Monday, 8 August 2011

Create and publish Infopath Form to SharePoint 2010


Environment:
SharePoint 2010
InfoPath 2010

1. Navigate to the top level site and create a Custom List
Click 'Lists' from quick launch, then 'Create', name it as 'Customers'

















and then go to List Tools | List and create three columns as 'Contact Name', 'Email' and 'Phone Number', make all of the fields 'Single line of text'


2. Open InfoPath Designer 2010, double-click the SharePoint List template. In the Data Connection Wizard, enter the URL of your top level site. For example, the URL I am using is:

http://win-4me5lbbsmh5/SitePages/Home.aspx

If the URL provide is not top level site, my experience is that InfoPath cannot establish the connection.




3. Click 'Next', choose 'Customize an existing SharePoint list', select 'Customers' and then click 'Next'



4. When finish, Infopath generates a form that maps to the fields of Customers list, you can do some customization and preview the changes you made, and then publish it to SharePoint by click the Quick Publish button (next to the Save icon at the top left of InfoPath)


5. To use the form in SharePoint, navigate to your sharepoint site and choose 'Edit Page' from 'Site Actions'

6. The Infopath Form will be display on the sharepoint page as a webpart. Click on the page at where you want the webpart being rendered. Then click Editing Tools | Insert | Web Part, select Forms in the Categories, InfoPath Form Web Part, and then click Add button to add the InfoPath Form webpart.

7. Select a Form. Click here to open the tool pane. In the 'List or Library' dropdown, select 'Customers' and click OK, you will see the InfoPath form on the page.


8. To use the InfoPath Form, click the Forms Edit Tab, fill out the form and click Save.

9. To see the data you just entered and saved. Go to Home, click Customers from quick launch.


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