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Chapter 26. Integrating with InfoPath an... > Designing and Deploying Form Templat...

Designing and Deploying Form Templates

InfoPath’s template design mode is quite similar to Access’s DAP Design view. The primary difference is InfoPath’s substitution of task pane panels for the data source’s Field List and the Tool Box. You create and deploy a data-bound template in later sections, so the following sections describe how to modify a sample template, save the template as an TemplateName.xsn file, and publish the solution file to a shared folder for others to use. Sections near the end of the chapter show you how to export form templates to a SharePoint Services site.

Modifying a Sample InfoPath Template

The sample Change Order template is a good choice for exploring InfoPath’s design mode because it warrants modification to ensure that the resulting forms created by users are consistent. For example, you might want to make some optional sections mandatory and remove others from the form. The schema includes fields that don’t appear on the form and might be useful to include, such as a supplier ID number. You also can provide default values for fields, such as the two members of the Currency group. The following sections describe how to make these typical design modifications.


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