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InfoPath Forms 2013: Part 3

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1 Jan 2014CPOL8 min read
Here, we explore the different controls and how to use them in InfoPath forms.

Introduction

In the previous post InfoPath Forms 2013-Part 2, I have demonstrated the different methods to fill a dropdown list in an InfoPath form. In this article, we will explore how to use the different controls in InfoPath form.

Types of Controls

Image 1

Input

Input controls include the controls that you typically associate with collecting and displaying information.

CONTROL ICON DESCRIPTION
Text Box Image 2The most commonly used control on a form. Users enter any type of unformatted text into a text box, such as sentences, names, numbers, dates, and times. Text boxes cannot contain formatted text.
Rich Text Box Image 3Can contain formatted text, including bold and italic text, and a variety of fonts, font sizes, and font colors. In addition, users can insert images, lists, and tables into a rich text box.
Drop-Down List Box Image 4Presents users with an expandable list of choices in a box. The choices can come from a list that you create manually, from values in the form data source, or from values that come from a data connection to an XML document, database, Web service, or SharePoint library or list.
Combo Box Image 5Presents users with a list of choices in a box from which users select the appropriate item or type a new value. The choices can come from a list that you create manually, from values in the form data source, or from values that come from a data connection to an XML document, database, Web service, or SharePoint library or list.
Check Box Image 6Allows users to set yes/no or true/false values by selecting or clearing a check box.
Option Button Image 7Lets users select from a set of mutually exclusive choices. A group of option buttons is bound to one field in the data source, and each option button saves a different value in that field.
Date Picker Image 8Contains a box where users can type dates and a button that displays a calendar which allows users to select a date.
Date and Time Picker Image 9Allows the user to type the date and time or select a date from a calendar display.
Multiple-Selection List Box Image 10Presents users with a list of choices that appear as a scrollable list of check boxes. Users can select as many check boxes as necessary, and may even be able to add custom entries, depending on how the form template is designed.
List Box Image 11Presents users with a scrollable list of choices in a box from which users select the appropriate item. The choices can come from a list that you create manually, from values in the form data source, or from values that come from a data connection to an XML document, database, Web service, or SharePoint library or list.
Bulleted List Image 12Allows users to add bulleted list items in the form. Bulleted list controls are a good way to include simple text that repeats, such as a list of action items in a meeting agenda form template.
Numbered List Image 13Allows users to add numbered list items in a form. Numbered list controls are a good way to include simple text that repeats and indicates some sort of order, such as a list of agenda items in a meeting agenda form template.
Plain List Image 14Allows users to add list items in a form. Plain list controls are a good way to include simple text that repeats, such as a list of attendee names in a meeting request form template.
Person/Group Picker Image 15Allows users to type or select a user from a SharePoint list. Users can search through the directory for a user if they do not know the name of the person or group they want to enter.
External Item Picker Image 16Allows users to type or select items from external systems through Business Connectivity Services.

Objects

Object controls include buttons, labels, and ways to insert attachments, pictures and hyperlinks when users fill out forms.

CONTROL ICON DESCRIPTION
Button Image 17Used to submit a form, switch views, or query a database. You can also associate a button with rules or custom code that runs when users click the button.
PictureButton Image 18Similar to the Button control, you can select any picture to use as the button.
Calculated Value Image 19Displays read-only text, displays the value of another control on the form, or creates formulas based on XPath expressions.
Vertical Label Image 20A read-only text label that appears at a 90-degree angle on your form template.
File Attachment Image 21Allows users to attach files to a form. Each file attachment control permits one file to be attached, and you can restrict the file type, if necessary. If your users want to attach multiple files, you can insert the file attachment control inside a repeating control.
Picture Image 22Allows users to insert a picture as part of the form. Picture controls can save the image in the form itself or point the picture to a URL or Web address (such as http://contoso.com) of an existing picture.
Ink Picture Image 23Users with a Tablet PC can create pictures using the stylus, either within the control itself or on top of a background picture.
Hyperlink Image 24Used to enter a URL. For example, a form template that displays information about a list of products can include hyperlinks to product information Web pages. Hyperlink controls can point to any Web server on either an intranet or the Internet.
Signature Line Image 25Allows users to digitally sign the form.

Containers

Container controls help organize form design by allowing other controls to be placed inside them. They also provide a way to allow multiple instances of a set of controls (repeating) or to allow the controls to be optional.

CONTROL ICON DESCRIPTION
Section Image 26Container for other controls. Sections can include any of the controls from theControls gallery.
Optional Section Image 27Container for other controls and is useful for including extra information that is not necessary for all users to fill out. When filling out a form that includes an optional section, users can choose whether to include the optional section or not.
Repeating Section Image 28Container for other controls and is useful for presenting repeating data, such as employee database records. When filling out the form that includes a repeating section, users can add additional occurrences of the repeating section.
Repeating Table Image 29Displays repeating information in a tabular structure. Each item appears in a new row in the repeating table. When filling out a form, users can add or delete rows in a repeating table as necessary. Repeating tables can contain other controls.
Scrolling Region Image 30Contains other controls, retains a fixed size, and includes scroll bars so that users can scroll to see information that is out of view. Scrolling regions are particularly useful when a section of a form contains a lot of data, and users do not need to see it all at once.
Horizontal Region Image 31Can be placed side-by-side on a form template which contains other controls.
Repeating Recursive Section Image 32Contains other controls and can be inserted within itself. You can use repeating recursive sections to create hierarchical content, such as an outline.
Horizontal Repeating Table Image 33Displays repeating information in a tabular structure. Each item appears in a new column in the repeating table. When filling out a form, users can add or delete columns in a repeating table as necessary. Horizontal repeating tables can contain other controls.
Master/Detail Image 34A set of repeating controls that are directly related to one another. The master control is always a repeating table, and the detail control can be either a repeating table or a repeating section. Master/detail controls help organize large amounts of data. For example, if your form template displays employee database records, you can specify that only a subset of information about each employee should appear in the master control. Then, when a user selects a record (row) in the master control, the detail control can display more detailed information about the employee.
Choice Group Image 35Allows the user to choose a section to include in the form. When filling out a form, users can replace the default section with a different section, as necessary. For example, on an employee information form template, the user can replace home address information with work address information.
Repeating Choice Group Image 36Displays two or more choice sections in a repeating structure. When filling out a form, users can add, delete, or replace additional repeating choice groups, as necessary. For example, on an employee information form template, you can use a repeating choice group to let users enter multiple emergency contacts. For each contact, the user can replace home address information with work address information.
Choice Section Image 37Inserts a section within a Choice Group. Each section can contain one or more controls. When filling out a form, users can replace the default section with a different section.

Example for File Attachment Control

Create one filed for attachment control:

Image 38

Choose the control type as File Attachment:

Image 39

After that, we need to click the preview the control shows like this:

Image 40

Click on the attachment and select the file:

Image 41

Example for Button Control

Insert a button control to the form:

Image 42

Right click on the button control and change the Label:

Image 43

And click on the submit option:

Image 44

Enable the Allow user to submit the form and select the drop down value as SharePoint document Library:

Image 45

Add new data connection for submit:

Image 46

Or we need create new connection from here and select the option submit data:

Image 47

Please select the option To a document library on a SharePoint site:

Image 48

Enter the site URL here:

Image 49

Give the name for new data connection here:

Image 50

Here, we can show all the connections which we created:

Image 51

After that, publish the form:

Image 52

Your form template was published successfully and click ok button:

Image 53

Finally, we can update the data into the SharePoint list:

Image 54

Reference

Summary 

In this article, we have explored the different controls and how to use them in the InfoPath forms.

License

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)

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About the Author

shijuse
Software Developer (Senior) EY
India India
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