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Customize a sample form

When you customize a sample form, you can work with the form in many of the same ways you would when designing a new blank form. For example, you can insert controls, insert fields and groups in the data source, add data validation and conditional formatting, and publish the form.

1. In the Fill Out a Form dialog box, click Design a Form.

   Note  If the Fill Out a Form dialog box isn't visible, open the Design a Form task pane by clicking Design a Form on the File menu.

2. Under Design a new form in the Design a Form task pane, click Customize a Sample.
3. In the Customize a Sample dialog box, double-click the sample form you want to customize.

Notes

• When you customize a sample form, the following limitations apply:
  • You cannot automatically create the data source when inserting controls.
  • You cannot modify existing fields or groups in the data source.
  • Depending on the sample form, you might not be able to add fields or groups to part of the data source.
• 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