Doing More with Microsoft Windows SharePoint Services
Using Windows SharePoint Services with InfoPath 2003
Creating a Form Library from InfoPath 2003
| 1 | To begin creating a form library by using InfoPath, click Start, point to All Programs, point to Microsoft Office, and then click Microsoft Office InfoPath 2003. |
| 2 | To select the default form template for the library, in the Fill Out a Form window, in the Sample Forms area, click once below the scroll box on the scroll bar, and then click Purchase Order. |
| 3 | To open the selected form, in the right pane, on the Form tasks menu, click Design this Form. |
| 4 | To begin publishing the selected form, in the (Design) Template1 window, in the Design Tasks pane, under Tasks, click Publish Form. |
| 5 | To begin using the Publishing Wizard, on the Welcome to the Publishing Wizard page, click Next. |
| 6 | To publish the form to the SharePoint site, under Where do you want to publish this form, click To a SharePoint form library, and then click Next. |
| 7 | To accept the default option of creating a new form library based on the selected form, click Next. |
| 8 | To specify the SharePoint site where you want to create the form library, for the purposes of this exercise, press SPACEBAR, wait as the URL is typed for you, and then click Next. |
| 9 | To enter a name for the form library, press SPACEBAR, wait as the text is typed for you, and then press TAB. |
| 10 | To enter a description for the form library, press SPACEBAR, wait as the text is typed for you, and then click Next. |
| 11 | To create the form library and include all of the form's fields as columns on the form library page, click Finish. |
| 12 | To view the new form library on the SharePoint site, click to select the Open this form from its published location check box, and then click Close. |
| 13 | To open a new blank form based on the form library's template, on the Team Web Site Purchase Orders page, on the toolbar, click Fill Out This Form. |
Modifying a Form Library from InfoPath 2003
| 1 | To begin modifying a form or form library from InfoPath, in the Microsoft Office InfoPath 2003 window, click the File menu, and then click Design a Form. |
| 2 | To modify a form that has been published to a SharePoint form library or the library itself, in the Design a Form pane, under Open a form in design mode, click On a SharePoint Site. |
| 3 | To specify the location of the SharePoint site, in the Open from SharePoint site dialog box, click the Enter the location of your SharePoint site arrow, click http://gardenco, and then click Next. |
| 4 | To modify the default form for the selected form library or the library itself, click Open. |
| 5 | To begin making changes to the form library, in the Design Tasks pane, under Tasks, click Publish Form. |
| 6 | To begin using the Publishing Wizard, on the Welcome to the Publishing Wizard page, click Next. |
| 7 | To specify that you want to publish the form to a SharePoint site, under Where do you want to publish this form, click To a SharePoint form library, and then click Next. |
| 8 | To modify a previously published form library, click Modify an existing form library, and then click Next. |
| 9 | To specify the location of the form library you want to modify, click the Enter the location of your SharePoint site arrow, click http://gardenco, and then click Next. |
| 10 | To modify the selected form library, click Next. |
| 11 | To begin adding a column to the form library, click Add. |
| 12 | To select the field you want to appear on the form library page, in the Select a Field or Group dialog box, click chargeTo. |
| 13 | To begin changing the field name displayed on the form library page, in the Column name box, double-click to select the text. |
| 14 | To finish changing the field name, for the purposes of this exercise, press SPACEBAR, wait as the new name is typed for you, and then click OK. |
| 15 | To publish the changes to the form library, in the Publishing Wizard, click Finish. |
| 16 | To view the modified form library, in the Publishing Wizard, click to select the Open this form from its published location check box, and then click Close. |
Modifying an InfoPath Form Template from a SharePoint Form Library
| 1 | To begin modifying a form template from a SharePoint form library, on the Team Web Site Purchase Orders page, in the left pane, on the Actions menu, click Modify settings and columns. |
| 2 | To open the InfoPath form template, on the Team Web Site Customize Purchase Orders page, under General Settings, to the right of Template, click (Edit Template). |
| 3 | To edit the form’s title, in the (Design) template window, click to the left of Purchase Order in the form title bar to select the text, and then for the purposes of this exercise, press SPACEBAR, and the text will be typed for you. |
| 4 | To save the modified form template on the SharePoint site, in the (Design) template window, click the File menu, and then click Save. |
| 5 | To begin viewing the modified form on the SharePoint site, on the taskbar, click the Customization button. |
| 6 | To return to the form library, on the Team Web Site Customize Purchase Orders page, click Go Back to "Purchase Orders". |
| 7 | To view the modified form, on the Team Web Site Purchase Orders page, on the toolbar, click Fill Out This Form. |
| 8 | To close the form without saving it, in the Form1 window, on the title bar, click the Close button. |
| 9 | To switch to Internet Explorer, on the taskbar, click the Purchase Orders button. |
| 10 | To change the general settings, columns, or views of the selected form library, on the Team Web Site Purchase Orders page, in the left pane, on the Actions menu, click Modify settings and columns. |
| 11 | To begin changing the form library’s name, on the Team Web Site Customize Purchase Orders page, under General Settings, click Change general settings. |
| 12 | To edit the form library’s name, on the Team Web Site Form Library Settings: Purchase Orders page, triple-click in the Name box to select the text, press SPACEBAR, wait as the name is typed for you, click once below the scroll box on the scroll bar, and then click OK. |
| 13 | To view the renamed form library, on the Team Web Site Customize Corporate page, click Go Back to "Corporate". |
Completing and Editing Forms
| 1 | To begin filling out a form, on the Team Web Site Corporate page, on the toolbar, click Fill Out This Form. |
| 2 | To enter information in the Reference Number field, for the purposes of this exercise, press SPACEBAR, and the reference number will be typed for you. |
| 3 | To begin saving the form in the SharePoint form library, in the Form1 window, click the File menu, and then click Save As. |
| 4 | To assign the purchase order reference number as the file name and save the form, in the Save As dialog box, press SPACEBAR, wait as the file name is typed for you, and then click Save. |
| 5 | To close the form and return to the form library, on the 12345 title bar, click the Close button. |
| 6 | To verify that the form has been added to the form library, on the Internet Explorer toolbar, click the Refresh button. |
| 7 | To begin editing the information in the saved form, on the Team Web Site Corporate page, point to 12345, click the arrow that appears, and then click Edit in Microsoft Office InfoPath. |
| 8 | To specify the first item you want to order, in the 12345 window, click twice below the scroll box on the scroll bar, click [Type item description here.], press SPACEBAR, and the item description will be typed for you. |
| 9 | To add a second item to the order, click the arrow to the left of Item Number, click Insert Below, click [Type item description here.], press SPACEBAR, and the item description will be typed for you. |
| 10 | To save the edited form in the SharePoint library, in the 12345 window, click the File menu, and then click Save. |
| 11 | To close the form and return to the form library, on the 12345 title bar, click the Close button. |
| 12 | To complete a new form based on the existing form, in the Corporate window, point to 12345, click the arrow that appears, and then click Edit in Microsoft Office InfoPath. |
| 13 | To change the information in the form, double-click to select the text in the Reference Number box, press SPACEBAR, and the reference number will be changed for you. |
| 14 | To save the edited form as a new document in the SharePoint form library, in the 12345 window, click the File menu, and then click Save As. |
| 15 | To save the form with the purchase order reference number as its file name, press SPACEBAR, wait as the file name is typed for you, and then click Save. |
| 16 | To close the form and return to the form library, on the 12346 title bar, click the Close button. |