Friday, November 10, 2017

Create a form template that works like a wizard

Create a form template that works like a wizard

Wizards work well when you want to walk through a multi-step process, such as setting up a program or filling out a form, one page at a time. If you find that your users want to use a wizard to fill out a form, see Microsoft InfoPath Team Blog: Wizards (and we're not talking Harry Potter) to learn how to create a form template that works just like a wizard. You can create this wizard without writing a single line of code.

To create a form template that works like a wizard, you first create views, you then add controls and buttons to those views, and lastly you add rules that navigate to the previous or next view. These views act as pages of a wizard. The blog post even has pointers to help you out if this is your first time creating a wizard.

For more information about the tasks in this blog post, see the following articles:

If you would rather use tabs to display the other views in your form template, see Microsoft InfoPath Team Blog: Tabs to learn how to add tabs to your form template.

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