OFC311Developing Microsoft Office InfoPath 2003 Solutions: Technical Drilldown Part 1Tudor TomaGroup Program ManagerOfficeMicrosoft Corporation

Customer challengesinefficient data gathering processCustom data gathering solutions can be expensiveData is hard to reuse across business processes

Addressed by InfoPathUser-friendly environment for entering dataEasy and rapid design of rich “forms”

Built natively on top of XML

InfoPath 2003 Vision““Enable information workers toEnable information workers to

easily gather and re-use information easily gather and re-use information as part of a business process.”as part of a business process.”

Today’s TopicsInfoPath 2003 Platform Services

The Manifest FileXML Structural EditingData ValidationMultiple ViewsTask Pane

Today’s TopicsInfoPath 2003 Platform Services The Manifest File

XML Structural EditingData ValidationMultiple ViewsTask Pane

Form Template

.XML.XML

ManifestManifest(XSF)(XSF)

ViewsViews(XSLT)(XSLT)

SchemaSchema(XSD)(XSD)

Default Default DataData

(XML)(XML)

Business Business LogicLogic

(JS, DLL)(JS, DLL)

InfoPath Form Template (XSN)InfoPath Form Template (XSN)

URL or URN

Manifest File<package><views>

<editing><xmlToEdit>

<editWith><menuArea>

<Menu><Button>

<customValidation><errorCondition>

<dataObjects><dataObject>

<query><taskPane>

XML Structural EditingBuilding an XML Document

demodemo

Today’s TopicsInfoPath 2003 Platform Services The Manifest File XML Structural Editing

Data ValidationMultiple ViewsTask Pane

XML Structural EditingBuilding an XML document

salesReportsalesReport

customerscustomers

customercustomer

itemsitems

itemitem

actionsactions

customercustomer

itemsitems

itemitem

XSF – Structural Editing<xsf:views default="View 1"> <xsf:view name="View 1 caption=“Details”>

<xsf:mainpane transform="view1.xsl" />

<xsf:editing><xsf:xmlToEdit item="Action"><xsf:editWith component="xOptional">…</xsf:editWith></xsf:xmlToEdit></xsf:editing><xsf:menuArea name="msoInsertMenu"><xsf:menu caption="Action"><xsf:xButton action="xOptional::insert" /></xsf:menu></xsf:menuArea>

</xsf:view></xsf:views>

XML Structural EditingInfoPath Form = sections of dataSections may be

Optional RepeatingReplace with

Contextual UI Form always valid per schemaAdding/removing sections =XML tree operation

Today’s TopicsInfoPath 2003 Platform Services The Manifest File XML Structural Editing Data Validation

Multiple ViewsTask Pane

Data ValidationSchema-based, Declarative, Script-based

demodemo

Data Validation

Developers can write Event handlers attached to events on XML DOM changes

Declarative Declarative ConstraintConstraint

XML SchemaXML Schema

Script-basedScript-based

Expr

essi

veEx

pres

sive

Po

wer

Pow

erCom

plex

itC

ompl

exit

yy

UI and programmatic changes UI and programmatic changes must conform to the XML schemamust conform to the XML schema

Developers can define custom Developers can define custom validation rules on any node validation rules on any node expressed as XPath predicatesexpressed as XPath predicates

Data ValidationDeclarative constraints in the XSF

<xsf:customValidation><xsf:errorCondition match="/…/emailAddress" expressionContext="." expression="not(contains(., "@"))"> <xsf:errorMessage type="modeless" shortMessage="Invalid address">Please insert an email address</xsf:errorMessage> </xsf:errorCondition>

</xsf:customValidation>

Data ValidationScript-based

XSF:<xsf:domEventHandlers>

<xsf:domEventHandler handlerObject="msoxd__item“

match="/salesReport/customer/items/item" /> </xsf:domEventHandlers>

Script.js:function msoxd__item::OnAfterChange(eventObj){...}

Data ValidationScript-based: DOM Editing Events

ROOTROOT

itemsitemsTotalsTotals

itemitemitemitem

totaltotal unitPriceunitPrice soldsold

Bubbling traceBubbling trace

Updated nodeUpdated node

Xml TreeXml TreeEditing eventsEditing events

iitem::Ontem::OnValidateValidate()()

iitem::OnAfterChange()tem::OnAfterChange()

iitem::Ontem::OnBeforeBeforeChange()Change()

DataDOM EventDataDOM Event

Site Site = item= itemSource Source = sold= soldOperation Operation = Update= UpdateOldValueOldValueNewValueNewValueReportErrorReportErrorReturnStatusReturnStatusReturnMessageReturnMessage

Today’s TopicsInfoPath 2003 Platform Services The Manifest File XML Structural Editing Data Validation Multiple Views

Task Pane

Multiple Views

XML DOMXML DOM

XSL-T 1XSL-T 1

XSL-T 2XSL-T 2

Multiple Views

demodemo

Multiple ViewsDefined in XSF

<xsf:views default="View 1"> <xsf:view name="View 1" caption=“Details"> …

<xsf:mainpane transform="view1.xsl“/> </xsf:view> <xsf:view name="View 2" caption=“Summary"> …

<xsf:mainpane transform=“summary.xsl“/> </xsf:view></xsf:views>

Today’s TopicsInfoPath 2003 Platform Services The Manifest File XML Structural Editing Data Validation Multiple Views Task Pane

Task Pane

demodemo

Adding a custom Taskpane

TaskPaneDefined in XSF

<xsf:taskpane caption=“My Task Pane“href="taskpane.htm" />

SummaryInfoPath 2003 provides…

Structural editing components that enable complex XML tree operations through an easy to use UI for end-usersDeclarative and script-based Data Validation beyond what schema-based validation providesMultiple XSL based views on the same XML data treeCustomizable Taskpane

Ask The ExpertsGet Your Questions Answered

Talk one-on-one with a community of your peersWho: Microsoft product teams, consultants, and Tech·Ed speakers Where: In the ATE area of the Exhibit HallHours:

Wednesday, July 2nd : 15:00-17:00Thursday, July 3rd : 15:00-17:00

Community Resources

Community Resourceshttp://www.microsoft.com/communities/default.mspx

Most Valuable Professional (MVP)http://www.mvp.support.microsoft.com/

NewsgroupsConverse online with Microsoft Newsgroups, including Worldwidehttp://www.microsoft.com/communities/newsgroups/default.mspx

User GroupsMeet and learn with your peershttp://www.microsoft.com/communities/usergroups/default.mspx

Suggested Reading And Resources

The tools you need to put technology to work!The tools you need to put technology to work!

TITLETITLE AvailableAvailable

Microsoft® Office 2003 Resource Microsoft® Office 2003 Resource Kit: 0-7356-1880-1Kit: 0-7356-1880-1 9/24/039/24/03

Microsoft Press books are 20% off at the TechEd Bookstore

Also buy any TWO Microsoft Press books and get a FREE T-Shirt

evaluationsevaluations

Appendix…Appendix…

Office 11 Is the Premier “Smart Client” for XML Web Services

Data AnalysisData Analysis Tabular, largely Tabular, largely

numerical data for numerical data for calculations and calculations and analysis analysis

Data best presented Data best presented in a gridin a grid

Content AuthoringContent Authoring Large areas of text or Large areas of text or

mixed contentmixed content Flexible layout and Flexible layout and

formatting with XML formatting with XML markupmarkup

Reporting & StoringReporting & Storing Numerical or textual Numerical or textual

fieldsfields Relational tables in Relational tables in

databasesdatabases

Information GatheringInformation Gathering Highly structured, Highly structured,

grouped informationgrouped information Form-like with few Form-like with few

paragraphs of paragraphs of formatted textformatted text

AccessAccessExcelExcel

WordWord InfoPathInfoPath FrontPageFrontPage

Data Driven Web SitesData Driven Web Sites Tabular or hierarchical Tabular or hierarchical

data inserted into web data inserted into web pages pages

Expanded data reachExpanded data reach

© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.