Browser-Enabling a Form Template in .NET framework

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Browser-Enabling a Form Template
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To begin making a form template browser-enabled, we need to change the template s compatibility mode (Before doing this yourself, however, we recommend that you check out the various features of the MoiFeedback sample in design mode and also try lling out the form in InfoPath) To
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14: Introduction to Forms Ser vice s
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Figure 1415: MOI Consulting feedback form
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change the compatibility, go to the Design Checker task pane and click on the Change Compatibility Settings link This opens the Compatibility category on the Form Options dialog (Figure 1416)
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Shortcut to the Design Checker Task Pane
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You can quickly jump to the Design Checker task pane by clicking anywhere in the right quadrant of the status bar For example, clicking on the text Compatibility: InfoPath in Figure 1415 shows the checker
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De signing a Browser-Enabled Form Template
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Figure 1416: Compatibility settings in the Form Options dialog
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Checking the Design a form template that can be opened in a browser or InfoPath checkbox makes the current form template compatible with Forms Services To perform additional veri cation on template compatibility, we also entered the URL of our server in the text box We ll see what bene t this buys us in a few moments Dismissing this dialog then populates the checker with various browser-compatibility issues (Figure 1417) Before we can publish the form template to our server running Forms Services, we must x all the errors listed in Figure 1417 The checker makes it relatively easy to quickly address these design issues When you click on an error, InfoPath either selects the control in the view that has the problem or shows you a dialog explaining what to do next The rst three browser compatibility errors relate to roles, digital signatures, and form code language Our template de nes user roles, which are not supported in browser-enabled form templates To x this problem, we ll remove roles
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14: Introduction to Forms Ser vice s
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Figure 1417: Errors and messages in the Design Checker after making the feedback form template browser-compatible
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de ned by our template as well as any references to those roles (eg, in a conditional formatting expression) The Manage User Roles dialog, which we showed earlier in Figure 143, allows us to remove roles but not add them in this situation If we had designed a browser-compatible form template from the start, we never would have been permitted to add roles in the rst place This philosophy applies not only to roles but also to all features that would cause errors when switching to browser-compatibility mode The Signing the entire form is not supported error does not mean digitally signing the form is not supported at all in the browser In fact, browserenabled form templates support signing Section controls, as evident by both the dialog that appears when you click on the error or go to the Digital Signatures category in Form Options (as shown in Figure 1418)
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Figure 1418: Browser-compatibility message within the Digital Signatures category under the Form Options dialog
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De signing a Browser-Enabled Form Template
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In the Form Options dialog, the Enable digital signatures for speci c data in the form option is available Let s see how to work around the inability to digitally sign the entire form When enabling signatures for speci c data in a form, use a single forward slash (/) as the value to input in the Fields and groups to be signed text box This single forward slash means entire document in the XPath language and is functionally equivalent (and the perfect workaround) to the Enable digital signatures for the entire form option that s unsupported by browser forms It s not required, but we should visually x our form template so that all controls become read-only when the form is signed To do so, insert the MoiFeedback document element group from the data source into the view as a Section control Then move the entire contents of our view into that control cut and paste works nicely The last error in our form template (that s not in the view) is our form code language It turns out that the MOI feedback form template has some JScript code Unfortunately, any script and even managed code authored against the InfoPath 2003 SP1 OM is not supported in Forms Services There is no easy way to upgrade the script code to be browser-compatible, and the only forward step you can take (without rewriting the code in the InfoPath 2007 OM, which happens to be the topic of our next chapter) is to remove the code from the template We ll do this for the feedback form template Go to the Form Options dialog s Programming category and click the Remove Code button Script, managed code, and more about removing code from a form template are discussed in 15
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