Saturday, May 26, 2012

Creating form in InfoPath 2010 and publishing to SharePoint 2010

Referred URL

http://virtualizesharepoint.com/2011/05/15/creating-form-in-infopath-2010-and-publishing-to-sharepoint-2010/

1. Open InfoPath 2010 Designer and Click on File | New | Select Blank Form | Click on Design Form

Creating Blank Form in InfoPath 2010

2.  Blank Form Template in InfoPath 2010 is created. Now I want to insert tables

Blank Form template in InfoPath 2010

3. Click on Insert tab and select the table format which you want

Insert Table in InfoPath 2010

4. Adding control to InfoPath 2010 Forms
To add controls to your form, click on HOME tab and go where it says Controls

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5. If you want to add InfoPath form 2010 controls similar to InfoPath form 2007, just click on the control pane

Control  Pane in InfoPath 2010

6. Now your control pane is will look like InfoPath 2007 format.

InfoPath 2010 Control similar to InfoPath 2007

7. Let’s go and add controls to our new InfoPath 2010 forms.
I added four input text fields. To go to properties of the filed, just double click and name the properties

Adding Controls to InfoPath 2010 Form

Properties of the Fields in InfoPath 2010 forms

InfoPath 2010 Fileds Properties

8.  Now the form is ready and let’s go and publish this to SharePoint 2010 Form library.
      Data | Form Options

Form Submit Options in InfoPath 2010

9. InfoPath 2010 Submit Form Options:

If you want to submit the form to SharePoint Document Library, put a check in Allow users to Submit this form
Other options are “Show the submit button in both the ribbon and the info tab in the InfoPath filter

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10. If your satisfy with all the all the options, click Ok. This will give you a message saying “ You must select a data connection for Submitting data to a SharePoint document library. To create a new data connection, click ADD”

Let’s go and click Add to create new data connection to SharePoint 2010 Document Library

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11.  Data Connection Wizard: This wizard helps you to specify a data connection for submitting the form to a document library on SharePoint site. The form will be submitted with the file name specified below
I already have created a Form Library in SharePoint 2010.  If you don’t have the link for the Form Library go to your SharePoint site and create a Form Library.

In File Name, I selected as name and the form will be submitted with the file name specified below

InfoPath 2010 Data Connection Wizard

To insert File Name : Click on Fx Icon

Insert Filed or Group in InfoPath Form 2010

12. Enter a name for this data connection and click on Finish and Ok for next Window

Name for Data Connection in InfoPath 2010

13.  Now the data connection to document library is completed and now we can publish the form to SharePoint 2010
To publish the form,  go to File | Publish and | SharePoint Server |

Publish form to a SharePoint Library
- Create or update a form library form on SharePoint
- Users can access this form Online

Publish form to a SharePoint Library

14. Publishing Wizard will come up to publish the form to SharePoint Document Library.  In  here the wizard wants you to enter the location of your SharePoint or InfoPath Form Services site.
Enter the site name which you want to publish the form. 

Click Next

InfoPath Form Services Site

15.  Enable this form to be filled out by using browser if you want user to fill the form online.  Also we are publishing this form to a document library

Publishing to Form Library in InfoPath 2010

16. What do you want to do?
- Create a new form library or Update the form template in an existing from library.

Since I already have a form library created, I am going to update my form template in an existing form library

Create a new form library InfoPath

17.  The files listed below will be available as columns in SharePoint sites and Outlook Folder.  Go head and select the fields which you want to capture.

Selecting Fields in Infopath

18.  Click next and publish the InfoPath form to SharePoint 2010 Library

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19. Form is published to SharePoint and click on open in  form in the Browser

Open InfoPath form in browser

20. InfoPath Form opens in browser and it’s ready to be filled and submit to form library.

Submit Form to SharePoint

21. Form filed information are captured in Form Library in SharePoint 2010

Form data in Form Library

If you want to know how to disable some of the features in the form submit options.

 

When you publish InfoPath 2010 form to SharePoint 2010 to open in a web browser  Web browser the following options will be applied

Show InfoPath commands in Ribbon or toolbar

Show the following commands

- submit
- save
- save us
- close
- views
- print preview

How to disable or remove save and save us InfoPath 2010 Form features after publishing to SharePoint 2010?

InfoPath Advanced Form Options

Open InfoPath Designer 2010 and go to Click on File | Advanced Form Options:

InfoPath 2010 Advanced Form Options

In Advanced Form Options, you can disable any features you want and publish the form to SharePoint

InfoPath 2010 Form Options

Published form without save and save us features in InfoPath 2010

InfoPath 2010 Form Options - Removed

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