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The form template can also contain various resources These could be pictures you add to your form or any other type of le you want to store with the form template Static pictures added to the form are automatically added to the form template as resources Other resources can be added to the form using the Resource Manager, which is available through the Resource Files menu item on the Tools menu in design mode Finally, the form template contains a form de nition le, sometimes referred to as a manifest This manifest contains all the information about the form template, such as which les and resources, special editing behaviors (eg, spell checking, auto-complete), and other data-centric features (eg, rules and calculations) are included in the template Let s start designing our rst form template by talking about how to use InfoPath in design mode
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Design a Form Template Dialog
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When you start InfoPath, the rst thing you see is the Getting Started dialog (Figure 21) On the left-hand side of this dialog toward the bottom is the
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Figure 21: Getting Started dialog
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2: Basics of InfoPath Form De sign
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Figure 22: Design a Form Template dialog
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Design a Form Template link, which, when clicked, opens the Design a Form Template dialog (Figure 22) Since this dialog is the common starting point you will use for most of your form design tasks, let s spend a few minutes talking about it On the top left-hand side of the Design a Form Template dialog is the Open a form template category, which provides you with various ways to open existing form templates By clicking on the On My Computer link, you can open an existing form from your computer, a network share, or a Web server Likewise, by clicking on the On a SharePoint Site link, you can open a form template from a SharePoint site When you click on the Customize a Sample link, the Getting Started dialog reopens and shows the ve sample form templates included with InfoPath 2007 You can customize these sample form templates to t your own needs If none of the samples will work for your scenario, you can also download and customize one of the many form templates available on Of ce Online by clicking on the Form Templates on Of ce Online link at the bottom of the Getting Started dialog, as shown in Figure 21 Finally, if you have an existing form you ve created in another application such as Word or Excel that you would like to migrate to InfoPath, you
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De sign a Form Template Dialog
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can click on the Import link on the Design a Form Template dialog (This link is also available from the Getting Started dialog but is named Import a Form there) InfoPath 2007, by default, includes two form importers Word and Excel InfoPath also provides a form importer framework that allows third parties to create their own form template importers (We ll talk more about form importers and also show you how to create your own in 21) The next category on the left side of the Design a Form Template dialog is Recent form templates This category lists the most recent form templates you have designed The forms listed in this category will most likely be the ones you design the most The nal category on the left, Fill out a form, contains only one link, which will take you back to the Getting Started dialog
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By default, the last four form templates you designed will appear in the list of recent form templates on the Design a Form Template dialog You can change the number of form templates listed by opening the Options dialog, which is available on the Tools menu On the General tab of this dialog, you can turn off the recently used le list or change the number of les listed Note, however, that this will affect all the places in the product that have a list of recently used les (such as the Getting Started dialog), not just the Design a Form Template dialog
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When you are designing a form from scratch, you will be most interested in the category called Design a new, which takes up the entire righthand side of the Design a Form Template dialog From here, you can choose exactly what you want to design either a form template or a template part (Template parts are discussed in detail in 10) Most of the time, you will want to choose the default option, which is to design a form template From there, under the Based on section of the dialog, you can choose how you want to start designing your form Table 21 lists the different available starting points Finally, at the bottom of the Design a Form Template dialog is a checkbox for enabling browser-compatible features only This allows you to design a form that users can ll by using a Web browser, without requiring them to have the InfoPath client application installed Of course, in this case, you
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