Infopath2010 2

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Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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INFOPATH 2010

INFOPATH 2010 ........................................................................................................ 0
Phn 1 Gii thiu chung v INFOPATH ................................................................... 3
I) Gii thiu ........................................................................................................ 3
II) Cc ng dng ca INFOPATH ........................................................................ 4
III) Nhng im mi ca Microsoft Office 2010 .................................................... 4
Phn 2 S dng InfoPath ...................................................................................... 6
I) Cc thnh phn ca InfoPath ........................................................................... 7
II) Giao din lm vic. ....................................................................................... 7
Phn 3 Thit k v s dng cc Controls trong InfoPath ...................................... 23
I) Mu Form u tin ........................................................................................ 23
II) ng dng cho mu Form. ........................................................................... 49
Phn 4 Cc rules v tnh ton. ............................................................................. 51
I) Cc lut l - quy tc (Rule). ............................................................................ 51
Phn 5 Lm vic vi View v cc Option Control ................................................... 72
I) Lm vic vi View .......................................................................................... 73
II) Lm vic vi cc La chn (Option): ............................................................ 77
Phn 6 Xut bn InfoPath (Publish InfoPath) ........................................................ 81
I) Cc thuc tnh Security trn InfoPath .............................................................. 86
II) Publish InfoPath Form: ................................................................................ 89
Phn 7 Merge Form v thng tin. ....................................................................... 124
I) Phn tch:.................................................................................................... 126
II) Mu biu c thit k li nh sau: ........................................................... 126
III) Tin hnh Merge ...................................................................................... 135

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IV) ng dng ca Merge thng tin. ................................................................. 138
Phn 8 Kt ni vi d liu bn ngoi .................................................................. 139
Phn 9 Digital Signature .................................................................................... 153
Phn 10 Customize InfoPath v ng dng Workflow ............................................. 172
I) Workflow: ................................................................................................... 172
II) Tinh chnh InfoPath .................................................................................. 184
Phn 11 Nhng im lu cho InfoPath 2010 ..................................................... 199


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Phn 1 Gii thiu chung v INFOPATH
I) Gii thiu ........................................................................................................ 3
II) Cc ng dng ca INFOPATH ........................................................................ 4
III) Nhng im mi ca Microsoft Office 2010 .................................................... 4

I) Gii thiu

Microsoft Office InfoPath c gii thiu ln u trong b Microsoft Office 2003
v bc u em li nhng kt qu kh quan. InfoPath c ng dng trong
vic to ra nhng mu biu (Form) ng thi em li nhng gi tr thit thc hn
cho cc mu biu; l nhng bc u cho vic s dng cc mu biu in t
cng nh l mt bc m cn thit chun b cho vic trin khai ERP hoc cc ng
dng in t.

Cng vi s ra i ca Microsoft Office Sharepoint 2007 , Microsoft Office
InfoPath 2007 em li nhng kt qu ng kinh ngc trong vic ng dng qun
l, phc v cho cc x l theo lung cng vic (Workflow) trn mi trng Web thn
thin vi ngi dng, tng bc xy dng mi trng lm vic trn mng, mi
trng in t trong doanh nghip.

c im lm Microsoft Office InfoPath khng nh cc b phn mm trong b
Microsoft Office khc l kh nng x l, lm vic trn nh dng XML, mc d
iu ny hon ton khng mi i vi cc chng trnh nh Word hay Excel, tuy
nhin trong b phn mm Microsoft Office ch c InfoPath c c kh nng thao
tc, x l nh dng XML mt cch trc quan v thn thin trong khi cc gi phn
mm khc ch dng li hiu v c nh dng XML.

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S tng thch vi nh dng XML cng ng ngha vi kh nng tng thch
v lm vic trn mi trng di ng, mi trng Web k c trn cc thit b di ng
c bit l nhng kh nng lm vic tng tc vi h thng qun l thng tin nh
Microsoft Sharepoint Services hay Microsoft Office Sharepoint Server vn c ci
thin rt nhiu t phin bn 2007.

II) Cc ng dng ca INFOPATH
InfoPath c ng dnng trong vic qun l cng ty/doanh nghip bng cch
xy dng cc biu mu chun v tng hp thng tin t nhng biu mu, cc bn
bo co. InfoPath l mt cng c mnh m trong vic tng hp cc thng tin t cc
bo co (Report) trc .
Mt ng dng khc l Microsoft Office InfoPath c ng dng to ra
cc bng cu hi kho st khch quan, cc bng cu hi nh hng trn mi
trng Web thn thin vi ngi dng.
Mt im mnh khc l vic xy dng nhng hot ng ca cng ty/doanh
nghip theo m hnh Workflow gip cho cng vic c x l mt cch c h thng
v hon ton t ng. M hnh ny c xy dng v kt hp cng Sharepoint em
li hiu qu cao trong hot ng doanh nghip.

III) Nhng im mi ca Microsoft Office 2010
Hin ti vi phin bn Microsoft Office InfoPath 2010 Beta c mt s thay i
so vi phin bn 2007 l:
Giao din ca InfoPath 2010 kh ging vi cc ng dng khc ca
Microsoft Office v c b tr mt cch hp l hn vi cc thanh
Ribbon, Quick Access Toolbar.

Cc Control trong InfoPath 2010 c tinh gn hn nhiu v c nhiu
im ging vi phin bn u ca InfoPath 2010.

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X l cc Control cho php nhng vo Form nhanh hn.

InfoPath 2010 chia ra hai cng vic c lp l: Designer (Microsoft
InfoPath Designer 2010) v Filler (Microsoft InfoPath Filler 2010)

Kh nng xut bn (Publish) nhanh hn v hiu qu hn so vi
InfoPath 2010 nht l tnh nng Quick Publish.

Mt s tnh nng trong Rules hoc cc Control khng c xy dng
sn trong InfoPath 2010 tuy nhin cc Control ca cc phin bn trc
vn hot ng c trn nn InfoPath 2010.

Phn lp trnh trn InfoPath ch cn gi li hai ngn ng chnh l Visual
Basic v Visual C#, ngn ng lp trnh Script (VBScript v JavaScript)
khng cn xut hin trong cng c lp trnh ca Microsoft InfoPath
2010.

Cc v tr nt lnh c thay i cc v tr khc nhau tuy nhin, iu
ny cng khng nh hng nhiu n cng vic ca Microsoft Office
2010.

Nhng thay i ca Microsoft Office InfoPath 2010 tuy c mt s nh hng n
ngi dng cc phin bn trc trong thi gian u nhng khi quen n em
li s tin dng hn, tn dng tt hn cc thnh phn v lm vic mt cch Logic
hn. Phin bn hin ang s dng l phin bn Microsoft Office 2010 Beta v c th
trong phin bn chnh thc s c nhiu tnh nng hn m trong bi ny cha c
cp n.

Phn tip theo l phn hng dn bc u vic s dng InfoPath cho ngi
mi s dng ln u.

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Phn 2 S dng InfoPath

I) Cc thnh phn ca InfoPath ........................................................................... 7
II) Giao din lm vic. ....................................................................................... 7

Sau khi ci t InfoPath cng vi b Office 2010 (beta), s dng InfoPath bng
cch vo Start All Programs Microsoft Office Microsoft Office
InfoPath Designer 2010 hoc Microsoft Office InfoPath Filler 2010.


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I) Cc thnh phn ca InfoPath
Nh cp trc, Microsoft InfoPath c chia lm 2 cng vic ring bit
l Designer v Filler, InfoPath cng c 2 nh dng tng ng vi 2 cng vic ny
l vic thit k giao din lm vic cho biu mu/bo co v d liu lu tr phc
v cho mu biu/bo co .
InfoPath Designer c nhim v to ra giao din tng tc vi ngi dng
v c nh dng l .XSN. nh dng ny cha cc thng tin v cc Control (bao gm
Field, Group ) v to ra mt cu trc chun phc v cho vic tng hp cc d liu.
nh dng ny khng cha bt k d liu no ngoi nhng cu trc ca mu biu
trong InfoPath.
InfoPath Filler to ra cc d liu c gn kt vi cu trc ca bn thit k
biu mu. Khi s dng InfoPath Filler th vic u tin ca InfoPath Filler l tm
nhng cu trc do InfoPath Designer to ra v th hin qua giao din tng tc vi
ngi dng, cho php ngi dng nhp liu. Ni dung ca InfoPath Filler c lu
di dng .XML.
Chnh v c lu tr thnh 2 thnh phn ring bit nh vy nn InfoPath c
kh nng hiu chnh nhng thit k trn Designer v c cp nht ngay m khng
lm nh hng n phn d liu. D nhin nhng hiu chnh ny khng c lm
mt tnh cu trc ca vic thit k c t trc.

Ghi ch: mt s nhng thay i c th lm thay i tnh cu trc s c tho lun chi tit
trong phn sau.
II) Giao din lm vic.
a) Khi ng chng trnh InfoPath 2010:


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Hnh 01: S dng InfoPath 2010 trong Windows 7 bng cch search

Chn Microsoft Office InfoPath Designer 2010 cho vic thit k biu mu.


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Hnh 02: Giao din th hin chng trnh InfoPath ch Design

Giao din tip theo cho php chn la nhng mu (Templates) do Microsoft cung
cp bao gm:
Sharepoint List, Sharepoint Library: l nhng tnh nng c cung cp tch
hp vi Sharepoint Office/Sharepoint Portal

Email: cung cp tnh nng tng thch vi Email.

Blank: giao din Design hon ton mi.

Nhng kiu mu nng cao bao gm:
Database: cung cp kh nng kt ni gia InfoPath vi nhng c s d liu
khc nh SQL Server, Microsoft Office Access v nhng c s d liu khc.

Web Services: cung cp tnh nng tng thch vi dch v Web.


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XML or Scheme: cung cp nhng kh nng lm vic vi nhng cu trc trn
XML.

Convert Existing Form: chuyn i cc biu mu c sn sang nh dng ca
InfoPath.

Ty theo nhu cu s dng c th chn nhng kiu mu thch hp. Trong phn
ny, bt u s dng InfoPath, chn Blank Form lm im khi ng vic thit
k biu mu, lc ny biu mu s tng t nh hnh bn di:

Hnh 03: Blank Templates ca InfoPath

Thanh cng c c tch hp ngay trn Toolbars v c b tr mt cch
thng nht trong ton b phn mm Microsoft Office.


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Hnh 04: Thanh cng c Control c tch hp trn Toolbar
v c thit lp dng Widget

Khung lm vic chnh ca InfoPath 2010 c dng to ra giao din tng
tc vi ngi dng, bng cch click vo cc Control tng ng b sung vo phn
giao din.

Hnh 05: Khung lm vic chnh ca InfoPath Designer

Thanh cng c Data Source th hin cc mi quan h gia cc Controls
trong thit k InfoPath.


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Hnh 06: Data Source th hin cc quan h ca cc Control trn InfoPath

Mi quan h c th hin trn Data Source tng t nh hnh sau:

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Hnh 07: Chi tit cc quan h v kiu d liu th hin trn DataSource

b) Data Binding

InfoPath s dng ngn ng XML th hin d liu, trn ngn ng XML hu
nh khng c cc nh ngha v kiu d liu mt cch r rng, XML ch n thun
th hin d liu cng vi nhng cu trc c nh du. Data Binding l mt phn
c dng gn kt gia Control c dng th hin d liu v d liu lu
tr theo nh dng XML ca InfoPath.


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Khi b sung thm mt Control vo trong phn Design th cc cng vic c
thit lp theo th t s l:

DataSource s c to mt cch t ng ph hp vi Control c
b sung vo.

Control s c b sung vo trong phn thit k.

Cui cng l s thit lp gia data source v control.

hiu r hn vn ny, c th tm thi v hiu tnh nng Automatically
create data source trong TaskPane Control. Lc ny, khi b sung mt Control
chng hn nh Textbox s thng bo yu cu a thng tin v DataSource cho
Control mi.

Hnh 08: Tt tnh nng t ng to Data Source khi b sung cc Controls


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Hnh 09: b sung mt i tng vo Data Source

Tip theo l chn v tr cho DataSource, c th ly cc Data sn c hoc n
nt Add b sung thm i tng. Mt i tng mi b sung s yu cu cc
thng tin v tn, dng th hin d liu v kiu d liu th hin nh hnh bn di:

Hnh 10: xc nh cc thuc tnh cho Controls


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Name: th hin tn ca Control
Type: bao gm cc dng d liu nh l Field (element), Field
(attribute), Group, Group (choice) v Complete XML Schema or XM
documents.
Data type: th hin kiu d liu c s dng trnh by trn biu
mu.
Default Value: xc nh gi tr mc nh ca Control.

Ghi ch: khi s dng ch Automatically create data source th cc Control thng c
gn vi gi tr l Field (element) i vi cc i tng nh Textbox, Combo Box hoc Group
i vi cc i tng l Container.

Hnh 11: hnh thc th hin d liu cho i tng trn XML

Sau khi b sung cc gi tr cn thit, th lc ny trn giao din thit k ca
InfoPath mi xut hin Control Textbox.

Hnh 12: Controls c th hin trn giao din InfoPath Designer

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Nh ni phn trn, XML th hin cc d liu theo cc hnh thc khc
nhau bng cch s dng Element hoc Attribute. Cc Element cho php thm,
xa, sa v cha cc thng tin ngay trong cu trc v c th hin tng t nh
sau:
<my:field1>Welcome to ICT24h</my:filed1>.

Ngc li, vi thuc tnh Attribute th d liu c th hin ngay bn trong
ngn ng nh du v thng c cu trc nh sau:
<my:myFields my:field1=Welcome to ICT24h></my:myFields>

C hai hnh thc th hin cng mt ni dung l Welcome to ICT24h tuy
nhin v b tr ni dung trn nh dng XML hon ton khc nhau. V mt kha cnh
no , vi cch trnh by ca Element thch hp vi cc nh dng trn nn Web ,
d dng bo tr v m rng hn so vi cch trnh by da trn Attribute.

Ghi ch: i vi cc lp trnh vin mi Control trn Form u c mt v tr, mt tn gi d
nhin l khng ging vi tn ca Control, mt i tng s c mt ng dn c bit gi
l Xpath, mt Control khi th hin trn Xpath s c mt ng dn tng t nh sau
/my:myFields/my:group1/my:group2/my:field1

Change Binding l mt hnh thc c s dng trn InfoPath ly cc gi
tr ca trn Field c sn ca Data Source. Vic thay i vic gn kt d liu c th s
nh hng n vic th hin d liu sn c.
Reference l mt hnh thc s dng li cc gi tr c, y l mt hnh thc
s dng tng t nh ca mng. V d: trong mu Form ca hnh chnh nhn s c
h tn ngi lao ng, ng thi bn mu Form ca k ton cng c tn ngi ny,
thay v to thm mt trng mi c th to mt controls v cho Reference vi
trng to.

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c) Layout trn InfoPath:

Cc Layout mu ca InfoPath c Microsoft cung cp mt s dng mu
trong Tab PageDesign, trong phn Design Layout & Templates. Phn ln cc
nh dng ca cc biu mu thng c dng Bng nh trong phn Template.

Hnh bn di th hin mt s Templates mu ca InfoPath. Nhng Layout
ny c th lm c v hiu chnh bng cch b sung cc Tables.

Hnh 13: Thit k Layout

Tip theo l s dng cc Controls thit k giao din da trn khun Layout.


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Hnh 14: Mu Layout (sa li TITLE ri mi ti Heading)

Chn la cc kiu Themes th hin trn Layout bng cch chn trn Widget
Themes v chn kiu Themes mong mun.

Hnh 15: Cc Themes trang tr cho View

d) Thit lp kh giy.

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InfoPath mc nh s dng kh giy c kch thc nh hn kh giy A4 thng
thng, nn i khi phi hiu chnh li kh giy c kch thc ph hp.
Mt c im kh l trong InfoPath l hiu chnh kch thc kh giy phi
chn my in c h tr kh giy , nu khng InfoPath s a ra thng s mc
nh.
hiu chnh li thit lp chn Tab Page Design v chn Page Setup hoc
chn View Properties

Hnh 16: Thit lp kh giy Page Setup


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Hnh 17: Chn kh giy v my in.

e) View khung lm vic.

Mt trang lm vic ca InfoPath c gi l View khung lm vic InfoPath
cho php to nhiu khung lm vic khc nhau trn cng mt file InfoPath. Mi
khung lm vic ny c th c lp vi nhau hoc c cc Control lin quan vi nhau.
Tnh nng ny cho php InfoPath linh hot hn khi c th va nhn thng tin
t nhiu ngun khc nhau ng thi tng hp v x l cho kt qu khung lm vic
khc.
InfoPath cho php to nhiu mi trng lm vic khc nhau v cho php
chuyn qua cc mi trng ny.

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f) Tnh nng Preview
Tnh nng xem trc (Preview) th hin vic thit k biu mu ging nh s
dng chng trnh Microsoft InfoPath Filler 2010. tnh nng Preview ny, c th
kim tra nhng thit lp phn thit k cng nh c th th chy cc d liu.
kch hot tnh nng Preview ch cn click vo biu tng Preview cui Toolbar

Hnh 18: nt Preview trn Toolbar.

Tnh nng Preview rt hiu qu trong vic chy th ng dng v sao lu
thnh cc tp tin dng XML, phc v cho vic kim tra cc tnh nng trn InfoPath.
thot tnh nng Privew click vo biu tng Close cng cui Toolbar trong giao
din Preview.
Ghi ch trong mt s trng hp khi s dgn Preview v save li di nh dng XML c th
s gp kh khn trong vic m trc tip. Lc s c mt thng bo tng t nh hnh
bn di

Hnh ghi ch khng m c file v lu ch Preview

g) Lu tp tin.


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Khi Save th tp tin InfoPath s c lu tr nh dng .XSN khi s dng
Designer. Ngc li, khi sao lu InfoPath s dng mi trng Filler hoc Preview s
c file vi nh dng .XML.

Ni dung chnh ca phn ny trnh by s lc v cch thc khi ng v
mn hnh lm vic trn InfoPath l cc nh dng lm vic ca InfoPath v mt
s cch thc th hin d liu trn InfoPath. Phn tip theo s gii thiu v vic thit
k InfoPath v cc tnh nng ca cc Control thng dng trong vic thit k biu
mu vi ni dung l: Thit k InfoPath.

Phn 3 Thit k v s dng cc Controls trong
InfoPath
I) Mu Form u tin ........................................................................................ 23
II) ng dng cho mu Form. ........................................................................... 49

Trong phn trc gii thiu v giao din v mt s hnh thc ca InfoPath,
trong phn ny tip tc hon chnh biu mu bng cc Control iu khin sn c.

I) Mu Form u tin


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Mu Form u tin xy dng phc v cho vic tng hp cc bo co tun ca
nhn vin trong cng ty. Mu Form ny c duy tr v pht trin trong sut cun
sch ny.

Trc khi bt u, hy im qua thnh phn chnh trong biu mu l cc
Control iu khin c xy dng sn trn Microsoft InfoPath 2010.

a) Cc Control iu khin:

InfoPath 2010 chia cc Controls thnh cc nhm c cng thuc tnh nh sau:

Input (nhp liu): nhm nhp liu ny bao gm cc Control cho php ngi
dng c th nhp d liu (hay cn c gi bng thut ng Fill-in) trn Form.
Cc nhm ny gm c cc Controls nh l: Textbox, Combo Box, ListBox.

Object (i tng): bao gm cc Control cho php b sung cc i tng
khc hoc x l mt hnh ng. Cc nhm ny gm c cc Control nh l:
Button, Hyperlink, Calculated Value

Container: bao gm cc i tng c php lng cc i tng khc vo
bn trong nh cc i tng Input hoc Object thm ch l Container. Cc i
tng ny c chia lm 2 nhm nh l nhm Repeating (nhm c tnh cht
lp li) v nhm khng c tnh cht lp li. Cc Control bao gm: Section,
Repeating Section, Repeating Tables, Choice Section, Choice Group

Hu ht cc nhm Control u c chung mt s cc thuc tnh, nhng thuc tnh
khng c khc bit qu nhiu, im khc bit ch l hnh thc th hin cc d
liu.


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Phn ny trnh by mt s cc Control c bn ng thi gii thiu cc thuc tnh
chung ca cc nhm d liu cng nh cch thc th hin d liu trn cc Control
iu khin.

Nhm Textbox: bao gm Textbox v Rich Textbox, c 2 nhm ny u th hin cc
d liu kiu chui (String) v hu nh c cng cc nh dng, tuy nhin Rich
Textbox h tr nhiu tnh nng hn v c kh nng cha d liu nhiu hn.

Cc thuc tnh

Textbox Rich Textbox
Ch h tr cc cc dng Text H tr c Text v hnh nh.
H tr cc kiu Format nhiu hn v
tng i ging nh Word
S k t th hin b gii hn. Kh nng cha d liu nhiu hn
Bng 1: Bng so snh cc tnh nng ca Textbox v RichText box trong InfoPath.

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Hnh 19: RichTextbox v textbox

Cc thuc tnh ca Textbox:

Hnh nh di y ch ra cc thuc tnh c bn ca Textbox:


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Hnh 20: Cc kiu d liu trong Textbox.

Mc Data bao gm:
Field name: tn ca Control, c dng phn bit cc i tng khc
nhau.

Data Type: th hin cc kiu d liu khc nhau m Textbox h tr. Gi tr
mc nh l Text (string).
o Whole Number (interger): kiu d liu l cc s nguyn.
o Decimal (double): kiu d liu l cc s.
o True/False: cha cc gi tr Logic
o Date: d liu kiu ngy thng.
o Time: d liu thi gian.
o Date and Time: d liu bao gm c ngy thng v thi gian.


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Ghi ch: mi Data Type u c mt hoc nhiu nh dng ring chng hn nh cch th
hin ngy thng i vi kiu d liu Date l thng-ngy-nm hoc ngy-thng-nm

Default Value:
Cha gi tr mc nh, gi tr ny c s dng khi ngi dng khng nhp
d liu. Gi tr mc nh ny c th gn c th hoc s dng mt hm tnh ton
c kt qu.
Du Check Refresh value when formular is calculated: cho php tnh ton
li gi tr mc nh khi s dng cc cng thc tnh ton phn Default Value.

Validation (iu kin hp l):
Du check ny th hin cho php field ny c c php cha gi tr rng
(khi khng nhp d liu) hay khng.

Ghi ch: trnh trng hp cc gi tr rng (NULL) nn gn gi tr Default.

Mc Display: bao gm cc thuc tnh:


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Hnh 21: Thit lp Display ca Textbox

Mc Placeholder: th hin cc gi cho ngi dng bit cc cn nhp d liu.
Cc check bao gm:
Read-only: ch cho php c d liu field ny, khng cho php chnh sa d
liu.

Enable spelling checker: du check ny kim tra cc li chnh t khi ngi
dng nhp liu.

Enable AutoComplete: cho php s dng tnh nng g tt.

Multi-line: du check ny cho php Textbox th hin d liu trn nhiu dng.
Theo mc nh Textbox ch th hin trn mt dng duy nht.

Limit textbox to: gii hn s k t c th hint trong Textbox.

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Alignment: th hin nh dng canh l cho Textbox.

Hnh 22: Cc thit lp v kch thc

Size th hin cc thng s v chiu di, chiu rng v canh l cho Textbox.

Advanced cc thuc tnh nng cao

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Hnh 23: Thit lp Advanced

Screentip: th thin nhng ghi ch khi r chut pha trn Control. Screentip c
dng h tr ngi dng, chng hn ch nhp s t 1 10.

Tab index: nh s th t chuyn ti khi ngi dng s dng phm TAB cho vic
nhp liu.

Access key: cho php dng phm tt chuyn ti Control ny. (phi nhp phm
pha sau ALT + )

Merge Settings: cho php trn cc thng tin lin quan ti Control v cc thng tin
th hin. Phn ny c ni r hn phn sau vi ta Trn thng tin


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Input Scope: cho php thit lp kiu d liu u vo, chng hn nh kiu ton s,
ton ch.

b) iu khin dng Rich Textbox:

Control iu khin dng Rich Textbox c hu ht cc thuc tnh chung ca
Textbox ngoi tr thuc tnh Tab Data l khng chnh sa c. Rich Textbox s
dng nh dng l XHTML, nh dng cho php th hin hu ht cc i tng nh
hnh nh, vn bn

Control RichTextbox tng i ging vi chng trnh Microsoft Office Word
do c y cc Format v nh dng nh canh l, hiu chnh font ch, .

Ghi ch: cc Control Rich Textbox thng t khi c th hin trn cc biu mu ngoi tr
cc trng hp s dng ghi li cc kin ca ngi dng hoc mt vn chi tit cn c
hnh nh trn ng dng Web. Hin ti, c th thay th Rich Textbox bng Control File
Attachment.

c) S dng cc Control dng ComboBox, Listbox

Cc Control dng ComboBox, Listbo v DropDown ListBox cho php chn la
nhng gi tr c sn trong trnh c vic nhp sai d liu.

Cc thuc tnh ca dng Control ny c nhng c im chung kh ging
nhau. Cc gi tr ca cc iu khin ny c 3 ty chn l: b sung cc gi tr bng
tay (manual), ly d liu t mt ngun khc (bao gm t field trong Form hoc t
ngun d liu khc bn ngoi).


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Hnh 24: Thuc tnh d liu ca Combo Box

Field name v Data type: ging vi ca Textbox.

B sung cc gi tr bng tay:

b sung cc gi tr vo trong iu khin dng ComboBox, ListBox, Drop-
DownList bng cch n nt Add b sung cc gi tr


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Hnh 25: B sung gi tr vo Combo Box

Value: l gi tr s c iu khin dng ComboBox lu tr chnh.

Display name: l gi tr th hin trn ComboBox.

Ch : trong cc Control ComboBox th gi tr c lu tr s l Value, khng phi gi tr
Display.

Sau khi b sung cc gi tr vo trong iu khin, c th t gi tr mc nh
v sp xp li th t cc gi tr trong iu khin ny.


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Hnh 26: Sp xp cc gi tr th hin trn Combo Box

S dng nt Modify hiu chnh li gi tr trong iu khin. Khi s dng
nt Modify ny s xut hin bng in thng tin ging nh thm d liu.
S dng cc nt n Move Up, Move Down sp xp li th t ca cc gi
tr.
Remove b mt gi tr trong iu khin.
Nt Set Default t gi tr mc nh ca iu khin. Khi t gi tr mc
nh th ti gi tr s c ch Yes.


36

Hnh 27: ComboBox v ListBox

Vi Control ComboBox v ListBox cng khng c nhiu s khc bit, ngoi tr
cch th hin d liu trn Form. i vi ComboBox th d liu c th hin gn
hn v ch c mt gi tr c chn. Trong khi i vi Listbox s th hin theo
dng danh sch v cng ch c th chn mt gi tr trong .
Ghi ch: nu mun s dng nhiu hn mt la chn trong Listbox th Control Multiple-
Selection Listbox p ng c yu ny. Cch s dng ca Multiple-Selection Listbox cng
ging nh Listbox nhng cho php chn nhiu la chn.

d) S dng cc Controls dng Repeating.

Trong hu ht cc bn bo co c s dng trong cuc sng hng ngy
khng t th nhiu u c cc s kin lp i lp li v d nh vic bo co hng tun
c cng cu trc m t. Thay v phi thit k nhiu cu trc nh vy, cc Control vi
thuc tnh Repeating cho php lp li ng cc dng cu trc khi cn thit.

37

Cc Control dng Repeating c xem l mt mng cc d liu c cng m
t. V d nh bng im ca mi hc vin trong lp, bao gm nhiu ct im, mi
hng l mt hc vin v c cng s lng ct im.

Repeating Control to mt khun mu v cho php lp li cc m t ny cho
mt i tng khc.

Hnh 28: Repeating Table

Trong hnh trn s dng Control Repeating l Repeating Table m t i
tng gm c 3 m t l M t 1, M t 2 v M t 3. i tng 1 s c 3 m t
ny, v i tng 2 cng c 3 m t tng t nh th. n vo biu biu tng
Insert item.

Cc Repeating Control c k hiu trong Data Source:


38

Hnh 29: M t quan h Repeating Control trong Data Source.

Cc thuc tnh ca Repeating Control:
Repeating Table

Hnh 30: Cc thuc tnh th hin trong TAB Data.

Change Binding: cho php th hin thm hoc b cc i tng c thuc tnh lp li
trong nhm.

39

Default Settings:
Allow users to insert and delete rows
Edit Default Values:

Hnh 31: xc nh cc gi tr mc nh trong Repeating Control
Cho php a cc gi tr mc nh hoc hm vo trong cc thuc tnh bng
cch chn cc control c thuc tnh lp li.


40

Hnh 32: Gn gi tr mc nh cho Filed1 trong Repeating Control

Customize Command: cho php hiu chnh cc lnh s dng trong
Filler, bao gm cc lnh Insert, Insert Above, Insert Below, Remove,
Remove All

41

Hnh 33: cc nt lnh s dng trong Repeating Table.

Show insert Button and Hint: th hin nt lnh cho php b sung thm mt i
tng trong Repeating Control. Nt lnh ny nm cui ca hnh trn (Insert item).

Mc Display:

Hnh 34: Thit lp Header v Footer trong Repeating Tables.


42

Header/Footer: th hin cc tiu v .Theo mc nh, khi s dng Repeat
Table s c sn Header.
Filter data: ch th hin cc d liu tha iu kin lc a ra t trc .

Ngoi Repeating Tabels cn c cc dng Repeating khc v s c cp phn
sau.

e) S dng DataPicket v Date-time Picker.

Hai control ny c dng th hin nh ca Combo Box v Drop-Down Box, v
ch nhn gi tr th hin v ngy thng, gi.

Hnh 35: Control s dng Date Picker.

Khi dng Date-Time Picker s ging nh ca Date Picker nhng s c thm
mt gi tr th hin thi gian.


43

Hnh 36: Gi tr th hin ca Date Time Picker.

thay i cch th hin ngy thng trn iu khin, Click vo Format
hiu chnh, lc ny s c bng th hin cc gi tr nh hnh bn di:


44

Hnh 37: cc nh dng ngy thng th hin trn Date Picker

Locale: chn cc quc gia.
Listbox th hin cc kiu ngy thng th hin trn quc gia .
V d: Lch th hin ca Vit Nam s c nhng kiu th hin ngy thng nh sau:


45

Hnh 38: Th hin ngy thng Vit Nam.

f) Cc dng Control khc:

File Attachment Control
Cho php ngi dng nh km mt file vo trong InfoPath.
Cc thuc tnh ca File Attachment Control bao gm:

Hnh 39: Control File Attachment nh km file.

Specify default file: file mc nh c nh km.
Allow the user to browse, delete, and replace files: du check ny cho php
ngi dng c th s dng Attachment File m Browse v chn file nh km,
thay th v delete files. Trong trng hp b du check ny ngi dng
khng th Browse ti file c.

S dng Picture Control

46

Khi s dng Picture trong InfoPath s c yu cu chn 1 trong 2 ty chn l:

Hnh 40: S dng Control Picture

Hnh nh (Picture) s c b sung vo Form bng cch s dng nh l mt
lin kt (As a link) hoc c b sung trc tip vo Form (Included in the form).

Khi s dng Picture nh mt lin kt s yu cu ngi dng nhp v tr ca
hnh nh vi v tr l ca trang web dng http://... Nh hnh bn di:

Hnh 41: Chn hnh nh dng lin kt (Link)

Khi s dng lin kt th c th s khng hin th hnh nh chnh xc nu
khng c Internet.


47

Khi s dng hnh nh bng cch chn vo InfoPath th s xut hin giao din
Browse ngi dng chn hnh nh.

Hnh 42: Chn hnh nh bng Control Picture.

Ch : hnh nh khi c Insert vo s gi nguyn kch thc, cn phi hiu chnh li kch
thc hnh nh cho ph hp vi vic thit k biu mu InfoPath. Nu s dng hnh nh
dng lin kt, c th s phi mt mt thi gian mi c th hin th c hnh nh.

Cc thuc tnh ca Control Picture:


48

Hnh 43: Cch th hin hnh nh v ch trn Control.

Thuc tnh ny cho php hnh nh th hin i vi Text (kh ging vi Word),
bao gm: i ngang qua Text, bn tri Text hoc bn phi.

Thuc tnh Size cho php ngi dng xc nh kch c hnh nh.

Hnh 44: Chiu di v rng ca hnh nh.

49

Xc nh chiu di v chiu rng (height width) cng vi cc n vi tnh l
pixel, inches, centimet.

Trong phn ny gii thiu cc Control thng dng thng c s dng
cho vic thit k cc biu mu. Mt s cc Control khc c cng tnh nng v cch
hot ng cng c gin lc i, cn mt s cc Control khc s c gii
thiu trong cc phn tip theo da trn cc v d c gi nm bt nhanh hn.

II) ng dng cho mu Form.

a) Xy dng biu mu bo co cng vic hng tun.
Mu biu xy bo co cho cngt tc tun bng nh dng Word.
(hnh nh mu biu bo co).

b) Phn tch biu mu v chuyn sang InfoPath.

Cc yu t c nh bao gm: logo tn cng ty, cc tiu , cc ni dung ny
c th g trc tip hoc thm cc hnh nh trc tip trn biu mu v file hnh nh
logo thng c dung lng khng ln.

Ni dung thay i: gm c ngy thng, ni dung cng vic (c lit k theo
ngy). Nhng ni dung ny c tnh cht lp li lin tc nn tn dng kh nng ca
Repeating Table khi s dng.

c) Chuyn biu mu sang InfoPath
Biu mu trn InfoPath c thit k theo tng t nh sau:

50

Hnh 45: Thit k biu mu.
Mu bi u bo co khi s dng trong Filler:

Hnh 46: s dng mu biu bng InfoPath Filler 2010


51

Nh vy, mu form c chuyn i t Microsoft Word sang InfoPath, tuy nhin
c nhng im khc bit gia biu mu giy v biu mu in t l s rng buc
d liu cng nh tnh ton vn d liu trn biu mu in t trnh cc trng
hp pht sinh cc li khng mun v gim thiu nhng kh nng ny, mt trong
nhng tnh nng cn thit c cung cp sn trong InfoPath l Rules v cng
l ni dung ca phn tip theo.

Phn 4 Cc rules v tnh ton.
I) Cc lut l - quy tc (Rule). ............................................................................ 51
II) Rule Inspector ............................................................................................ 68

Sau khi thit lp mu Form v b sung nhng rng buc, trnh vic nhp liu
khng chnh xc ca ngi dng cng nh vic t ng tnh ton cc gi tr, l
cng vic cn phi lm em li s tin ch cho ngi dng ng thi tng gi tr
s dng ca Form.

I) Cc lut l - quy tc (Rule).

Rules l mt tnh nng c trong hu ht cc Controls trong InfoPath, c tm
thy Tab Data. Tnh nng ny h tr rt nhiu cho vic kim tra cc iu kin
nhp liu (Validation), cc nh dng theo iu kin (Conditional Formating) to cc
im nhn trn bo co hoc l thit lp cc hnh ng nh gn cc gi tr cho cc
Controls (Action).

52

D nhin, hu ht cc Control cng c sn mt Rules l Rules
Validation th hin du check iu kin Can not be blank.

Ghi ch: mt im mi ca InfoPath 2010 l cc Rules c thit lp mt cch trc quan
hn so vi InfoPath 2007. ng thi gp cc cc dng Conditional Formating v Validation
ca InfoPath 2007 vo trong Rules.

Mt quy tc (Rules) c thit lp thng thng tha cc iu kin sau:
Thit lp tn cho quy tc (Rule)
iu kin tng ng vi quy tc.
Cc hnh ng tng ng vi iu kin t trn.

thit lp Rules bng cch s dng Widget rules ngay trn Toolbar.

Hnh 47: Biu tng qun l Rule trn Toolbar

hoc cng c th s click chut phi trn Controls v chn Rules Manage Rules


53

Hnh 48: B sung Rules cho Controls.

a) Rules Formatting.

Trong v d ny, s dng iu kin kim tra ngy d liu toingay trong
mu form bo co tun xem c ln hn d liu tungay. Nu toingay nh hn s
c ch mu .

Chn Control toingay v click vo Manage Rules trn Toolbar s xut hin
thm mt thanh Taskpane bn cnh Data Source nh hnh bn di

54

Hnh 49: Hnh thit lp Rules cho Field toingay Taskpane

Tip theo click trn New v chn cc tnh nng ca Rule bn di. Trong
trng hp ny l Formatting

Hnh 50: Cc dng Rules c h tr

55

Tip theo l t tn cho Rules

Hnh 51: To tn cho Rule

Sau Click vo ch None pha di Condition a ra iu kin cho Rule.
Bng thit lp iu kin c th hin nh hnh bn di:


56

Hnh 52: to iu kin cho Rules

Pha bn tay tri l l i tng c xt iu kin.
gia l cc ton t, cc iu kin bao gm cc gi tr so snh tng ng
vi cc php ton so snh thng thng (i vi kiu s) hoc cc gi tr so snh
kiu chui nh contains, begin withhoc kim tra gi tr rng (is not blank).

Ct cui cng l gi tr so snh. C th chn cc a cc gi tr bng cch g
vo ny hoc chn la gi tr t biu mu hoc s dng mt cng thc.

Hnh 53: b sung cc gi tr ly t cc field trong InfoPath

Trong trng hp ny, chn Select a Field or Group, v chn tungay l
iu kin iu kin kim tra. Hnh bn di m t iu kin


57

Hnh 54: Bng th hin iu kin.

Tip sau l chnh sa Format nu iu kin ca Rules c thit lp l
ng. Chn Format bn di Taskpane ca Rules

Hnh 55: Chn nh dng Format mong mun

Sau khi t xong Rules ta tin hnh th cc iu kin, bng cch click vo Preview
gc phi ca Toolbar. y l mi trng th nghim

Hnh 56: kt qu khi th iu kin ph hp vi Rules.

58

b) Rules Validation (Quy tc hp l):

Rules Validation c s dng kim tra d liu u vo, ng thi thng
bo bng cc tips gip ngi dng nhp liu chnh xc. Rules ny c s dng
m bo cho d liu u vo c chnh xc.

Rules cho iu kin nhp liu khi s dng s c mc thng bo Screentip (
nhc nh nhp liu) v Message Box cnh bo khi nhp liu sai.


59

Hnh 57: Cc Rules c m t trong Rule Manage

60

Hnh 58: Cc k hiu dnh cho Control khi c Rules dng Validation.

Ghi ch: khi s dng Rule Validation cho Controls no th khi dng Filler Controls s c
biu tng du * mu .

c) S dng cc cng thc v hm tnh ton InfoPath (Rule
Action)

Tnh nng Rules cn c thit lp thc hin mt hoc nhiu hnh ng,
tc ng n cc Controls trn InfoPath. Cc hnh ng c th l thc hin mt
php tnh, mt hm, gn cc gi tr hoc ly cc d liu t mt ngun khc.

thit lp Rules cho cc hnh ng (Action), c thc hin tng t nh
cc Rules ca Formating v Validation. Gi s, trong InfoPath s thc hin hnh
ng tnh ton khi s lng v n gi nhn cc gi tr th ct thanh tin s t ng
tnh ton gi tr theo cng thc l s lng x n gi.

iu kin c thc thi bao gm: kim tra field soluong v ongia phi c
gi tr


61

Hnh 59: iu kin kp vi php ton AND

Ghi ch: c th thay th ton t logic AND thnh ton t khc ComboBox pha trn hnh.
thm iu kin click vo nt And, mun xa iu khin th n nt Delete.

Hnh 60: Cc dng hnh ng h tr cho Control

Chn iu kin l Set a fields value (gn mt gi tr cho filed)


62

Hnh 61: Thit lp gi tr cho thnh tin.

Click vo biu tng f
x
thit lp cng thc cho thanhtien.

Hnh 62: Cc bc thit lp cng thc tnh gi tr.

Ch : cc filed trong InfoPath s c k hiu gch chn v gia php ton v cc field phi
c khong cch.


63

Kim tra kt qu trn InfoPath Filler

Hnh 63: Kt qu th hin vi Rules Actions.

Ghi ch: i vi nhng gi tr c php tnh n gin nh thanhtien, c th thit lp gi tr
mc nh (Default Value) trong Tab Data.


64

Hnh 64: s dng gi tr mc nh tnh ton.

Ghi ch: Rules Action khng ch dng vic thit lp gi tr cho cng thc m cn c th
truy vn ly d liu t cc ngun bn ngoi cng nh chuyn d liu (Submit) ti cc v
tr cn thit nh trn Sharepoint hoc trn nn Web.

Cc Rules trong InfoPath khi s dng mt cch hp l c th em li nhng
hiu qu ln m khng cn phi tin hnh lp trnh qu nhiu. Bnh cnh , mt
s cc hm c cung cp sn trong cc InfoPath c th p ng c nhng yu
cu c bn ca mt bo co.

d) Mt s nhng hiu chnh:

Trong cc bng bo co ca nhn vin kinh doanh, c th b sung thm cc
gi tr tnh tng s tin ca nhn vin bn c trong bng cch s dng Footer

65

ca Repeating Table cng vi mt Control l Calculated Value (biu tng f
x

trn Widget Controls).

Vic ny c tin hnh nh sau:
Chn Footer trong Tab Display ca Control Repeating Table.

t con tr vo trng ct Thnh tin (phn Footer) v chn biu tng
Calculated Value.

Hnh 65: s dng Calculated Value

Click vo biu tng f
x
v thit lp bng cch chn Insert Function.

Hnh 66: cc hm c h tr


66

o Ct bn tay tri th hin phn loi cc dng hm theo nhu cu s
dng nh i vi ngy thng (date), chui (Text)
o Ct bn tay phi th hin cc hm h tr tng ng vi nhu cu s
dng pha tay tri.

Chn hm s dng, trong trng hp ny l sum

Hnh 67: s dng hm Sum.

Double-click vo gia 2 du ngoc chn filed cn tnh tng.

67

Hnh 68: b sung gi tr field cn tnh vo hm.

Chn field thanhtien, kt qu s nh hnh nh bn di:

Hnh 69: cng thc c th hin

68

Hnh 70: cng thc c th hin dng XPath

Xem li kt qu trn Filler:

Hnh 71: kt qu th hin qua Calculated Value

Ghi ch: khi s dng cc Rule Action nn kt hp vi cc hm tnh ton nh Sum, Average
hoc cc hm tng t nh ca Excel, iu ny s h tr cho vic tnh ton tng hp sau
ny rt nhiu.

II) Rule Inspector


69

Mt Control bt k trn Form u c kh nng cha mt hoc nhiu cc quy
tc (Rule) tng ng cho vic nhp liu, nh dng, hoc cc hnh ng lin quan
ti cc filed khc trong mt hoc nhiu khung lm vic.

Chnh v l do c qu nhiu cc quy tc nh vy nn rt d xy ra cc hin
tng d tha hoc trng lp cc thm ch cn c th dn n cc hin tng li
Logic trong thit k; l mt vn khng d chu. Rule Inspector l mt tnh
nng cho php nhanh chng tm tt cc quy tc trn ton biu mu ng thi cho
bit cc v tr tc ng ca quy tc ti cc i tng no v nhng vn lin
quan ti i tng .

i vi Rule Inspector th ch c cc Rule cho vic nhp liu (Validation) v
Rule (Action) l c phn tch ring Rule cho Formatting th khng h tr. Bng
tm tt ca Rule Inspector cng c th c dng kim tra vi cc yu t logic
c xy dng t trc m bo cho cng vic thit k mu Form c hon
thin.


70

Hnh 72: S dng Rule Inspector

Rule Inspector c tm thy bng cch click phi trn Control TaskPane
Manage Data Connection. Khi s dng Rule Inspector a ra bng tm tt nh
sau:


71

Hnh 73: bng tm tt ca Rule Inspector vi biu mu

Bng tm tt Rule Inspector c th hin qua 2 ct:
Ct bn tay tri phn loi cc Rule theo Validation, Calculated Default Values
v Action.

Ct bn tay phi th hin cc chi tit tc ng ca Rules tng ng vi cc
i tng trong Form.


72

Hnh 74:chi tit th hin ca thnh tin v i tng ca Rule Inspector

Ni dung chnh ca phn ny nhn mnh vic s dng cc Rules v vic thit
lp cc gi tr tnh ton vi mc tiu n gin ha vic nhp liu ca ngi dng.
Trong qu trnh s dng chc chn s c nhng pht sinh thm v cc quy tc cng
nh vic ng dng nn cn c s vn dng linh hot trong vic s dng cc Rules
ny.

Phn tip theo cp ti View tnh nng cho php s dng nhiu mi
trng lm vic phc v cho cc mc ch khc nhau.
Phn 5 Lm vic vi View v cc Option Control
I) Lm vic vi View....................................................................................... 73
II) Lm vic vi cc La chn (Option): ............................................................ 77

73

Khi thit k xong mu biu s dng cho cng tc bo co, tuy nhin, mt vn
c a ra l khi s dng biu mu c th gm c nhiu mu biu nh km vi
nhau v s dng chung mt s thng tin, hoc c th che du mt s thng tin
khng cho ngi dng bit hoc s dng nhng ng dng ty chn trong cc bn
kho st, nu chn A th tip tc biu mu s 1, cn chn la B th m biu mu s
2.

InfoPath p ng hon ho yu cu trn bng cch th hin s dng View kt
hp vi cc iu khin iu kin.

Chng ta lm vic vi View trong phn hiu chnh nh dng kh giy. Tuy
nhin, thi im , ta ch ng dng vi mt khung lm vic (View) cn y b
sung thm mt khung lm vic ging ht nh khung lm vic chnh, vi y cc
tnh nng. Trong phn ny b sung thm mt Control Button v thit lp hnh ng
chuyn sang khung lm vic khc (Switch View).

I) Lm vic vi View
Mi View l mt khung lm vic, cho php b sung cc Control, cc iu kin
hon chnh biu mu. Mt File thit k c th cha nhiu khung lm vic khc
nhau phc v cho cc i tng khc nhau ng thi c th gii hn ch s lng
cc file biu mu dng .xsn.

Cng vic u tin l to ra thm mt View chun b cho cc tnh hung la
chn. Trn Toolbar, chn Tab View, chn New. Vi mi View c th nh dng li
kch c giy hoc cc thit lp cho ph hp.


74

Hnh 75: Cc m t ca View.

t tn cho View khung lm vic mi

Hnh 76: b sung thm View t tn cho View.

Hnh 77: cc View c th hin.

Ghi ch: Khi s dng InfoPath th View (Default) s l View u tin.


75

Hnh 78: Mt View khc trn cng mt Form.

To mt biu mu nh hnh v mt Button Command, Button ny cho php
chuyn sang mt View khc l Mu biu bo co c thit lp.

Tip theo, trn Command s dng Rule vi Action l Switch View nh hnh bn
di:

Hnh 79: Rules cho Control vi hnh ng l Switch views.

76

Ghi ch: Rules Action s ty thuc vo i tng m c thm cc hnhd ng khc, chng
hn nh Button c thm Switch Views v Close the form.

Chn View cn chuyn ti nh hnh bn di:

Hnh 80: chn View th hin khi s dng Button.

S dng trong mi trng Filler:

77

Hnh 81: Kt qu th hin trn InfoPath Filler.

Mch nc: trong trng hp c nhiu View, s dng thm cc iu kin trong Rule thit
lp vic chuyn View cho ph hp vi yu cu.

ng dng thc t: c th ng dng cc View lp thnh 2 biu mu ring bit, biu
mu u tin nhn d liu v biu mu th hai s tng hp d liu, hoc mt ng
dng khc l xy dng cc bn kho st vi cc ty chn m trang tip tc cu
hi vi cc chn la tng ng.

II) Lm vic vi cc La chn (Option):
Cc chn la l mt phn khng th thiu trong cc bng kho st cng nh
cc bi trc nghim. Cc Option ny c chia lm 2 dng l Option Button v
Checkbox.

78

a) S dng OptionButton:
S dng control ny cho php chn mt trong cc cu tr li. Control ny to ra mt
nhm (mt dy) control, mi control ny mang theo mt gi tr.

Hnh 82: B sung Option Button

Trn hnh ch ra Option Button ny c 4 gi tr,

Hnh 83: 4 gi tr la chn ca Option Button trn Design
Cng l mt field6 nhng c 4 gi tr,


79

Hnh 84: thuc tnh Data ca Optoin Button

b) Checkbox:

Khng nh Option Button, Checkbox l mt Control ring, khng sinh ra
nhng mng i tng nh Option. Cc Checkbox cho php c nhiu hn mt la
chn.

Cc gi tr ca Checkbox l 0,1, True, False, Yes, No.

c) Choice Group Choice Section:

Choice Group l Control cho php ngi dng s dng ty chn c xy
dng sn. Mi ty chn c xy dng c gi l mt Choice Section. Trong
Choice Group lun c mt Choice Section c xc nh l gi tr mc nh (Default),
cc Section cn li khng c th hin v ch xut hin khi c thay th bng mt
Choice Section khc.

Hnh bn di th hin Choice

80

Hnh 85: cc Choice Section v Choice Group

Hnh 86: s dng Choice Section/Choice Group trn Filler

Hnh 87: thay th bng mt Section khc


81

Hnh 88: Section mi c hin th thay th Section c

Hnh trn Choice Section c thay th cho Choice Section mc nh.

Ghi ch: trn thc t c th kt hp cc i tng trong Choice Section trong Group Choice
thit k cc cu hi da trn cc cu tr li khc nhau chn cc Section Group ph
hp.

Phn 6 Xut bn InfoPath (Publish InfoPath)
I) Cc thuc tnh Security trn InfoPath .......................................................... 86
II) Publish InfoPath Form: ................................................................................ 89

a cc mu biu n vi ngi dng sau khi hon tt cng vic thit k giao
din cng nh th nghim trn InfoPath th buc phi tin hnh cng vic cui cng
l xut bn (Publish) bn thit k ny cho ngi dng s dng.

Trong File chuyn sang Publish s c cc hnh thc Publish do InfoPath h tr

82

Hnh 89: Publish biu mu InfoPath

InfoPath h tr cc dng Publish nh sau:
Qua a mng, th mc chia s trn mng.

Qua Email

Qua mi trng Sharepoint Server.

Mi hnh thc Publish ca InfoPath u c nhng c im ring v nhng ng
dng hiu qu trong mi trng . i vi InfoPath 2007 v 2010 tnh nng lm
vic vi Sharepoint c h tr mnh m v c nhiu ci tin trong mi trng lm
vic.


83

Mc d tnh nng Publish ca InfoPath c h tr bi chng trnh t ng
(Wizard) nhng ring mc Security ca InfoPath cn c hiu chnh ph hp vi
tng mi trng lm vic.
V InfoPath c kh nng tng thch vi cc mi trng khc nhau do
trc khi tin hnh Publish nn kim tra xem biu mu hin ti c tn ti nhng li
khng tng thch vi mi trng lm vic hay khng. l phn quan trng cn
phi lm trc khi tin hnh xut bn biu mu v trin khai ti ngi dng cui.

Tnh nng kim tra tnh tng thch v li ca InfoPath l Design Checker
trong File Info Design Checker.

84

Hnh 90: Design Checker pht hin li trn biu mu

Khi click vo Design Checker, lc ny s chuyn sang giao din Design v
th hin li tm thy trn biu mu. Trong trng hp ny l ComboBox cha c
gn kt vi biu mu.

Trn Design Checker c cc im cn lu sau:
Nt Refresh: kim tra li cc li ca InfoPath c c sa cha hay
cha.

85

Du check Verify on server: kim tra li khi s dng Sharepoint Server.
Change settings: cho php chuyn i gia cc dng h tr ca
InfoPath.

Hnh 91: chuyn ch tng thch ca biu mu trong Design Checker

o Form Type: th hin cc hnh thc tng thch ca InfoPath,
theo mc nh l Web Browser Form.
o Server valiadation: xc inh a ch dch v Web h tr InfoPath.
o Du check Allow code to use features: cho php kim tra vic
thc thi cc Code khi tin hnh in thng tin trn Server.

Sau khi chnh sa cc li tng thch xong, n nt Refresh kim tra li v
nu nh thng bo l khng cn li nh hnh bn di th c th bt u cng vic
xut bn biu mu.

86

Hnh 92: Refresh Design Checker khi sa li xong.

I) Cc thuc tnh Security trn InfoPath

Khng ging nh phin bn 2007, cc thuc tnh Security ca InfoPath 2010
c t trong File Info chn Form Options nh hnh:


87

Hnh 93: Form Options

Mc Security and Trust trong Form Options th hin cc mc thit lp Security
ca InfoPath.

88

Hnh 94: Hiu chnh Security and Trust

Cc mc Security ny bao gm:
Restricted (the form cannot access content outside the form): mc hn
ch s dng, mc thit lp ny cc biu mu ch c th c s dng
trin khai qua email hoc chia s cu trc file .XSN; trong biu mu khng
cha bt k kt ni no ti mt ngun khc cng nh bt k cc lnh lp
trnh no.

Domain (the form can access content from the domain in which it is located):
mc thit lp Domain c trin khai mt khu vc xc nh v phn
phi cho ngi dng cui chng hn nh trong trn cc a chia s mng,
Web Server v mi trng tt nht l trn Microsoft Sharepoint Services hay
Microsoft Sharepoint Server. Khi thit lp mc Security ny biu mu ch c
th kt ni ti Server cha File biu mu.

89

Full Trust (the form has access to files and settings on the computer): thit
lp Security Full Trust cho php ngi s dng c th chy cc chng
trnh, cc kt ni vi cc d liu bn ngoi v gn nh khng c gii hn
cho ch ny. Tuy nhin, cng vi nhng s tin li cng n cha nhng
nguy him tim n v nu xut bn (Publish) biu mu ln trn Sharepoint th
cn phi c s xc nhn (Approve)

Ghi ch: Khi tin hnh Publish s dng mc Security l Full Trust, InfoPath buc ngi
dng phi s dng ch k (Signature) bng cch to ra ch k phn Form Template
Signature.

Hnh 95: To Certificate

II) Publish InfoPath Form:
a) Publish InfoPath qua mi trng mng (Network Location):

90

Trc khi tin hnh Publish Form phi Save nhng thit k. Sau , chn File,
chn Publish v chn Network Location

Hnh 96: Publish InfoPath qua Netowork

Chng trnh h tr Publish t ng ca Microsoft s xut hin v h tr vic
Publish trn Network Location:


91

Hnh 97: in cc thng tin cn thit Publish

Mc Form Template path and file name: ch nh v tr s lu mu biu
InfoPath. Khi Publish v tr ny, tn mu biu khng nht thit phi trng vi tn
ca biu mu ang s dng Publish.

Form template name: l tn ca biu mu ang s dng Publish.

i vi mc Form template path and file name c th in a ch dng Web,
cc th mc theo dng UNC nh cu trc \\tnServer\tnFolder\tnFile.xsn

92

Hnh 98: v tr lu tr theo dng UNC

Khi s dng Publish theo dng Network Location nn s dng theo dng
\\tnServer\tnFolder\tnFile.xsn nh hnh bn trn.


93

Hnh 99: Tn v v tr lu tr ca file c xut bn.


94

Hnh 100: thng bo ch nh v tr lu tr trn mng.


95

Hnh 101: bng tm tt vic tin hnh xut bn trc khi chnh thc bt u.


96

Hnh 102: xut bn biu mu thnh cng

Khi s dng ln u u tin vi mu biu InfoPath c ch k cha c tin
cy, s c bng thng bo xut hin nh hnh bn di.

Hnh 103: Yu cu b sung Certificate

97

Click vo More Information v lm cc bc tip theo a Certificate
ca ngi xut bn vo Trust Center cho php m ng dng.

Sau khi b sung Certificate ca ngi to mu biu th mu Form s c m
ra bnh thng.

Hnh 104: biu mu c m ra trn Network v tr th hin gc phi ca hnh.


98

Hnh 105: S dng trn Microsoft InfoPath Filler 2010.

Ch : ln u s dng InfoPath vi nhng Certificate cha c tin cy (Trust) cn phi
Install Certificate (Signature) sau mi c th m c cc file. Tt c cc Certificate ny
c qun l trong Trust Center c th s dng Quick Access Toolbar tm Trust Center.

Cn thn: khi Publish InfoPath thng qua mi trng mng (Network Location) s
dng UNC nh \\tnServer\tnFolder\tnFile.xsn , v nu tn Folder chia s c s
dng nh mt a mng trn my tnh bng cch Map Drive, th c th File c
Publish khng th chy c trn a mng bi v thng tin lu tr dng xsn c
ch nh theo dng UNC l \\tnServer\tnFolder\tnFile.xsn khng phi l a
mng chng hn nh Z:

b) Publish qua Mail:

InfoPath 2010 c tch hp vo trong Microsoft Outlook 2010 di dng
hnh thc cc Form, v c th s dng trc quan ngay trn Microsoft Outlook, v

99

l th mnh ca b Office. Mc d h tr rt tt trn Microsoft Outlook 2010 nhng
ng thi cc Mail Client khc vn c th s dng InfoPath lm vic di dng
cc file nh km (dng .xsn hoc .xml).

Hnh 106: Biu mu InfoPath c tch hp trong Microsoft Office Outlook 2010

Cng vic tin hnh Publish InfoPath qua Mail c tin hnh tng t nh
vic Publish InfoPath qua mng (Network Location) nhng cn phi ch n mc
Security and Trust ca InfoPath phi c chn ch Full Trust trc khi
tin hnh Publish.

Chn File Publish chn E-Mail, chng trnh hng dn Publish cho
Email xut hin.

100

Hnh 107: tn Template s dng cho vic xut bn InfoPath

Khc vi vic Publish trn mng, khi Publish Email v trn Sharepoint s yu
cu b sung cc ct gi tr, cc ct gi tr ny s th hin trong Email hoc trn
Sharepoint.


101

Hnh 108: Yu cu b sung cc ct th hin trn Microsoft Office Outlook.

Chn Add v b sung cc gi tr cc ct mun th hin trn Email hoc Sharepoint.


102

Hnh 109: chn cc gi tr mun th hin trn ct.

Hnh 110: c th hiu chnh hoc Remove (b) cc gi tr nu mun

103

Tip tc cng vic Publish Email bng cch chn Next cho ti khi hon tt,
lc InfoPath s c th hin ging nh dng sau:

Hnh 111: biu mu InfoPath khi tin hnh Publish qua E-mail.

InfoPath c th hin ging nh mt thnh phn ca Email, v in thng
tin v a ch email ca ngi cn gi ti.

Nu ngi nhn s dng Microsoft Outlook th s nhn c thng tin v
InfoPath ging nh hnh nh bn di.


104

Hnh 112: Cc thng tin th hin cc thng tin trong biu mu dng ct -

Ghi ch: ngi s dng InfoPath Publish cn phi thit lp Microsoft Outlook l chng
trnh Mail Client mc nh. Nu thit lp cc chng trnh khc c kh nng s khng s
dng c tnh nng Publish InfoPath qua Email ny.

Mch nc:
Khi s dng InfoPath cho vic Publish qua e-mail c 3 dng a kiu Publish ny l:


105

Hnh 113: Cc ty chn nh km khi Publish qua E-mail

Form data, tc l file th hin dng Data

Form data and form template: gi c d liu v mu Templates qua email.

None: ngi dng ch c th c, khng chnh sa g trn biu mu.

Du check Enable InfoPath form functionality for this form template: cho php s
dng tng tc vi Microsoft Outlook mt cch trc quan.


106

Hnh 114: b sung cc ct Property Promotion

B sung nhanh cc ct gi tr th hin bng cch vo trong Property
Promotion v chn Add b sung cc gi tr cn th hin..

Ghi ch:
Trong InfoPath 2010 vn c mt cch khc c th s dng gi mu Form qua Email mt
cch nhanh chng, bng cch s dng Microsoft InfoPath Filler 2010, chn File InfoPath
dng xsn m giao din lm vic ca InfoPath.

Tip theo , Click chn File Share Sending Using Email


107

Hnh 115: tin hnh Publish nhanh qua E-mail

Lc ny c th Publish InfoPath qua Email v gi cho ngi khc bng cc
hnh thc: Send Form, Send Form & Template, Read-only Snapshot. Cc hnh thc
ny tng t nh hnh thc Publish ca Email l Form only, Form and Template v
None.

c) Publish qua Sharepoint Services/Sharepoint Server

Tng t nh cc hnh thc xut bn ca Email, cng vic tin hnh xut
bn qua Sharepoint cng c tin hnh tng t bng cch vo File Publish
Sharepoint Server.

Tip theo l in thng tin a ch ca Sharepoint Server trong bng thng
bo

108

Hnh 116: cung cp ng dn n Server ci t Sharepoint s dng a ch Web

Khi n Next, Sharepoint s yu cu chng thc ngi dng, nhp Username
v Password ca ngi qun tr hoc ti khon c quyn hn xut bn
InfoPath ln trn Sharepoint.


109

Hnh 117: nhp thng tin ngi c quyn hn trn Sharepoint

Chn hnh thc xut bn InfoPath dng Form Library hay Site Content nh
bn di:

Hnh 118: Cc dng hnh thc xut bn thng qua Sharepoint

Form Library: to thnh mt mu Form vi y cc thng tin chn
la, ngi dng c th tng tc vi InfoPath ngay trn giao din
Web.

Site Content: cho to thnh mt mu Template v s dng cho nhiu
Site khc nhau trong cng Sharepoint.


110

Trong phn ny s dng Form Library , click chn Library v clicn Next, tip
theo l yu cu to mt mu Form Library mi hoc cp nht mu template c
sn

Hnh 119: cp nht biu mu c sn trn Sharepoint
B sung cc ct gi tr trn trong InfoPath, cc ct gi tr ny s hin th trn
Sharepoint v cho php ngi s dng c th in cc thng tin trn Form ngay
trn Web.


111

Hnh 120: b sung cc ct gi tr th hin trn Sharepoint ging nh ca Email

Bn tm tt thng tin v mu Form trc khi xut bn ln trn Sharepoint

112

Hnh 121: Bng tm tt

Khi n Publish, chng trnh s t ng tin hnh cng vic xut bn ln trn
Sharepoint Server, trong qu trnh xut bn c th yu cu ng nhp vi ti khon
c quyn hn Publish thng tin.


113

Hnh 122: qu trnh Publish InfoPath ln Sharepoint

Hnh 123: nhp username v password ca ngi c quyn Publish thng tin.

Bng thng bo qu trnh Publish hon tt v c th s dng trn Sharepoint
thng qua giao din Web.

114

Hnh 124: Bng thng bo Publish thng tin hon tt trn Sharepoint.

Giao din lm vic trn Sharepoint khi Pulish biu mu thnh cng.

Hnh 125: Hnh nh ca biu mu InfoPath trn mi trng Sharepoint

115

i vi trng hp s dng Site Content:

Hnh 126: S dng Site Content
Bng thng bo yu cu chn la vic khi to mt Content Type mi hoc
cp nht Content Type c trn Sharepoint.


116

Hnh 127: To mt Site Content mi

t tn cho Content Type trn Sharepoint cng vi m t cho Content Type.

117

Hnh 128: t tn v m t cho Site Content

Xc nh v tr lu tr trn Sharepoint - y c th to ng dn lu tr
theo nh dng Web (s dng du /).

118

Hnh 129: nhp ng dn lu tr - v tr lu cho Site Content

Tip tc theo hng dn v n Publish InfoPath t ng cp nht ln trn
Sharepoint, ch trong qu trnh Publish t ng ny s yu cu ng nhp vi ti
khon ca ngi c quyn hn xut bn Publish ln trn Sharepoint.

119

Hnh 130: Tin hnh Publish vi Site Content.

Sau khi Publish thnh cng, Content Type s khng c ty chn Open nh
cc dng Publish khc, thay vo l Manage this Content Type. Khi click vo lin
kt ny s xut dn n khu vc lu tr InfoPath trn Sharepoint nh hnh nh bn
di:

120

Hnh 131: Xut bn dng Site Content thnh cng

Hnh 132: Hnh nh biu mu InfoPath khi xut bn dng Site Content


121

Ghi ch: khi s dng dng xut bn trn Sharepoint, phn Security and Trust c th chn
ch Domain thay v Full Trust.

Ghi ch: c s khc bit khi s dng Sharepoint Services v Sharepoint Server, Sharepoint
Services ch h tr cc tnh nng c bn trong khi Sharepoint Server h tr nhiu tnh
nng cao cp c bit l s a dng ca Workflow cng nh cc tnh nng phc v cho BI
(Business Intelligent)

Cn ch :
Trong phn trc c cp n vic InfoPath c th cp nht nhng thay i
v nhanh chng a cc bn cp nht n cho ngi dng m khng lm nh
hng n d liu. l iu hon ton chnh xc khi cc chnh sa ny khng lm
mt i tnh cu trc ca thit k file nh dng .xsn.

Th nhng nhng g c th gy nh hng n cu trc ca thit k hoc
khng gy nh hng n cu trc ca file thit k mi l vn cn quan tm.
Trc tin, c th xc nh ngay nhng thay i thuc v dng ru ria tc l
nhng dng nh Label, tiu hoc cc hnh nh c b sung trc tip vo biu
mu s khng lm nh hng n cu trc thit k, do c th thay th cc Logo
v cc tiu cho cc cng ty trong h thng hoc khi hiu chnh s n gin hn.

Tuy nhin, khi ng n cc Controls th c rt nhiu nh hng v thng
thng u lm mt i cu trc ca ca file .xsn. Nu nh kt cu khng c g thay
i, ch chuyn i cc dng Control (gi nguyn tn) t dng ny sang dng khc
bng cch s dng click phi trn Control v chn Change Control nh hnh bn
di:


122

Hnh 133: thay i Control bng cch s dng Change Control

Nhng thay i ca cc Control i khi s nh hng n d liu c l
cc file d liu nh dng XML gn kt vi biu mu, nn khi chuyn i phi chc
chn rng thay i Control mi phi c kh nng cha thng tin c, ng thi cc
Rules lin quan n Control c phi c m bo.

Nhng thay i lm nh hng n cu trc ca nh dng .XSN bao gm
cc vic iu chnh kch c nh chiu di d liu, v kiu d liu th hin; cc
Control c chuyn t i tng Input sang i tng Container, hoc cc Control
khng tng ng.

V d: khng th chuyn kiu d liu dng RichText sang Textbox (khc
kiu d liu) hoc chuyn t Textbox sang thuc tnh Repeating (khc tnh cht).

Mt phn khc l vic thm, xa hoc sa tn cc Control cng l nh
hng n d liu, mc d vic ny khng hon ton ng nhng phn ln cc

123

trng hp u gp li khi xa hoc sa tn cc Control. Di y l bng m t
cc nh hng khi thm hoc chnh sa cc Controls trong bng thit k.

Data Source Tm nh hng
Xa mt field c lp C th nh hng nu Field cha d
liu
Thm mt field Khng nh hng n d liu c
Thay i tn C th nh hng nu biu mu c
c d liu tng ng vi Control .
Thay i thuc tnh t Non-Repeating
sang Repeating
Khng nh hng n d liu
Thay i thuc tnh t Repeating sang
Non-Repeating
C nh hng n d liu tr trng
hp Repeating ch c 1 gi tr.
Bng 02: Bng m t tm nh hng gia Data Source v s nh hng n d
liu.

Khi xut bn cc biu mu, nu c nhng chnh sa tc ng cc Controls
hy ch n nhng thay i v cu trc, nu khng cc d liu c c th s khng
hot ng.

Ni dung chnh ca phn ny l vic xut bn cc mu Form v phn phi
cho ngi dng cui. Trong qu trnh xut bn InfoPath ti ngi dng c mt s
im cn lu l:
Xc nh phm vi hot ng ca biu mu da trn cng vic ca
ngi dng.

124

Xc nh mc bo mt (Security) cn thit cho biu mu tng ng vi
phm vi hot ng.
Cui cng vic xut bn v a cc biu mu ti cho ngi dng.

Sau khi xut bn biu mu v a biu mu ti cho ngi dng th cng vic
tng hp cc thng tin t pha ngi dng cng vi cc thng tin ang c l mt
trong nhng iu lm tng tnh gi tr trn cc biu mu ca InfoPath. l ni
dung ca phn tip theo Merge Form v thng tin.

Phn 7 Merge Form v thng tin.
I) Phn tch: ................................................................................................ 126
II) Mu biu c thit k li nh sau: ........................................................... 126
III) Tin hnh Merge ...................................................................................... 135
IV) ng dng ca Merge thng tin. ................................................................ 138

125

Cng vic tip theo khi tin hnh xut bn mu Form l vic tng hp cc
thng tin t pha ngi dng hoc t mt ngun d liu c sn to ra cc gi tr
cho biu mu l mt trong nhng yu cu ca cng ty/doanh nghip chng hn nh
tnh nng Mail Merge (trn th) trong Word. Microsoft Office InfoPath cng cho
php ngi dng trn cc thng tin c c cc mu biu vi nh dng XML.

Tnh nng ngy c tch hp trong InfoPath v l mt cng c h tr c lc
cho cng vic qun l.

u tin l vic tng hp cc thng tin t cc biu mu c sn d liu. Gi s
y c 2 file d liu ca cng mt Form bo co kt qu ca 2 ngi khc nhau l
user01.xml v user02.xml.

Hnh 134: Merge thng tin gia 2 file d liu c sn.

126

Kt qu ca vic tng hp thng tin ca biu mu cho kt qu l s hng bn
c v tng gi tr nhng li khng th hin kt qu bn hng ca tng ngi bn
mt cch ring l.

I) Phn tch:
Nh hnh kt qu th hin th trng H v tn khng th hin hoc th hin
ch l kt qu ca mt ngi. Vic th hin cc thng tin theo tng ngi ring bit
trong cng mt bn bo co v cc d liu b sung s nhm theo tng ngi.
lm c cng vic ny InfoPath cho php xc nh cc trng tng hp thng tin
v trn vi nhau.

Trc tin, phi xc nh li dng biu mu. Mi ngi u c mt bo co vi
cu trc ging nhau, u c cc trng lp li trng nhau, ch c mt s t cc
trng thay i l h tn, tun bo co. V vy, ta s dng Repeating Section,
trong , cc trng chnh c s dng trn thng tin l: H v tn v trng
t ngy trong vic bo co.

II) Mu biu c thit k li nh sau:


127

Hnh 135: biu mu c thit k

Cng vic tip theo l thit lp vic trn thng tin trn Form, thit lp cc
thng s ny s dng Taskpane DataSource bn phi mn hnh tin vic kim
sot.


128

Hnh 136: Chn la cc Group cn thit Merge thng tin.

Thng thng, vic thit lp Merge thng tin ch tc ng trn cc Control
thuc dng Repeating.


129

Hnh 137: S dng Merge Settings...

Hnh 138: Xc nh hnh thc th hin Merge thng tin


130

Cc ty chn trong Merge Setting bao gm:
Mc ty chn hnh ng ca cc nhm lp li (Action for this repeating group):
Ignore the groups in the source forms: b qua cc nhm trong file ngun.

Insert the groups from the source form into the target form (default): thm
cc nhm t file ngun vo trong mu biu.

Mc ty chn b sung:
Mc sp th t khi b sung vo nhm lp li:
o After groups in the target form: b sung d liu v phn sau ca
Forms.

o Before groups in the target form: b sung d liu vo phn trc ca
Forms

V d: gi s trong c mt bng Repeating Tables th khi chn After groups in the
target form s chn d liu phn cui cng ca bng, tng t nh vy i vi
Before groups in the target form s chn d liu phn u Repeating Tables.
Remove blank groups: khi trn d liu, cc nhm khng c d liu (blank) s
c g b khi forms.

Combine groups with the same value: kt hp cc nhm khi c cng gi tr
vi filed (trng) c ch ra bn di.
o Field to compare: xc nh field (nhm) trng so snh khi trn d
liu.


131

Hnh 139: Chn la trng so snh khi Merge thng tin.

Hnh bn trn th hin, d liu s c nhm li i vi trng
RepeatUserHoTen khi c cng d liu, d liu s c b sung vo phn sau ca
nhm.

Hnh 136 trn ch ra phm vi nhm tc ng (phn mu xm).

Nh m t trn, xc nh cc nhm thng tin c trn vi nhau da
trn cc yu t l H v tn v t ngy (trong bo co tun) s c thit lp nh
sau:
Bng Repeating Table c nhm thng tin theo h tn qua trng
RepeatUserHoTen


132

Hnh 140: xc nh trng so snh khi Merge

Repeating Section c nhm thng tin theo trng t ngy (ngy bt u
tun)

Hnh 141: b sung trng cn Merge thng tin.

133

Cc biu mu c in thng tin v c lu dng XML tng ng vi
mu biu c thit k mi.

Hnh 142: lu tr dng thng tin vi biu mu mi


134

Hnh 143: thng tin biu mu mi

Tin hnh cng vic trn thng tin Microsoft InfoPath Filler 2010 bng cch
vo File Share Merge Forms

135

Hnh 144: Merge form
III) Tin hnh Merge
bc ny, chn cc d liu to ra v lu tr di dng file XML trong
chng trnh Microsoft InfoPath Filler. Trong v d ny, chn hai file c to ra
trong khi s dng biu mu.
Click File Share Merge Form

136

Hnh 145: chn file lu tr vi cng biu mu.

Kt qu khi Merge thng tin hai file d liu:

137

Hnh 146: thng tin c trn vi nhau.

Sau khi Merge, cc thng tin lin quan ti ngi dng u c b vo ng
cc v tr c nh sn v cc quy tc hm s dng trong biu mu cng t ng
cp nht cc gi tr ny.
Ghi ch: trnh nhng trng hp ngi s dng c th b sung thm tn ngi khc,
cc iu khin Repeating Control nh Repeating Tables m t ngi bo co (h v tn, b

138

phn) nn b biu tng Insert item, nhng v tr khc c th hiu chnh Insert Item thnh
mt tn thn thuc v gi nh hn.

Hnh 147: hiu chnh cc thit lp cho Repeating Controls
IV) ng dng ca Merge thng tin.
Mt trong nhng ng dng ca vic trn thng tin chnh l vic tng hp cc
bo co gi ln cc cp trn. Chng hn nh: nhn vin kinh doanh s in cc
thng tin tng ng ca mnh v gi cho cp qun l (c th l trng b phn,
trng phng). Cp qun l c th tip tc gi ln cc cp cao hn thoe hnh thc
tng t.

Hnh thc ny c th kim sot c thng tin v chnh xc t cc bo co,
khng cn tn thi gian tng hp nhng bo co theo nh k.


139

Trong cc mu bo co ny, khi kt hp vi vic s dng Email in cc
thng tin vo s em li hiu qu cao hn rt nhiu, v cc biu mu c chun
ha v nh dng file XML nh hn rt nhiu so vi nh dng ca Word hoc Excel.

Phn 8 Kt ni vi d liu bn ngoi

Cng ging nh nhng ng dng khc ca Microsoft Office nh Excel, Access
l nhng kh nng kt ni d liu t bn ngoi chng hn nh vi cc d liu trn
file XML, cc c s d liu nh Microsoft Access, SQL Server hoc cc dng d liu
khc.

Bng m t di y m t cc mi quan h gia InfoPath v ngun d liu
cng nh cc trng thi nhn c t InfoPath.

Dng kt ni Receive Submit Design Form
SQL Server X X
Web Service X X X
XML X X
Email X
Sharepoint document library x X
Bng 03: bng m t dng kt ni d liu v vic nhn/gi thng tin

Vi tnh nng ny, InfoPath cho php kt ni vi d liu bn ngoi thng
qua cc Manage Data Connection trong Taskpane.

140

Hnh 148: S dng Manage Data Connections


141

Hnh 149: S dgn Data Connectioncho vic nhn d liu

Mc Data Connection cho php b sung mt kt ni bng cch Add. Mt chng
trnh thng bo t ng kt ni cho php chn la kt ni ti d liu bng cc hnh
thc:
Submit data: a/chuyn cc thng tin ti mt file c sn.

Receive data: ly d liu t file c sn.


142

Hnh 150: cc hnh thc c th nhn thng tin.

Tip theo chn kiu kt ni ti d liu nh l cc dch v Web, Sharepoint, c
s d liu SQL v XML. Trong phn ny chn kt ni l XML document.


143

Hnh 151: ch ng dn ti file XML cha d liu.

Chn mt file XML bt k c to sn t trc, y s dng mt file XML
l danhsachquantri.xml. Ni dung file XML c m t nh bn di:

Hnh 152: file ni dung ca danh sch qun tr

144

Ghi ch: c th to file XML bng cch s dng InfoPath Filler 2010.

Tip theo l chn dng d liu nh mt template.

Hnh 153: chn la kt ni vi d liu nh l mt dng Tempalte

145

Hnh 154 : t ng to kt ni khi biu mu c m.

Click chn Automatically retrieve data when form is opened m bo d liu ca
file XML s c hin th khi Form c m.


146

Hnh 155: danh sch cc kt ni vi ngun d liu bn ngoi

Bng m t cui cng s hin th li m t d liu mt cch vn tt. C th
s dng Modify hiu chnh li cc kt ni.


147

Hnh 156: Kt ni bn ngoi c th hin trn Data Source

s dng kt ni t bn ngoi, ch cn ko control vo trong phn thit k
s dng.


148

Hnh 157: Danh sch cc Controls c th s dng ngun d liu.

Lc , trn phn thit k s hi cc Control s dng cho file XML phn
trc. y, c th chn bt k Control no trong nhm s dng. Trong phn
ny s dng Control Numbered List th cc nh dng XML.

Hnh 158: Th hin ngun d liu bn ngoi vi Number-List Box

Ghi ch: quan st nh dng file XML c to ra do s dng Data Connection Secondary v
file cha thng tin gc th hai file c cng ni dung ch nh ng dn lu tr thng tin
(c nh du pha di), tuy nhin file XM ca Connection Secondary li khng cha
cc thng tin chnh xc nh file XML gc dng lm Source.

File nh dng XML ca phn Connection Secondary

149

<?xml version="1.0" encoding="UTF-8"?><?mso-InfoPathSolution
solutionVersion="1.0.0.1" productVersion="14.0.0" PIVersion="1.0.0.0"
href="file:///C:\Users\TrungThanh\AppData\Local\Microsoft\InfoPath\Designer3\b6dadbaa9f
f7426c\manifest.xsf" ?><?mso-application progid="InfoPath.Document"
versionProgid="InfoPath.Document.3"?><my:myFields
xmlns:my="http://schemas.microsoft.com/office/InfoPath/2003/myXSD/2009-12-
24T03:01:40" xml:lang="en-us"><my:group1></my:group1></my:myFields>

File nh dng XML (danhsachquantri.xml)
<?xml version="1.0" encoding="UTF-8"?>
<?mso-InfoPathSolution solutionVersion="1.0.0.1" productVersion="14.0.0"
PIVersion="1.0.0.0"
href="file:///C:\Users\TrungThanh\AppData\Local\Microsoft\InfoPath\Designer3\b6dadbaa9f
f7426c\manifest.xsf" ?><?mso-application progid="InfoPath.Document"
versionProgid="InfoPath.Document.3"?>
<my:myFields
xmlns:my="http://schemas.microsoft.com/office/InfoPath/2003/myXSD/2009-12-
24T03:01:40" xml:lang="en-us"><my:group1><my:field1>Danh sch Ban Qun Tr
ICT24H</my:field1><my:field1></my:field1><my:field1>1. Phm Thanh
Tng</my:field1><my:field1></my:field1><my:field1>2. Lng Trung
Thnh</my:field1><my:field1></my:field1><my:field1>3. Nguyn Ngc
Thun</my:field1><my:field1></my:field1>
<my:field1></my:field1>
</my:group1>
</my:myFields>

Ghi ch: trong mc ny c th tn dng nhng dng kt ni t bn ngoi gi d liu
(Submit) trn dng Web nhn cc thng tin phn hi t pha ngi s dng. Cng vic
ny c ng dng nhiu trong vic to ra cc bng kho st thm d kin ngi dng

150

trn mt din rng. lm vic ny cn phi s Publish InfoPath trn dng Web hoc
Sharepoint v s dng cc tnh nng ca Web nhn thng tin.

a) S dng cho Combo Box v Listbox t file XML.

i vi Control Combo Box v Listbox ngoi cch s dng nh trn cn c
cch thc hin khc bng cch s dng TAB Data ca Combo Box List Box vi ty
chn l Get choices from an external data source

Hnh 160: s dng kt ni bn ngoi vi ComboBox


151

Vic s dng Data Soure t file XML theo cu trc ca Combo Box List Box
c xy dng vi cu trc tng t nh sau:
<danhsach>
<danhsach name="Thanh Tung" category="Truong Phong" />
<danhsach name="Ngoc Thuan" category="Pho Phong" />
<danhsach name="Phuoc Thuan" category="IT Admin" />
<danhsach name="Phuoc Hoai" category="IT HelpDesk" />
</danhsach>
Save ni dung li vi tn file l filelistbox.xml, trong TAB Data, click nt Add
v chuyn ti file filelistbox.xml to t trc. Lc ny s c cc bc lm ging nh
b sung Connection Secondary nh trn.


152

Hnh 161: chn file XML b sung vo ComboBox

Cng vic tip theo th hin l chn gi tr th hin trn Combo Box List
Box bng cch click vo biu tng mc Entries chn cc gi tr.

Hnh 162: chn la cc Filed cn thit.

Ghi ch: phi chn gi tr trong danh biu tng Repeat.

Gi tr c chn la s th hin trn Combo Box ListBox nh trong Filler

Hnh 163: th hin d liu t ngun bn ngoi trong ComboBox

153

Ni dung chnh ca phn ny trnh by v hnh thc s dng cc Control vi
ngun d liu t bn ngoi phc v cc mc ch khc nhau nh truy vn thng
tin t cc ngun Web, t cc c s d liu hoc ng k cc thng tin trn Web.
Vic tn dng cc ngun thng tin t cc d liu bn ngoi em li s phong
ph cho s hin th v hu dng ca cc biu mu. Mc d th tn dng c
cc th mnh nh trn mi trng Web cn rt nhiu n vic lp trnh v l vic
khng th thiu khi pht trin cc ng dng trn mi trng Web hoc Sharepoint
Portal.

Trong mi trng mng hoc khi xut bn v trin khai InfoPath n vi
ngi dng th vic xc nh ng ngi s dng, cp nht thng tin l mt vn
quan trng v lin quan ti cht lng thng tin cng nh tnh ton vn ca
thng tin. gii quyt vn , trong InfoPath phn tip theo trnh by v vic
s dng Digital Signature hay cn gi l ch k in t.

Phn 9 Digital Signature

Trong cuc sng hng ngy hu nh u d dng bt gp nhng cu ni i loi
nh Ti khng bit, ti u c lm chuyn ny.. Nhng iu nh vy thng d
dng v chng c vn g nu l vn gia c nhn vi c nhn, tuy nhin
li l mt vn khng nh trong hot ng ca doanh nghip cng nh vn ha
ca cng ty.

Vi mc tiu nng cao cht lng thng tin th nhng vic nh th cn phi c
gim thiu v nht l vi mi trng lm vic trc tuyn. Vic xc nh v nng cao
cht lng thng tin c xc nh bng cc yu t:
Chng thc ngi dng.

154

Tnh ton vn ca thng tin
Tnh khng th chi b - tnh php l.

Cch thc xy dng nng cao cht lng thng tin l ngi s dng c trch
nhim vi nhng thng tin ca mnh ng thi cng cung cp cch xc thc v m
bo vic trin khai l m bo. chnh l cng vic ca Digital Signature hay
cn gi l ch k in t.

Trc ht, mi mu Form cn c ch k ca ngi c quyn hn th mi c
hiu lc, chnh v th vic s dng cc mu ch k trn cc vn bn s cn c s
ha v gi l ch k in t. Tuy nhin, hon ton khng phi l vic qut (scan)
ch k ca mnh trn vn bn ri dn (paste) vo mu Form.

Ch k in t l mt dng chui k t c thm vo vn bn, chui k t
ny c xy dng da trn Certificate ca ngi v vn bn cn k cng vi cc
thut ton m ha xy dng thnh chui k t lc ny chui k t mi c gi
l ch k in t. Ch rng khi s dng ch k in t th cc chui k t lun
khc nhau k c trn cng mt vn bn nhng hai thi im khc nhau, nhng
vn c m bo l cng mt ngi k.

kch hot tnh nng s dng ch k in t, trong phn thit k giao din
chn File Info, click chn Form Options.

Trong bng thng bo Form Options chn Digital Signature mc
Category bn tay tri, sau chn Allow signing parts of the form


155

Hnh 164: Mc Digital Signature qun l vic cho php s dng ch k in t trn
Form.

Tip theo chn Add v s c mt bng thng bo hin ra nh hnh bn di:

156

Hnh 165: b sung cc thng tin cho ch k in t.

Hnh bn trn a ra cc khai bo bao gm:
Type a name for data can be signed: a tn cho vng khai bo.
Fields and groups to be signed: cc trng c s dng cha thng tin
cn dng cho vic m ha.
Mc Signature Options th hin:
Allow only one signature: ch cho php 1 ch k trn Form.
All the signatures are independent (co-sign): tt c cc ch k l c lp
c s dng trong mi trng lm vic c phn cp cn cc ch k chp
thun (Approve).
Each signature signs the preceding signatures (counter-sign): tng t nh
ca co-sign nhng y c th k vo bt k v tr no.

157

Hnh 166: chn Field mong mun c k.

Hnh 167: chn ch k ph hp


158

Sau khi chn hon tt bc trn, giao din Design phn Data Source xut
hin thm mt thnh phn l signatures1 nh hnh

Hnh 168: trn Data Source c b sung thm trng ch k in t

Sau khi thit k xong v lu li vic thit k, khi chuyn sang giao din Filler
v in cc thng tin vo mu Form, khi cn k trn biu mu, chn File mc Info
v chn Sign Form nh hnh:


159

Hnh 169: K trn Form.

Khi click chn Sign Form, lc ny s c thng bo v ch k in t xut
hin nh hnh bn di, click nt Add b sung ch k in t

Hnh 170: b sung ch k in t vo Form.


160

Khi click Add th s xut hin cc thng tin v tn ch k in t to t
trc nh hnh bn di:

Hnh 171: chn vng c k

Sau khi n Ok s xut hin bng thng bo Sign nh hnh bn di, giao
din ny cho php ngi s dng chn hnh nh thng thng l ch k c
(Scan), in mc ch ch k trong ti liu v c th thay i Certificate nt
Change.


161

Hnh 173: chn hnh nh v mc ch k

Khi click nt Change, s xut hin cc Certificate c trn my tnh v c th chn la
cc Certificate khc nhau ca mnh (nu c) s dng.

Hnh 174: chn Certificate s dng cho ch k in t.


162

Hnh 176: khi hon tt s tng t hnh.

Nu mun, ta c th xem qua tm lt ca ch k bng cch click vo See
additonal information about what you are signing pha trn.


163

Hnh 177: hnh nh ni dung c k bi ch k in t

Sau khi hon tt, n vo nt Sign k vo ni dung vn bn th hin.
Microsoft InfoPath s t ng x l cc thng tin c cung cp bao gm: hnh nh
ch k, Certificate v l do k ch k ny nh hnh bn di th hin.

164

Hnh 178: Xem cc ch k tn ti trn Form.

C th click vo cc nt n nh View Signature hoc View Certificate
c cc thng tin v ch k ca mnh. Cui cng l chn Close hon tt cng vic
v lu tp tin dng Filler ny vi nh dng XML.

M file XML vi Microsoft Office InfoPath Filler 2010, khi m File s c thng
bo xut hin nh sau:

Hnh 179: thng bo cho bit Form c s dng ch k in t.

Bng thng bo cho bit xc thc ch k, chn vo Microsoft Office Button
v chn View Signatures. Click OK tip tc.
Hnh bn di H v tn trong Control Repeating Tables c biu tng
, l biu tng chng t Control ny c s dng k ch k.

165

Hnh 180: hnh nh ch k in t c th hin trn Field

Click vo File Info v chn View Certificate


166

Hnh 181: Xem li ch k in t khi Filler

Khi click vo biu tng View Signature th s c bng thng bo xc thc
hin ra nh hnh bn di:

Hnh 182: Ch k in t v nhng ghi ch trn Form

167

Hnh 183: Xem chi tit Certificate v ch k

Hnh 184: Hnh nh ch k (Signature)

168

Khi s dng ch k in t th Controls no c p dng ch k in t s
khng th thay th c d liu. Nu c gng thay i s c thng bo nh hnh
sau:

Hnh 185: Khi c thay i ni dung ni c ch k in t s c cnh bo.

Trong ch k in t cng lu li vt (track) d liu c lu tr cho d
ngi khc c thay i cc d liu cc Controls khc trn biu mu, bng cch
chn View Signature trong mc Digital Signature phn trn.

Hnh 186: Xem li ch k in t

Click chn See the additonal signing information that was collected

169

Hnh 187: Ni dung c lu tr khi k

Hnh nh trn cho bit ni dung ca vn bn khi c s dng vi ch k
in t, chnh l vn bn gc trc khi c hiu chnh.

Ghi ch: khi s dng ch k in t file nh dng XML c kch thc ln hn so vi bnh
thng bi v n c s dng km theo hnh nh ca vn bn c k. Microsoft
InfoPath ch h tr ch k in t vi nh dng X.509, vn cha h tr cc ch k in t
khc nh PGP

170

Mt ch khc cn c lu l vic tng hp thng tin bng cch trn thng tin
(Merge) th s c thng bo cho bit rng ni dung c s thay i t khi k v k hiu
ch k in t s b mt i. Do , vic s dng ch k in t ch nn p dng i vi cc
mu biu Form v s dng kim chng cn vic tng hp thng tin th khng nn s
dng cc mu biu c ch k in t.

Mi dng ch k in t s dng u c mt ng dng ring bit, i vi la
chn ch s dng mt ch k in t xc thc d liu ngi dng v khng th
thay i c, dng ch k ny c s dng cho vic ban hnh cc vn bn t cp
lnh o cp cao. Dng ch k s dng cho co-op c ng dng trong cc trng
hp cc vn bn, ni dung cn ch k xc nhn ca cc cp dng ny cho php
thc hin nhiu ch k trn cng mt vn bn, cng mt trng quy nh l
im li i vi vic thc hin ch k in t - hoc cng c th s dng nhiu
trng phn cp cho ngi dng nh trng ch k ca nhn vin, ca cp trng
phng, ban gim c .

Ghi ch:
c th to cc ch k in t, vic u tin cn l cc Certificate, i vi mi
trng mng c Domain ca cng ty c th thit lp vic to ch k t ng cho tt c
ngi dng khi ng nhp vo vo h thng vi tnh nng AutoEnrolled. Ch , nn s dng
ch k in t vi cch th hin d nhn dng v trong my tnh c th c nhiu Certificate
nn vic chn ng Certificate l rt quan trng.

Trong trng hp xut bn InfoPath trong mi trng Web cho mi ngi v s
dng ch k in t th nn s dng cc Certificate ca hng th ba v c mi ngi
chp nhn chng hn nh VerigSign.

Mch nc:


171

c th b sung ch k in t mt cch trc quan hn nn s dng
Control Section hoc Optional Section v kch hot tnh nng Digital Signature trn
Control.

Hnh 188: S dng Digital Signatures trong Section
v khi th hin trong Microsoft InfoPath Filler s c giao din nh sau:

Hnh 189: Hnh nh trong Microsoft Office InfoPath Filler.

Hnh 190: Ch k th hin trc quan trn InfoPath Filler.


172

Nh vy, tin dng, nn nhm cc nhm i tng cn ch k vo mt
Section thun tin cho vic b sung ch k in t ng vi tng cp ring bit.

Trong chng ny tp trung ni v ch k in t v vic ng dng ch k
in t trn cc biu mu. Tuy vic s dng ch k in t mc d cha c p
dng rng ri Vit Nam, tuy nhin vic lm quen v s dng ch k in t trong
cng ty s to iu kin thun li trong vic to tin cho cc vn x l cc tc
v trc tuyn sau ny, c bit l trong thng mi in t trong thi gian ngn sp
ti.

Trong phn sau cp ti vic s dng m hnh dng cng vic (Workflow)
ng dng trong mi trng lm vic vi kh nng t ng bn t ng x l
cc cng vic.

Phn 10 Customize InfoPath v ng dng Workflow
I) Workflow: ................................................................................................ 172
II) Tinh chnh InfoPath .................................................................................. 184

I) Workflow:

Khi nim:
Mi cng ty hay doanh nghip u c mt vi m hnh mu x l cng
vic kinh doanh v m hnh c phn chia thnh cc giai on c th cho cc cp

173

m nhim v cng nhau thc hin hon tt cng vic chung. M hnh c
gi l Workflow lung cng vic.

M hnh:
Mt m hnh Workflow trc ht phi xc nh c nhim v ca cng vic
v phn chia cng vic ln thnh cc cng vic nh v d nhin thc hin cc
cng vic nh th phi c ngi thc hin c gi l User Role.
User Role: l vai tr ca tng v tr, tng ngi trong cng ty thc hin cc
nhim v trong m hnh. User Role c th l nhn vin, cp trng phng hoc
thm ch l tng gim c.
Mt phn khng th thiu trong m hnh Workflow chnh l cc quyt nh
ca cc cp v mt hoc nhiu cng vic, l cc cng vic lin quan ti vic
trnh, k chp thun (Approve), t chi (Reject) hoc a sang ngi khc x l
tip.
Mt m hnh nh vy c gi l Workflow v ty theo mc ca Workflow
m c s chi tit hay ch m hnh tng qut, iu ph thuc vo ngi xy
dng quy trnh v mc s dng tng cng ty.

c th xy dng m hnh Workflow mt cch trc quan c th s dng
Microsoft Office Visio v hoc c th s dng trc tip trn mi trng lp trnh
Visual Studio.

Nh gii thiu, InfoPath l mt bc m trong vic tin hc ha cng vic
v do s dng Workflow l mt im rt ng lu trong InfoPath. Mc d,
InfoPath c xy dng lm vic tt nht Sharepoint mi trng h tr y
m hnh ca Workflow, tuy nhin mc va phi, vn c th s dng Workflow
xy dng trn Email.


174

V d: Mt ng dng InfoPath theo m hnh Workflow qua Email c th c
m t nh sau

M t: Forum ICT24h d nh t chc mt bui Offline cho cc thnh vin
bao gm ban qun tr, cc thnh vin nng ng v mt s thnh vin khc. Vi
mong mun xc nh s lng ngi tham d trong bui tic tin vic t chc,
ban qun tr gi qua email mt mu Form cho cc thnh vin h c th ng
k s lng ngi tham d v thng tin ny c gi thng v cho ban quan tr
Forum.

Cng vic ny cn xy dng mt biu mu cho vic ng k tham d v cu
hnh chuyn thng cc thng tin v cho ban qun tr ngay khi ngi dng hon
tt vic ng k.

V pha ban qun tr, vic kh khn c l l phi theo di s lng nhng
biu mu cho vic ng k tham d bui tic, tuy nhin s dng Rules cho mu biu
ng k trong Microsoft Outlook s gii quyt c vn trn.


175

Hnh 191: S dng Rules trong Microsoft Outlook 2010


176

Hnh 192: Chn la cc biu mu sn c

Hnh 193: Chn la ni sao lu


177

Tip theo l thit k biu mu chun b Publish qua Email cho ngi dng,
ng thi s dng tnh nng trn thng tin phn loi i tng tham gia tham lun
theo ch .

Mu Form c thit k c phn loi thnh khu vc tham lun v
Nickname ca thnh vin trong Forum. Nu thnh vin mun tham lun nhiu hn 1
ch th s dng tnh nng Repeating.

Mu Form c thit k nh hnh bn di:

Hnh 194: Mu Form thit k cho th mi hp.
Trong mu Form trc khi s dng Publish s dng thm tnh nng Submit,
khi in xong thng tin, nhng ngi nhn th mi ch cn n nt Submit th thng
tin s c gi v cho ban qun tr.


178

Hnh 195: Submit Options

Click chn Send form data to a single destination, chn E-mail v click Add
b sung cc thng tin cn thit.

Hnh 196: Cu hnh vic Submit

Cc thng tin cn b sung bao gm a ch email ca ngi qun tr (phn
To,CC, BCC) khi biu mu c in xong.

Phn Subject: xc nh tiu cho email phn hi. Phn Subject ny c
tn dng t cho cc Rules phn loi th ca Microsoft Outlook

179

Hnh 197: Thng tin s c gi n a ch c cu hnh vi tiu xc nh
trc

180

Cc k hiu f
x
cho php in cc hm s dng tng ng, nhng trong mc
ny khng s dng.

Hnh 198: Tn file nh km ca th mi.
Chn hnh thc gi ni dung InfoPath nh km.

181

Hnh 199: Ch nh tn cho vic Submit
Hon chnh cc ni dung.


182

Hnh 200: Bng thng bo xut hin khi n Sumbit.

Sau khi in cc thng tin pha ngi dng, v n nt Submit s c thng bo
xut hin nh sau.

Hnh 201: Submit thng tin thnh cng

Thng bo cho bit vic Submit thng tin hon tt.

Hnh 202: Email nhn thng tin Submit.

Email phn hi nhn c vi tiu c xc nh trc l Tham du Offline.

Sau khi nhn c cc phn hi t pha ngi dng c th tng hp bng
cch s dng trn thng in (Merge Form) ngay trong Microsoft Outlook c c
kt qu tng hp.

Nh cp phn thit lp Rule ca Microsoft Outlook s da vo cc tiu
ca mu Form InfoPath phn loi v t c th bit c s lng ngi
tham d v cc khu vc sp xp.

183

Ghi ch: t c hiu qu hn, ta c th thit lp thm Rules cho phn Submit l trc
ngy tin hnh cuc hp Offline l ngy 2/1/2009 bng cch b sung thm Control
DatePicker vi gi tr mc nh l ngy hin ti. Lc , ch nhng ngi no Submit mu
Form trc ngy 2/1/2009 th mu Form mi Submit thnh cng.

Hnh 203: b sung Rules cho vic Submit Data

Thit lp Rule v chn Submit Data.

184

Hnh 204: Thit lp Rule v Email.

Chnh li thng tin cch thc tin hnh Sumbit trong Submit Options bng cc
chn ty chn Perform Custom action using Rules.

Mc d cha hon chnh vi Workflow trn Email, tuy nhin phn ng dng
ca InfoPath cng phn no h tr cc cng vic qun l v thay th c m s
giy t. Cng vi ch k s trn my ngi nhn cng c th c s dng thay th
cho ch k trn giy t.

Ghi ch: gia tng mc tin cy nn s dng cc ch k in t ca cng ty xc
thc ngi dng hoc s dng vi mi trng Sharepoint

II) Tinh chnh InfoPath

a) B sung cc cng c vo Quich Access Toolbar


185

Thanh cng c Quich Access theo mc nh s nm bn trn Toolbar v ch
c mt s t nt lnh nh Save, Undo

Hnh 205: Thanh cng c Quick Access - pha trn Toolbar.

thun tin cho vic thao tc nhanh chng c th b sung thm cc nt
lnh trn thanh Quick Access ny bng cch s dng InfoPath Options Quick
Access Toolbar hoc click phi trn Toolbar v chn Custimoize Quick Access
Toolbar.


186

Hnh 206: Cc nhm lnh v Quick Access Toolbar

Ct bn tay tri th hin cc nt lnh ca InfoPath, chn cc lnh cn thit v
n nt Add b sung vo Quick Access Toolbar. Trong trng hp mun b mt
nt lnh t pha Quick Access Toolbar th chn i tng v n Remove.

Cc nt mi tn cho php sp xp li cc nt lnh trn Quick Access Toolbar.

Ch : mt s cc nt lnh khi b sung vo Quick Access Toolbar s b m, bi v cc i
tng s dng khng c tnh nng tng ng.
b) B sung cc Ribbon

Tng t nh Quick Access Toolbar, thanh Ribbon cng c th b sung
thm cc nhm lnh (Group)


187

Hnh 207: Ribbon vi cc Tab, Group v cc nhm lnh.

b sung mt nhm lnh trn Ribbon, trc ht cn to ra mt Tab bng
cch n vo New Tab pha di, lc trn Ribbon s to mt Tab mi v mt
Group ty bin (New Group).

188

Hnh 208: B sung Tab v Group.

b sung cc lnh v n nt Add b sung nh ca Quick Access
Toolbar.
Gi s ta b sung mt s lnh nh hnh bn di pha tay tri th v tr cc
nt lnh v tn cc nt lnh c b tr trn Ribbon c minh ha v tr bn phi.

189

Hnh 209: hnh nh sau khi b sung Ribbon trn Toolbar.

Ngoi ra, c th giu (Hide) cc nhm lnh trn Ribbon bng cch b du
check trn cc Tab. y l cch to ra nhng Toolbar cho mnh v ph hp vi nhu
cu ca ngi s dng.

c) Xut cc thng tin t InfoPath sang cc nh dng khc

Mc d InfoPath h tr rt mnh m nhng phn mm ny vn cha c s
dng ph bin nh Word hay Excel, do InfoPath cho php xut ni dng ra mt
nh dng khc. Cc nh dng cho php xut ni dung t chng trnh Microsoft
InfoPath Filler 2010 sang nh dng PDF, nh dng MHT ca Web v nh dng
Excel.


190

Hnh 210: Xut ni dung ca InfoPath sang PDF

Hnh thc xut thng tin sang sng cc dng khc tng i n gin bng
cch chn File Share chn cc dng xut file.

i vi hnh thc xut bn sang PDF hay nh dng XPS, ch cn chn Create
PDF/XPS Documents v lu tn file cn xut ra l hon tt cng vic.

Xut sang nh dng Web:

Tng t nh nh dng PDF/XPS, xut sang nh dng Web cng ch cn cung cp
tn cho file xut ra v ni dung s c hin th dng .MHT

Hnh 211: Xut ni dung sang nh dng Web MHT (Single Web Archive).


191

Xut sang nh dng File Excel cng tng t nh trn, chn Export to Excel
v chn nt lnh Export to Excel, s c bng thng bo xut hin:

Hnh 212: Chng trnh hng dn xut thng tin sang Excel t ng

Hnh 213: Chn la cc thng tin cn xut, ton b thng tin hay mt phn

192

Hnh 214: Chn thng tin cn Export

Hnh 215: Xut thng tin sang Excel.


193

Ghi ch: Ngoi cc nh dng trn, c th xut ni dung InfoPath sang Word bng cch lp
trnh. Phng thc lp trnh xut ra nh dng PDF hoc Word c s dng rt nhiu
trong cc chng trnh khc hoc ca cc cng ty, hnh thc lp trnh m bo cc nhm
cng c trnh by theo th t cng vi nhng nh gi ca chng trnh/cng ty v
nhm i tng ny.

d) Import cc mu Form c sn.

Vi mc ch l s dng cc mu biu mt cch nhanh chng, ng thi gi
li cc nh dng c t trc, InfoPath cung cp cng c chuyn i cc cu trc
Form c thit k trn Word v Excel sang InfoPath. Tnh nng ny c tn l
Convert Existing Form trong File New chn Convert Existing Form pha di
Advanced Form Templates.

Hnh 216: Import cc mu Form c sn.


194

Hnh 217: Import t Excel hoc Word.

Chn biu mu bng Excel Import d liu:

Hnh 218: Chn File Excel cha mu biu
n Finish hon tt giai on Import. InfoPath s t ng to ra mu Form
da trn Layout ca biu mu bng Excel. Kt qu th hin nh hnh pha di:


195

Hnh 219: Layout khi chuyn i sang InfoPath.

Da trn biu mu to ra, phi b sung thm cc Control, cc Rules hon
chnh.
Cng vic Import da trn biu mu thit k bng Word cng tng t nh ca
Excel.

Ghi ch: khi Import cc mu biu t Word, Excel trn thc t khng lm cho vic thit k
InfoPath tit kim thi gian hn m ch p ng c yu cu l gi cho cc mu thit k
quen thuc vi ngi dng.

e) Cc hiu chnh trong Form Options

Web Browser


196

Hnh 220: Web Browser

Trong mc ty chn ny, cho php hin th v tr Toolbar v cc nt lnh tng
ng. Click chn hoc b chn cc thh phn khng cn thit trn Toolbar.

Filler Feature:


197

Hnh 221: Cc lnh trong Filler.

Ging nh Web Browser, chn la cc thnh phn hoc b chn cc thnh phn
s hin th trong mi trng lm vic vi Microsoft InfoPath Filler.

Versioning:


198

Hnh 222: Phin bn Version ca InfoPath v cc hnh ng tng ng khi c s
thay i Version

Versioning th hin Version ca biu mu ti Version number, v cc ty chn
cho vic cp nht biu mu khi c thay i.
Trong mc cp nht, c cc ty chn khc l: t ng cp nht, s dng
Custom Event (hiu chnh bng code lp trnh) hoc khng lm g c.
Trong hu ht cc trng hp nn s dng thit lp mc nh ca Microsoft l
cp nht t ng v t ng nng cp.

Programming:


199

Hnh 223: Cc ngn ng lp trnh c h tr trong Microsoft InfoPath.

Phn lp trnh th hin cc ngn ng lp trnh c h tr bi Microsoft
InfoPath, y ch h tr phin bn C# v Visual Basic. hot ng c cn c
b ci t Microsoft Framework 2.0 tr lnl.
Gi s s dng mt ngn ng lp trnh nh C# hay Visual Basic cho biu
mu, nu mun b i chn ngn ng khc hoc khng dng ngn ng lp trnh th
click vo Remove Code lc chng trnh s t ng Remove cc Code s
dng.
Ghi ch: mc d c ni ti vic tng thch ngc vi cc nh dng ca InfoPath trong cc
phin bn trc, nhng trong ngn ng lp trnh khng th hin ngn ng Script trong
phin bn Beta ny.
Phn 11 Nhng im lu cho InfoPath 2010


200

Mc d InfoPath 2010 c nhng c im mi tuy nhin cng c mt s tnh
nng c tinh gin i. Chng han nh i vi Control Master/Detail ca phin bn
2007 trc.

Control Master/Details l mt trong cc im ni bt ca InfoPath 2007,
Control ny c kh nng th hin mi tng quan gia 2 i tng l Repeating
Tables (Master) v Repeating Section (Details).

Master/Details Control mc d khng cn xut hin trong cc i tng Controls
ca InfoPath 2010 nhng vn c h tr nh kh nng tng thch li.
Master/Details c s dng th hin cc kiu d liu theo dng Main-Sub, c bit
ng dng rt nhiu trong vic qun l bn hng vi cc ha n v chi tit ha n.

s dng Control Master/Details ta c th s dng i tng ny trong phin
bn 2007 sau s dng InfoPath 2010 m file thit k. Lc , Control
Master/Detail s xut hin trong Controls Pane nh hnh bn di:

Hnh 224: Cc Controls h tr trong Templates InfoPath 2007.

201

Khi s dng Master/Control s c 2 Control xut hin l Repeating Table v
Repeating Section c cu trc tng t nh sau:

Hnh 225: Control Master Details

V mt cu trc d liu th c Repeating Tables v Repeating Section u c
chung d liu l cc trng ca Master Field

202

Hnh 226: Data Source ca Master/Detail

Mc d Details cha cc thnh phn ca Master nhng c th thay th bng
cc Field khc m khng nh hng, thng thng Details c b sung thm
Repeating Tables vo bn trong Repeating Section.

Trn thc t, khi s dng Master/Details th trong thuc tnh ca Repeating
Tables c thm TAB Master


203

Hnh 227: Thit lp cho Master

Mc Master/Detail Setting:
None: khng s dng tnh nng Master

Set as master
o Master ID: thit lp tn cho Master, tn ny s c lin kt vi
Details.

Set as Details
o Link to master ID: xc nh mi quan h vi Master da vo tn
Master ID khai bo trn.

Trong Repeating Section c cc thuc tnh tng ng vi Repeating Table
(Master):


204

Hnh 228: Thit lp cho Detail

Trong trng hp mun xc inh mi quan h bng cc Field, click chn By
key field v chn cc key lin quan.

Khi s dng Master/Detail trong Microsoft InfoPath Filler 2010 s hot ng
nh sau:

205

Hnh 229: Th hin d liu ca Master/Detail trong Filler.

Cc d liu Detail c th hin chi tit tng ng vi d liu c
c lin kt vi Master.

Khi b sung hay chuyn i gia cc Field trn Master, cc d liu trn
hng cc gi tr Details s c thay i tng ng vi gi tr .

Trong v d ny, cc gi tr ca Test Master 1 c 2 gi tr tng ng l
Detail Master 1 v Detail Master 11, v Test Master 2 c gi tr tng
ng l Detail Master 2.


206

Hnh 230: Chi tit th hin ca Detai ng vi d liu trn Master

Hnh 231: Th hin d liu


207

Ghi ch: Control Master/Detail hot ng c cn phi gn cng gi tr gia Master ID v
Link to Master ID.

Ngoi Master/Detail Control, cn c mt s Controls khc tuy nhin t khi c s
dng trong cc biu mu l cc Scroll, Horizontal Region

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Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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