Join David Rivers for an in-depth discussion in this video Launching InfoPath, part of InfoPath 2007 Essential Training.
In this lesson, we are going to launch InfoPath 2007 and explore the Getting Started window that greets you each time. I am here in a Windows Vista environment. So I have got a couple of different options for launching the application. One is to double click the shortcut that I have created here on my desktop. This is not created for you during the installation process. But if InfoPath is one of those applications you plan on using on a regular basis, you might want fast and easy access to it here right on the desktop by creating the shortcut. I will show how to do that in a moment.
The other option if you don't have the shortcut is to go down to your Start button and search through your programs for InfoPath. Again, a couple of ways to do that. One is to go up to All Programs. Just hover over it and eventually you will see programs and folders presented to you in a list. One is called Microsoft Office. When I click on this folder, I see all of the applications under Microsoft Office including Microsoft Office InfoPath 2007. If you got tons and tons of applications and folders, that can take a while to find it, another option is just to come down here where it just says start search, you can click in there. But your cursor is already flashing. Just start typing InfoPath. As soon as I do that, I see under programs here at the top, there is one called Microsoft Office InfoPath 2007. Also got some files in here, but none of them pertain to what I want to do. I want to launch this application. So clicking it here will launch InfoPath. But before I do that, here's how you create that desktop shortcut if you are interested.
Right click on Microsoft Office InfoPath 2007 and hold that right button down. As you are holding the button down, move your mouse up to the desktop and release. A little pop-up menu will appear where you could copy the program here. I don't want to do that. I can move it there. Now I still want to be able to access it from my Microsoft folder. All I want is a shortcut to it from here. Create shortcuts. Here's the one I am going to select and it creates that shortcut. Now mine has a two in brackets because it's my second shortcut to this App. I already have my original over here. Once you got it, just double clicking it will launch the application. I don't need this second copy. So I am going to right click on this icon and from this pop-up menu, choose Delete. I will confirm I want to move that to the Recycle Bin by clicking Yes, and it's gone leaving me with my original. So let's double click our shortcuts if you have got them or go through your Start button.
Now we will launch the application presenting you with the Getting Started window. And there are different sections to this window that we are going to talk about right now. This is to help you obviously, get started doing something, either creating a new form template or working on existing forms. Working on existing forms could mean working on their design or filling them out. So let's start over here on the left hand side where we have got Form Categories. Here's where you can go to forms you have already created. So I could access recently used forms by clicking this link. If this is your first time using InfoPath, clicking this link will display nothing over here. I have created one form called Expenses08. And I also made it a favorite. When I have files or forms that I have already created, I get tasks that appear over here on the right hand side. I could fill out this form. I could make this one of my favorites by clicking Add to Favorites. I could work on the design of this form. Remove this form totally or get an update of this form. If there are any updates out there, you will be able to find them.
Get updates of forms in this category, allows me to update a number of forms if I have multiple forms in the same category showing up here. Now as I go over to favorites, you will see I have already made Expenses08, one of my favorites. If I go to All Forms, I am still only going to see that one form. It's the only one I have created so far. Down below, Open a Form. I could also open a form from here and this is going to allow me to fill it out. This is the equivalent of selecting it here and choosing Fill Out this Form. As you create forms, they will begin to appear here under Open a Form, as well as the ability to search your computer for existing forms to open up.
If you are designing, that's different. You can design a Form Template from scratch by clicking Design a Form Template. You could Import a form. If you have already created one say, in Microsoft Word or Excel even, you have the ability now in InfoPath 2007 to Import them into InfoPath to work on them here. It gives you much more options. Down below is Customize a Sample and this is the default. This is what we see as the Getting Started window appears each time. This shows us some samples on the right hand side that can give us a kick start. For example, if I wanted to create a meeting agenda form, I could come up here, click on this Sample and then choose Design this Form.
Notice I can't fill out this form. It's a sample. I can't add it to my favorites. It's not a form yet. I have to design the form. But I have got all of the basics in that form ready for me to work with. I can't remove it. I can't get updates. I can only design it. And once I have designed it, saved it and published it, then I can go back and do things to it like add it to my Favorites, Fill It Out for example. So there are the different sections. I want to show you one more thing. If I want to Design a Form Template and I come over here, this is kind of like designing from scratch. I am not going to use one of the samples. So when I click on Design a Form Template, I see the Design a Form Template window. Here I can open a form template on my computer, maybe it's on a SharePoint site. Customize the sample will take me back to the Getting Started window. Forms on Office Online, I can Import from here. Look at that recent templates. First get access to them from here and I can create or design a new form template from a Blank, from a Web Service, from a Database.
So I can do automatic connections right from here if I wanted to. But to get back to Getting Started, I choose Customize a Sample. See it flips me back to Getting Started with Customize a Sample selected. So that means that I can get back to this at any time. Even if I come up here to the top right corner to close it, I will be closing this Getting Started window. But I can get back to it here from my user interface by going up to File > Design Form Template. I am going to see that window. To get back to my getting started window, I am choose Remember, Customize a Sample, and here they are.
And if you get lots of samples and maybe you have downloaded lots of samples from the web for example, and there is too many to see on the screen, you have the different views here as well. Right now we are viewing Icons, we could view it in a List, takes up less space. And if you want more detail, not just the name of the sample, you can click on View Details up here, the third button to see a description, if there is one. When it was last used. You can see there is more information hiding over there. I can use my scroll bar down to see the Form Template ID for example. I will scroll all the way back.
I am going to close this up which leaves me at my user interface. And this is exactly what we are going to explore in the next lesson.
- Building a form from samples or creating a brand-new form from scratch
- Inserting a repeating table into an existing form
- Adding and modifying buttons to simplify form functions
- Creating specialized views in a single form for different users
- Connecting newly created forms to SharePoint
- Customizing the work environment to improve form efficiency
Skill Level Beginner
Q: When trying to open a file in InfoPath 2007, I get an error that says to open the form in the location it was published to. It also says: “Forms that require the domain permission level contain features that access information on a network, such as data connections, linked images, and code.”
What is causing the error, and how can the file be opened?
A: This is a known issue with InfoPath. Instead of double-clicking on the file, right-click on the file and select Design. That will allow you to open the files.