18: Hosting InfoPath in VS .NET

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18: Hosting InfoPath
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Figure 188: Data source for the Document content type
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this form template and insert the Text Box inside a Horizontal Region and the label inside an Expression Box As we mentioned earlier, there is a second view in this form template This view, named Document Properties, is the view used to edit the standard Microsoft Of ce document properties Just as with the Document Properties Server view, you can customize the Document Properties view to meet your own needs Let s remove the Category Horizontal Region and add one for the document version (The Text Box control inside the Horizontal Region will be bound to the version eld in the data source) Figure 189 shows the nal view after we made these changes
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Document Information Panel
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Figure 189: Customized Document Properties view for editing standard document properties
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When you are nished designing the form template, in order to use it in documents created from SharePoint, you must publish it back to SharePoint Publishing it back to SharePoint is done the same way as you would for any other type of form template When you open the Publishing Wizard, however, the last option, As a Document Information Panel template for a SharePoint site content type or list content type, is selected by default (Figure 1810)
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Figure 1810: Publishing the new form template as a Document Information Panel template for SharePoint
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18: Hosting InfoPath
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Completing the wizard will publish the Document Information Panel template back to the SharePoint document library Now when you open a document from the SharePoint document library and then open the Document Information Panel, the custom form template you created will be used to edit the document properties By default, the Document Properties Server view will be shown in the Document Information Panel (Figure 1811)
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Figure 1811: Document Information Panel showing the Document Properties Server view
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Switching to the Document Properties view allows you to edit the standard Microsoft Of ce document properties (Figure 1812)
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Figure 1812: Document Information Panel showing the Document Properties view
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Creating a custom form template for use in the Document Information Panel for Microsoft Of ce documents is quite useful It also provides a good example of how hosting InfoPath can allow you to take advantage of the InfoPath form-editing experience in other applications As an interesting side note, you can also insert properties into your documents and edit them both in the Document Information Panel and in the document itself From the Insert tab on the Ribbon, click on the Quick Parts drop-down list and then Document Property From there, you can choose any of the available properties to insert into the document Figure 1813 shows
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Figure 1813: Word document showing the Document Information Panel and the Author property in the body of the document
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a Word document with the Document Information Panel open and the Author property inserted into the document content Now, when you change the name of the author in the Document Information Panel, the value in the document will be changed as well, and vice versa In addition, any rules, calculations, or data connections in the Document Information Panel will run (since InfoPath is being hosted) and could affect data in the document Now that we ve shown you how other applications can host InfoPath, you re probably wondering how you can host InfoPath in your own application Well, that happens to be our next topic
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As we mentioned earlier, there are many reasons that you may want to host InfoPath within your own application The main reason comes down
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18: Hosting InfoPath
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to the fact that you want to take advantage of the form-editing features in InfoPath without having to create your own form-editing application To make hosting possible, InfoPath 2007 includes its editing component packaged as an ActiveX control Therefore, you can host InfoPath using any technology that allows you to host ActiveX controls, such as NET Windows Forms applications, Microsoft Foundation Classes (MFC), or the Active Template Library (ATL) This also means that you can use C#, Visual Basic NET, C++, or any other programming language that enables you to interface with the Component Object Model (COM) (As a side note, InfoPath does not include a redistributable package for the form-editing ActiveX control Users of your application will still need to have InfoPath 2007 installed)
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