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InfoPath Designer 2010 : Create an InfoPath 2010 Add-In & Create a Custom Task Pane

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10/29/2011 4:28:31 PM

Create an InfoPath 2010 Add-In


You may use Visual Studio 2010 to create an InfoPath 2010 add-in that can be used within InfoPath. The add-in is an application-level add-in that customizes the InfoPath Designer experience. Two common uses of an InfoPath add-in are to customize the ribbon and generate a custom task pane.

To create an InfoPath 2010 add-in, follow these steps:

1.
Launch Visual Studio 2010.

2.
Click File, New, Project. The New Project dialog appears.

3.
Navigate to Office, 2010 from the left-side Installed Templates navigation.

4.
Select the InfoPath 2010 Add-In project template, as shown in Figure 1.



Figure 1. Selecting the project template generates an InfoPath 2010 add-in project.

5.
Click OK.

6.
Add user controls or classes as appropriate; see the next section for an example.

7.
Build the add-in project. The add-in is generated.

8.
Open InfoPath Designer 2010.

9.
Click the COM Add-Ins button on the Developer ribbon. The add-in is available and installed, as shown in Figure 2

Figure 2. Clicking COM Add-Ins shows the available and installed application add-ins.

Create a Custom Task Pane


To create a new task pane, follow the steps for creating a new InfoPath 2010 add-in. Then perform these steps:

1.
Add a user control to your project.

2.
Add windows controls to your user control as needed. In this example, a user control named CustomTaskPaneControl is used.

3.
Add any code to handle options or selections.

4.
In the ThisAddIn class, add private variables to handle the user control and custom task pane, as shown in Listing 3.

5.
In the startup method of the ThisAddIn class, add code to instantiate the user control as a custom task pane, as shown in Listing 4.

Listing 3. Private Declarations
private CustomTaskPaneControl customTaskPaneControl;
private Microsoft.Office.Tools.CustomTaskPane customTaskPane;

Listing 4. Custom Task Pane Instantiation
  customTaskPaneControl = new CustomTaskPaneControl();
customTaskPane = this.CustomTaskPanes.Add(customTaskPaneControl, "Custom
Task Pane");
customTaskPane.Visible = true;

6.
Build the project, and then launch InfoPath Designer 2010. The custom task pane appears as shown in Figure 3.

Figure 3. Building a custom task pane add-in displays the user control in InfoPath.
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