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MS Office Forum / General MS InfoPath Questions / January 2007exporting form data to word
Hi all, I have a rather unique request from on of our departments and I have no idea of how to go about implementing it. Here is a scenario. When one of our sales guys makes a sale, they fill out an InfoPath form that is routed to Finance that gives them all the information they need to enter the new customer into SAP and send an invoice. The sales person will also frenquently fill out a word document that is routed to our Marketing site that can be used for case studies etc. A lot of the data is the same in the Word doc as it is in the InfoPath form (ie. Customer name, address, products purchased, etc.). What the users would like to do is at the time they are filling out the InfoPath form, check a check box that says something like "Create Marketing Doc", once they submit the form, the Word doc (which is on our Sharepoint site) would automatically open with as much of the data that can be populated from the InfoPath form already entered. That way they don't have to enter the data again in a different place. The marketing team is insisting on using this already formatted Word doc so we are pretty much tied to using it. Does anyone know how this can be done? Code samples and detailed explanations would be greatly appreciated since I am fairly new to InfoPath. Thanks a ton in advance, I recently wrote an article about exporting InfoPath forms to Word. See http://enterprise-solutions.swits.net/infopath2003/article.php?t=convert-infopat h-form-into-word-doc-send-email-attachment-outlook&c=infopath2003 You could modify this code to exclude the email part, just print the Word document, and instruct users to publish their Word document to the SharePoint library when they are done. Or you could write code to automatically publish the generated Word document to the SPS library. While I have never tried the latter, it should be doable. --- S.Y.M. Wong-A-Ton > Hi all, > [quoted text clipped - 20 lines] > > Thanks a ton in advance, That appears to be taking the InfoPath and importing the form and styles exactly as it is into Word. I don't want the full form in Word. I just need to populate an existing Word Template with bits of the data from the form. Thanks anyway, > I recently wrote an article about exporting InfoPath forms to Word. See > http://enterprise-solutions.swits.net/infopath2003/article.php?t=convert-infopat h-form-into-word-doc-send-email-attachment-outlook&c=infopath2003 [quoted text clipped - 31 lines] > > > > Thanks a ton in advance, Facing the same problem. Got a infopath 2007 form. And got a Word template. But how to assign the xml data to the word form ??? > That appears to be taking the InfoPath and importing the form and styles > exactly as it is into Word. I don't want the full form in Word. I just need [quoted text clipped - 37 lines] > > > > > > Thanks a ton in advance, Actually, it is not importing the form; the data within the form is being transformed into a WordML document. What the XSL stylesheet does for you is loop through all the nodes within the InfoPath form and transform them so that they conform to the Word document you want. If you want only bits of data from the form, you can build in logic in the XSL stylesheet to only use certain fields from the InfoPath form based on certain criteria, or write your own code in InfoPath to loop through all the fields in the InfoPath form and construct the XML for your Word document. The latter is much more labour intensive. Another option is to use the new OpenXML file format of Office 2007 to replace certain parts of a docx document with information from InfoPath. --- S.Y.M. Wong-A-Ton > That appears to be taking the InfoPath and importing the form and styles > exactly as it is into Word. I don't want the full form in Word. I just need [quoted text clipped - 37 lines] > > > > > > Thanks a ton in advance, Hi S.Y.M. Wong-A-Ton, I am struggling with the same problem and I am using Office 2007, can you give me more information on how to replace certain parts of a docx document with information from InfoPath? Thanks, Elaine > Actually, it is not importing the form; the data within the form is being > transformed into a WordML document. What the XSL stylesheet does for you is [quoted text clipped - 53 lines] > > > > > > > > Thanks a ton in advance, Hi Elaine, Sure thing! First things first: You need to read up on the new OpenXML format that Word uses. Use these links: http://msdn2.microsoft.com/en-us/library/ms771890.aspx http://msdn.microsoft.com/msdnmag/issues/06/11/BasicInstincts/default.aspx http://blogs.msdn.com/brian_jones/ Then, if you are using InfoPath 2003 and Word 2007, you'll need Visual Studio 2005, the InfoPath 2003 Toolkit for Visual Studio 2005, and the .NET framework 3.0 runtime to be able to manipulate docx files from within InfoPath. Unfortunately, I do not have an InfoPath 2003 / Word 2007 environment to test things out on, so I've created a solution for InfoPath 2007 / Word 2007 environments. Note: The latter environment requires Visual Studio 2005, VSTO 2005 SE which contains a template to create InfoPath 2007 code behind forms, and the .NET Framework 3.0 runtime to manipulate docx files from within InfoPath. The solution I've created can be found here: http://enterprise-solutions.swits.net/infopath2007/article.php?t=convert-infopat h-form-into-word-2007-document-xslt-c-sharp&c=infopath2007 Good luck! --- S.Y.M. Wong-A-Ton > Hi S.Y.M. Wong-A-Ton, I am struggling with the same problem and I am using > Office 2007, can you give me more information on how to replace certain parts [quoted text clipped - 60 lines] > > > > > > > > > > Thanks a ton in advance, Happy New Year, S.Y.M Wong-A-Ton. Wow, thanks, this is such a great new year gift! While I was waiting for your reply, I viewed a webcast called "Creating and Deploying Custom Document Information Panels for Word 2007, http://blogs.msdn.com/infopath/archive/2006/11/06/data-binding-between-document- information-panel-and-word-document.aspx" which help me understand the relationship between InfoPath 2007 and Word 2007. I am posting my InfoPath form on Sharepoint 2007 for users to fill out. My goal is to auto create a Word document once the user submit the form with the information that is on the form. But I don't know how to bring up the Word template and populate the fields from InfoPath 2007. Do you think binding the data between DIP and Word is a better way to go since I am using SharePoint 2007? Thanks, Elaine > Hi Elaine, > [quoted text clipped - 89 lines] > > > > > > > > > > > > Thanks a ton in advance, |
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