infopath 2010

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Phin bn th nghim Lu hnh ni b - Microsoft Vietnam

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INFOPATH 2010

INFOPATH 2010 ........................................................................................................ 0

Phn 1 Gii thiu chung v INFOPATH ................................................................... 3

I) Gii thiu ........................................................................................................ 3

II) Cc ng dng ca INFOPATH ........................................................................ 4

III) Nhng im mi ca Microsoft Office 2010 .................................................... 4

Phn 2 S dng InfoPath ...................................................................................... 6

I) Cc thnh phn ca InfoPath ........................................................................... 7

II) Giao din lm vic. ....................................................................................... 7

Phn 3 Thit k v s dng cc Controls trong InfoPath ...................................... 23

I) Mu Form u tin ........................................................................................ 23

II) ng dng cho mu Form. ........................................................................... 49

Phn 4 Cc rules v tnh ton. ............................................................................. 51

I) Cc lut l - quy tc (Rule). ............................................................................ 51

Phn 5 Lm vic vi View v cc Option Control ................................................... 72

I) Lm vic vi View .......................................................................................... 73

II) Lm vic vi cc La chn (Option): ............................................................ 77

Phn 6 Xut bn InfoPath (Publish InfoPath) ........................................................ 81

I) Cc thuc tnh Security trn InfoPath .............................................................. 86

II) Publish InfoPath Form: ................................................................................ 89

Phn 7 Merge Form v thng tin. ....................................................................... 124

I) Phn tch:.................................................................................................... 126

II) Mu biu c thit k li nh sau: ........................................................... 126

III) Tin hnh Merge ...................................................................................... 135


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IV) ng dng ca Merge thng tin. ................................................................. 138

Phn 8 Kt ni vi d liu bn ngoi .................................................................. 139

Phn 9 Digital Signature .................................................................................... 153

Phn 10 Customize InfoPath v ng dng Workflow ............................................. 172

I) Workflow: ................................................................................................... 172

II) Tinh chnh InfoPath .................................................................................. 184

Phn 11 Nhng im lu cho InfoPath 2010 ..................................................... 199


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Phn 1 Gii thiu chung v INFOPATH

I) Gii thiu ........................................................................................................ 3

II) Cc ng dng ca INFOPATH ........................................................................ 4

III) Nhng im mi ca Microsoft Office 2010 .................................................... 4

I) Gii thiu

Microsoft Office InfoPath c gii thiu ln u trong b Microsoft Office 2003

v bc u em li nhng kt qu kh quan. InfoPath c ng dng trong

vic to ra nhng mu biu (Form) ng thi em li nhng gi tr thit thc hn

cho cc mu biu; l nhng bc u cho vic s dng cc mu biu in t

cng nh l mt bc m cn thit chun b cho vic trin khai ERP hoc cc ng

dng in t.

Cng vi s ra i ca Microsoft Office Sharepoint 2007 , Microsoft Office

InfoPath 2007 em li nhng kt qu ng kinh ngc trong vic ng dng qun

l, phc v cho cc x l theo lung cng vic (Workflow) trn mi trng Web thn

thin vi ngi dng, tng bc xy dng mi trng lm vic trn mng, mi

trng in t trong doanh nghip.

c im lm Microsoft Office InfoPath khng nh cc b phn mm trong b

Microsoft Office khc l kh nng x l, lm vic trn nh dng XML, mc d

iu ny hon ton khng mi i vi cc chng trnh nh Word hay Excel, tuy

nhin trong b phn mm Microsoft Office ch c InfoPath c c kh nng thao

tc, x l nh dng XML mt cch trc quan v thn thin trong khi cc gi phn

mm khc ch dng li hiu v c nh dng XML.


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S tng thch vi nh dng XML cng ng ngha vi kh nng tng thch

v lm vic trn mi trng di ng, mi trng Web k c trn cc thit b di ng

c bit l nhng kh nng lm vic tng tc vi h thng qun l thng tin nh

Microsoft Sharepoint Services hay Microsoft Office Sharepoint Server vn c ci

thin rt nhiu t phin bn 2007.

II) Cc ng dng ca INFOPATH

InfoPath c ng dnng trong vic qun l cng ty/doanh nghip bng cch

xy dng cc biu mu chun v tng hp thng tin t nhng biu mu, cc bn

bo co. InfoPath l mt cng c mnh m trong vic tng hp cc thng tin t cc

bo co (Report) trc .

Mt ng dng khc l Microsoft Office InfoPath c ng dng to ra

cc bng cu hi kho st khch quan, cc bng cu hi nh hng trn mi

trng Web thn thin vi ngi dng.

Mt im mnh khc l vic xy dng nhng hot ng ca cng ty/doanh

nghip theo m hnh Workflow gip cho cng vic c x l mt cch c h thng

v hon ton t ng. M hnh ny c xy dng v kt hp cng Sharepoint em

li hiu qu cao trong hot ng doanh nghip.

III) Nhng im mi ca Microsoft Office 2010

Hin ti vi phin bn Microsoft Office InfoPath 2010 Beta c mt s thay i

so vi phin bn 2007 l:

Giao din ca InfoPath 2010 kh ging vi cc ng dng khc ca

Microsoft Office v c b tr mt cch hp l hn vi cc thanh

Ribbon, Quick Access Toolbar.

Cc Control trong InfoPath 2010 c tinh gn hn nhiu v c nhiu

im ging vi phin bn u ca InfoPath 2010.


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X l cc Control cho php nhng vo Form nhanh hn.

InfoPath 2010 chia ra hai cng vic c lp l: Designer (Microsoft

InfoPath Designer 2010) v Filler (Microsoft InfoPath Filler 2010)

Kh nng xut bn (Publish) nhanh hn v hiu qu hn so vi

InfoPath 2010 nht l tnh nng Quick Publish.

Mt s tnh nng trong Rules hoc cc Control khng c xy dng

sn trong InfoPath 2010 tuy nhin cc Control ca cc phin bn trc

vn hot ng c trn nn InfoPath 2010.

Phn lp trnh trn InfoPath ch cn gi li hai ngn ng chnh l Visual

Basic v Visual C#, ngn ng lp trnh Script (VBScript v JavaScript)

khng cn xut hin trong cng c lp trnh ca Microsoft InfoPath

2010.

Cc v tr nt lnh c thay i cc v tr khc nhau tuy nhin, iu

ny cng khng nh hng nhiu n cng vic ca Microsoft Office

2010.

Nhng thay i ca Microsoft Office InfoPath 2010 tuy c mt s nh hng n

ngi dng cc phin bn trc trong thi gian u nhng khi quen n em

li s tin dng hn, tn dng tt hn cc thnh phn v lm vic mt cch Logic

hn. Phin bn hin ang s dng l phin bn Microsoft Office 2010 Beta v c th

trong phin bn chnh thc s c nhiu tnh nng hn m trong bi ny cha c

cp n.

Phn tip theo l phn hng dn bc u vic s dng InfoPath cho ngi

mi s dng ln u.


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Phn 2 S dng InfoPath

I) Cc thnh phn ca InfoPath ........................................................................... 7

II) Giao din lm vic. ....................................................................................... 7

Sau khi ci t InfoPath cng vi b Office 2010 (beta), s dng InfoPath bng

cch vo Start All Programs Microsoft Office Microsoft Office

InfoPath Designer 2010 hoc Microsoft Office InfoPath Filler 2010.


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I) Cc thnh phn ca InfoPath

Nh cp trc, Microsoft InfoPath c chia lm 2 cng vic ring bit

l Designer v Filler, InfoPath cng c 2 nh dng tng ng vi 2 cng vic ny

l vic thit k giao din lm vic cho biu mu/bo co v d liu lu tr phc

v cho mu biu/bo co .

InfoPath Designer c nhim v to ra giao din tng tc vi ngi dng

v c nh dng l .XSN. nh dng ny cha cc thng tin v cc Control (bao gm

Field, Group ) v to ra mt cu trc chun phc v cho vic tng hp cc d liu.

nh dng ny khng cha bt k d liu no ngoi nhng cu trc ca mu biu

trong InfoPath.

InfoPath Filler to ra cc d liu c gn kt vi cu trc ca bn thit k

biu mu. Khi s dng InfoPath Filler th vic u tin ca InfoPath Filler l tm

nhng cu trc do InfoPath Designer to ra v th hin qua giao din tng tc vi

ngi dng, cho php ngi dng nhp liu. Ni dung ca InfoPath Filler c lu

di dng .XML.

Chnh v c lu tr thnh 2 thnh phn ring bit nh vy nn InfoPath c

kh nng hiu chnh nhng thit k trn Designer v c cp nht ngay m khng

lm nh hng n phn d liu. D nhin nhng hiu chnh ny khng c lm

mt tnh cu trc ca vic thit k c t trc.

Ghi ch: mt s nhng thay i c th lm thay i tnh cu trc s c tho lun chi tit

trong phn sau.

II) Giao din lm vic.

a) Khi ng chng trnh InfoPath 2010:


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Hnh 01: S dng InfoPath 2010 trong Windows 7 bng cch search

Chn Microsoft Office InfoPath Designer 2010 cho vic thit k biu mu.


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Hnh 02: Giao din th hin chng trnh InfoPath ch Design

Giao din tip theo cho php chn la nhng mu (Templates) do Microsoft cung

cp bao gm:

Sharepoint List, Sharepoint Library: l nhng tnh nng c cung cp tch

hp vi Sharepoint Office/Sharepoint Portal

Email: cung cp tnh nng tng thch vi Email.

Blank: giao din Design hon ton mi.

Nhng kiu mu nng cao bao gm:

Database: cung cp kh nng kt ni gia InfoPath vi nhng c s d liu

khc nh SQL Server, Microsoft Office Access v nhng c s d liu khc.

Web Services: cung cp tnh nng tng thch vi dch v Web.


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XML or Scheme: cung cp nhng kh nng lm vic vi nhng cu trc trn

XML.

Convert Existing Form: chuyn i cc biu mu c sn sang nh dng ca

InfoPath.

Ty theo nhu cu s dng c th chn nhng kiu mu thch hp. Trong phn

ny, bt u s dng InfoPath, chn Blank Form lm im khi ng vic thit

k biu mu, lc ny biu mu s tng t nh hnh bn di:

Hnh 03: Blank Templates ca InfoPath

Thanh cng c c tch hp ngay trn Toolbars v c b tr mt cch

thng nht trong ton b phn mm Microsoft Office.


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Hnh 04: Thanh cng c Control c tch hp trn Toolbar

v c thit lp dng Widget

Khung lm vic chnh ca InfoPath 2010 c dng to ra giao din tng

tc vi ngi dng, bng cch click vo cc Control tng ng b sung vo phn

giao din.

Hnh 05: Khung lm vic chnh ca InfoPath Designer

Thanh cng c Data Source th hin cc mi quan h gia cc Controls

trong thit k InfoPath.


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Hnh 06: Data Source th hin cc quan h ca cc Control trn InfoPath

Mi quan h c th hin trn Data Source tng t nh hnh sau:


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Hnh 07: Chi tit cc quan h v kiu d liu th hin trn DataSource

b) Data Binding

InfoPath s dng ngn ng XML th hin d liu, trn ngn ng XML hu

nh khng c cc nh ngha v kiu d liu mt cch r rng, XML ch n thun

th hin d liu cng vi nhng cu trc c nh du. Data Binding l mt phn

c dng gn kt gia Control c dng th hin d liu v d liu lu

tr theo nh dng XML ca InfoPath.


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Khi b sung thm mt Control vo trong phn Design th cc cng vic c

thit lp theo th t s l:

DataSource s c to mt cch t ng ph hp vi Control c

b sung vo.

Control s c b sung vo trong phn thit k.

Cui cng l s thit lp gia data source v control.

hiu r hn vn ny, c th tm thi v hiu tnh nng Automatically

create data source trong TaskPane Control. Lc ny, khi b sung mt Control

chng hn nh Textbox s thng bo yu cu a thng tin v DataSource cho

Control mi.

Hnh 08: Tt tnh nng t ng to Data Source khi b sung cc Controls


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Hnh 09: b sung mt i tng vo Data Source

Tip theo l chn v tr cho DataSource, c th ly cc Data sn c hoc n

nt Add b sung thm i tng. Mt i tng mi b sung s yu cu cc

thng tin v tn, dng th hin d liu v kiu d liu th hin nh hnh bn di:

Hnh 10: xc nh cc thuc tnh cho Controls


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Name: th hin tn ca Control

Type: bao gm cc dng d liu nh l Field (element), Field

(attribute), Group, Group (choice) v Complete XML Schema or XM

documents.

Data type: th hin kiu d liu c s dng trnh by trn biu

mu.

Default Value: xc nh gi tr mc nh ca Control.

Ghi ch: khi s dng ch Automatically create data source th cc Control thng c

gn vi gi tr l Field (element) i vi cc i tng nh Textbox, Combo Box hoc Group

i vi cc i tng l Container.

Hnh 11: hnh thc th hin d liu cho i tng trn XML

Sau khi b sung cc gi tr cn thit, th lc ny trn giao din thit k ca

InfoPath mi xut hin Control Textbox.

Hnh 12: Controls c th hin trn giao din InfoPath Designer


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Nh ni phn trn, XML th hin cc d liu theo cc hnh thc khc

nhau bng cch s dng Element hoc Attribute. Cc Element cho php thm,

xa, sa v cha cc thng tin ngay trong cu trc v c th hin tng t nh

sau:

Welcome to ICT24h.

Ngc li, vi thuc tnh Attribute th d liu c th hin ngay bn trong

ngn ng nh du v thng c cu trc nh sau:

C hai hnh thc th hin cng mt ni dung l Welcome to ICT24h tuy

nhin v b tr ni dung trn nh dng XML hon ton khc nhau. V mt kha cnh

no , vi cch trnh by ca Element thch hp vi cc nh dng trn nn Web ,

d dng bo tr v m rng hn so vi cch trnh by da trn Attribute.

Ghi ch: i vi cc lp trnh vin mi Control trn Form u c mt v tr, mt tn gi d

nhin l khng ging vi tn ca Control, mt i tng s c mt ng dn c bit gi

l Xpath, mt Control khi th hin trn Xpath s c mt ng dn tng t nh sau

/my:myFields/my:group1/my:group2/my:field1

Change Binding l mt hnh thc c s dng trn InfoPath ly cc gi

tr ca trn Field c sn ca Data Source. Vic thay i vic gn kt d liu c th s

nh hng n vic th hin d liu sn c.

Reference l mt hnh thc s dng li cc gi tr c, y l mt hnh thc

s dng tng t nh ca mng. V d: trong mu Form ca hnh chnh nhn s c

h tn ngi lao ng, ng thi bn mu Form ca k ton cng c tn ngi ny,

thay v to thm mt trng mi c th to mt controls v cho Reference vi

trng to.


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c) Layout trn InfoPath:

Cc Layout mu ca InfoPath c Microsoft cung cp mt s dng mu

trong Tab PageDesign, trong phn Design Layout & Templates. Phn ln cc

nh dng ca cc biu mu thng c dng Bng nh trong phn Template.

Hnh bn di th hin mt s Templates mu ca InfoPath. Nhng Layout

ny c th lm c v hiu chnh bng cch b sung cc Tables.

Hnh 13: Thit k Layout

Tip theo l s dng cc Controls thit k giao din da trn khun Layout.


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Hnh 14: Mu Layout (sa li TITLE ri mi ti Heading)

Chn la cc kiu Themes th hin trn Layout bng cch chn trn Widget

Themes v chn kiu Themes mong mun.

Hnh 15: Cc Themes trang tr cho View

d) Thit lp kh giy.


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InfoPath mc nh s dng kh giy c kch thc nh hn kh giy A4 thng

thng, nn i khi phi hiu chnh li kh giy c kch thc ph hp.

Mt c im kh l trong InfoPath l hiu chnh kch thc kh giy phi

chn my in c h tr kh giy , nu khng InfoPath s a ra thng s mc

nh.

hiu chnh li thit lp chn Tab Page Design v chn Page Setup hoc

chn View Properties

Hnh 16: Thit lp kh giy Page Setup


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Hnh 17: Chn kh giy v my in.

e) View khung lm vic.

Mt trang lm vic ca InfoPath c gi l View khung lm vic InfoPath

cho php to nhiu khung lm vic khc nhau trn cng mt file InfoPath. Mi

khung lm vic ny c th c lp vi nhau hoc c cc Control lin quan vi nhau.

Tnh nng ny cho php InfoPath linh hot hn khi c th va nhn thng tin

t nhiu ngun khc nhau ng thi tng hp v x l cho kt qu khung lm vic

khc.

InfoPath cho php to nhiu mi trng lm vic khc nhau v cho php

chuyn qua cc mi trng ny.


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f) Tnh nng Preview

Tnh nng xem trc (Preview) th hin vic thit k biu mu ging nh s

dng chng trnh Microsoft InfoPath Filler 2010. tnh nng Preview ny, c th

kim tra nhng thit lp phn thit k cng nh c th th chy cc d liu.

kch hot tnh nng Preview ch cn click vo biu tng Preview cui Toolbar

Hnh 18: nt Preview trn Toolbar.

Tnh nng Preview rt hiu qu trong vic chy th ng dng v sao lu

thnh cc tp tin dng XML, phc v cho vic kim tra cc tnh nng trn InfoPath.

thot tnh nng Privew click vo biu tng Close cng cui Toolbar trong giao

din Preview.

Ghi ch trong mt s trng hp khi s dgn Preview v save li di nh dng XML c th

s gp kh khn trong vic m trc tip. Lc s c mt thng bo tng t nh hnh

bn di

Hnh ghi ch khng m c file v lu ch Preview

g) Lu tp tin.


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Khi Save th tp tin InfoPath s c lu tr nh dng .XSN khi s dng

Designer. Ngc li, khi sao lu InfoPath s dng mi trng Filler hoc Preview s

c file vi nh dng .XML.

Ni dung chnh ca phn ny trnh by s lc v cch thc khi ng v

mn hnh lm vic trn InfoPath l cc nh dng lm vic ca InfoPath v mt

s cch thc th hin d liu trn InfoPath. Phn tip theo s gii thiu v vic thit

k InfoPath v cc tnh nng ca cc Control thng dng trong vic thit k biu

mu vi ni dung l: Thit k InfoPath.

Phn 3 Thit k v s dng cc Controls trong

InfoPath

I) Mu Form u tin ........................................................................................ 23

II) ng dng cho mu Form. ........................................................................... 49

Trong phn trc gii thiu v giao din v mt s hnh thc ca InfoPath,

trong phn ny tip tc hon chnh biu mu bng cc Control iu khin sn c.

I) Mu Form u tin


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Mu Form u tin xy dng phc v cho vic tng hp cc bo co tun ca

nhn vin trong cng ty. Mu Form ny c duy tr v pht trin trong sut cun

sch ny.

Trc khi bt u, hy im qua thnh phn chnh trong biu mu l cc

Control iu khin c xy dng sn trn Microsoft InfoPath 2010.

a) Cc Control iu khin:

InfoPath 2010 chia cc Controls thnh cc nhm c cng thuc tnh nh sau:

Input (nhp liu): nhm nhp liu ny bao gm cc Control cho php ngi

dng c th nhp d liu (hay cn c gi bng thut ng Fill-in) trn Form.

Cc nhm ny gm c cc Controls nh l: Textbox, Combo Box, ListBox.

Object (i tng): bao gm cc Control cho php b sung cc i tng

khc hoc x l mt hnh ng. Cc nhm ny gm c cc Control nh l:

Button, Hyperlink, Calculated Value

Container: bao gm cc i tng c php lng cc i tng khc vo

bn trong nh cc i tng Input hoc Object thm ch l Container. Cc i

tng ny c chia lm 2 nhm nh l nhm Repeating (nhm c tnh cht

lp li) v nhm khng c tnh cht lp li. Cc Control bao gm: Section,

Repeating Section, Repeating Tables, Choice Section, Choice Group

Hu ht cc nhm Control u c chung mt s cc thuc tnh, nhng thuc tnh

khng c khc bit qu nhiu, im khc bit ch l hnh thc th hin cc d

liu.


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Phn ny trnh by mt s cc Control c bn ng thi gii thiu cc thuc tnh

chung ca cc nhm d liu cng nh cch thc th hin d liu trn cc Control

iu khin.

Nhm Textbox: bao gm Textbox v Rich Textbox, c 2 nhm ny u th hin cc

d liu kiu chui (String) v hu nh c cng cc nh dng, tuy nhin Rich

Textbox h tr nhiu tnh nng hn v c kh nng cha d liu nhiu hn.

Cc thuc tnh

Textbox Rich Textbox

Ch h tr cc cc dng Text H tr c Text v hnh nh.

H tr cc kiu Format nhiu hn v

tng i ging nh Word

S k t th hin b gii hn. Kh nng cha d liu nhiu hn

Bng 1: Bng so snh cc tnh nng ca Textbox v RichText box trong InfoPath.


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Hnh 19: RichTextbox v textbox

Cc thuc tnh ca Textbox:

Hnh nh di y ch ra cc thuc tnh c bn ca Textbox:


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Hnh 20: Cc kiu d liu trong Textbox.

Mc Data bao gm:

Field name: tn ca Control, c dng phn bit cc i tng khc

nhau.

Data Type: th hin cc kiu d liu khc nhau m Textbox h tr. Gi tr

mc nh l Text (string).

o Whole Number (interger): kiu d liu l cc s nguyn.

o Decimal (double): kiu d liu l cc s.

o True/False: cha cc gi tr Logic

o Date: d liu kiu ngy thng.

o Time: d liu thi gian.

o Date and Time: d liu bao gm c ngy thng v thi gian.


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Ghi ch: mi Data Type u c mt hoc nhiu nh dng ring chng hn nh cch th

hin ngy thng i vi kiu d liu Date l thng-ngy-nm hoc ngy-thng-nm

Default Value:

Cha gi tr mc nh, gi tr ny c s dng khi ngi dng khng nhp

d liu. Gi tr mc nh ny c th gn c th hoc s dng mt hm tnh ton

c kt qu.

Du Check Refresh value when formular is calculated: cho php tnh ton

li gi tr mc nh khi s dng cc cng thc tnh ton phn Default Value.

Validation (iu kin hp l):

Du check ny th hin cho php field ny c c php cha gi tr rng

(khi khng nhp d liu) hay khng.

Ghi ch: trnh trng hp cc gi tr rng (NULL) nn gn gi tr Default.

Mc Display: bao gm cc thuc tnh:


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Hnh 21: Thit lp Display ca Textbox

Mc Placeholder: th hin cc gi cho ngi dng bit cc cn nhp d liu.

Cc check bao gm:

Read-only: ch cho php c d liu field ny, khng cho php chnh sa d

liu.

Enable spelling checker: du check ny kim tra cc li chnh t khi ngi

dng nhp liu.

Enable AutoComplete: cho php s dng tnh nng g tt.

Multi-line: du check ny cho php Textbox th hin d liu trn nhiu dng.

Theo mc nh Textbox ch th hin trn mt dng duy nht.

Limit textbox to: gii hn s k t c th hint trong Textbox.


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Alignment: th hin nh dng canh l cho Textbox.

Hnh 22: Cc thit lp v kch thc

Size th hin cc thng s v chiu di, chiu rng v canh l cho Textbox.

Advanced cc thuc tnh nng cao


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Hnh 23: Thit lp Advanced

Screentip: th thin nhng ghi ch khi r chut pha trn Control. Screentip c

dng h tr ngi dng, chng hn ch nhp s t 1 10.

Tab index: nh s th t chuyn ti khi ngi dng s dng phm TAB cho vic

nhp liu.

Access key: cho php dng phm tt chuyn ti Control ny. (phi nhp phm

pha sau ALT + )

Merge Settings: cho php trn cc thng tin lin quan ti Control v cc thng tin

th hin. Phn ny c ni r hn phn sau vi ta Trn thng tin


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Input Scope: cho php thit lp kiu d liu u vo, chng hn nh kiu ton s,

ton ch.

b) iu khin dng Rich Textbox:

Control iu khin dng Rich Textbox c hu ht cc thuc tnh chung ca

Textbox ngoi tr thuc tnh Tab Data l khng chnh sa c. Rich Textbox s

dng nh dng l XHTML, nh dng cho php th hin hu ht cc i tng nh

hnh nh, vn bn

Control RichTextbox tng i ging vi chng trnh Microsoft Office Word

do c y cc Format v nh dng nh canh l, hiu chnh font ch, .

Ghi ch: cc Control Rich Textbox thng t khi c th hin trn cc biu mu ngoi tr

cc trng hp s dng ghi li cc kin ca ngi dng hoc mt vn chi tit cn c

hnh nh trn ng dng Web. Hin ti, c th thay th Rich Textbox bng Control File

Attachment.

c) S dng cc Control dng ComboBox, Listbox

Cc Control dng ComboBox, Listbo v DropDown ListBox cho php chn la

nhng gi tr c sn trong trnh c vic nhp sai d liu.

Cc thuc tnh ca dng Control ny c nhng c im chung kh ging

nhau. Cc gi tr ca cc iu khin ny c 3 ty chn l: b sung cc gi tr bng

tay (manual), ly d liu t mt ngun khc (bao gm t field trong Form hoc t

ngun d liu khc bn ngoi).


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Hnh 24: Thuc tnh d liu ca Combo Box

Field name v Data type: ging vi ca Textbox.

B sung cc gi tr bng tay:

b sung cc gi tr vo trong iu khin dng ComboBox, ListBox, Drop-

DownList bng cch n nt Add b sung cc gi tr


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Hnh 25: B sung gi tr vo Combo Box

Value: l gi tr s c iu khin dng ComboBox lu tr chnh.

Display name: l gi tr th hin trn ComboBox.

Ch : trong cc Control ComboBox th gi tr c lu tr s l Value, khng phi gi tr

Display.

Sau khi b sung cc gi tr vo trong iu khin, c th t gi tr mc nh

v sp xp li th t cc gi tr trong iu khin ny.


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Hnh 26: Sp xp cc gi tr th hin trn Combo Box

S dng nt Modify hiu chnh li gi tr trong iu khin. Khi s dng

nt Modify ny s xut hin bng in thng tin ging nh thm d liu.

S dng cc nt n Move Up, Move Down sp xp li th t ca cc gi

tr.

Remove b mt gi tr trong iu khin.

Nt Set Default t gi tr mc nh ca iu khin. Khi t gi tr mc

nh th ti gi tr s c ch Yes.


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Hnh 27: ComboBox v ListBox

Vi Control ComboBox v ListBox cng khng c nhiu s khc bit, ngoi tr

cch th hin d liu trn Form. i vi ComboBox th d liu c th hin gn

hn v ch c mt gi tr c chn. Trong khi i vi Listbox s th hin theo

dng danh sch v cng ch c th chn mt gi tr trong .

Ghi ch: nu mun s dng nhiu hn mt la chn trong Listbox th Control Multiple-

Selection Listbox p ng c yu ny. Cch s dng ca Multiple-Selection Listbox cng

ging nh Listbox nhng cho php chn nhiu la chn.

d) S dng cc Controls dng Repeating.

Trong hu ht cc bn bo co c s dng trong cuc sng hng ngy

khng t th nhiu u c cc s kin lp i lp li v d nh vic bo co hng tun

c cng cu trc m t. Thay v phi thit k nhiu cu trc nh vy, cc Control vi

thuc tnh Repeating cho php lp li ng cc dng cu trc khi cn thit.


37

Cc Control dng Repeating c xem l mt mng cc d liu c cng m

t. V d nh bng im ca mi hc vin trong lp, bao gm nhiu ct im, mi

hng l mt hc vin v c cng s lng ct im.

Repeating Control to mt khun mu v cho php lp li cc m t ny cho

mt i tng khc.

Hnh 28: Repeating Table

Trong hnh trn s dng Control Repeating l Repeating Table m t i

tng gm c 3 m t l M t 1, M t 2 v M t 3. i tng 1 s c 3 m t

ny, v i tng 2 cng c 3 m t tng t nh th. n vo biu biu tng

Insert item.

Cc Repeating Control c k hiu trong Data Source:


38

Hnh 29: M t quan h Repeating Control trong Data Source.

Cc thuc tnh ca Repeating Control:

Repeating Table

Hnh 30: Cc thuc tnh th hin trong TAB Data.

Change Binding: cho php th hin thm hoc b cc i tng c thuc tnh lp li

trong nhm.


39

Default Settings:

Allow users to insert and delete rows

Edit Default Values:

Hnh 31: xc nh cc gi tr mc nh trong Repeating Control

Cho php a cc gi tr mc nh hoc hm vo trong cc thuc tnh bng

cch chn cc control c thuc tnh lp li.


40

Hnh 32: Gn gi tr mc nh cho Filed1 trong Repeating Control

Customize Command: cho php hiu chnh cc lnh s dng trong

Filler, bao gm cc lnh Insert, Insert Above, Insert Below, Remove,

Remove All


41

Hnh 33: cc nt lnh s dng trong Repeating Table.

Show insert Button and Hint: th hin nt lnh cho php b sung thm mt i

tng trong Repeating Control. Nt lnh ny nm cui ca hnh trn (Insert item).

Mc Display:

Hnh 34: Thit lp Header v Footer trong Repeating Tables.


42

Header/Footer: th hin cc tiu v .Theo mc nh, khi s dng Repeat

Table s c sn Header.

Filter data: ch th hin cc d liu tha iu kin lc a ra t trc .

Ngoi Repeating Tabels cn c cc dng Repeating khc v s c cp phn

sau.

e) S dng DataPicket v Date-time Picker.

Hai control ny c dng th hin nh ca Combo Box v Drop-Down Box, v

ch nhn gi tr th hin v ngy thng, gi.

Hnh 35: Control s dng Date Picker.

Khi dng Date-Time Picker s ging nh ca Date Picker nhng s c thm

mt gi tr th hin thi gian.


43

Hnh 36: Gi tr th hin ca Date Time Picker.

thay i cch th hin ngy thng trn iu khin, Click vo Format

hiu chnh, lc ny s c bng th hin cc gi tr nh hnh bn di:


44

Hnh 37: cc nh dng ngy thng th hin trn Date Picker

Locale: chn cc quc gia.

Listbox th hin cc kiu ngy thng th hin trn quc gia .

V d: Lch th hin ca Vit Nam s c nhng kiu th hin ngy thng nh sau:


45

Hnh 38: Th hin ngy thng Vit Nam.

f) Cc dng Control khc:

File Attachment Control

Cho php ngi dng nh km mt file vo trong InfoPath.

Cc thuc tnh ca File Attachment Control bao gm:

Hnh 39: Control File Attachment nh km file.

Specify default file: file mc nh c nh km.

Allow the user to browse, delete, and replace files: du check ny cho php

ngi dng c th s dng Attachment File m Browse v chn file nh km,

thay th v delete files. Trong trng hp b du check ny ngi dng

khng th Browse ti file c.

S dng Picture Control


46

Khi s dng Picture trong InfoPath s c yu cu chn 1 trong 2 ty chn l:

Hnh 40: S dng Control Picture

Hnh nh (Picture) s c b sung vo Form bng cch s dng nh l mt

lin kt (As a link) hoc c b sung trc tip vo Form (Included in the form).

Khi s dng Picture nh mt lin kt s yu cu ngi dng nhp v tr ca

hnh nh vi v tr l ca trang web dng http://... Nh hnh bn di:

Hnh 41: Chn hnh nh dng lin kt (Link)

Khi s dng lin kt th c th s khng hin th hnh nh chnh xc nu

khng c Internet.


47

Khi s dng hnh nh bng cch chn vo InfoPath th s xut hin giao din

Browse ngi dng chn hnh nh.

Hnh 42: Chn hnh nh bng Control Picture.

Ch : hnh nh khi c Insert vo s gi nguyn kch thc, cn phi hiu chnh li kch

thc hnh nh cho ph hp vi vic thit k biu mu InfoPath. Nu s dng hnh nh

dng lin kt, c th s phi mt mt thi gian mi c th hin th c hnh nh.

Cc thuc tnh ca Control Picture:


48

Hnh 43: Cch th hin hnh nh v ch trn Control.

Thuc tnh ny cho php hnh nh th hin i vi Text (kh ging vi Word),

bao gm: i ngang qua Text, bn tri Text hoc bn phi.

Thuc tnh Size cho php ngi dng xc nh kch c hnh nh.

Hnh 44: Chiu di v rng ca hnh nh.


49

Xc nh chiu di v chiu rng (height width) cng vi cc n vi tnh l

pixel, inches, centimet.

Trong phn ny gii thiu cc Control thng dng thng c s dng

cho vic thit k cc biu mu. Mt s cc Control khc c cng tnh nng v cch

hot ng cng c gin lc i, cn mt s cc Control khc s c gii

thiu trong cc phn tip theo da trn cc v d c gi nm bt nhanh hn.

II) ng dng cho mu Form.

a) Xy dng biu mu bo co cng vic hng tun.

Mu biu xy bo co cho cngt tc tun bng nh dng Word.

(hnh nh mu biu bo co).

b) Phn tch biu mu v chuyn sang InfoPath.

Cc yu t c nh bao gm: logo tn cng ty, cc tiu , cc ni dung ny

c th g trc tip hoc thm cc hnh nh trc tip trn biu mu v file hnh nh

logo thng c dung lng khng ln.

Ni dung thay i: gm c ngy thng, ni dung cng vic (c lit k theo

ngy). Nhng ni dung ny c tnh cht lp li lin tc nn tn dng kh nng ca

Repeating Table khi s dng.

c) Chuyn biu mu sang InfoPath

Biu mu trn InfoPath c thit k theo tng t nh sau:


50

Hnh 45: Thit k biu mu.

Mu bi u bo co khi s dng trong Filler:

Hnh 46: s dng mu biu bng InfoPath Filler 2010


51

Nh vy, mu form c chuyn i t Microsoft Word sang InfoPath, tuy nhin

c nhng im khc bit gia biu mu giy v biu mu in t l s rng buc

d liu cng nh tnh ton vn d liu trn biu mu in t trnh cc trng

hp pht sinh cc li khng mun v gim thiu nhng kh nng ny, mt trong

nhng tnh nng cn thit c cung cp sn trong InfoPath l Rules v cng

l ni dung ca phn tip theo.

Phn 4 Cc rules v tnh ton.

I) Cc lut l - quy tc (Rule). ............................................................................ 51

II) Rule Inspector ............................................................................................ 68

Sau khi thit lp mu Form v b sung nhng rng buc, trnh vic nhp liu

khng chnh xc ca ngi dng cng nh vic t ng tnh ton cc gi tr, l

cng vic cn phi lm em li s tin ch cho ngi dng ng thi tng gi tr

s dng ca Form.

I) Cc lut l - quy tc (Rule).

Rules l mt tnh nng c trong hu ht cc Controls trong InfoPath, c tm

thy Tab Data. Tnh nng ny h tr rt nhiu cho vic kim tra cc iu kin

nhp liu (Validation), cc nh dng theo iu kin (Conditional Formating) to cc

im nhn trn bo co hoc l thit lp cc hnh ng nh gn cc gi tr cho cc

Controls (Action).


52

D nhin, hu ht cc Control cng c sn mt Rules l Rules

Validation th hin du check iu kin Can not be blank.

Ghi ch: mt im mi ca InfoPath 2010 l cc Rules c thit lp mt cch trc quan

hn so vi InfoPath 2007. ng thi gp cc cc dng Conditional Formating v Validation

ca InfoPath 2007 vo trong Rules.

Mt quy tc (Rules) c thit lp thng thng tha cc iu kin sau:

Thit lp tn cho quy tc (Rule)

iu kin tng ng vi quy tc.

Cc hnh ng tng ng vi iu kin t trn.

thit lp Rules bng cch s dng Widget rules ngay trn Toolbar.

Hnh 47: Biu tng qun l Rule trn Toolbar

hoc cng c th s click chut phi trn Controls v chn Rules Manage Rules


53

Hnh 48: B sung Rules cho Controls.

a) Rules Formatting.

Trong v d ny, s dng iu kin kim tra ngy d liu toingay trong

mu form bo co tun xem c ln hn d liu tungay. Nu toingay nh hn s

c ch mu .

Chn Control toingay v click vo Manage Rules trn Toolbar s xut hin

thm mt thanh Taskpane bn cnh Data Source nh hnh bn di


54

Hnh 49: Hnh thit lp Rules cho Field toingay Taskpane

Tip theo click trn New v chn cc tnh nng ca Rule bn di. Trong

trng hp ny l Formatting

Hnh 50: Cc dng Rules c h tr


55

Tip theo l t tn cho Rules

Hnh 51: To tn cho Rule

Sau Click vo ch None pha di Condition a ra iu kin cho Rule.

Bng thit lp iu kin c th hin nh hnh bn di:


56

Hnh 52: to iu kin cho Rules

Pha bn tay tri l l i tng c xt iu kin.

gia l cc ton t, cc iu kin bao gm cc gi tr so snh tng ng

vi cc php ton so snh thng thng (i vi kiu s) hoc cc gi tr so snh

kiu chui nh contains, begin withhoc kim tra gi tr rng (is not blank).

Ct cui cng l gi tr so snh. C th chn cc a cc gi tr bng cch g

vo ny hoc chn la gi tr t biu mu hoc s dng mt cng thc.

Hnh 53: b sung cc gi tr ly t cc field trong InfoPath

Trong trng hp ny, chn Select a Field or Group, v chn tungay l

iu kin iu kin kim tra. Hnh bn di m t iu kin


57

Hnh 54: Bng th hin iu kin.

Tip sau l chnh sa Format nu iu kin ca Rules c thit lp l

ng. Chn Format bn di Taskpane ca Rules

Hnh 55: Chn nh dng Format mong mun

Sau khi t xong Rules ta tin hnh th cc iu kin, bng cch click vo Preview

gc phi ca Toolbar. y l mi trng th nghim

Hnh 56: kt qu khi th iu kin ph hp vi Rules.


58

b) Rules Validation (Quy tc hp l):

Rules Validation c s dng kim tra d liu u vo, ng thi thng

bo bng cc tips gip ngi dng nhp liu chnh xc. Rules ny c s dng

m bo cho d liu u vo c chnh xc.

Rules cho iu kin nhp liu khi s dng s c mc thng bo Screentip (

nhc nh nhp liu) v Message Box cnh bo khi nhp liu sai.


59

Hnh 57: Cc Rules c m t trong Rule Manage


60

Hnh 58: Cc k hiu dnh cho Control khi c Rules dng Validation.

Ghi ch: khi s dng Rule Validation cho Controls no th khi dng Filler Controls s c

biu tng du * mu .

c) S dng cc cng thc v hm tnh ton InfoPath (Rule

Action)

Tnh nng Rules cn c thit lp thc hin mt hoc nhiu hnh ng,

tc ng n cc Controls trn InfoPath. Cc hnh ng c th l thc hin mt

php tnh, mt hm, gn cc gi tr hoc ly cc d liu t mt ngun khc.

thit lp Rules cho cc hnh ng (Action), c thc hin tng t nh

cc Rules ca Formating v Validation. Gi s, trong InfoPath s thc hin hnh

ng tnh ton khi s lng v n gi nhn cc gi tr th ct thanh tin s t ng

tnh ton gi tr theo cng thc l s lng x n gi.

iu kin c thc thi bao gm: kim tra field soluong v ongia phi c

gi tr


61

Hnh 59: iu kin kp vi php ton AND

Ghi ch: c th thay th ton t logic AND thnh ton t khc ComboBox pha trn hnh.

thm iu kin click vo nt And, mun xa iu khin th n nt Delete.

Hnh 60: Cc dng hnh ng h tr cho Control

Chn iu kin l Set a fields value (gn mt gi tr cho filed)


62

Hnh 61: Thit lp gi tr cho thnh tin.

Click vo biu tng fx thit lp cng thc cho thanhtien.

Hnh 62: Cc bc thit lp cng thc tnh gi tr.

Ch : cc filed trong InfoPath s c k hiu gch chn v gia php ton v cc field phi

c khong cch.


63

Kim tra kt qu trn InfoPath Filler

Hnh 63: Kt qu th hin vi Rules Actions.

Ghi ch: i vi nhng gi tr c php tnh n gin nh thanhtien, c th thit lp gi tr

mc nh (Default Value) trong Tab Data.


64

Hnh 64: s dng gi tr mc nh tnh ton.

Ghi ch: Rules Action khng ch dng vic thit lp gi tr cho cng thc m cn c th

truy vn ly d liu t cc ngun bn ngoi cng nh chuyn d liu (Submit) ti cc v

tr cn thit nh trn Sharepoint hoc trn nn Web.

Cc Rules trong InfoPath khi s dng mt cch hp l c th em li nhng

hiu qu ln m khng cn phi tin hnh lp trnh qu nhiu. Bnh cnh , mt

s cc hm c cung cp sn trong cc InfoPath c th p ng c nhng yu

cu c bn ca mt bo co.

d) Mt s nhng hiu chnh:

Trong cc bng bo co ca nhn vin kinh doanh, c th b sung thm cc

gi tr tnh tng s tin ca nhn vin bn c trong bng cch s dng Footer


65

ca Repeating Table cng vi mt Control l Calculated Value (biu tng fx

trn Widget Controls).

Vic ny c tin hnh nh sau:

Chn Footer trong Tab Display ca Control Repeating Table.

t con tr vo trng ct Thnh tin (phn Footer) v chn biu tng

Calculated Value.

Hnh 65: s dng Calculated Value

Click vo biu tng fx v thit lp bng cch chn Insert Function.

Hnh 66: cc hm c h tr


66

o Ct bn tay tri th hin phn loi cc dng hm theo nhu cu s

dng nh i vi ngy thng (date), chui (Text)

o Ct bn tay phi th hin cc hm h tr tng ng vi nhu cu s

dng pha tay tri.

Chn hm s dng, trong trng hp ny l sum

Hnh 67: s dng hm Sum.

Double-click vo gia 2 du ngoc chn filed cn tnh tng.


67

Hnh 68: b sung gi tr field cn tnh vo hm.

Chn field thanhtien, kt qu s nh hnh nh bn di:

Hnh 69: cng thc c th hin


68

Hnh 70: cng thc c th hin dng XPath

Xem li kt qu trn Filler:

Hnh 71: kt qu th hin qua Calculated Value

Ghi ch: khi s dng cc Rule Action nn kt hp vi cc hm tnh ton nh Sum, Average

hoc cc hm tng t nh ca Excel, iu ny s h tr cho vic tnh ton tng hp sau

ny rt nhiu.

II) Rule Inspector


69

Mt Control bt k trn Form u c kh nng cha mt hoc nhiu cc quy

tc (Rule) tng ng cho vic nhp liu, nh dng, hoc cc hnh ng lin quan

ti cc filed khc trong mt hoc nhiu khung lm vic.

Chnh v l do c qu nhiu cc quy tc nh vy nn rt d xy ra cc hin

tng d tha hoc trng lp cc thm ch cn c th dn n cc hin tng li

Logic trong thit k; l mt vn khng d chu. Rule Inspector l mt tnh

nng cho php nhanh chng tm tt cc quy tc trn ton biu mu ng thi cho

bit cc v tr tc ng ca quy tc ti cc i tng no v nhng vn lin

quan ti i tng .

i vi Rule Inspector th ch c cc Rule cho vic nhp liu (Validation) v

Rule (Action) l c phn tch ring Rule cho Formatting th khng h tr. Bng

tm tt ca Rule Inspector cng c th c dng kim tra vi cc yu t logic

c xy dng t trc m bo cho cng vic thit k mu Form c hon

thin.


70

Hnh 72: S dng Rule Inspector

Rule Inspector c tm thy bng cch click phi trn Control TaskPane

Manage Data Connection. Khi s dng Rule Inspector a ra bng tm tt nh

sau:


71

Hnh 73: bng tm tt ca Rule Inspector vi biu mu

Bng tm tt Rule Inspector c th hin qua 2 ct:

Ct bn tay tri phn loi cc Rule theo Validation, Calculated Default Values

v Action.

Ct bn tay phi th hin cc chi tit tc ng ca Rules tng ng vi cc

i tng trong Form.


72

Hnh 74:chi tit th hin ca thnh tin v i tng ca Rule Inspector

Ni dung chnh ca phn ny nhn mnh vic s dng cc Rules v vic thit

lp cc gi tr tnh ton vi mc tiu n gin ha vic nhp liu ca ngi dng.

Trong qu trnh s dng chc chn s c nhng pht sinh thm v cc quy tc cng

nh vic ng dng nn cn c s vn dng linh hot trong vic s dng cc Rules

ny.

Phn tip theo cp ti View tnh nng cho php s dng nhiu mi

trng lm vic phc v cho cc mc ch khc nhau.

Phn 5 Lm vic vi View v cc Option Control

I) Lm vic vi View....................................................................................... 73

II) Lm vic vi cc La chn (Option): ............................................................ 77


73

Khi thit k xong mu biu s dng cho cng tc bo co, tuy nhin, mt vn

c a ra l khi s dng biu mu c th gm c nhiu mu biu nh km vi

nhau v s dng chung mt s thng tin, hoc c th che du mt s thng tin

khng cho ngi dng bit hoc s dng nhng ng dng ty chn trong cc bn

kho st, nu chn A th tip tc biu mu s 1, cn chn la B th m biu mu s

2.

InfoPath p ng hon ho yu cu trn bng cch th hin s dng View kt

hp vi cc iu khin iu kin.

Chng ta lm vic vi View trong phn hiu chnh nh dng kh giy. Tuy

nhin, thi im , ta ch ng dng vi mt khung lm vic (View) cn y b

sung thm mt khung lm vic ging ht nh khung lm vic chnh, vi y cc

tnh nng. Trong phn ny b sung thm mt Control Button v thit lp hnh ng

chuyn sang khung lm vic khc (Switch View).

I) Lm vic vi View

Mi View l mt khung lm vic, cho php b sung cc Control, cc iu kin

hon chnh biu mu. Mt File thit k c th cha nhiu khung lm vic khc

nhau phc v cho cc i tng khc nhau ng thi c th gii hn ch s lng

cc file biu mu dng .xsn.

Cng vic u tin l to ra thm mt View chun b cho cc tnh hung la

chn. Trn Toolbar, chn Tab View, chn New. Vi mi View c th nh dng li

kch c giy hoc cc thit lp cho ph hp.


74

Hnh 75: Cc m t ca View.

t tn cho View khung lm vic mi

Hnh 76: b sung thm View t tn cho View.

Hnh 77: cc View c th hin.

Ghi ch: Khi s dng InfoPath th View (Default) s l View u tin.


75

Hnh 78: Mt View khc trn cng mt Form.

To mt biu mu nh hnh v mt Button Command, Button ny cho php

chuyn sang mt View khc l Mu biu bo co c thit lp.

Tip theo, trn Command s dng Rule vi Action l Switch View nh hnh bn

di:

Hnh 79: Rules cho Control vi hnh ng l Switch views.


76

Ghi ch: Rules Action s ty thuc vo i tng m c thm cc hnhd ng khc, chng

hn nh Button c thm Switch Views v Close the form.

Chn View cn chuyn ti nh hnh bn di:

Hnh 80: chn View th hin khi s dng Button.

S dng trong mi trng Filler:


77

Hnh 81: Kt qu th hin trn InfoPath Filler.

Mch nc: trong trng hp c nhiu View, s dng thm cc iu kin trong Rule thit

lp vic chuyn View cho ph hp vi yu cu.

ng dng thc t: c th ng dng cc View lp thnh 2 biu mu ring bit, biu

mu u tin nhn d liu v biu mu th hai s tng hp d liu, hoc mt ng

dng khc l xy dng cc bn kho st vi cc ty chn m trang tip tc cu

hi vi cc chn la tng ng.

II) Lm vic vi cc La chn (Option):

Cc chn la l mt phn khng th thiu trong cc bng kho st cng nh

cc bi trc nghim. Cc Option ny c chia lm 2 dng l Option Button v

Checkbox.


78

a) S dng OptionButton:

S dng control ny cho php chn mt trong cc cu tr li. Control ny to ra mt

nhm (mt dy) control, mi control ny mang theo mt gi tr.

Hnh 82: B sung Option Button

Trn hnh ch ra Option Button ny c 4 gi tr,

Hnh 83: 4 gi tr la chn ca Option Button trn Design

Cng l mt field6 nhng c 4 gi tr,


79

Hnh 84: thuc tnh Data ca Optoin Button

b) Checkbox:

Khng nh Option Button, Checkbox l mt Control ring, khng sinh ra

nhng mng i tng nh Option. Cc Checkbox cho php c nhiu hn mt la

chn.

Cc gi tr ca Checkbox l 0,1, True, False, Yes, No.

c) Choice Group Choice Section:

Choice Group l Control cho php ngi dng s dng ty chn c xy

dng sn. Mi ty chn c xy dng c gi l mt Choice Section. Trong

Choice Group lun c mt Choice Section c xc nh l gi tr mc nh (Default),

cc Section cn li khng c th hin v ch xut hin khi c thay th bng mt

Choice Section khc.

Hnh bn di th hin Choice


80

Hnh 85: cc Choice Section v Choice Group

Hnh 86: s dng Choice Section/Choice Group trn Filler

Hnh 87: thay th bng mt Section khc


81

Hnh 88: Section mi c hin th thay th Section c

Hnh trn Choice Section c thay th cho Choice Section mc nh.

Ghi ch: trn thc t c th kt hp cc i tng trong Choice Section trong Group Choice

thit k cc cu hi da trn cc cu tr li khc nhau chn cc Section Group ph

hp.

Phn 6 Xut bn InfoPath (Publish InfoPath)

I) Cc thuc tnh Security trn InfoPath .......................................................... 86

II) Publish InfoPath Form: ................................................................................ 89

a cc mu biu n vi ngi dng sau khi hon tt cng vic thit k giao

din cng nh th nghim trn InfoPath th buc phi tin hnh cng vic cui cng

l xut bn (Publish) bn thit k ny cho ngi dng s dng.

Trong File chuyn sang Publish s c cc hnh thc Publish do InfoPath h tr


82

Hnh 89: Publish biu mu InfoPath

InfoPath h tr cc dng Publish nh sau:

Qua a mng, th mc chia s trn mng.

Qua Email

Qua mi trng Sharepoint Server.

Mi hnh thc Publish ca InfoPath u c nhng c im ring v nhng ng

dng hiu qu trong mi trng . i vi InfoPath 2007 v 2010 tnh nng lm

vic vi Sharepoint c h tr mnh m v c nhiu ci tin trong mi trng lm

vic.


83

Mc d tnh nng Publish ca InfoPath c h tr bi chng trnh t ng

(Wizard) nhng ring mc Security ca InfoPath cn c hiu chnh ph hp vi

tng mi trng lm vic.

V InfoPath c kh nng tng thch vi cc mi trng khc nhau do

trc khi tin hnh Publish nn kim tra xem biu mu hin ti c tn ti nhng li

khng tng thch vi mi trng lm vic hay khng. l phn quan trng cn

phi lm trc khi tin hnh xut bn biu mu v trin khai ti ngi dng cui.

Tnh nng kim tra tnh tng thch v li ca InfoPath l Design Checker

trong File Info Design Checker.


84

Hnh 90: Design Checker pht hin li trn biu mu

Khi click vo Design Checker, lc ny s chuyn sang giao din Design v

th hin li tm thy trn biu mu. Trong trng hp ny l ComboBox cha c

gn kt vi biu mu.

Trn Design Checker c cc im cn lu sau:

Nt Refresh: kim tra li cc li ca InfoPath c c sa cha hay

cha.


85

Du check Verify on server: kim tra li khi s dng Sharepoint Server.

Change settings: cho php chuyn i gia cc dng h tr ca

InfoPath.

Hnh 91: chuyn ch tng thch ca biu mu trong Design Checker

o Form Type: th hin cc hnh thc tng thch ca InfoPath,

theo mc nh l Web Browser Form.

o Server valiadation: xc inh a ch dch v Web h tr InfoPath.

o Du check Allow code to use features: cho php kim tra vic

thc thi cc Code khi tin hnh in thng tin trn Server.

Sau khi chnh sa cc li tng thch xong, n nt Refresh kim tra li v

nu nh thng bo l khng cn li nh hnh bn di th c th bt u cng vic

xut bn biu mu.


86

Hnh 92: Refresh Design Checker khi sa li xong.

I) Cc thuc tnh Security trn InfoPath

Khng ging nh phin bn 2007, cc thuc tnh Security ca InfoPath 2010

c t trong File Info chn Form Options nh hnh:


87

Hnh 93: Form Options

Mc Security and Trust trong Form Options th hin cc mc thit lp Security

ca InfoPath.


88

Hnh 94: Hiu chnh Security and Trust

Cc mc Security ny bao gm:

Restricted (the form cannot access content outside the form): mc hn

ch s dng, mc thit lp ny cc biu mu ch c th c s dng

trin khai qua email hoc chia s cu trc file .XSN; trong biu mu khng

cha bt k kt ni no ti mt ngun khc cng nh bt k cc lnh lp

trnh no.

Domain (the form can access content from the domain in which it is located):

mc thit lp Domain c trin khai mt khu vc xc nh v phn

phi cho ngi dng cui chng hn nh trong trn cc a chia s mng,

Web Server v mi trng tt nht l trn Microsoft Sharepoint Services hay

Microsoft Sharepoint Server. Khi thit lp mc Security ny biu mu ch c

th kt ni ti Server cha File biu mu.


89

Full Trust (the form has access to files and settings on the computer): thit

lp Security Full Trust cho php ngi s dng c th chy cc chng

trnh, cc kt ni vi cc d liu bn ngoi v gn nh khng c gii hn

cho ch ny. Tuy nhin, cng vi nhng s tin li cng n cha nhng

nguy him tim n v nu xut bn (Publish) biu mu ln trn Sharepoint th

cn phi c s xc nhn (Approve)

Ghi ch: Khi tin hnh Publish s dng mc Security l Full Trust, InfoPath buc ngi

dng phi s dng ch k (Signature) bng cch to ra ch k phn Form Template

Signature.

Hnh 95: To Certificate

II) Publish InfoPath Form:

a) Publish InfoPath qua mi trng mng (Network Location):


90

Trc khi tin hnh Publish Form phi Save nhng thit k. Sau , chn File,

chn Publish v chn Network Location

Hnh 96: Publish InfoPath qua Netowork

Chng trnh h tr Publish t ng ca Microsoft s xut hin v h tr vic

Publish trn Network Location:


91

Hnh 97: in cc thng tin cn thit Publish

Mc Form Template path and file name: ch nh v tr s lu mu biu

InfoPath. Khi Publish v tr ny, tn mu biu khng nht thit phi trng vi tn

ca biu mu ang s dng Publish.

Form template name: l tn ca biu mu ang s dng Publish.

i vi mc Form template path and file name c th in a ch dng Web,

cc th mc theo dng UNC nh cu trc \\tnServer\tnFolder\tnFile.xsn


92

Hnh 98: v tr lu tr theo dng UNC

Khi s dng Publish theo dng Network Location nn s dng theo dng

\\tnServer\tnFolder\tnFile.xsn nh hnh bn trn.


93

Hnh 99: Tn v v tr lu tr ca file c xut bn.


94

Hnh 100: thng bo ch nh v tr lu tr trn mng.


95

Hnh 101: bng tm tt vic tin hnh xut bn trc khi chnh thc bt u.


96

Hnh 102: xut bn biu mu thnh cng

Khi s dng ln u u tin vi mu biu InfoPath c ch k cha c tin

cy, s c bng thng bo xut hin nh hnh bn di.

Hnh 103: Yu cu b sung Certificate


97

Click vo More Information v lm cc bc tip theo a Certificate

ca ngi xut bn vo Trust Center cho php m ng dng.

Sau khi b sung Certificate ca ngi to mu biu th mu Form s c m

ra bnh thng.

Hnh 104: biu mu c m ra trn Network v tr th hin gc phi ca hnh.


98

Hnh 105: S dng trn Microsoft InfoPath Filler 2010.

Ch : ln u s dng InfoPath vi nhng Certificate cha c tin cy (Trust) cn phi

Install Certificate (Signature) sau mi c th m c cc file. Tt c cc Certificate ny

c qun l trong Trust Center c th s dng Quick Access Toolbar tm Trust Center.

Cn thn: khi Publish InfoPath thng qua mi trng mng (Network Location) s

dng UNC nh \\tnServer\tnFolder\tnFile.xsn , v nu tn Folder chia s c s

dng nh mt a mng trn my tnh bng cch Map Drive, th c th File c

Publish khng th chy c trn a mng bi v thng tin lu tr dng xsn c

ch nh theo dng UNC l \\tnServer\tnFolder\tnFile.xsn khng phi l a

mng chng hn nh Z:

b) Publish qua Mail:

InfoPath 2010 c tch hp vo trong Microsoft Outlook 2010 di dng

hnh thc cc Form, v c th s dng trc quan ngay trn Microsoft Outlook, v


99

l th mnh ca b Office. Mc d h tr rt tt trn Microsoft Outlook 2010 nhng

ng thi cc Mail Client khc vn c th s dng InfoPath lm vic di dng

cc file nh km (dng .xsn hoc .xml).

Hnh 106: Biu mu InfoPath c tch hp trong Microsoft Office Outlook 2010

Cng vic tin hnh Publish InfoPath qua Mail c tin hnh tng t nh

vic Publish InfoPath qua mng (Network Location) nhng cn phi ch n mc

Security and Trust ca InfoPath phi c chn ch Full Trust trc khi

tin hnh Publish.

Chn File Publish chn E-Mail, chng trnh hng dn Publish cho

Email xut hin.


100

Hnh 107: tn Template s dng cho vic xut bn InfoPath

Khc vi vic Publish trn mng, khi Publish Email v trn Sharepoint s yu

cu b sung cc ct gi tr, cc ct gi tr ny s th hin trong Email hoc trn

Sharepoint.


101

Hnh 108: Yu cu b sung cc ct th hin trn Microsoft Office Outlook.

Chn Add v b sung cc gi tr cc ct mun th hin trn Email hoc Sharepoint.


102

Hnh 109: chn cc gi tr mun th hin trn ct.

Hnh 110: c th hiu chnh hoc Remove (b) cc gi tr nu mun


103

Tip tc cng vic Publish Email bng cch chn Next cho ti khi hon tt,

lc InfoPath s c th hin ging nh dng sau:

Hnh 111: biu mu InfoPath khi tin hnh Publish qua E-mail.

InfoPath c th hin ging nh mt thnh phn ca Email, v in thng

tin v a ch email ca ngi cn gi ti.

Nu ngi nhn s dng Microsoft Outlook th s nhn c thng tin v

InfoPath ging nh hnh nh bn di.


104

Hnh 112: Cc thng tin th hin cc thng tin trong biu mu dng ct -

Ghi ch: ngi s dng InfoPath Publish cn phi thit lp Microsoft Outlook l chng

trnh Mail Client mc nh. Nu thit lp cc chng trnh khc c kh nng s khng s

dng c tnh nng Publish InfoPath qua Email ny.

Mch nc:

Khi s dng InfoPath cho vic Publish qua e-mail c 3 dng a kiu Publish ny l:


105

Hnh 113: Cc ty chn nh km khi Publish qua E-mail

Form data, tc l file th hin dng Data

Form data and form template: gi c d liu v mu Templates qua email.

None: ngi dng ch c th c, khng chnh sa g trn biu mu.

Du check Enable InfoPath form functionality for this form template: cho php s

dng tng tc vi Microsoft Outlook mt cch trc quan.


106

Hnh 114: b sung cc ct Property Promotion

B sung nhanh cc ct gi tr th hin bng cch vo trong Property

Promotion v chn Add b sung cc gi tr cn th hin..

Ghi ch:

Trong InfoPath 2010 vn c mt cch khc c th s dng gi mu Form qua Email mt

cch nhanh chng, bng cch s dng Microsoft InfoPath Filler 2010, chn File InfoPath

dng xsn m giao din lm vic ca InfoPath.

Tip theo , Click chn File Share Sending Using Email


107

Hnh 115: tin hnh Publish nhanh qua E-mail

Lc ny c th Publish InfoPath qua Email v gi cho ngi khc bng cc

hnh thc: Send Form, Send Form & Template, Read-only Snapshot. Cc hnh thc

ny tng t nh hnh thc Publish ca Email l Form only, Form and Template v

None.

c) Publish qua Sharepoint Services/Sharepoint Server

Tng t nh cc hnh thc xut bn ca Email, cng vic tin hnh xut

bn qua Sharepoint cng c tin hnh tng t bng cch vo File Publish

Sharepoint Server.

Tip theo l in thng tin a ch ca Sharepoint Server trong bng thng

bo


108

Hnh 116: cung cp ng dn n Server ci t Sharepoint s dng a ch Web

Khi n Next, Sharepoint s yu cu chng thc ngi dng, nhp Username

v Password ca ngi qun tr hoc ti khon c quyn hn xut bn

InfoPath ln trn Sharepoint.


109

Hnh 117: nhp thng tin ngi c quyn hn trn Sharepoint

Chn hnh thc xut bn InfoPath dng Form Library hay Site Content nh

bn di:

Hnh 118: Cc dng hnh thc xut bn thng qua Sharepoint

Form Library: to thnh mt mu Form vi y cc thng tin chn

la, ngi dng c th tng tc vi InfoPath ngay trn giao din

Web.

Site Content: cho to thnh mt mu Template v s dng cho nhiu

Site khc nhau trong cng Sharepoint.


110

Trong phn ny s dng Form Library , click chn Library v clicn Next, tip

theo l yu cu to mt mu Form Library mi hoc cp nht mu template c

sn

Hnh 119: cp nht biu mu c sn trn Sharepoint

B sung cc ct gi tr trn trong InfoPath, cc ct gi tr ny s hin th trn

Sharepoint v cho php ngi s dng c th in cc thng tin trn Form ngay

trn Web.


111

Hnh 120: b sung cc ct gi tr th hin trn Sharepoint ging nh ca Email

Bn tm tt thng tin v mu Form trc khi xut bn ln trn Sharepoint


112

Hnh 121: Bng tm tt

Khi n Publish, chng trnh s t ng tin hnh cng vic xut bn ln trn

Sharepoint Server, trong qu trnh xut bn c th yu cu ng nhp vi ti khon

c quyn hn Publish thng tin.


113

Hnh 122: qu trnh Publish InfoPath ln Sharepoint

Hnh 123: nhp username v password ca ngi c quyn Publish thng tin.

Bng thng bo qu trnh Publish hon tt v c th s dng trn Sharepoint

thng qua giao din Web.


114

Hnh 124: Bng thng bo Publish thng tin hon tt trn Sharepoint.

Giao din lm vic trn Sharepoint khi Pulish biu mu thnh cng.

Hnh 125: Hnh nh ca biu mu InfoPath trn mi trng Sharepoint


115

i vi trng hp s dng Site Content:

Hnh 126: S dng Site Content

Bng thng bo yu cu chn la vic khi to mt Content Type mi hoc

cp nht Content Type c trn Sharepoint.


116

Hnh 127: To mt Site Content mi

t tn cho Content Type trn Sharepoint cng vi m t cho Content Type.


117

Hnh 128: t tn v m t cho Site Content

Xc nh v tr lu tr trn Sharepoint - y c th to ng dn lu tr

theo nh dng Web (s dng du /).


118

Hnh 129: nhp ng dn lu tr - v tr lu cho Site Content

Tip tc theo hng dn v n Publish InfoPath t ng cp nht ln trn

Sharepoint, ch trong qu trnh Publish t ng ny s yu cu ng nhp vi ti

khon ca ngi c quyn hn xut bn Publish ln trn Sharepoint.


119

Hnh 130: Tin hnh Publish vi Site Content.

Sau khi Publish thnh cng, Content Type s khng c ty chn Open nh

cc dng Publish khc, thay vo l Manage this Content Type. Khi click vo lin

kt ny s xut dn n khu vc lu tr InfoPath trn Sharepoint nh hnh nh bn

di:


120

Hnh 131: Xut bn dng Site Content thnh cng

Hnh 132: Hnh nh biu mu InfoPath khi xut bn dng Site Content


121

Ghi ch: khi s dng dng xut bn trn Sharepoint, phn Security and Trust c th chn

ch Domain thay v Full Trust.

Ghi ch: c s khc bit khi s dng Sharepoint Services v Sharepoint Server, Sharepoint

Services ch h tr cc tnh nng c bn trong khi Sharepoint Server h tr nhiu tnh

nng cao cp c bit l s a dng ca Workflow cng nh cc tnh nng phc v cho BI

(Business Intelligent)

Cn ch :

Trong phn trc c cp n vic InfoPath c th cp nht nhng thay i

v nhanh chng a cc bn cp nht n cho ngi dng m khng lm nh

hng n d liu. l iu hon ton chnh xc khi cc chnh sa ny khng lm

mt i tnh cu trc ca thit k file nh dng .xsn.

Th nhng nhng g c th gy nh hng n cu trc ca thit k hoc

khng gy nh hng n cu trc ca file thit k mi l vn cn quan tm.

Trc tin, c th xc nh ngay nhng thay i thuc v dng ru ria tc l

nhng dng nh Label, tiu hoc cc hnh nh c b sung trc tip vo biu

mu s khng lm nh hng n cu trc thit k, do c th thay th cc Logo

v cc tiu cho cc cng ty trong h thng hoc khi hiu chnh s n gin hn.

Tuy nhin, khi ng n cc Controls th c rt nhiu nh hng v thng

thng u lm mt i cu trc ca ca file .xsn. Nu nh kt cu khng c g thay

i, ch chuyn i cc dng Control (gi nguyn tn) t dng ny sang dng khc

bng cch s dng click phi trn Control v chn Change Control nh hnh bn

di:


122

Hnh 133: thay i Control bng cch s dng Change Control

Nhng thay i ca cc Control i khi s nh hng n d liu c l

cc file d liu nh dng XML gn kt vi biu mu, nn khi chuyn i phi chc

chn rng thay i Control mi phi c kh nng cha thng tin c, ng thi cc

Rules lin quan n Control c phi c m bo.

Nhng thay i lm nh hng n cu trc ca nh dng .XSN bao gm

cc vic iu chnh kch c nh chiu di d liu, v kiu d liu th hin; cc

Control c chuyn t i tng Input sang i tng Container, hoc cc Control

khng tng ng.

V d: khng th chuyn kiu d liu dng RichText sang Textbox (khc

kiu d liu) hoc chuyn t Textbox sang thuc tnh Repeating (khc tnh cht).

Mt phn khc l vic thm, xa hoc sa tn cc Control cng l nh

hng n d liu, mc d vic ny khng hon ton ng nhng phn ln cc


123

trng hp u gp li khi xa hoc sa tn cc Control. Di y l bng m t

cc nh hng khi thm hoc chnh sa cc Controls trong bng thit k.

Data Source Tm nh hng

Xa mt field c lp C th nh hng nu Field cha d

liu

Thm mt field Khng nh hng n d liu c

Thay i tn C th nh hng nu biu mu c

c d liu tng ng vi Control .

Thay i thuc tnh t Non-Repeating

sang Repeating

Khng nh hng n d liu

Thay i thuc tnh t Repeating sang

Non-Repeating

C nh hng n d liu tr trng

hp Repeating ch c 1 gi tr.

Bng 02: Bng m t tm nh hng gia Data Source v s nh hng n d

liu.

Khi xut bn cc biu mu, nu c nhng chnh sa tc ng cc Controls

hy ch n nhng thay i v cu trc, nu khng cc d liu c c th s khng

hot ng.

Ni dung chnh ca phn ny l vic xut bn cc mu Form v phn phi

cho ngi dng cui. Trong qu trnh xut bn InfoPath ti ngi dng c mt s

im cn lu l:

Xc nh phm vi hot ng ca biu mu da trn cng vic ca

ngi dng.


124

Xc nh mc bo mt (Security) cn thit cho biu mu tng ng vi

phm vi hot ng.

Cui cng vic xut bn v a cc biu mu ti cho ngi dng.

Sau khi xut bn biu mu v a biu mu ti cho ngi dng th cng vic

tng hp cc thng tin t pha ngi dng cng vi cc thng tin ang c l mt

trong nhng iu lm tng tnh gi tr trn cc biu mu ca InfoPath. l ni

dung ca phn tip theo Merge Form v thng tin.

Phn 7 Merge Form v thng tin.

I) Phn tch: ................................................................................................ 126

II) Mu biu c thit k li nh sau: ........................................................... 126

III) Tin hnh Merge ...................................................................................... 135

IV) ng dng ca Merge thng tin. ................................................................ 138


125

Cng vic tip theo khi tin hnh xut bn mu Form l vic tng hp cc

thng tin t pha ngi dng hoc t mt ngun d liu c sn to ra cc gi tr

cho biu mu l mt trong nhng yu cu ca cng ty/doanh nghip chng hn nh

tnh nng Mail Merge (trn th) trong Word. Microsoft Office InfoPath cng cho

php ngi dng trn cc thng tin c c cc mu biu vi nh dng XML.

Tnh nng ngy c tch hp trong InfoPath v l mt cng c h tr c lc

cho cng vic qun l.

u tin l vic tng hp cc thng tin t cc biu mu c sn d liu. Gi s

y c 2 file d liu ca cng mt Form bo co kt qu ca 2 ngi khc nhau l

user01.xml v user02.xml.

Hnh 134: Merge thng tin gia 2 file d liu c sn.


126

Kt qu ca vic tng hp thng tin ca biu mu cho kt qu l s hng bn

c v tng gi tr nhng li khng th hin kt qu bn hng ca tng ngi bn

mt cch ring l.

I) Phn tch:

Nh hnh kt qu th hin th trng H v tn khng th hin hoc th hin

ch l kt qu ca mt ngi. Vic th hin cc thng tin theo tng ngi ring bit

trong cng mt bn bo co v cc d liu b sung s nhm theo tng ngi.

lm c cng vic ny InfoPath cho php xc nh cc trng tng hp thng tin

v trn vi nhau.

Trc tin, phi xc nh li dng biu mu. Mi ngi u c mt bo co vi

cu trc ging nhau, u c cc trng lp li trng nhau, ch c mt s t cc

trng thay i l h tn, tun bo co. V vy, ta s dng Repeating Section,

trong , cc trng chnh c s dng trn thng tin l: H v tn v trng

t ngy trong vic bo co.

II) Mu biu c thit k li nh sau:


127

Hnh 135: biu mu c thit k

Cng vic tip theo l thit lp vic trn thng tin trn Form, thit lp cc

thng s ny s dng Taskpane DataSource bn phi mn hnh tin vic kim

sot.


128

Hnh 136: Chn la cc Group cn thit Merge thng tin.

Thng thng, vic thit lp Merge thng tin ch tc ng trn cc Control

thuc dng Repeating.


129

Hnh 137: S dng Merge Settings...

Hnh 138: Xc nh hnh thc th hin Merge thng tin


130

Cc ty chn trong Merge Setting bao gm:

Mc ty chn hnh ng ca cc nhm lp li (Action for this repeating group):

Ignore the groups in the source forms: b qua cc nhm trong file ngun.

Insert the groups from the source form into the target form (default): thm

cc nhm t file ngun vo trong mu biu.

Mc ty chn b sung:

Mc sp th t khi b sung vo nhm lp li:

o After groups in the target form: b sung d liu v phn sau ca

Forms.

o Before groups in the target form: b sung d liu vo phn trc ca

Forms

V d: gi s trong c mt bng Repeating Tables th khi chn After groups in the

target form s chn d liu phn cui cng ca bng, tng t nh vy i vi

Before groups in the target form s chn d liu phn u Repeating Tables.

Remove blank groups: khi trn d liu, cc nhm khng c d liu (blank) s

c g b khi forms.

Combine groups with the same value: kt hp cc nhm khi c cng gi tr

vi filed (trng) c ch ra bn di.

o Field to compare: xc nh field (nhm) trng so snh khi trn d

liu.


131

Hnh 139: Chn la trng so snh khi Merge thng tin.

Hnh bn trn th hin, d liu s c nhm li i vi trng

RepeatUserHoTen khi c cng d liu, d liu s c b sung vo phn sau ca

nhm.

Hnh 136 trn ch ra phm vi nhm tc ng (phn mu xm).

Nh m t trn, xc nh cc nhm thng tin c trn vi nhau da

trn cc yu t l H v tn v t ngy (trong bo co tun) s c thit lp nh

sau:

Bng Repeating Table c nhm thng tin theo h tn qua trng

RepeatUserHoTen


132

Hnh 140: xc nh trng so snh khi Merge

Repeating Section c nhm thng tin theo trng t ngy (ngy bt u

tun)

Hnh 141: b sung trng cn Merge thng tin.


133

Cc biu mu c in thng tin v c lu dng XML tng ng vi

mu biu c thit k mi.

Hnh 142: lu tr dng thng tin vi biu mu mi


134

Hnh 143: thng tin biu mu mi

Tin hnh cng vic trn thng tin Microsoft InfoPath Filler 2010 bng cch

vo File Share Merge Forms


135

Hnh 144: Merge form

III) Tin hnh Merge

bc ny, chn cc d liu to ra v lu tr di dng file XML trong

chng trnh Microsoft InfoPath Filler. Trong v d ny, chn hai file c to ra

trong khi s dng biu mu.

Click File Share Merge Form


136

Hnh 145: chn file lu tr vi cng biu mu.

Kt qu khi Merge thng tin hai file d liu:


137

Hnh 146: thng tin c trn vi nhau.

Sau khi Merge, cc thng tin lin quan ti ngi dng u c b vo ng

cc v tr c nh sn v cc quy tc hm s dng trong biu mu cng t ng

cp nht cc gi tr ny.

Ghi ch: trnh nhng trng hp ngi s dng c th b sung thm tn ngi khc,

cc iu khin Repeating Control nh Repeating Tables m t ngi bo co (h v tn, b


138

phn) nn b biu tng Insert item, nhng v tr khc c th hiu chnh Insert Item thnh

mt tn thn thuc v gi nh hn.

Hnh 147: hiu chnh cc thit lp cho Repeating Controls

IV) ng dng ca Merge thng tin.

Mt trong nhng ng dng ca vic trn thng tin chnh l vic tng hp cc

bo co gi ln cc cp trn. Chng hn nh: nhn vin kinh doanh s in cc

thng tin tng ng ca mnh v gi cho cp qun l (c th l trng b phn,

trng phng). Cp qun l c th tip tc gi ln cc cp cao hn thoe hnh thc

tng t.

Hnh thc ny c th kim sot c thng tin v chnh xc t cc bo co,

khng cn tn thi gian tng hp nhng bo co theo nh k.


139

Trong cc mu bo co ny, khi kt hp vi vic s dng Email in cc

thng tin vo s em li hiu qu cao hn rt nhiu, v cc biu mu c chun

ha v nh dng file XML nh hn rt nhiu so vi nh dng ca Word hoc Excel.

Phn 8 Kt ni vi d liu bn ngoi

Cng ging nh nhng ng dng khc ca Microsoft Office nh Excel, Access

l nhng kh nng kt ni d liu t bn ngoi chng hn nh vi cc d liu trn

file XML, cc c s d liu nh Microsoft Access, SQL Server hoc cc dng d liu

khc.

Bng m t di y m t cc mi quan h gia InfoPath v ngun d liu

cng nh cc trng thi nhn c t InfoPath.

Dng kt ni Receive Submit Design Form

SQL Server X X

Web Service X X X

XML X X

Email X

Sharepoint document library x X

Bng 03: bng m t dng kt ni d liu v vic nhn/gi thng tin

Vi tnh nng ny, InfoPath cho php kt ni vi d liu bn ngoi thng

qua cc Manage Data Connection trong Taskpane.


140

Hnh 148: S dng Manage Data Connections


141

Hnh 149: S dgn Data Connectioncho vic nhn d liu

Mc Data Connection cho php b sung mt kt ni bng cch Add. Mt chng

trnh thng bo t ng kt ni cho php chn la kt ni ti d liu bng cc hnh

thc:

Submit data: a/chuyn cc thng tin ti mt file c sn.

Receive data: ly d liu t file c sn.


142

Hnh 150: cc hnh thc c th nhn thng tin.

Tip theo chn kiu kt ni ti d liu nh l cc dch v Web, Sharepoint, c

s d liu SQL v XML. Trong phn ny chn kt ni l XML document.


143

Hnh 151: ch ng dn ti file XML cha d liu.

Chn mt file XML bt k c to sn t trc, y s dng mt file XML

l danhsachquantri.xml. Ni dung file XML c m t nh bn di:

Hnh 152: file ni dung ca danh sch qun tr


144

Ghi ch: c th to file XML bng cch s dng InfoPath Filler 2010.

Tip theo l chn dng d liu nh mt template.

Hnh 153: chn la kt ni vi d liu nh l mt dng Tempalte


145

Hnh 154 : t ng to kt ni khi biu mu c m.

Click chn Automatically retrieve data when form is opened m bo d liu ca

file XML s c hin th khi Form c m.


146

Hnh 155: danh sch cc kt ni vi ngun d liu bn ngoi

Bng m t cui cng s hin th li m t d liu mt cch vn tt. C th

s dng Modify hiu chnh li cc kt ni.


147

Hnh 156: Kt ni bn ngoi c th hin trn Data Source

s dng kt ni t bn ngoi, ch cn ko control vo trong phn thit k

s dng.


148

Hnh 157: Danh sch cc Controls c th s dng ngun d liu.

Lc , trn phn thit k s hi cc Control s dng cho file XML phn

trc. y, c th chn bt k Control no trong nhm s dng. Trong phn

ny s dng Control Numbered List th cc nh dng XML.

Hnh 158: Th hin ngun d liu bn ngoi vi Number-List Box

Ghi ch: quan st nh dng file XML c to ra do s dng Data Connection Secondary v

file cha thng tin gc th hai file c cng ni dung ch nh ng dn lu tr thng tin

(c nh du pha di), tuy nhin file XM ca Connection Secondary li khng cha

cc thng tin chnh xc nh file XML gc dng lm Source.

File nh dng XML ca phn Connection Secondary


149

File nh dng XML (danhsachquantri.xml)

Danh sch Ban Qun Tr

ICT24H1. Phm Thanh

Tng2. Lng Trung

Thnh3. Nguyn Ngc

Thun

Ghi ch: trong mc ny c th tn dng nhng dng kt ni t bn ngoi gi d liu

(Submit) trn dng Web nhn cc thng tin phn hi t pha ngi s dng. Cng vic

ny c ng dng nhiu trong vic to ra cc bng kho st thm d kin ngi dng


150

trn mt din rng. lm vic ny cn phi s Publish InfoPath trn dng Web hoc

Sharepoint v s dng cc tnh nng ca Web nhn thng tin.

a) S dng cho Combo Box v Listbox t file XML.

i vi Control Combo Box v Listbox ngoi cch s dng nh trn cn c

cch thc hin khc bng cch s dng TAB Data ca Combo Box List Box vi ty

chn l Get choices from an external data source

Hnh 160: s dng kt ni bn ngoi vi ComboBox


151

Vic s dng Data Soure t file XML theo cu trc ca Combo Box List Box

c xy dng vi cu trc tng t nh sau:

Save ni dung li vi tn file l filelistbox.xml, trong TAB Data, click nt Add

v chuyn ti file filelistbox.xml to t trc. Lc ny s c cc bc lm ging nh

b sung Connection Secondary nh trn.


152

Hnh 161: chn file XML b sung vo ComboBox

Cng vic tip theo th hin l chn gi tr th hin trn Combo Box List

Box bng cch click vo biu tng mc Entries chn cc gi tr.

Hnh 162: chn la cc Filed cn thit.

Ghi ch: phi chn gi tr trong danh biu tng Repeat.

Gi tr c chn la s th hin trn Combo Box ListBox nh trong Filler

Hnh 163: th hin d liu t ngun bn ngoi trong ComboBox


153

Ni dung chnh ca phn ny trnh by v hnh thc s dng cc Control vi

ngun d liu t bn ngoi phc v cc mc ch khc nhau nh truy vn thng

tin t cc ngun Web, t cc c s d liu hoc ng k cc thng tin trn Web.

Vic tn dng cc ngun thng tin t cc d liu bn ngoi em li s phong

ph cho s hin th v hu dng ca cc biu mu. Mc d th tn dng c

cc th mnh nh trn mi trng Web cn rt nhiu n vic lp trnh v l vic

khng th thiu khi pht trin cc ng dng trn mi trng Web hoc Sharepoint

Portal.

Trong mi trng mng hoc khi xut bn v trin khai InfoPath n vi

ngi dng th vic xc nh ng ngi s dng, cp nht thng tin l mt vn

quan trng v lin quan ti cht lng thng tin cng nh tnh ton vn ca

thng tin. gii quyt vn , trong InfoPath phn tip theo trnh by v vic

s dng Digital Signature hay cn gi l ch k in t.

Phn 9 Digital Signature

Trong cuc sng hng ngy hu nh u d dng bt gp nhng cu ni i loi

nh Ti khng bit, ti u c lm chuyn ny.. Nhng iu nh vy thng d

dng v chng c vn g nu l vn gia c nhn vi c nhn, tuy nhin

li l mt vn khng nh trong hot ng ca doanh nghip cng nh vn ha

ca cng ty.

Vi mc tiu nng cao cht lng thng tin th nhng vic nh th cn phi c

gim thiu v nht l vi mi trng lm vic trc tuyn. Vic xc nh v nng cao

cht lng thng tin c xc nh bng cc yu t:

Chng thc ngi dng.


154

Tnh ton vn ca thng tin

Tnh khng th chi b - tnh php l.

Cch thc xy dng nng cao cht lng thng tin l ngi s dng c trch

nhim vi nhng thng tin ca mnh ng thi cng cung cp cch xc thc v m

bo vic trin khai l m bo. chnh l cng vic ca Digital Signature hay

cn gi l ch k in t.

Trc ht, mi mu Form cn c ch k ca ngi c quyn hn th mi c

hiu lc, chnh v th vic s dng cc mu ch k trn cc vn bn s cn c s

ha v gi l ch k in t. Tuy nhin, hon ton khng phi l vic qut (scan)

ch k ca mnh trn vn bn ri dn (paste) vo mu Form.

Ch k in t l mt dng chui k t c thm vo vn bn, chui k t

ny c xy dng da trn Certificate ca ngi v vn bn cn k cng vi cc

thut ton m ha xy dng thnh chui k t lc ny chui k t mi c gi

l ch k in t. Ch rng khi s dng ch k in t th cc chui k t lun

khc nhau k c trn cng mt vn bn nhng hai thi im khc nhau, nhng

vn c m bo l cng mt ngi k.

kch hot tnh nng s dng ch k in t, trong phn thit k giao din

chn File Info, click chn Form Options.

Trong bng thng bo Form Options chn Digital Signature mc

Category bn tay tri, sau chn Allow signing parts of the form


155

Hnh 164: Mc Digital Signature qun l vic cho php s dng ch k in t trn

Form.

Tip theo chn Add v s c mt bng thng bo hin ra nh hnh bn di:


156

Hnh 165: b sung cc thng tin cho ch k in t.

Hnh bn trn a ra cc khai bo bao gm:

Type a name for data can be signed: a tn cho vng khai bo.

Fields and groups to be signed: cc trng c s dng cha thng tin

cn dng cho vic m ha.

Mc Signature Options th hin:

Allow only one signature: ch cho php 1 ch k trn Form.

All the signatures are independent (co-sign): tt c cc ch k l c lp

c s dng trong mi trng lm vic c phn cp cn cc ch k chp

thun (Approve).

Each signature signs the preceding signatures (counter-sign): tng t nh

ca co-sign nhng y c th k vo bt k v tr no.


157

Hnh 166: chn Field mong mun c k.

Hnh 167: chn ch k ph hp


158

Sau khi chn hon tt bc trn, giao din Design phn Data Source xut

hin thm mt thnh phn l signatures1 nh hnh

Hnh 168: trn Data Source c b sung thm trng ch k in t

Sau khi thit k xong v lu li vic thit k, khi chuyn sang giao din Filler

v in cc thng tin vo mu Form, khi cn k trn biu mu, chn File mc Info

v chn Sign Form nh hnh:


159

Hnh 169: K trn Form.

Khi click chn Sign Form, lc ny s c thng bo v ch k in t xut

hin nh hnh bn di, click nt Add b sung ch k in t

Hnh 170: b sung ch k in t vo Form.


160

Khi click Add th s xut hin cc thng tin v tn ch k in t to t

trc nh hnh bn di:

Hnh 171: chn vng c k

Sau khi n Ok s xut hin bng thng bo Sign nh hnh bn di, giao

din ny cho php ngi s dng chn hnh nh thng thng l ch k c

(Scan), in mc ch ch k trong ti liu v c th thay i Certificate nt

Change.


161

Hnh 173: chn hnh nh v mc ch k

Khi click nt Change, s xut hin cc Certificate c trn my tnh v c th chn la

cc Certificate khc nhau ca mnh (nu c) s dng.

Hnh 174: chn Certificate s dng cho ch k in t.


162

Hnh 176: khi hon tt s tng t hnh.

Nu mun, ta c th xem qua tm lt ca ch k bng cch click vo See

additonal information about what you are signing pha trn.


163

Hnh 177: hnh nh ni dung c k bi ch k in t

Sau khi hon tt, n vo nt Sign k vo ni dung vn bn th hin.

Microsoft InfoPath s t ng x l cc thng tin c cung cp bao gm: hnh nh

ch k, Certificate v l do k ch k ny nh hnh bn di th hin.


164

Hnh 178: Xem cc ch k tn ti trn Form.

C th click vo cc nt n nh View Signature hoc View Certificate

c cc thng tin v ch k ca mnh. Cui cng l chn Close hon tt cng vic

v lu tp tin dng Filler ny vi nh dng XML.

M file XML vi Microsoft Office InfoPath Filler 2010, khi m File s c thng

bo xut hin nh sau:

Hnh 179: thng bo cho bit Form c s dng ch k in t.

Bng thng bo cho bit xc thc ch k, chn vo Microsoft Office Button

v chn View Signatures. Click OK tip tc.

Hnh bn di H v tn trong Control Repeating Tables c biu tng

, l biu tng chng t Control ny c s dng k ch k.

infopath 2010

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