Giáo Trình Hưỡng Dẫn Sử Dụng Infopath2010

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

IV) Phn 8 Phn 9 ng dng ca Merge thng tin. ................................................................. 138 Kt ni vi d liu bn ngoi .................................................................. 139 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
Phn 1
Gii thiu chung v INFOPATH
I) Gii thiu ........................................................................................................3 II) III) Cc ng dng ca INFOPATH ........................................................................4 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.
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. 4
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. 5
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.

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) a)
Giao din lm vic. Khi ng chng trnh InfoPath 2010:
Hnh 01: S dng InfoPath 2010 trong Windows 7 bng cch search
Chn Microsoft Office InfoPath Designer 2010 cho vic thit k biu mu.
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.
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 16
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. 17
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. 19
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. 21
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 Ch h tr cc cc dng Text
Rich Textbox 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. 29
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, DropDownList 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.
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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 MultipleSelection 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. 36
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:
37
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. 38
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.
39
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
40
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.
41

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.
42
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:
43
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:
44

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 45
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.
46

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:
47
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. 48
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: 49
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
50

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). 51
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
52
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
53
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 54
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:
55

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
56
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. 57
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.
58
Hnh 57: Cc Rules c m t trong Rule Manage
59
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
60
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)
61
Hnh 61: Thit lp gi tr cho thnh tin.
Click vo biu tng fx 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.
62

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.
63
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 64

ca Repeating Table cng vi mt Control l Calculated Value (biu tng fx 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 fx v thit lp bng cch chn Insert Function.
Hnh 66: cc hm c h tr
65

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.
66
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
67
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
68

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.
69
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:
70
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.
71
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
I) II)
Lm vic vi View v cc Option Control
Lm vic vi View....................................................................................... 73 Lm vic vi cc La chn (Option): ............................................................ 77 72
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.
73
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.
74
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. 75
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:
76
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. 77
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,
78

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
79
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
80
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
I) II)
Xut bn InfoPath (Publish InfoPath)
Cc thuc tnh Security trn InfoPath .......................................................... 86 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 81
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.
82

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.
83
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. 84

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.
85
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:
86
Hnh 93: Form Options
Mc Security and Trust trong Form Options th hin cc mc thit lp Security ca InfoPath.
87
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. 88
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) a)
Publish InfoPath Form: Publish InfoPath qua mi trng mng (Network Location): 89
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:
90
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
91
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.
92
Hnh 99: Tn v v tr lu tr ca file c xut bn.
93
Hnh 100: thng bo ch nh v tr lu tr trn mng.
94
Hnh 101: bng tm tt vic tin hnh xut bn trc khi chnh thc bt u.
95
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 96
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.
97
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 98

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.
99
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.
100
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.
101
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 102
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.
103
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:
104
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.
105
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
106
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
107
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.
108

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.
109

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.
110
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
111
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.
112
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. 113
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 114
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.
115
Hnh 127: To mt Site Content mi
t tn cho Content Type trn Sharepoint cng vi m t cho Content Type.
116
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 /).
117
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.
118
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:
119
Hnh 131: Xut bn dng Site Content thnh cng
Hnh 132: Hnh nh biu mu InfoPath khi xut bn dng Site Content
120

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:
121
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 122

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 Xa mt field c lp
Tm nh hng C th nh hng nu Field cha d liu
Thm mt field Thay i tn
Khng nh hng n d liu c C th nh hng nu biu mu c c d liu tng ng vi Control .
Thay i thuc tnh t Non-Repeating Khng nh hng n d liu sang Repeating Thay i thuc tnh t Repeating sang C nh hng n d liu tr trng Non-Repeating 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.
123

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
I) II) III) IV)
Merge Form v thng tin.
Phn tch: ................................................................................................ 126 Mu biu c thit k li nh sau: ........................................................... 126 Tin hnh Merge ...................................................................................... 135 ng dng ca Merge thng tin. ................................................................ 138 124
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. 125
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:
126
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.
127
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.
128
Hnh 137: S dng Merge Settings...
Hnh 138: Xc nh hnh thc th hin Merge thng tin
129

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.
130
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
131
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.
132
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
133
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
134
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
135
Hnh 145: chn file lu tr vi cng biu mu.
Kt qu khi Merge thng tin hai file d liu:
136
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
137

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.
138

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 SQL Server Web Service XML Email Sharepoint document library
Receive X X X
Submit
Design Form X
X X
X 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.
139
Hnh 148: S dng Manage Data Connections
140
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.
141
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.
142
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 143
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
144
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.
145
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.
146
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.
147
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
148

<?xml version="1.0" encoding="UTF-8"?><?mso-InfoPathSolution productVersion="14.0.0" ?><?mso-application PIVersion="1.0.0.0" progid="InfoPath.Document"
solutionVersion="1.0.0.1" f7426c\manifest.xsf"
href="file:///C:\Users\TrungThanh\AppData\Local\Microsoft\InfoPath\Designer3\b6dadbaa9f versionProgid="InfoPath.Document.3"?><my:myFields xmlns:my="http://schemas.microsoft.com/office/InfoPath/2003/myXSD/2009-1224T03:01:40" 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 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/2009-1224T03:01:40" xml:lang="en-us"><my:group1><my:field1>Danh sch Ban Qun Tr ICT24H</my:field1><my:field1></my:field1><my:field1>1. Tng</my:field1><my:field1></my:field1><my:field1>2. Thnh</my:field1><my:field1></my:field1><my:field1>3. Thun</my:field1><my:field1></my:field1> <my:field1></my:field1> </my:group1> </my:myFields> Phm Lng Nguyn Thanh Trung Ngc solutionVersion="1.0.0.1" productVersion="14.0.0"
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
149

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
150

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.
151

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 152
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. 153

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
154
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:
155
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. 156
Hnh 166: chn Field mong mun c k.
Hnh 167: chn ch k ph hp
157

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:
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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.
159

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.
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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.
161
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.
162
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.
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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.
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Hnh 180: hnh nh ch k in t c th hin trn Field
Click vo File Info v chn View Certificate
165
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
166
Hnh 183: Xem chi tit Certificate v ch k
Hnh 184: Hnh nh ch k (Signature) 167
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 168
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
169

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:
170

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.
171

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) II) Workflow: ................................................................................................ 172 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 172

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.
173

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.
174
Hnh 191: S dng Rules trong Microsoft Outlook 2010
175
Hnh 192: Chn la cc biu mu sn c
Hnh 193: Chn la ni sao lu
176

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.
177
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
178
Hnh 197: Thng tin s c gi n a ch c cu hnh vi tiu xc nh trc 179
Cc k hiu fx 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.
180
Hnh 199: Ch nh tn cho vic Submit Hon chnh cc ni dung.
181

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. 182
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.
183
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
184

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.
185

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)
186
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).
187
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.
188
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.
189

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).
190
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 191
Hnh 214: Chn thng tin cn Export
Hnh 215: Xut thng tin sang Excel.
192

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.
193
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:
194
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
195
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:
196
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:
197
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:
198
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
199

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. 200
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
201
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
202
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):
203
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:
204
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.
205
Hnh 230: Chi tit th hin ca Detai ng vi d liu trn Master
Hnh 231: Th hin d liu
206

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
207

Giáo Trình Hưỡng Dẫn Sử Dụng Infopath2010

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Giáo Trình Hưỡng Dẫn Sử Dụng Infopath2010

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Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Phn 11 Nhng im lu cho InfoPath 2010 ..................................................... 199

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Gii thiu chung v INFOPATH

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Nhng im mi ca Microsoft Office 2010

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Giao din lm vic. Khi ng chng trnh InfoPath 2010:

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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

Sharepoint List, Sharepoint Library: l nhng tnh nng c cung cp tch

Nhng kiu mu nng cao bao gm:

Database: cung cp kh nng kt ni gia InfoPath vi nhng c s d liu

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

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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

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

Hnh 03: Blank Templates ca InfoPath

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Hnh 05: Khung lm vic chnh ca InfoPath Designer

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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:

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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

hiu r hn vn ny, c th tm thi v hiu tnh nng Automatically

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

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Hnh 09: b sung mt i tng vo Data Source

Hnh 10: xc nh cc thuc tnh cho Controls

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Hnh 12: Controls c th hin trn giao din InfoPath Designer 16

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

<my:myFields my:field1=Welcome to ICT24h></my:myFields>

Change Binding l mt hnh thc c s dng trn InfoPath ly cc gi

Reference l mt hnh thc s dng li cc gi tr c, y l mt hnh thc

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Layout trn InfoPath:

Hnh 13: Thit k Layout

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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

Hnh 15: Cc Themes trang tr cho View

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Hnh 16: Thit lp kh giy Page Setup

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Hnh 17: Chn kh giy v my in.

View khung lm vic.

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Tnh nng Preview

Hnh 18: nt Preview trn Toolbar.

Hnh ghi ch khng m c file v lu ch Preview

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Thit k v s dng cc Controls trong

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

Object (i tng): bao gm cc Control cho php b sung cc i tng

Container: bao gm cc i tng c php lng cc i tng khc vo

Phin bn th nghim Lu hnh ni b - Microsoft Vietnam