Understanding the Form Design Process
InfoPath’s Design A Form task pane lists five basic design tasks—Layout, Controls, Data Source, Views, and Publish. Why InfoPath’s developers didn’t put the Data Source topic at the top of this list is a mystery; the form’s data source is the key to the entire design process. Even more important than the data source, however, is upfront planning and requirements analysis for production forms before you begin their design. In the overall form design process, why is as important as how.
Following are the basic design steps and some advice for creating a successful InfoPath form:
1. | Clarify the business need for and objectives of the form. As an example, the initial objective for an expense report form might ... |
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