This enables InfoPath to define the data source as you design the form template. In addition, you can design your form template by using a Web service, a database, or settings in a data connection library. Find information about designing a form template based on a data source in the See Also section.
By creating a template part to contain common fields, you can coordinate the efficient reuse of Document Information Panels in different Office release document types across your organization. If you created a template part and added it to the Controls task pane, you can insert the template part onto your form template by using the following procedure.
Under Custom in the Insert controls list, click the name of the template part that you want to insert. The template part appears inside a section control on the form template. You can recognize the template part on the form template because the words Section Template Part: Name appear as the section label, where Name is the name of the template part file. In the Views task pane, click the view that you want to rename, and then click View Properties.
Note: Even if your form template contains only one view, you should give the view a friendly name, such as Custom Properties , because the name of the view will appear in the Property Views and Options list when the Document Information Panel is viewed in a document.
In the Publishing Wizard, click To a network location , and then click Next. Browse to the shared network folder where you want to publish the form template, and then click OK.
On the next page of the wizard, verify that the path and form template name in the Form template name box are correct, and then click Next. On the next page of the wizard, if you have an alternate path to this shared network folder, such as a public Uniform Resource Locator URL , type the path in the box, and then click Next.
You will receive a confirmation on the last page of the wizard if your form template was successfully published. Find information about publishing to a SharePoint site in the See Also section. When you create a site content type based on the Document content type or the Dublin Core Columns content type — which is available on servers running Microsoft Office SharePoint Server — a Document Information Panel is automatically created to track SharePoint properties.
For example, you can customize the Document Information Panel by doing one or more of the following:. Add a secondary data connection to the Document Information Panel, and then add controls that display data from fields in the data source. Explore premium templates Bring your ideas to life with more customizable templates and new creative options when you subscribe to Microsoft Impact resume.
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