Introducing Microsoft Office InfoPath 2003
Microsoft Office InfoPath 2003 is a Microsoft Office System program that allows users to design and fill out business forms. InfoPath forms can range from simple forms that are used by members of a small team to sophisticated forms that are part of a larger business process and that are used by all employees in a company.
Among other things, you can use InfoPath to help prevent data-entry errors, keep formatting consistent, combine or export data from multiple forms, and provide different views of the data in a form. You can also establish a data connection to an external source of data, such as a database or Web service.
The forms that people fill out are saved as standard Extensible Markup Language (XML) files. This allows the information collected in the forms to be easily reused in other programs or integrated into existing business processes. A single InfoPath trip report form, for example, can provide XML data to a Customer Relationship Management (CRM) system, a petty cash system, and a travel planning system.
InfoPath includes the following features:
The ability to fill out and design forms
There are two distinct InfoPath modes in which you can work, depending on whether you are designing a form or filling it out.
- Filling out a form When you fill out a form, the data from that form is saved in XML format. Depending on the form's design, you may be able to format the text in certain fields, work with the form offline, submit the form to a database or other data source, or work with different views of the form.
- Designing a form If you want to design forms for other people to use, you can design form templates in design mode. In design mode, you can view and work with a form's underlying XML Schema, insert and format the controls that users will interact with, specify data validation, conditional formatting, rules, filters, and other settings, and even preview your form to test its appearance and behavior. InfoPath also provides a Publishing Wizard, which allows you to quickly make your forms available for others to fill out.
Flexibility when filling out forms
As you start working with InfoPath, you'll see many of the same toolbars, menus, and features found in other Microsoft Office System programs. For example, if you misspell a word in your form, InfoPath will mark the error with the familiar wavy red underline. Similarly, in certain fields, you can make text bold or underlined, change the color of the text, or even insert pictures and tables into the field. Traditional on-screen forms don't always allow this kind of customization.
Moreover, with traditional on-screen forms, people are often required to fill out and submit the form in one session. In InfoPath, however, you can save your form on your computer and complete it later, just as you would with any other file. For example, if you travel frequently as part of your job, you might use the time spent in an airport or on an airplane to fill out expense reports using your laptop. Later, when you're back at your desk and connected to your company's network, you can open the forms and submit them to your accounting department for processing.
Sample forms to get you started
Microsoft Windows SharePoint Services integration
Note The information in this topic may not apply if you are working with a form designed using Microsoft Office InfoPath 2003 without the service pack installed. Learn more