using templates for form design - InfoPath Dev
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using templates for form design

Last post 09-13-2010 07:19 AM by pplante. 2 replies.
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  • 09-10-2010 11:57 AM

    using templates for form design

    Hi, I'm new here and have a simple question about designing forms. We will probably have numerous forms here, and we would like to keep them with the same look in the header and footer. I would like to be able to design a header and a footer in 2 separate files and call them templates. And then, inside my newly made forms, create a 'connection' that would load these files and show them on the form. Then, when I edit the header, all my forms would get automatically the 'update' since it calls the file that has been changed. Is infopath capable of doing this? If yes, how can I achieve this? Thanks
  • 09-13-2010 06:36 AM In reply to

    Re: using templates for form design

    Yes, InfoPath can do this.  This is called a "Template Part".  Open Infopath, choose design a form template, under "Design a new:" select the radio button next to "template part" and choose blank.  Then when you're done designing it, save it of course.  Then when you're designing a form template that you want to add this template part to go to your tool box.  At the very bottom click "Add or Remove Custom Controls" > select Template Part > Next > Browse for your template part.

  • 09-13-2010 07:19 AM In reply to

    Re: using templates for form design

    It 'seems' to work, but the problem is, if I modify the template part (ie: I add a second line of text), and then I open the main form file, the changes made to the template don't appear. My template part is modified and saved, but it does not work at all, it does not update itself in the form file. I want this because we will have many forms with the same header (ie: company logo and address), if we change our logo and/or change address, I don't want to manually update all the forms to put the new logo and/or address, I want to change it once, at one place and it will update itself on all forms, is this can be done? Do I need Sharepoint to achieve this (this can sound a dumb question, but I'm quite new on this). thanks!
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