Tuesday, October 25, 2011

What are the steps to create a Template Part ?

In the Design a Form dialog box, you can choose to design a template part instead of a form template. If you do this, InfoPath features that aren't supported in template parts are either hidden or disabled so that you aren't tempted to use them in your template part.

1. On the File menu, click Design a Form Template.

2. Under Design a new in the Design a Form Template dialog box, click Template Part.

3. In the Based on gallery, do one of the following:

o To define the data source (data source: The collection of fields and groups that define and store the data for an InfoPath form. Controls in the form are bound to the fields and groups in the data source.) as you design the template part, click Blank.

o To use an XML document (.xml) file or an XML Schema (XML Schema: A formal specification, written in XML, that defines the structure of an XML document, including element names and rich data types, which elements can appear in combination, and which attributes are available for each element.) (.xsd) file as the data source for the template part, click XML or Schema.

Note If you base your template part on an XML document or XML Schema, InfoPath populates the Data Source task pane with fields (field: An element or attribute in the data source that can contain data. If the field is an element, it can contain attribute fields. Fields store the data that is entered into controls.) and groups (group: An element in the data source that can contain fields and other groups. Controls that contain other controls, such as repeating tables and sections, are bound to groups.) that map to XML elements (XML element: An XML structure that consists of a start tag, an end tag, and the information between the tags. Elements can have attributes and can contain other elements.) in the document or schema. The data source is locked. Depending on the document or schema, you might not be able to add new fields or groups to part or all of the data source, or to change certain aspects of existing fields and groups.

4. To make your template part compatible with InfoPath Forms Services, select the Enable browser-compatible features only check box.

5. Click OK.

A new template part opens in InfoPath.

6. Design your template part.

7. When you finish designing the template part, on the File menu, click Save.

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