Adding Winshuttle Designer Custom Controls to InfoPath

Winshuttle Designer provides several custom controls that you can use in your InfoPath-designed forms. ShareVis custom controls facilitate information sharing between your forms and the associated workflows created in Winshuttle Designer.

For a description of each custom control, its function, and its properties, see the Winshuttle Actions Reference Guide

NOTE: You must have Winshuttle Designer installed before you add the custom controls to InfoPath. To design forms, you need InfoPath 2010, InfoPath 2007, or InfoPath 2003 with Service Pack 2. Winshuttle Workflow supports InfoPath 2007 32-bit and InfoPath 2010 32-bit. 64-bit InfoPath is not supported at the time of this release.

Before you can use Winshuttle Designer custom controls, you must add them to InfoPath by following one of the procedures below:

InfoPath 2003 or 2007

1. Start Microsoft Office InfoPath and go to Design View.
2. Click Controls.
3. Click Add or Remove Custom Controls at the bottom of the Controls panel.

   The Add or Remove Custom Controls dialog box appears.

4. Click Add.

   The Add Custom Controls Wizard appears.

5. Select the ActiveX Control option.

   If you are using InfoPath 2003, you will not see this option. Continue to the next step.

6. Click Next.

   A list of available ActiveX controls appears.

7. Select the first Winshuttle Designer custom control that you want to add.

   NOTE: Do not copy and paste custom controls in InfoPath.

8. Click Next.
9. Click Next on each of the following pages to select the default settings.
10. When the last page of settings appears, click Finish.

    Repeat steps 4–10 to add as many Winshuttle custom controls as you want.

    Custom controls must be added one-by-one. When you have added the custom controls you want, they appear in the Add or Remove Custom Controls dialog box.

11. Click OK.

InfoPath 2010

1. Start Microsoft InfoPath Designer 2010.
2. Double-click the Blank Form option.
3. In the Controls group on the ribbon, click More.
4. Click Add or Remove Custom Controls.
5. Click Add.
6. Click ActiveX Control.
7. Click Next.
8. Select the first Winshuttle custom control you want to add.

   NOTE: Do not copy and paste custom controls in InfoPath.

9. Click Next four times.
10. Click Finish.
11. Dismiss the warning dialog.
12. Click Close.
13. Click OK or repeat steps 5–12 to add as many Winshuttle custom controls as you want.

    
    NOTE: The default Compatibility Mode in InfoPath 2010 is for Web Form, which causes the Winshuttle Designer controls to be hidden. To change the Compatibility Mode:
    
    1. Click the File tab
    2. Click Form Options
    3. Click Compatibility
    4. Change the Form Type to InfoPath 2007 Filler Form.