Microsoft Infopath Tutorial and Online Training Course

Microsoft InfoPath Tutorial: Section 7 Overview

In this section, you will learn about:

• Creating custom views
• Creating a print view

Managing Views

Creating Custom Views

In InfoPath, a view is a form display customized for a particular purpose. Each form can have multiple views, each specific to a different type of user and based on the information that user needs to see or submit. Views allow you to create one form customized for several types of users.

Views are displayed in the Views task pane, which you can access by clicking Views on the Design Tasks, Layout, Controls, or Data Source task pane, or by selecting Views from the task pane menu.

By default, InfoPath creates one view, View 1. This is the view that displays all the layout tables and controls you’ve added so far. To add more views:

1. Under Actions, click Add a New View.
2. In the Add View dialog, enter a name for the view and click OK.

1. You can copy and paste the layout elements and controls you want to duplicate into the new window, and add any new elements as necessary. When you preview the form, the different views you’ve created appear in the View menu, letting you and your users switch between the different views.

To rename a view—such as the default View 1—select the view in the Views task pane list and click the View Properties button. In the View Properties dialog, enter a new name:

Creating a Print View

One of your views can be defined as a default print view for the form, also using the View Properties dialog:

1. On the Views task pane, click the View Properties button.
2. In the View Properties dialog, click the Print Settings tab.
3. Under Designate print view, select the view you want to use as the default print view:

1. Select the print orientation, portrait or landscape.
2. Enter any header and footer text you want to appear on the printed form.
3. Click OK.
4. To preview the print view, click the Preview Form button on the Standard toolbar. Then, in the preview window, click the Print Preview button.

Microsoft InfoPath Tutorial: Section 7 Review

In this section, you learned about:

• Creating custom views
• Creating a print view