, 686–687 template parts and replacement of, 447 SaveAs method updating template parts and, 451 full trust and, 831 user roles in, 621, 622–624 saving IP insurance method and, 989, 990 using to submit forms, 337 Save as Source Files option, 397, 398 Rules and Alerts dialog, 648 files making up form template and, 1137 Rules and Merge tab, on the Field or Group Save button Properties dialog, 566 on browser form toolbar, 683, 686–687 Rules button, 181, 182, 229, 230 enabling, only if form is dirty, 997 Rules feature, 229–230 enabling/disabling, 1000 entry points and structure of, 232, 232 using “form-only” model for disabling of, in InfoPath 2003 SP1, 15 329–331 secondary data source field and, writing code for, 991 308–309 Save event, 744 Rules for Opening Forms dialog, after SaveForm method, 989 adding all rules, 624, 624 SaveIfDirty method, 988 Rules for Submitting Forms dialog, 385 SaveItems Web service method, 344 Rules section, in Logic Inspector choosing data source node to submit dialog, 238 to, 285 RulesSimpleExample sample, 231 setting up parameter to, which involves Rules Wizard selecting which data source node creating folder outside of, 650–652 provides its value, 284, 284 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1206

1206 Index

SaveItems Web service method (cont.) safety of ActiveX controls for, 1053–1055 Web service form sample and, 275, 277t, Scripting languages, 731 279, 282, 283, 284, 287 Scrolling Region control, 14, 203, 1147 SaveItem Web service method application review form with, when filling browser test form for, 280 out the form, 166 Web service form sample and, 275, 277t, binding behavior of, 90t 279, 282, 283, 284 in design form, 165 SaveLocation parameter, 719–720 Scrolling Region layout element, 164–166 Save method, saving IP insurance method Scrolling tab, in Properties dialog for and, 989 Microsoft UpDown Control, 1048 Saving SDK. See Software Development Kit before adding code, 738 Search crawls, 673 browser forms, 703 Search Indexing, 672 form data, 429 Search UDDI button, 299 form templates, purpose of, 398 Search Web Service dialog, 299, 300 to network location, 397 Secondary data, showing in list box control, publishing comes with, 399 317–321 templates as extracted source files, Secondary database connections, 258 421–424 Secondary data connection, inability to Saving and publishing, 397–430 submit form to database via, 341–342 Saving and publishing form template, Secondary data connection query, 310 398–420 Secondary data source common conveniences with Publishing Customers, 268, 268 Wizard, 420 in Data Source task pane, 253, 253 e-mail deployment, 397, 413–416 persisting default state of XML for, 810–811 with InfoPath, 398–420 (listing) installable form templates, 397, 417–420 Secondary data source binding, 307–312 to network locations, 397, 400–403 data validation, 311–312 to SharePoint or Forms Services, 397, designing form template, 307–309 404–413 filling out the form, 310–312 Saving forms, 330 Secondary data source events, sinking, 770 submitting forms vs., 328 Secondary data sources, 10, 241, 297, 298, 779 Scalability, 866 available and unavailable features for, 309t schema element, 583 form templates and, 26 SchemaValidation errors, 765 list box controls connected to, 316–324 Screening, form templates for approval, main data connections vs., 244 902–903 no validation in, 821 Screen readers, ScreenTip property and, 193 populating of List Box family of controls ScreenTip text box, 193 and, 298 Script, 497 query data connection associated with, 822 custom task pane and, 782–790 secondary query data connections and, InfoPath support for, 729 820–821 managed code vs., 786 SharePoint connections supported as, 292 using existing form template with, to create Secondary query connections InfoPath project in VSTO, 841 creating, 245–246 Script code, debugging, 741 types of, 246t Scripting Secondary submit connection, main submit of ActiveX controls, 1039 connection vs., 390 custom task pane, 785–790 Section, Optional control, binding behavior restriction of objects unsafe for, 784 of, 89t 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1207

Index 1207

Section Commands dialog, 210, 210 Security and Trust category settings, for Section controls, 7, 46t signing a form template, 489, 489 address information and, 46 Security and Trust tab, of Form Options arbitrary, 522–523 dialog, 485 binding behavior of, 89t Security levels creating new set of signable data (partial automatic, 482–483 signing) on, 524, 524 designing security into form templates, in design mode, 47 459–460 partial signing and, 522 domain, 467–482 setting up digital signatures on, 526 full trust, 484–498 use of, vs. use of layout tables, 47 with InfoPath, 458–498 in Weekly Status Report view, 563 request on demand for, 462 Section Properties dialog restricted, 460–467 for Optional Section control, 205, 205–206 Security levels for this zone setting, for Repeating Section fragment, 208 468–469, 469 Sections Security notices, data connections and, 255 access keys for inserting and removal Security privilege error, insufficient, 403 of, 689 Security prompt, with data connections, 290 enabling for partial signing, 522 Security settings spillover warning, 468 Section signing, loading performance Security zone, determining, 468 and, 955 Select a Control dialog, 143 “Secure by default,” 15, 931 Select a Field or Group dialog, 157, 157, Secure submit, with HTTPS, 383 158, 590 Security, 456, 552 Filter Data button in, 628 accessing data connection files from CMCL SelectAncestors method, 778 and, 942 Select Certificate dialog, 490 centrally managed connection library Select Database and Table dialog, 261, 261 and, 936 SelectDescendants method, 778 configuring into form templates, 459, 459 SelectedIndexChanged event handler, 985 cross-domain connections using the DCL (listing) and, 930 after code to support saving the current data connection libraries and, 713–714 form if dirty, 987 (listing) data connections in browser-based form Selected Text Box control, 78 templates and, 710 Select methods, 778 deployment and, 455–552 selectSingleNode method, 1091 designing into form templates, 459–460 Select the Data to Sign dialog, 515 domain simulation and, 428, 429 using, 527 embedded SQL authentication and, 934–935 Select Users dialog, 618, 618 form filling and, 461 Select XPath button, 157 form template publishing and, 401–402 Self-signed certificates, 489 HTTP data connections and, 934 creating for code signing, 490, 490 introduction to, 456–458 in Select Certificate dialog, 491 local intranet zone and, 471 trusting, 491, 492 publishing via e-mail and, 415–416 Semicolons, multiple aliases separated by, setting up connection to database and, 257 617–618 signed data blocks and, 814 Semistructured documents, 5, 93 submitting digitally signed form data and, Sender object 365–368 exposure of, as Source on XmlEventArgs Security and Trust category, on Form Options object in InfoPath 2003 OM, 747 dialog, 468 as object parameter, 747 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1208

1208 Index

sender parameter, 1106 turning off, 907 InitEventHandler method and, 1001 SessionStateService object, 918 NotifyHostEventHandler method and, Session state setting, number of postbacks 1003 per, 910 SubmitToHostEventHandler method and, Session state timeout, 961 1009 SetFindReplaceOptionSearchDirection “Sending data to the server” busy dialog, 773 command, hosted form and, 996 Send to HR for Approval button, 755 SetFindString command, hosted form and, Sensitive information, keeping out of main 995, 996, 997 data source, 800 SetLcid, 1135 Separators Set of Signable Data dialog, 524, 525 for multiple view printing, 594 Signature options portion of, 526 for rich text nodes, 575, 576 SetProgressDialogPosition method, 1137 Sequential workflow, 634–635 SetProgressDialogStatus method, 1137 Serializable attribute, 1005 SetSubmitToHostEventHandler Serialization, 366 method, 1009 dataset, 373 Settings Page, in Document Information diffgram, 374 Panel, 970, 970 Server SetToolBarButtonStates method, 998–999 configuring, to send e-mail, 949 (listing), 1000 data connection authentication and, main purpose of, 999 943–948 Shape command (ADO), 267 disabling user from publishing directly Shape query, 266 to, 892 Shared Add-in project template type, shown form features that automatically in New Project wizard, 1077, 1077 communicate with, 704t Shared Add-in Wizard uploading form template to, 893–895 namespace and class created by, 1078, Server downtime 1079 (listing) preventive maintenance and, 919–920, 927 selecting InfoPath as supported application quiescing and, 913–916 in, 1078, 1078 Server health, monitoring, 962–963 Shared services, configuring, 907–912 Server identity, data connections in browser- Shared Services Provider, 676 based form templates and, 710 Shared session service, 918 Server location, specifying, for publishing Shared session state service, performance tips, to a SharePoint site or Forms Services 956, 957 site, 406 SharePoint Server stress, form code in browser form form library on, 409 and, 953 InfoPath form template based on Document Server throughput, tradeoffs related to, 951 content type after adding Assigned To Service, searching UDDI by, 299 column in, 972, 972 Session state, 881 publishing new form template as a enabling on ASP.NET page, 1018 Document Information Panel template Forms Services and, 683 for, 975, 975 learning more about, 912 registering alternate URLs with, 928 view state vs., 957 understanding basics of, 705 Session state performance, paying attention SharePoint 2007, Microsoft Operations to, 909 Manager pack with, 963 Session state service, 907–908, 1018 SharePoint Central Administration site, 20, 675 configuring, 908 configuration page for server logging and in Forms Services, 908–909 tracing settings on, 925 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1209

Index 1209

enabling Information Rights Management libraries and lists available for querying on, 549, 549 from, 293 SharePoint Central Administration site local intranet forms and, 471 URL, 892 mobile site for, 721 SharePoint document library publishing form template to, 404–409 merging forms from, 556–558 saving template somewhere on, when submit connection to, 336, 337 creating a site content type, 407 Submit Options dialog configured to specifying server location for publishing to, submit to, 379 406 with submitted form data, 380 in 32- and 64-bit architectures, 672 SharePoint Document Properties page, 969 SharePoint Server 2007, 953 SharePoint integration, 705–710, 885, 888, choosing type of server to install, 674, 674 925–929 with Enterprise features, 678 advanced publishing, 888–903 installing, 672 configuring InfoPath Forms Services, SharePoint Server 2007 platform, 19 906–907 Form Services built on and integrated with, configuring shared services and providers, 668, 669 907–920, 925–928 SharePoint Services, 19 document libraries and, 705–708 Web Application service, 674 filling out a form on a SharePoint page, SharePoint site 928–929 collection themes, 679 with Forms Services, 710 form templates published to, and lack of form templates management, 904–905 access paths, 467 site content type and, 709 opening, by using file system path, SharePoint library(ies), 297 1014, 1014 lists and, 292–295 uploading to, 397 maximum number of items in, 708 using published site content type on, 409 property promotion and, 410 SharePoint site names, 1013 submitting forms to, 377–380 SharePoint Web site, opening form template SharePoint list, 26, 467 from, 28 choosing fields from, to use for data Shortcut keys, assignment of, to connection, 294 commands, 211 SharePoint page, filling out a form on, 928–929 Shortcut menu (or context menu), 211 SharePoint permissions Show a notification for Visual Basic or C# direct mapping of, to IRM, 552t code errors checkbox, in VSTO Options Forms Services and, 707t dialog, 850 SharePoint Products and Technologies Show a success or failure message, 394 Configuration Wizard, 673 Show dialog box messages immediately SharePoint roles, mapping of, to IRM when users enter invalid data action, 226 permissions, 551t Show Error Message dialog, 767, 767 SharePoint root site collection, copying Show Error Message feature, 758 physical path for, from Internet Show only entries with unique display Information Services (IIS) Manager, names checkbox, 320 1013, 1013 Show Trust Center entry point, under Tools SharePoint server menu, 498 data connection authentication and, 943 Sidebars, Forms Services, 669, 670 entering address of site collection of, 405 Signable data flowchart for determining whether form form showing the set of, with signature, 529 publishes to Forms Services for qualifier, 217 site or, 404 signing when filling out the form, 528 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1210

1210 Index

Signature confirmation message text, 529 XmlFormView1 control, 1023 in Set of Signable Data dialog, 525 Site Collection Features list, form name Signature Details dialog, for a signed Section in, 898 control, 530 Site Collection Features page, 895 Signature groups activation with, 898, 898 creation and management of, 533 Site collections in data source, 525 activating form template to, 895 Signature options region, in Set of Signable multiple, using form template across, 897 Data dialog, 525 Site content types, 709 Signatures dialog, 794, 814, 815 adding to document library, 409, 410 Signatures group, XML Schema and, 535–536 promoting properties with, 411 Signature storage, selecting a group for, 512 publishing as, 905 Signature validation, opening a form and, 519 siteIndependent parameter, 760 Sign button, clicking, to apply a digital Site permission, locking down, 905 signature to a form, 515, 515 Size tab, 189–193 Sign dialog, 516 resizing multiple controls, 191–193 name (or image) in, 529 setting text alignment, 190–191 Signed data of Text Box Properties dialog, 189 in XML data, 534–353 SKUs, Forms Services installation and, in XML Schema, 535–538 672–673 SignedDataBlocks collection, 814 Smart phones, 18 Signed form templates, updating, 493 filling out forms on, 690, 720 Sign form event, code for, 815 (listing) Software, trustworthy, 456–457 SigningAllowed Boolean property, 814, 815 Software Development Kit, 417 Signing event WordPrint tool in, 596 full trust required for, 814 Solution Explorer, after adding the sinking and special-casing, 812, 813–814 XmlFormView folder and MyPage.aspx Sign method, 814 Web form, 1014, 1015 SimpleInfoPathActiveX control, 1050 SortChildNodes method, 771, 773 Stock Properties page of ATL Control Sorting Wizard for, 1051, 1052 survey responses, 656–657 SimpleInfoPathControl class, 1058 view-based, 769 put_Value method for, 1057 (listing) Sorting conditions, bad, 265 SimpleInfoPathControl object, 1056 Sort Items Alphabetically command, 847 Color property page for, 1054, 1054 Sort Order dialog, for setting three levels Single Sign-On of sorting order, 265 additional implementation information Source code, reviewing, 903 about, 945 Source files, warning that appears when authentication, 934, 944 saving to a folder already containing CredentialType values defined by, 946 existing source files, 423 Sinking, 737 Source forms, 559 form events, 742 Source parameter, 718–719 Loading event, 753 SourceSafe operation, 855 Loading event in form template to use the Specify a Binding Property page, of Add parameters, 1024 (listing) Custom Control Wizard, 1041, 1042 Loading form event, 881, 883 Specify an Enable or Disable Property page, secondary data source events, 770 of Add Custom Control Wizard, 1042, Signing event, 812, 813–814 1043, 1051–1052 Submit form event, 830–831 (listing) Specify Data Type Options page, 1047 XmlFormView Initialize event, 1022 of Add Custom Control Wizard, 1044, 1044 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1211

Index 1211

with Field option, 1045, 1046 in browser by using Forms Services, 667 installing InfoPathChart control and Field on Pocket PC device, 721, 721 or Group type on, 1050 merging, 558–559, 559 Specify Filter Conditions dialog, 628 quiescing error and, 913, 913 Specify Installation Options page, of Add Status report form template, 553, 554 Custom Control Wizard, 1040, 1040 workflow and, 615 Speech input, improving recognition of, 195 Status reports Split Cells toolbar button, 798 merging by team name and then by Split Table Cells Vertically, in Layout task employee name, 561, 565 pane, 37 merging into one, 561–562 Splitting, cells, 37 Status report sample form template, SP1. See InfoPath 2003 Service Pack 1 (SP1) publishing to Form Services, 678–681 SQL authentication, embedded, 934–935 StatusReports group node, customizing SQL Server, 300 merge behavior for, 565–566 alleviating bottleneck in, 956–957 StatusReports repeating group node connecting to, after clicking Select Merge Settings dialog for, 568, 569 Database, 260 merging data in, based on value of Team connecting to databases other than, 256 name, 566–569, 571, 573–576, 578 SQL Server Express 2005, 673 Stock Properties page, of ATL Control SQL server login credentials, warning Wizard for SimpleInfoPathActiveX about, 257 control, 1051, 1052 SQL Server 2000, unsupported data type Stock tracking Text Box control, conditional and, 343t formatting applied to, 219–222 SQL Server 2005 String data types, 99, 99t, 773 unsupported data type and, 343t String field, 774 XML data type, 269 string field, explanation behind name SQL session state service performance, for, 287 measuring, 957 String values, addition of, under each LCID Square brackets, user’s e-mail address key, 1130t within, 950 Structural editing, 7, 308, 310 srcPath parameter, 1136, 1136t, 1137 Structural selection, 52 SSP. See Shared Services Provider Structural validation, 311 SSS. See Session state service stsadm.exe commands Standard category full list of, specific to Forms Services, 899t controls in, 43 specific to quiescing, 918t in Controls task pane, 44 stsadm.exe tool, 899 Standard controls, 43–44, 45–46t, 46–48 command-line quiescing and, 917 employment application form template configuring e-mail and, 949 (listing) after addition of, 46 sample command lines for running of, 900 Standard toolbar, Format Painter on, 79, 79 (listing) Start mode, changing, 25 using, 900 “Start Over” feature, MOI Consulting Student sign-in form request form code and, 808–810 configuring conditional formatting to hide State machine workflow, 635 LateReason section if start time is later Static default data, 85 than now, 354 Static default values, 106 configuring SharePoint document library Status report data, exporting to Microsoft submit for, 378, 378 Office Excel, 608, 608–609 creating, 347–361 Status report forms, 555, 613 custom submit using rules and, 384–388 filling out data source for, 362 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1212

1212 Index

Student sign-in form (cont.) Submit Options dialog, 334, 335, 337, 390, 513 design mode after finishing Data Advanced section of, 393, 393 Connection Wizard for submitting configuration of, to submit to a SharePoint data to Web service, 348 document library, 379 dialog that appears when student signs in with Hosting environment as the tardy, 388 destination, 1008, 1008 expression shown in popup message when setting up form’s main submit to use code student signs in late to class, 387 in, 829, 830 including text and child elements only in, setting up submit using rules, 385, 385 358–361 for Web server submit via HTTP, 381 with instructor’s Class Information view “Submitted by” subject line, in e-mail with default data, 352, 352 introduction, 950 matrix of submit possibilities among fields, Submitted data, obscuring, 509 groups, and the Include setting, 362t Submitting forms, 327–395 partial submit and, 351–358 best methods for, 335–337 during preview, 350 custom submit with form code, 383–384 previewing, 380 custom submit with rules, 384–388 selecting Web service method for submit, 348 to database, 341–344 submitting entire form, 352–365 data validation and, 331–334 tardy student signs in to philosophy class, dialog asking whether user wants to save 357, 357 form or to submit form, 329 Student sign-in form view, designing, 354 dialog confirming that submit succeeded, 350 Student SignIn Library document library, 379 dialog that appears when submit with rules StudentSignIn method, parameter mapping fails on a secondary connection, 390 and, 357 digitally signed form data, 365–368 StudentSignIn-Rules sample, 385 in entirety, 352–365 StudentSignIn sample, 347 generic success dialog for main submit StudentSignIn1 sample, 351 connection, 393 Subject field, 93 to host, 1007–1010 Submit, unsupported database data types to hosting environment, 391–392 for, 343t limiting amount of submitted data, 363 Submit button, 390 options for, 392–395 on browser form toolbar, 683, 685–686 post-submit actions warning, 394 Submit data connections, 327 query may not get newly submitted data specifying for form template, 1007 warning, 389 Submit data option, 345 reasons for doing, 328–329 Submit Data Wizard, differences between running list of rules and, 386 Receive and Submit Data and Receive set up for, 334 Data Wizards and, 346 to SharePoint library, 377–380 Submit dialog, submitting InfoPath e-mail successful operations, 345 form in, 654, 654 via e-mail, 337–341 Submit error, dialog about, when user clicks to Web server via HTTP, 380–383 Submit button after not filling in name to a Web service, 344–368 in first view, 332, 333 Submitting to a Web service, 344–368 Submit failures, browser alert dialog and, including text and child elements only, 333, 333 358–361 Submit form event, sinking, 830–831 (listing) main submit, 344–345, 347, 349–351 Submit functionality, customizing, 285 partial submit, 351–358 Submit keyboard shortcut, assigning, 335 submit parameter options, 358 Submit-only forms, creating, 347–361 SubmitToHost 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1213

Index 1213

asynchronous nature of, 1032 Input Scope feature and, 198 handling submit in host page with, Tablet PC stylus, Ink Picture control showing 1030 (listing) text entered with, 73 submitting to hosting environment using, Table with Title, employment application 1029–1031 form template and title added with, 36 SubmitToHostEventHandler method, Tabs, Visual Studio Designer controls 1010 (listing) grouped into, 846 three parameters taken by, 1009 Tampered forms, 366 Summary node, 574 Target documents, removing blank groups Merge Settings dialog for, 575, 575 from, 572 Merge Settings dialog for, after customiza- Target forms, 559 tions are complete, 577 default insert action and, 569 Surround With functionality, with code merging status report data into, 565 snippets, 860 Targeting, form templates, 434–435 Survey-style forms, sending data as e-mail targetRoot XSL variable, 585 and, 336 Task panes Switching sickness, 853 dockable, 845 SwitchView form event, restricted OM hiding, in VSTO, 845 available during, 826 using from local resource files, 785 System.Data.OleDb.NET Framework in VSTO, 844–847 classes, 256 TaskPanes collection, 787 SystemGenerated errors, 765 _taskPanes collection, 1096, 1097 System.Runtime.InteropServices.COM Task pane script, managed form code and, 783 Exception, 986 TCS. See Trusted Certificate Store System.Windows.Forms.Application Team Combo Box control, 622 class, 997 auto-populating with team name of person System.Windows.Forms namespace, 739 filling out the form, 623 TeamData XML file, 626–627 (listing) Team field and date, Header format dialog T after addition of, 591 Tab characters, replacing, 361 Team Lunch folder Tab index property, 194 “Food Preference” column shown in, Table cells, empty, converting to Text Box 652, 652 controls, 1122–1123 grouping of, by food preference, 657 Table-drawing tool, in InfoPath 2003 Service with responses to food preference survey, Pack 1 (SP1), 12 656, 656 Table formats, in Layout task pane, TeamName field, selecting UserRole field 34–35, 35 corresponding to, in secondary data Table menu, 39 source, 628 Tables Team names, merging data in StatusReports defining relationships between, 261, 263 repeating group node based on value of, inserting, in InfoPath 2003 SP1, 13 566–569, 571, 573–576, 578 Tables toolbar, 39 Team names, XML file containing mapping Hide Gridlines button in, 36 from user roles to, 626–627 (listing) in InfoPath 2003 SP1, 13, 13 Team status report unavailability of, in VSTO, 861, 861 after merging three status reports, 574, 574 Tablet PCs, 16 with header and footer information, 591, 591 Ink Picture control and form design merged, after all customizations are with, 72 complete, 578, 578 Input Scope button and, 195 printed, 587, 587 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1214

1214 Index

Team Status Report view, 586, 587, 595, 615, Text Box Binding dialog, appearance of, 631, 632 when Automatically create data source filling out, in the browser, 604, 604 is disabled or Change Binding is used for merging multiple status report forms, from a control, 139 564, 564 Text Box control, 7, 45t, 59, 169, 1037 as a print view in the browser, 604, 605 address data and, 46 Team Text Box control, 629 binding behavior of, 89t Template compatibility, performing conditional formatting set on, 216 additional verification on, 695 converting empty table cells to, Template data, default, editing, 151–154 1122–1123 Template Part Properties dialog, 448, 449 importer and converting underlines to, 1139 after changing name and ID, 453, 453 with inner text aligned to outer text, 191 Template parts, 22, 29, 173, 174 with inner text not aligned to outer text, 190 adding to Controls task pane, 438–441 inserting into form template, 44 browser-enabled, designing, 701 placeholder text in, 184 data connections issues and inserting Properties dialog for, 174, 175 multiple instances of, 446 read-only, 805–806 designing in VSTO, 841 unbound, critical design-time visual on, 150 existing, customization of, 452–454 Text Box Properties dialog icon and version number for, 440 Advanced tab of, showing input identification of, in the view, 444 recognition section, 194 InfoPath support for, 438, 439 Display tab of, 183 inserting into form template, 442–447 Size tab of, 189 list of features not supported by, Text labels, adjacent, control text aligned 435–436t with, 354 locating for reuse, 438 Text nodes, 747 with no controls, 447 multiple, concatenating strings by selection specifying alternative location for, 442 of, 773 updating, 447–452 Text selection, multiple controls selected using, 438–447 with, 80–81 Template parts designing, 432–438 Text stock property, 1052 template part design mode, 434–435, Thank You view, 831 437–438 of MOI Consulting request form, 797 Template part target, 435 ThisAddIn.cs file, 1106, 1107 Template source files, Browse for Folder ThisAddIn.Designer.cs/.vb, 1107 dialog for selecting location for saving ThisAddIn partial class, 1107 of, 422 ThisAddIn_Shutdown method, 1106 Temporary file (.tmp extension), sample Web ThisAddIn_Startup method, 1106 service saving InfoPath form data to, 365 implementation of, 1107, 1108 (listing), 1109 TerraServer, querying, for section of the San ThisAddIn.vb file, 1106, 1107 Francisco Bay near Highway 80, 291 This form expires on combo box, 547 TerraServer project, 289 this.MainDataSource, 759 Testing thisXDocument.DOM, 759 form templates, 48 Throughput, 866 form template with artificial domains, 482 postback reduction and, 953 full trust form, 485 Time data type, 99t simulating a publish domain for, 481–482 Timeout property, setting, 824 (listing) Test page, Web service, 280 Timeouts Test SQL Statement button, in Edit SQL data connection, 933 dialog, 266 session state, 909, 961 Text alignment, setting with Size tab, 190–191 setting, 908 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1215

Index 1215

Time-sensitive/Critical request type, dialog Trust Center dialog, 1111, 1112, 1113, 1114 resulting from selection of, 793 Add-ins category of, 501, 501, 501–503 To all occurrences of this section button, 206 Add-ins tab shown in, 1111, 1112 To a network location deployment option, on availability of, 499 Publishing Wizard, 400 categories in, 499 Toolbar, browser form, 683–684, 684 Privacy Options category of, 503, 503 configuring buttons on, 684 Trusted Publishers category of, 499–501, Toolbar buttons, customizing, for a browser- 500, 500 enabled template, 872, 872 Trusted Certificate Store, updating, 488 Toolbars Trusted publishers, list of, 489 hiding in Web pages hosting a form, 685 Trusted Publishers category, in Trust Center missing icons in, 1020 dialog, 499–501, 500, 500 mobile forms and, 724 Trusted root certification authorities, for the Toolbar updates current user, 488, 488 during application idle state, 997–1000 Trusted Root Certification Authorities folder, improving performance of, 999 488, 488 Toolbox, after addition of XmlFormView Trusted sites zone, 477 control, 1016, 1016 Trusting, untrusted certificates, 492 Toolbox pane, Reset Toolbox option on, 847 Trust levels, domain simulation and, 429 ToolStrip control, adding, to IP insurance Trust settings application, 990–991 configuring into form templates, 459, 459 ToolTips, lack of IntelliSense information publishing via e-mail and, 416 in, 738 Trustworthy Computing, 455, 456, 457 Tracing, with Unified Logging Service, two sides to, 456–457, 458 925–927 try-catch block, using around Web service TrackBar control, 1108 connection’s Execute override TrackBar property, 1110 method, 824 TrackBarSample sample form template, 1110 TryParse method, of DateTime, 760 TrackBar task pane, 1110, 1111 try snippet, 860 TrackBarTaskPane.dll.manifest file, managed Try to Connect, error dialog resulting from add-ins in, 1112 clicking on, if data connection is TrackBarTaskPane managed add-in unavailable, 316, 316 project, 1105 TWC. See Trustworthy Computing TrackBarUserControl class, 1108 Two-dimensional flow layout, 798 transform attribute, 581, 583 Type-ahead support, in list box Travel request approval, workflow initiation controls, 44 e-mail message, 639 Typed dataset, creating from Customers Travel request approval workflow, 636 and Orders SqlDataAdapter customizing, 638, 638 objects, 304 Travel request forms, 634 Typed dataset objects, 301 with Workflow Task message bar, 640, 640 Type property, 788 Travel requests, 614 approval or rejection of, 640 Travel Request sample form template, 636 U Triangle icons, in VSTO, 845 UDC authentication, 944–946 True Boolean value, form submits and, UDC files, SQL credentials in, 935 350, 351 udc parameter, data connections from CMCL True/false (Boolean) data type, 99t and, 942 Trust, 455, 456, 552 udc:SSO authentication type, 945 designer lockdown and, 499–507 .udcx extension, list-item permissions Trust Center, 489, 498, 499–503 and, 711 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1216

1216 Index

.udcx file signed form templates, 493 optionally deleting from data connection template parts, 447–452 library, 941 locating all template parts needing to be uploading to centrally managed connection updated, 451–452 library, 939–940, 940 updating form template containing UDDI. See Universal Description, Discovery, AddressBlock template part, 449–451 and Integration Update this value when the result of the UI. See User interface formula is recalculated checkbox, 154 Unbound control, 150, 150 Upgrade OM button, 733 UNC network path, local intranet forms Upgrading and, 471 form code from InfoPath 2003, 842 Underscores, XML, naming nodes and, 104 to Forms Services, 677 Undo button form templates, quiescing and, 916–917 enabling/disabling, 1000 Object Model, 734 hosted form and, 994, 997 Upload & Activate function, 900 Undo operation, 771 Upload Data Connection File page, UndoRedo property, 771 939, 940 Unhandled exceptions, double notifications Upload Form Template page, 893, 894, 917 for, 851 URL-based options, for opening browser- Unified Logging Service, tracing with, enabled form templates, 716–720 925–927 URL parameters, passing, from host to the Uniform Resource Locators form, 1021–1025 domain form identified by, 467 URLs. See Uniform Resource Locators form template’s access path and, 460 urn parameter registering alternate, with SharePoint, 928 data connections from CMCL and, 942, 943 Uniform Resource Names, 459 URNs. See Uniform Resource Names for template parts, 454 UseExplicit block, for data connection Universal Description, Discovery, and (.udcx) file, 945, 945 Integration, 291, 297 Use (literal or encoded) part, 288 searching with, 299 UseMail node, registering XML event UNIX systems, browser-based forms handler to Changing event of, 781 and, 668 (listing) UNIX variants, Forms Services and, 690 User Control, 1108 Unpublished forms, previewing, with CMCL UserControl class, creating in .NET, for connections, 941 wrapping Text Box control, 1061 Unstructured documents, 93 UserDefined errors, 765 Untrusted certificate authority, InfoPath User feedback, MessageBox.Show and, 805 prompt for, 492 (listing) Untrusted certificates, trusting, 492 User form templates, cross-domain access Untrusted Root Authority dialog, 488 for, 931–932 Untyped dataset objects, 301 User groups, assigning, 617–618 Unused data connections, deleting, 380 User interface, 4 Update button showing by using MessageBox, 878–879 adding, 872–874 User interface (UI) items, COM add-ins and on browser form toolbar, 684, 687 addition of, 1076 Update Form action, 873 UserIsAuthorized property, code for, 752, Updates/updating 753 (listing) access path and, 463 User login name, retrieval of, from Web cascading, 305, 306 service proxy, 947–948 publishing form templates and, 407 UserName, LoginName vs., 806 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1217

Index 1217

User names, assignment of, to roles, 617–618 for Estimate field in form code, 1006 (listing) User names checkbox, 617 Validation User Options file, 838 data, 222–229 User publishing, 888 on form load, 763 UserRole field, selection of, that corresponds structural, 311 to TeamName field in secondary data Validation and Rules section, of Data tab, 180 source, 628 Validation error messages, 100 User roles, 613, 614–634, 670, 865 Validation errors, 413 in action, 621 for cannot be blank property, delineated by conditional formatting with, 630–631 red asterisk, 102 creating, 616–620 error dialog related to submitting form current, 217 with, in current view, 349 data validation with, 629–630 iterating through, 758 determination of, when filling out a form, for opening a form created before the 620–621 FlightType-FlightDate node filtering data based on, 626–629 swap, 121 new, creating, 617 submitting forms and, 331 previewing forms with, 427–428 warning when saving form with, 100 previewing with, 624–626 Validation tab, on Field or Group Properties role-based views, 631–634 dialog, 224, 224 rudimentary implementation of, in Valid digital signatures, 533 browser, 882 (listing) Value, of condition, 217 in rules, 622–624 Value binding property, 1042 setting default value to, 629 ValueChanged event, 1110 simulating in the browser, 880–882 Value property, 955–956, 1052, 1147 specifying, in condition for data building custom controls for InfoPath using validation, 630 ActiveX and implementation of, warning about use of, as security 1056–1058 feature, 616 Variable watches, 740 XML containing mapping from, to team VBScript, 10, 497, 731, 782, 783, 790 names, 626–627 (listing) Verbosity User role section, at top of Preview tab, 625 increasing, for server’s logging level, 925 Users, setting IRM permissions for, 551–552 server performance and increases in, 927 Users’ access path, specifying, 401, 402 Verification Users can request additional permission of form template, 902 form setting, 548 of form template, copying location User’s current role qualifier, 217 before, 893 using references, adding to ASP.NET Verify Formula button, 162 project, 1021 Verify function, 900 Verify on Server option, in Design Checker task pane, 872 V VeriSign, 489, 492, 1041 Validate Form button Versioning, form libraries and, 706 clicking on, to show dialog box message in Version numbers, automatic setting of, 440 the browser, 1034, 1034 version parameter, data connections from code behind, in life insurance form CMCL and, 942, 943 template, 1032, 1033 (listing) Version upgrade feature, 96 Validating event, 757–764, 776, 955 Vertical Label control, 14, 163–164, 164 changes accepted in, 757 binding behavior of, 90t Validating event handler, 802 Expression Box control changed to, 188 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1218

1218 Index

Vertical text Visual C# project file, 838 errors due to, 698 Visual C# Windows application, 979 remake of Overall Satisfaction table Visual flair, adding to forms, 85 without, 698, 699 Visual layout, designing for MOI Consulting View-based sorting, 769 request form, 798 View-based structural editing, through object Visuals model, 827 design-time, 47 View drop-down, on browser form toolbar, showing all, 151 684, 687 Visual SourceSafe, source control with, 855 view element, post-import warnings and, Visual Studio, 288 1140, 1141 building Installer package and, 419 View extension functions, 881 debugging in, 741 View menu, removing print view from, 588 debugging Web service in, 277, 359, 359 View properties, customizing, 75–76 graphical schema editor with, 133 View Properties dialog installable form templates and, 417 opening, 75, 75 Visual Studio Designer, 853 Print Settings tab of, 588, 588, 589 Visual Studio Designer controls, grouping of, Text Settings tab in, 82, 83 into tabs, 846 View representation, of controls, 41 Visual Studio Project file, 838 Views Visual Studio project-specific features, in form templates, 26 856–857 merged status report forms in, 562 exporting projects as templates, 857 mobile forms, 724 working with multiple projects, 856 multiple, creation of, 73–76 Visual Studio schema editor, 305 performance tips, 952 Visual Studio Solution Explorer, deleting files Views link, in Design Tasks task pane, 845 from, 840 viewsReadOnlyMode parameter, Visual Studio Solution (.sln), 838 InitEventHandler method and, 1002 Visual Studio Toolbox Views task pane, 34t, 74, 74, 586 after addition of FormControl control, View state, session state vs., 957 980, 980 ViewSwitched event, 1003 InfoPath controls integrated into, 846 ViewSwitched form event, handling, when Visual Studio Tools for Microsoft Office switching to specific views, 826 (listing) InfoPath 2007, 833–863 View switching, 952 Visual Studio 2005, 23, 344, 833, 834, 835, postbacks and, 911 1076, 1105 Virtual controls, 168 closing before beginning or repairing VSTO Visible property, 788, 1098 installation, 836 hiding task pane and, 826 code signing in, 859 VisibleStateChange event handler, 1098, creating new Windows Control Library 1100 (listing) project in, 1062 Visio, COM add-ins supported by, 1073 creating simple Web service with, 274–279 Visual Basic, 732 New Project dialog in, 837, 837 custom controls and, 174 objsafe.h file in Windows Platform SDK project file, 838 with, 1054 Visual Basic .NET, 4 panes organized in, 845 custom controls and, 174 Print preview in, 863 hosting InfoPath and, 978 refactoring tools in, 859, 859 Visual C#, custom controls and, 174 versions of, as prerequisites to VSTO Visual C++, custom controls and, 174 installation, 836 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1219

Index 1219

Web service created in, 296 resource editing, 858 Visual Studio 2005 Tools for Applications. source control with Visual SourceSafe, 855 See VSTA Visual Studio project-specific features, Visual Studio 2005 Tools for the 2007 856–857 Microsoft Office System. See VSTO exporting projects as templates, 857 VSTA, 29, 737, 834 working with multiple projects, 856 building the project and, 741 VSTO InfoPath project, structure of, 838, 838 debugging options in, 740 VSTO Options dialog, Microsoft Office preview feature and, 425 InfoPath category options in, 850, 850 switching between InfoPath and, 835 VSTO 2005 SE, writing add-ins and Custom VSTA development environment, after Task Panes with use of, 1105–1106 selecting Loading Event from Programming submenu, 737, 737 VSTO, 23, 834 W Design a Form Template dialog in, 839 Web, publishing InfoPath from template designing browser-enabled form template to, 17 with, 840 Web Accessibility setting, in Upload Data Design Tasks task pane in, 844, 844 Connection File page, 940, 940 dialog informing user that VSTO never Web browsers modifies existing form template, 840 designing forms users can fill via, 29 form template design with, 836–863 forms filled out in, 665 InfoPath-specific commands in, 848–849t hosting InfoPath form control in, 1011–1035 InfoPath vs., 840 Web-enabled forms, submit and, 720 installing, 836 Web Front Ends, 672, 676 integration of Visual Studio and InfoPath Web Front End servers design mode and, 835 building ASP.NET Web form with missing features in, 861–863 XmlFormView control and, 1012 preview feature and, 425 logs for, 925 previewing a form in, 863 SQL Server and, 956, 957 purpose of, 834–835 Web server, 273 Quick Find in, 854 submitting form to, via HTTP, 380–383 Resource Files dialog in, 858, 858 Web server (HTTP), submit connection to, Save and Save All options in, 861–862 336, 337 start designing form template in, 837–842 Web server (HTTP) connection, ASP.NET template parts designed in, 841 page load event handler to read data using existing form template with script, to submitted by, 383 (listing) create InfoPath project in, 841 Web server (HTTP) submit warning about using one design how it is not considered real data environment at a time, 862 connection, 382 VSTO design experience, 843–853 how it works, 382 menus, 848, 850 Office Server connection with, 382 task panes, 844–847 Web service connection Timeout property, working with controls, 851–853 setting, 824 (listing) VSTO feature set, 853–860 Web service data connections, 467 code-specific features, 858–860 capturing errors from execution of, 825 code snippets, 860 (listing) refactoring, 859 Web Service Definition Language, 10, 273 signing, 859 displaying Web service method description Find and Replace, 854–855 from, 282 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1220

1220 Index

entering an address to, 281 writing code for, 276 (listing) portability of, 282 Web Service Submit, 384, 385, 386 use of, 279 Web service submit, parameter mappings Web service form, querying and submitting defined for, 356, 356–358 during preview, 287, 287 Web Service Submit connection, in list on Web Service option, in Design a Form Data Connection dialog, 379 Template dialog, 245 Web service test page, 280 Web service parameters, 364 WeeklyStatusReport_BrowserEnabled Web service project, debugging in Visual sample, 603 Studio, 277 Weekly status report document library, in Web service proxy, 946–948 Merge Forms view, 558 code behind a Web service to get user name Weekly status report form, 555 from, 947, 948 (listing) Weekly status report form template, Weekly getting user login name from, 947–948 Status Report view of, 562, 563 turning on, 947 Weekly Status Report view, 602, 622, 632 Web service repository, 291 Welcome view, 808, 809 Web services, 10, 273–291, 297 of MOI Consulting request form, 791, 791, ADO.NET, 300–307 798, 799, 800 compatibility of, with InfoPath, 288–289 WFEs. See Web Front Ends description of, 273 Whole number (integer) data type, 99t, 178 design after finishing Data Connection Widths, custom, for forms, 76 Wizard for submitting data to, 348 Wildcard expressions, form performance designing student sign-in form based and, 954 on, 347 window.external.Window.XDocument extended features of, 298–307 object, not all OM is available via, 790 form templates created from, 30t Windows Authentication, 259 handling connection failures, 824 window.setTimeout method, 1035 main data source extensibility and, 353 Windows Event Viewer, 920 querying, 820 Windows Explorer, finding template file returning data from, 349 location with, 422 searching with UDDI, 299 Windows Integrated authentication, 934 selecting method for submitting student Windows Performance Monitor, 866, 958 sign-in data, 348 Word, 3, 4 sending digitally signed form data to, 366 COM add-ins supported by, 1073 specifying how form works with, 346 custom task panes added into, 1093 submitting forms to, 336, 344–368 default Document Information Panel UDDI and searches for, 291 in, 966, 968, 970 Web service sample dependency, 792 form importing and, 28, 29 Web service (simple) InfoPath formatting options and those creating with Visual Studio 2005, 274–279 in, 77 InfoPath design mode after finishing Data Mime HTML file opened in, 606 Connection Wizard for, 286 Print Views feature in, 596–605 InfoPath Web services and, 280–287 Trust Center dialog and, 499 list of methods from, for receiving VSTO package and, 834 data, 283 Word documents part of browser-friendly test page for importing into InfoPath, 1119–1124 navigation in, 278 Import Options dialog for importing using, 279–280 of, 1121, 1121 warning: sample code not production- InfoPath default importers for, 1128 ready, 275 Word forms, built-in importer for, 1116 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1221

Index 1221

WordPrint tool, 596 hooking up event handlers for, 1082 registering dynamically linked libraries XDocumentBeforeClose event handler, 1088 for, 597 XDocumentOpen event, 1107, 1109 Word print view, default print settings hooking up event handlers for, 1082 and, 603 XDocumentOpen event handler, 1088, 1089 Word Print Views dialog, 600, 600 implementation of, 1089 (listing) WordPrint wizard, 597, 600 XDocument property, 1060 Word 2003, Document properties dialog XDocument.Roles property, 621 in, 966, 967 XDocument.UI.Alert, 739 Word 2007, Document Information Panel xd:xctname attribute, 1139 in, 966, 967 XHTML data type, 99, 99t Workflow, 613–663 XMethods Web site, 291 automatic vs. manual initiation of, 637 XML browser-enabled forms and, 642 element and attribute fields in, 95 checking on status of, 641 persisting default state of, for main and with InfoPath e-mail forms, 643–662 secondary data sources, 810–811 InfoPath 2003 SP1 and support for, 16 (listing) with Microsoft Office SharePoint Server processing instructions, 364 2007, 634–642 recursion in, 122 sequential, 634–635 XML-based technologies, rapid adoption of, 3 state machine, 635 XML data, 621 user roles, 614–634 co-signed digital signature created in, 532 Workflow dialog, 641, 642 digital signatures in, 533–535 Workflow Services, 19 entering file location to use when creating Workflow Task message bar, 640, 640, 641 a secondary connection to, 249 World Wide Web Consortium, 5, 507, 508 in form template resource files, 250 Wrap text property, 185 signed, warning about, 367 Writing signed data in, 534–353 own merge XSL, 582–586 starting new blank form from, 126–127 script, 730 XML data and schema W3 Schools Web site, 137, 769 matching of, before changing field or group WScript.Shell, 784 name, 96 WSDL. See Web Service Definition Language mismatched, after name change, 96 WSDL URL, creating Web service data XML data connection, for restricted form connection while designing a form templates, 466 and, 273 XML data events, 730, 744–777 W3C. See World Wide Web Consortium Changed event, 767–773 data states, 749–764 event bubbling, 745–748 X form errors, 765–767 xd:binding attribute, 1139 how data changes, 744–745 xd:CtrlId attribute, 1140 XmlDataEvents sample form template, 744 xdDefault value, viewsReadOnlyMode XML data file adapter, data to fill into a form parameter and, 1002 and save to Sample.xml, to be read later xdFrozen value, viewsReadOnlyMode with, 248 parameter and, 1002 XML document xdNonEditable value, viewsReadOnly- data source created from, 136 Mode parameter and, 1002 Type drop-down menu, with option for XDocumentBeforeClose event, 1107, 1109, addition of, 134 1110 XmlDocument, loading data into, 367 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1222

1222 Index

XmlDocument class, 730 visibility of, 1020 XML document connections, remote, 713 XmlFormView.EditingStatus, hiding XML document or schema XmlFormView control and, 1021 existing, designing form from instead of XmlFormView folder, Solution Explorer after creating data source from scratch, 125 addition of, 1014, 1015 selecting location of, 125 XmlFormView initialization, timeline of, 1022 XML event handlers XmlFormView1_SubmitToHost method, 1030 examples of advanced XPaths for XML fragments, 206, 207, 317 registration of, 782t XmlLocation parameter, 719 multiple event notifications for, 773–777 XmlNode class, 730 registering to Changing event of UseMail XmlNodeToString Web method, submitting node, 781 (listing) ClassInformation group to, 358 XML events, no support of complex XPaths XML Path Language, 6, 133, 771 for, 782 XML Schema, 4, 5, 7, 14, 124, 513 .xml extension, list-item permissions for airline form template, 109 (listing) and, 711 data source details and, 93–94 XML file connection settings, to opt in or out extraction of, from form template, 102 of including the data as a file in your form template created from, 30t template, 249 inferring, 127 XML file data adapter, 247 InfoPath controls and, created “behind” XML files, 247–255, 297 data source in XSD file, 111–115t choosing whether to include data from, as for main data source, 255 form template default data, 127 potential complications with starting new final page of Data Connection Wizard for, 251 blank form from, 129–132 inferring, 127 signed data in, 535–538 with mapping from user roles to team starting new blank form from, 128–129 names, 626–627 (listing) Type drop-down menu, with option for permissions and, 247 addition of, 134 XML file secondary data connection, form XML Signature, 507, 508 after querying, 310 XML Signature Syntax and Processing, 535 XML form, opening from the server, 715 XML Structure task pane, in Microsoft Office XML format, for attached files, 70 Word, 597, 598 XmlForm object XML subtree, including the selected element checking Dirty property on, 1000 option, 361 warning against storing references to, 1002 XML subtree, InfoPathChart control and xmlForm parameter, InitEventHandler implementing control that binds to, method and, 1001 1050–1051 XmlFormView class, 1011, 1015 XML technologies, 4 XmlFormView control xmlToEdit string, finding, for a structurally all properties of, 1026t editable control, 827, 828 commonly used properties of, 1017t XML tree structure in Word, building, to one instance of, per page, 1018 match structure of data source in requirements for, 1012 InfoPath, 599 Toolbox after addition of, 1016, 1016 XPath. See XML Path Language writing InfoPath form code in host page XPathException, 778 with use of, 1025, 1027–1028 XPathNavigator class, 730 XmlFormView1 control description of, 747 Initialize event handler added in host page learning more about, 780 for, 1023 XPathNavigator IsDescendent sinking, 1023 method, 811 34629 99 1157-1224 ind r2 kj 1/11/07 5:04 PM Page 1223

Index 1223

XPathNavigator objects, 312 XSL, 580 deleting nodes and, 779–780 for Word print view, 599, 599 finding XPath of node, 777 xsl:sort directive, 769 selecting multiple nodes, 779 XSLT. See Extensible Stylesheet Language using, 777–780 Transformations using NamespaceManager parameter, 778 xsl:value-of statement, 1140 XPathNavigator parameter, passing null for, .xsn file, 398 in Execute override method, 822 .xsn file extension, for form templates, 26 XPathNavigator Select method, 777 XSN form template, opening from the server, XPathNodeIterator, selecting multiple nodes 715 with, 779 (listing) XsnLocation, updating, 1025 Xpath parameter, 777 XsnLocation parameter, 719 XSD. See XML Schema xsd:any extensibility element, 133 xsd:any schema element, 137, 292 Z XSD file, InfoPath controls and XML Schema Zones, 467 created “behind” data source in, Internet, 475 111–115t local intranet, 470–474 .xsf file, buttons in, 151 local machine, 478 xsf:importSource element, 581, 583 restricted sites, 470 xsf namespace, 108 trusted sites, 477 xsi:nil, field changes and, 774