Amal Nagm

Introduction to InfoPath-only views

Scenarios for use

Step 1: Add an InfoPath-only view to a browser-compatible form template

1. Open your browser-compatible form template.
2. On the View menu, click Manage Views.
3. Under Actions, in the Views task pane, click Add a New View.
4. In the Add View dialog box, type a name for the view, and then click OK.
5. In the Select a view list, double-click the view that you just created.
6. Click the General tab.
7. Clear the Show on the View menu when filling out the form check box. Note Clearing this check box prevents users who do not have InfoPath installed from attempting to switch to the InfoPath-only view.
   
8. Select the Allow InfoPath-only features (the view will not be available in Web browsers) check box, and then click OK.
9. Design your view as you normally would. You are now able to use many of the features, controls, and settings in your InfoPath-only view that would not otherwise be available in a browser-compatible form template. For example, you are free to use any of the controls in the Controls task pane, as opposed to just the ones that work in a browser. In addition, you will not see any browser-compatibility errors or messages in the Design Checker task pane.
   Note Although you can use the majority of InfoPath features in your InfoPath-only view, certain features and settings that apply to the browser-compatible form template as a whole remain disabled or hidden. For example, you cannot enable digital signatures for the entire form template or use script in your view, since one of the views of your form template is browser-compatible.
   
   
10. To add additional InfoPath-only views to your browser-compatible form template, repeat steps 2-9.

Step 2: Display the browser-only view when the browser-enabled form template is opened in a Web browser

1. Open your browser-compatible form template containing the InfoPath-only view.
2. On the Tools menu, click Form Options.
3. In the Category list, click Open and Save.
4. Under Open behavior, click Rules.
5. In the Rules for Opening Forms dialog box, click Add.
6. In the Rule dialog box, type a meaningful name for your rule, such as Rule 1: Switch to Browser View.
7. To specify when the rule should run, click Set Condition.
8. In the first box under Apply the rule when this condition is true, click The expression.
9. In the second box, type xdEnvironment:IsBrowser(), and then click OK.
10. In the Rule dialog box, click Add Action.
11. In the Action list, click Switch views.
12. In the View list, click the browser view that you want to switch to, and then click OK.
13. To prevent any rules from running after this rule (for the current event), select the Stop processing rules when this rule finishes check box in the Rule dialog box. The rule that you just created will run when the form template is opened and the condition you specified — that is, that the user's environment is a Web browser — is met.
    

Step 3: Display the InfoPath-only view when the browser-enabled form template is opened in InfoPath

1. Open your browser-compatible form template containing the InfoPath-only view.
2. On the Tools menu, click Form Options.
3. In the Category list, click Open and Save.
4. Under Open behavior, click Rules.
5. Click Add.
6. In the Rule dialog box, type a meaningful name for your rule, such as Rule 1: Switch to InfoPath View
7. To specify when the rule should run, click Set Condition.
8. In the first box under Apply the rule when this condition is true, click The expression.
9. In the second box, type not(xdEnvironment:IsBrowser()).
10. Click And.
11. In the first box under the first condition, click The expression.
12. In the second box, type not(xdEnvironment:IsMobile()), and then click OK.
13. In the Rule dialog box, click Add Action.
14. In the Action list, in the Action dialog box, click Switch views.
15. In the View list, click the InfoPath-only view that you want to switch to, and then click OK.
16. To prevent any rules from running after this rule (for the current event), select the Stop processing rules when this rule finishes check box in the Rule dialog box. The rule that you just created will run when the form template is opened and the condition you specified — that is, that the user's environment is InfoPath and not a Web browser or a mobile device — is met.