Creating form in InfoPath 2010 and publishing to SharePoint 2010

by Jayavel Chakravarthy Srinivasan - 3:50 AM

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

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

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

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

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

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

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

Properties of the Fields in InfoPath 2010 forms

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

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”

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

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

To insert File Name : Click on Fx Icon

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

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

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

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

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

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.