User manual

FAQ: InfoPath Forms
This topic is for site administrators who customize Buzzsaw Professional Forms
using InfoPath.
I opened an XSN file in InfoPath but I do not see the controls to
customize it.
You have opened the file in a data entry mode. To switch to design mode
choose Design this Form from the Tools drop-down menu. Now you can
edit the form.
What type of InfoPath data field should I use for the following field
types in Buzzsaw?
■ Text Box (greater than 50 characters) — use Rich Text (XHTML)
■ Text Field (50 characters or less) — use Text String
■ Drop-down — use Text
Where can I put a default value for a field?
Open the properties dialog for the field. On the Data tab enter the default
value in the Default Value field.
Can I have more than one "edit" version of a form that has hidden
fields?
Yes, you can create as many different versions of the form as you would like
to match each stage of the workflow you intend to use it with.
For example: in the send, respond workflow you can have three views. One
view for the person creating the form, one view for the person responding to
the form, and a view for viewing the form in Buzzsaw in view mode.
How do I make different views of a form?
If you have created one view of the form:
1 Press Ctrl+A to select all elements of the form.
2 Press Ctrl+C to copy the form to the clipboard.
3 In the Design Tasks Side pane, click Views. Click Add View to add a
new view to your InfoPath form.
Forms Setup | 285