Home > Store

Designing Forms for Microsoft Office InfoPath and Forms Services 2007

Register your product to gain access to bonus material or receive a coupon.

Designing Forms for Microsoft Office InfoPath and Forms Services 2007


  • Sorry, this book is no longer in print.
Not for Sale


  • Copyright 2007
  • Dimensions: 7" x 9-1/4"
  • Edition: 1st
  • Book
  • ISBN-10: 0-321-41059-9
  • ISBN-13: 978-0-321-41059-7

"Microsoft Office InfoPath represents a revolutionary leap in XML technologies and a new paradigm for gathering business-critical information. I am delighted that Scott Roberts and Hagen Green, two distinguished members of the InfoPath product team, decided to share their experience in this book."

--From the Foreword by Jean Paoli, cocreator of XML 1.0 and Microsoft Office InfoPath

Microsoft Office InfoPath 2007 offers breakthrough tools for gathering, managing, and integrating business-critical information, and creating efficient forms-driven processes. Two longtime members of Microsoft's InfoPath product team have written the first comprehensive, hands-on guide to building successful XML-based solutions with InfoPath 2007.

The book opens with a practical primer on the fundamentals of InfoPath form template design for information workers and application developers at all levels of experience. It then moves into advanced techniques for customizing, integrating, and extending form templates--with all the code examples and detail needed by professional developers.

Learn how to:

  • Design form templates: create blank form templates, insert and customize controls, use advanced formatting, and construct and lay out views
  • Work with data: start with XML data or schema, manually edit data sources, and understand design-time visuals
  • Add custom business logic to forms, and integrate them with other applications
  • Retrieve and query data from external data sources, including XML files, databases, SharePoint lists, Web services, and ADO.NET DataSets
  • Submit and receive form data using ADO.NET
  • Save, preview, and publish to e-mail, SharePoint, and more
  • Build reusable components with template parts
  • Create workflows with SharePoint and InfoPath E-Mail Forms
  • Administer Forms Services and Web-enabled form templates
  • Build advanced form templates using C# form code, custom controls, add-ins, and the new InfoPath 2007 managed object model
  • Design form templates using Visual Studio Tools for Office (VSTO)
  • Update, secure, and optimize your form templates

List of Figures
List of Tables



About the Authors

PART I: Designing Forms
Chapter 1: Introduction to InfoPath 2007
Chapter 2: Basics of InfoPath Form Design
Chapter 3: Working with Data
Chapter 4: Advanced Controls and Customization
Chapter 5: Adding Logic without Code
Chapter 6: Retrieving Data from External Sources
Chapter 7: Extended Features of Data Connections
Chapter 8: Submitting Form Data
Chapter 9: Saving and Publishing
Chapter 10: Building Reusable Components
Chapter 11: Security and Deployment
Chapter 12: Creating Reports
Chapter 13: Workflow
Chapter 14: Introduction to Forms Services
Part II: Advanced Form Design
Chapter 15: Writing Code in InfoPath
Chapter 16: Visual Studio Tools for Microsoft Office InfoPath 2007
Chapter 17: Advanced Forms Services
Chapter 18: Hosting InfoPath
Chapter 19: Building Custom Controls Using ActiveX Technologies
Chapter 20: Add-ins
Chapter 21: Importers and Exporters
Appendix: Further Reading


Sample Files

Download the Sample Files from this book.

Sample Content

Online Sample Chapter

Building Reusable Form Components in Microsoft Office InfoPath and Forms Services 2007

Downloadable Sample Chapter

Download the Sample Chapters from this book:

Chapter 10

Chapter 15

Table of Contents

List of Figures xxi

List of Tables xlvii

Foreword li

Preface lv

About the Authors lxv

PART I: Designing Forms 1

Chapter 1: Introduction to InfoPath 2007 3

What Is InfoPath? 3

InfoPath 2003 7

InfoPath 2003 Service Pack 1 12

InfoPath 2007 17

What's Next? 24

Chapter 2: Basics of InfoPath Form Design 25

Getting Started 25

What Is a Form Template Anyway? 26

Design a Form Template Dialog 27

Creating a New Blank Form Template 30

Designing the Layout of Your Form 34

Using Controls 41

Creating Multiple Views 73

Advanced Formatting 76

What's Next? 83

Chapter 3: Working with Data 85

Getting Started 85

Data Binding 86

Data Source Field and Group Properties 95

Manually Editing the Data Source 110

Advanced Data Binding 137

Editing Default Template Data 151

What's Next? 154

Chapter 4: Advanced Controls and Customization 155

Getting Started 155

Advanced Controls 156

Control Properties 174

Advanced Customizations 204

What's Next? 213

Chapter 5: Adding Logic without Code 215

Getting Started 215

Conditional Formatting 215

Data Validation 222

Rules 229

Logic Inspector 235

What's Next? 240

Chapter 6: Retrieving Data from External Sources 241

Getting Started 241

Data Connections 242

XML Files 247

Databases 256

Web Services 273

SharePoint Libraries and Lists 292

What's Next? 296

Chapter 7: Extended Features of Data Connections 297

Getting Started 297

Extended Features of Web Services 298

Secondary Data Source Binding 307

Offline Mode Query Support 312

List Box Controls Connected to Secondary Data Sources 316

What's Next? 325

Chapter 8: Submitting Form Data 327

Getting Started 327

Why Submit? 328

Submitting Forms 334

ADO.NET DataSetSubmit 369

Submit Options 392

What's Next? 395

Chapter 9: Saving and Publishing 397

Getting Started 397

Saving and Publishing a Form Template with InfoPath 398

Saving Templates as Extracted Source Files 421

Previewing Form Templates 424

What's Next? 430

Chapter 10: Building Reusable Components 431

Getting Started 431

Designing a New Template Part 432

Using a Template Part 438

Updating Template Parts 447

Customizing Existing Template Parts 452

What's Next? 454

Chapter 11: Security and Deployment 455

Getting Started 455

Introduction to InfoPath Security 456

InfoPath Security Levels 458

Trust and Designer Lockdown 499

Digital Signatures 507

Information Rights Management 538

What's Next? 552

Chapter 12: Creating Reports 553

Getting Started 553

Merging Forms 554

Printing 586

Exporting Forms 605

What's Next? 612

Chapter 13: Workflow 613

Getting Started 613

User Roles 614

Workflow with Microsoft Office SharePoint

Server 2007 634

Workflow with InfoPath E-Mail Forms 643

What's Next? 663

Chapter 14: Introduction to Forms Services 665

Getting Started 665

What Is InfoPath in the Browser? 666

Installing and Configuring Forms Services 671

Publishing a Form Template to Forms Services 678 Getting Familiar with Browser Forms 682

Designing a Browser-Enabled Form Template 690

Getting Familiar with the Browser Form Experience 701 SharePoint Integration 705

Data Connections 710

Filling Out Browser Forms 714

Mobile Support: Smart Phone and PDA 720

What's Next? 726

Part II: Advanced Form Design 727

Chapter 15: Writing Code in InfoPath 729

Getting Started 729

Writing Code Behind a Form 730

The InfoPath Object Model 741

Programming InfoPath...in Action! 790

What's Next? 832

Chapter 16: Visual Studio Tools for Microsoft Office InfoPath 2007 833

Getting Started 833

What Is VSTO? 834

Bringing InfoPath into Visual Studio 835

Installing VSTO 836

Designing a Form Template with VSTO 836

Previewing a Form in VSTO 863

What's Next? 864

Chapter 17: Advanced Forms Services 865

Getting Started 865

Controls and Browser Optimizations 867

Form Code 875

SharePoint Integration 885

Data Connections 929

Performance Tips and Best Design Practices 950

What's Next? 963

Chapter 18: Hosting InfoPath 965

Getting Started 965

Hosting Scenarios 966

Document Information Panel 966

Creating an InfoPath Host Application 977

Hosting the InfoPath Form Control in a Web Browser 1011

What's Next? 1036

Chapter 19: Building Custom Controls Using ActiveX Technologies 1037

Getting Started 1037

Installing and Using ActiveX Controls 1038

Building Custom Controls for InfoPath Using ActiveX 1049

What's Next? 1072

Chapter 20: Add-ins 1073

Getting Started 1073

Introduction to COM Add-ins 1074

Building a COM Add-in for InfoPath 1076

Custom Task Panes 1093

Writing Add-ins and Custom Task Panes Using VSTO 2005 SE 1105

Managing InfoPath Add-ins 1111

What's Next? 1114

Chapter 21: Importers and Exporters 1115

Getting Started 1115

Built-in Form Importers 1116

Creating Your Own Form Importers and Exporters 1128

Importing Form Data 1142

What's Next? 1148

Appendix: Further Reading 1149

Index 1157


Download the preface


Download the Appendix from this book.


Download the Foreword


Download the index


Submit Errata

More Information

InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information

To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.


Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.


If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information

Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.


This site is not directed to children under the age of 13.


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information

If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information

Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents

California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure

Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact

Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice

We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020