Professional Documents
Culture Documents
Infopath 2010
Infopath 2010
INFOPATH 2010
INFOPATH 2010 ........................................................................................................0
Phn 1
III)
Phn 2
III)
Phn 8
Phn 9
Phn 1
III)
I)
Gii thiu
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)
Phn tip theo l phn hng dn bc u vic s dng InfoPath cho ngi
mi s dng ln u.
5
Phn 2
S dng InfoPath
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.
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)
a)
Hnh 01: S dng InfoPath 2010 trong Windows 7 bng cch search
Chn Microsoft Office InfoPath Designer 2010 cho vic thit k biu mu.
Giao din tip theo cho php chn la nhng mu (Templates) do Microsoft cung
cp bao gm:
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:
10
11
12
Hnh 07: Chi tit cc quan h v kiu d liu th hin trn DataSource
b)
Data Binding
13
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.
14
15
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
<my:field1>Welcome to ICT24h</my:filed1>.
c)
Tip theo l s dng cc Controls thit k giao din da trn khun Layout.
18
Chn la cc kiu Themes th hin trn Layout bng cch chn trn Widget
Themes v chn kiu Themes mong mun.
d)
Thit lp kh giy.
19
20
e)
f)
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
g)
Lu tp tin.
22
Phn 3
InfoPath
I) Mu Form u tin ........................................................................................ 23
II)
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
23
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.
24
Cc thuc tnh
Textbox
Ch h tr cc cc dng Text
Rich Textbox
H tr c Text v hnh nh.
H tr cc kiu Format nhiu hn v
tng i ging nh Word
Bng 1: Bng so snh cc tnh nng ca Textbox v RichText box trong InfoPath.
25
26
27
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.
28
Read-only: ch cho php c d liu field ny, khng cho php chnh sa d
liu.
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.
Size th hin cc thng s v chiu di, chiu rng v canh l cho Textbox.
30
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
31
b)
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)
32
b sung cc gi tr vo trong iu khin dng ComboBox, ListBox, DropDownList bng cch n nt Add b sung cc gi tr
33
34
35
d)
37
Repeating Table
Change Binding: cho php th hin thm hoc b cc i tng c thuc tnh lp li
trong nhm.
38
Default Settings:
39
40
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:
41
e)
42
43
44
f)
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.
46
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.
47
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.
II)
a)
b)
c)
50
Phn 4
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)
thit lp Rules bng cch s dng Widget rules ngay trn Toolbar.
hoc cng c th s click chut phi trn Controls v chn Rules Manage Rules
52
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
53
Tip theo click trn New v chn cc tnh nng ca Rule bn di. Trong
trng hp ny l Formatting
55
56
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
b)
58
59
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.
iu kin c thc thi bao gm: kim tra field soluong v ongia phi c
gi tr
60
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.
61
Ch : cc filed trong InfoPath s c k hiu gch chn v gia php ton v cc field phi
c khong cch.
62
63
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.
d)
Hnh 66: cc hm c h tr
65
66
67
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
68
69
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:
70
Ct bn tay tri phn loi cc Rule theo Validation, Calculated Default Values
v Action.
71
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
I)
Lm vic vi View....................................................................................... 73
II)
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.
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
73
74
Tip theo, trn Command s dng Rule vi Action l Switch View nh hnh bn
di:
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.
76
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.
II)
a)
S dng OptionButton:
78
b)
Checkbox:
c)
79
80
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
I)
II)
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.
Qua Email
82
Tnh nng kim tra tnh tng thch v li ca InfoPath l Design Checker
trong File Info Design Checker.
83
85
I)
86
87
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.
88
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.
II)
a)
Trc khi tin hnh Publish Form phi Save nhng thit k. Sau , chn File,
chn Publish v chn Network Location
90
91
Khi s dng Publish theo dng Network Location nn s dng theo dng
\\tnServer\tnFolder\tnFile.xsn nh hnh bn trn.
92
93
94
Hnh 101: bng tm tt vic tin hnh xut bn trc khi chnh thc bt u.
95
97
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)
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.
99
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.
100
101
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.
103
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:
104
Du check Enable InfoPath form functionality for this form template: cho php s
dng tng tc vi Microsoft Outlook mt cch trc quan.
105
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.
106
c)
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.
107
108
Chn hnh thc xut bn InfoPath dng Form Library hay Site Content nh
bn di:
109
110
111
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.
112
Hnh 123: nhp username v password ca ngi c quyn Publish thng tin.
Hnh 124: Bng thng bo Publish thng tin hon tt trn Sharepoint.
Giao din lm vic trn Sharepoint khi Pulish biu mu thnh cng.
115
116
Xc nh v tr lu tr trn Sharepoint - y c th to ng dn lu tr
theo nh dng Web (s dng du /).
117
118
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:
119
Hnh 132: Hnh nh biu mu InfoPath khi xut bn dng Site Content
120
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.
121
Data Source
Xa mt field c lp
Tm nh hng
C th nh hng nu Field cha d
liu
Thm mt field
Thay i tn
C th nh hng nu biu mu c
c d liu tng ng vi Control .
hp Repeating ch c 1 gi tr.
123
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
I)
II)
III)
IV)
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.
I)
Phn tch:
II)
126
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.
127
128
129
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:
Remove blank groups: khi trn d liu, cc nhm khng c d liu (blank) s
c g b khi forms.
130
131
132
133
Tin hnh cng vic trn thng tin Microsoft InfoPath Filler 2010 bng cch
vo File Share Merge Forms
134
135
136
137
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.
138
Phn 8
Kt ni vi d liu bn ngoi
Dng kt ni
Receive
SQL Server
Web Service
XML
Submit
Design Form
X
X
X
139
140
141
142
Ghi ch: c th to file XML bng cch s dng InfoPath Filler 2010.
144
145
146
147
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.
148
version="1.0"
solutionVersion="1.0.0.1"
encoding="UTF-8"?><?mso-InfoPathSolution
productVersion="14.0.0"
PIVersion="1.0.0.0"
href="file:///C:\Users\TrungThanh\AppData\Local\Microsoft\InfoPath\Designer3\b6dadbaa9f
f7426c\manifest.xsf"
?><?mso-application
progid="InfoPath.Document"
versionProgid="InfoPath.Document.3"?><my:myFields
xmlns:my="http://schemas.microsoft.com/office/InfoPath/2003/myXSD/2009-1224T03:01:40" xml:lang="en-us"><my:group1></my:group1></my:myFields>
solutionVersion="1.0.0.1"
productVersion="14.0.0"
PIVersion="1.0.0.0"
href="file:///C:\Users\TrungThanh\AppData\Local\Microsoft\InfoPath\Designer3\b6dadbaa9f
f7426c\manifest.xsf"
?><?mso-application
progid="InfoPath.Document"
versionProgid="InfoPath.Document.3"?>
<my:myFields
xmlns:my="http://schemas.microsoft.com/office/InfoPath/2003/myXSD/2009-1224T03:01:40" xml:lang="en-us"><my:group1><my:field1>Danh sch Ban Qun Tr
ICT24H</my:field1><my:field1></my:field1><my:field1>1.
Phm
Tng</my:field1><my:field1></my:field1><my:field1>2.
Lng
Thnh</my:field1><my:field1></my:field1><my:field1>3.
Nguyn
Thanh
Trung
Ngc
Thun</my:field1><my:field1></my:field1>
<my:field1></my:field1>
</my:group1>
</my:myFields>
149
a)
150
151
Cng vic tip theo th hin l chn gi tr th hin trn Combo Box List
Box bng cch click vo biu tng
Phn 9
Digital Signature
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:
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.
kch hot tnh nng s dng ch k in t, trong phn thit k giao din
chn File Info, click chn Form Options.
154
Hnh 164: Mc Digital Signature qun l vic cho php s dng ch k in t trn
Form.
155
Type a name for data can be signed: a tn cho vng khai bo.
157
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:
158
159
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.
160
161
162
163
M file XML vi Microsoft Office InfoPath Filler 2010, khi m File s c thng
bo xut hin nh sau:
164
165
166
Click chn See the additonal signing information that was collected
168
Ghi ch: khi s dng ch k in t file nh dng XML c kch thc ln hn so vi bnh
thng bi v n c s dng km theo hnh nh ca vn bn c k. Microsoft
InfoPath ch h tr ch k in t vi nh dng X.509, vn cha h tr cc ch k in t
khc nh PGP
169
Ghi ch:
c th to cc ch k in t, vic u tin cn l cc Certificate, i vi mi
trng mng c Domain ca cng ty c th thit lp vic to ch k t ng cho tt c
ngi dng khi ng nhp vo vo h thng vi tnh nng AutoEnrolled. Ch , nn s dng
ch k in t vi cch th hin d nhn dng v trong my tnh c th c nhiu Certificate
nn vic chn ng Certificate l rt quan trng.
Mch nc:
170
171
Trong phn sau cp ti vic s dng m hnh dng cng vic (Workflow)
ng dng trong mi trng lm vic vi kh nng t ng bn t ng x l
cc cng vic.
II)
I)
Workflow:
Khi nim:
Mi cng ty hay doanh nghip u c mt vi m hnh mu x l cng
vic kinh doanh v m hnh c phn chia thnh cc giai on c th cho cc cp
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M hnh:
Mt m hnh Workflow trc ht phi xc nh c nhim v ca cng vic
v phn chia cng vic ln thnh cc cng vic nh v d nhin thc hin cc
cng vic nh th phi c ngi thc hin c gi l User Role.
User Role: l vai tr ca tng v tr, tng ngi trong cng ty thc hin cc
nhim v trong m hnh. User Role c th l nhn vin, cp trng phng hoc
thm ch l tng gim c.
Mt phn khng th thiu trong m hnh Workflow chnh l cc quyt nh
ca cc cp v mt hoc nhiu cng vic, l cc cng vic lin quan ti vic
trnh, k chp thun (Approve), t chi (Reject) hoc a sang ngi khc x l
tip.
Mt m hnh nh vy c gi l Workflow v ty theo mc ca Workflow
m c s chi tit hay ch m hnh tng qut, iu ph thuc vo ngi xy
dng quy trnh v mc s dng tng cng ty.
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V pha ban qun tr, vic kh khn c l l phi theo di s lng nhng
biu mu cho vic ng k tham d bui tic, tuy nhin s dng Rules cho mu biu
ng k trong Microsoft Outlook s gii quyt c vn trn.
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Click chn Send form data to a single destination, chn E-mail v click Add
b sung cc thng tin cn thit.
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Ghi ch: t c hiu qu hn, ta c th thit lp thm Rules cho phn Submit l trc
ngy tin hnh cuc hp Offline l ngy 2/1/2009 bng cch b sung thm Control
DatePicker vi gi tr mc nh l ngy hin ti. Lc , ch nhng ngi no Submit mu
Form trc ngy 2/1/2009 th mu Form mi Submit thnh cng.
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Chnh li thng tin cch thc tin hnh Sumbit trong Submit Options bng cc
chn ty chn Perform Custom action using Rules.
Mc d cha hon chnh vi Workflow trn Email, tuy nhin phn ng dng
ca InfoPath cng phn no h tr cc cng vic qun l v thay th c m s
giy t. Cng vi ch k s trn my ngi nhn cng c th c s dng thay th
cho ch k trn giy t.
II)
a)
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b)
B sung cc Ribbon
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Ngoi ra, c th giu (Hide) cc nhm lnh trn Ribbon bng cch b du
check trn cc Tab. y l cch to ra nhng Toolbar cho mnh v ph hp vi nhu
cu ca ngi s dng.
c)
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Hnh thc xut thng tin sang sng cc dng khc tng i n gin bng
cch chn File Share chn cc dng xut file.
i vi hnh thc xut bn sang PDF hay nh dng XPS, ch cn chn Create
PDF/XPS Documents v lu tn file cn xut ra l hon tt cng vic.
Hnh 211: Xut ni dung sang nh dng Web MHT (Single Web Archive).
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Xut sang nh dng File Excel cng tng t nh trn, chn Export to Excel
v chn nt lnh Export to Excel, s c bng thng bo xut hin:
Hnh 212: Chng trnh hng dn xut thng tin sang Excel t ng
Hnh 213: Chn la cc thng tin cn xut, ton b thng tin hay mt phn
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d)
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Ghi ch: khi Import cc mu biu t Word, Excel trn thc t khng lm cho vic thit k
InfoPath tit kim thi gian hn m ch p ng c yu cu l gi cho cc mu thit k
quen thuc vi ngi dng.
e)
Web Browser
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Filler Feature:
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Ging nh Web Browser, chn la cc thnh phn hoc b chn cc thnh phn
s hin th trong mi trng lm vic vi Microsoft InfoPath Filler.
Versioning:
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Programming:
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Mc Master/Detail Setting:
Set as master
o Master ID: thit lp tn cho Master, tn ny s c lin kt vi
Details.
Set as Details
o Link to master ID: xc nh mi quan h vi Master da vo tn
Master ID khai bo trn.
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Khi b sung hay chuyn i gia cc Field trn Master, cc d liu trn
hng cc gi tr Details s c thay i tng ng vi gi tr .
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