![]() Verify that the information is correct in the Summary section, and then click Finish. ![]() On the next page of the wizard, in the Enter a name for this data connection box, type a descriptive name for this submit data connection. Type the same formula as the one on the Subject line: To specify a a unique file name for each form file (.xml) in the Attachment Name box: This helps ensure that employees have access to the form template file (.xsn) in case they cannot access it from it's network location. On the next page of the wizard, click Send the form data as an attachment, and then select the Attach the form template to ensure that users can open the form check box. In the Introduction box, type an appropriate message or add important instructions for this solution. To specify a unique subject line, in the Subject box:Ĭoncat(my:employee/my:employeeName, my:employee/my:employeeDepartment)Ĭlick Verify Formula, and then click OK twice. In the To box, type the alias of the decision-maker who will receive all the submitted forms. In the Submit Options dialog box, select the Allow users to submit this form check box.Ĭlick Send form data to a single destination, and then, in the list, click E-mail. The next task is to define the Submit options so that the employees can submit a uniquely named form file (.xml) to the decision-maker's e-mail account as an attached file. Right click the assetNotes control, point to Rich Text Box properties, click the Display tab, and then under Available formatting, clear the Linked Images check box. In the Getting Started dialog box, click Sample - Asset Tracker, and then under Form Tasks, click Design this form. In the Design a Form Template dialog box, under Open a form template, click Customize a sample. On the File menu, click Design a Form Template. Task 1: Open and customize the Asset Tracker form templateīecause you cannot publish a form template to a list of e-mail recipients if it has a rich text box control containing linked images, you need to make a small change to the Asset Tracker sample template form. In this solution, a form designer submits the form template to the decision-maker's e-mail account by using Office Outlook 2007. The Asset Tracker form template, which is included in InfoPath, enables you to gather information about each asset in an employee's office, the department that the employee belongs to, categories of assets, and details about each asset. Top of Page Step 1: Customize the Asset Tracker form template This solution involves the following user roles and products: All form data is exported into the Excel table and the PivotTable and PivotChart reports are refreshed. The Asset Tracker form is used to collect data from users.ĥ. A blank PivotTable and PivotChart summary report is created.Ĥ. The schema file is mapped to an Excel table and the table layout is customized.ģ. The Asset Tracker form template is created.Ģ. The following diagram is an overview of how you can gather, track, and report asset data in your department.ġ. Then, an Excel report is run to help decide how to allocate the equipment budget for next year. Imagine that each year, your organization inventories assets in each employee's office. In this article, we will use the InfoPath Asset Tracker sample form template to illustrate how you can make InfoPath, XML, and Excel work together. ![]() By explicitly mapping the InfoPath XML schema file (.xsd) in Excel, and then importing InfoPath form files (.xml) into Excel, you can customize the layout of your data and better leverage the features in Excel to help you manage and analyze your data more efficiently. Although the Infopath Export command is a simple, straightforward way to send form data to Excel, there's another approach you can take which gives you much more flexibility. You can exchange XML data between InfoPath and Excel. ![]() Step 4: Collect asset information from usersįinal thoughts: Consider using a SharePoint list or Access database Step 3: Create a PivotTable and PivotChart summary report Step 2: Map the schema file and customize the table layout in Excel Step 1: Customize the Asset Tracker form template Introduction to creating an Asset Tracker solution By using both of these programs and XML, you can easily create a simple but effective, no-code business solution for tracking assets in a company. Microsoft Office Excel 2007 enables users to calculate, chart, and analyze data. Microsoft Office InfoPath lets you create form templates for data entry and collection. ![]()
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