Contact Block Advanced Template Part - Mel Balsamo
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Contact Block Advanced Template Part

Figure1

 

The Contact Block Advanced Template Part contains a section for Company information, and a repeating section for Contacts information. This is especially useful if you want to keep a record of contact persons / employees for every company, all in one place.

 

The Contact Block Advanced Template Part is part of the Qdabra Template Parts package ($25). See all of the template parts included in this package and purchase it here.

 

This template part is designed to speed up customer lookup using Smart Links.

 

  • Maps – the Address 1 field contains links to lookup the location on Map Quest, Google Maps, and Live Search Maps
  • Visit Website – points to the URL  entered in the Website link
  • Send Mail – launches the default Mail application to send email when the Email field is filled out
  • Skype Call – opens Skype to call up the numbers entered in the Phone and the CellPhone fields.

Here are some screenshots showing how the Smart Links work:

 

Google Maps:

 

GoogleMaps 

 

Visit Website:

 

VisitWebsite

 

 

For you to be able to use it in your forms, you must first install the template part in InfoPath. Here are the steps to do that: 

 

1.       In InfoPath Design mode, click Controls in the task pane, and scroll down to the Custom section found at the very bottom of the task pane.

2.       If you haven’t installed any custom controls (like template parts), you will see that the Custom section is empty. Click Add or Remove Custom Controls, and then click Add in the dialog box that appears.

 

Figure2


3.       In the Add Custom Control Wizard, select Template Part from the options and click Next.

4.       Browse to the path of your template part, and click Finish then Close when done.

5.       The template part will now show in the list of your installed template parts. Click OK to close the dialog box.

 

Figure3


6.       After successful installation, the template part will now be available in the Custom section of the Controls task pane (Figure 4).

 

Figure4


To use it in your form, just click the template part and it will be shown on InfoPath’s design area (Figure 5). You can then continue designing your form and edit the sections in the template part as necessary.

 

Figure5

 

Additional Info:

If you have added a template part to InfoPath as a custom control, modifying the template part will not change the control. You have to uninstall the current version from your custom controls in InfoPath (using Add or Remove Custom Controls) and then add your new version.

 

In a real working environment, you must send the updated template part to anyone who is using the original. After the updated template part is installed on each computer, the users are notified that an update is available, thus the need to update the existing forms that are using the template part. 

Comments

 

Mel Balsamo said:

In a previous blog post , we’ve shown you a template part called Advanced Contact , and described how

March 23, 2009 10:34 AM
 

Mel Balsamo said:

We know that the main advantage of using InfoPath template parts (XTPs) is that it helps us design our

July 18, 2009 8:24 PM
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