Monday, 15 August 2011

Create InfoPath 2007 form and submit to SharePoint 2007


You should have InfoPath 2007 and SharePoint 2007 Standard or Enterprise installed and set up properly

1. Create an InfoPath Form Library in SharePoint 2007

Navigate to your top-level site collection, and then
Site Action | Create | Library | Form Library, name it as "InfoPathFormLibrary", note that
Document Template is Microsoft Office InfoPath form

2. InfoPathFormLibrary Settings | Form Library Settings | Advanced settings | Browser-enabled Documents | Display as a web page | OK

3. Enable InfoPath browser form features in SharePoint 2007

Site Actions | Site Settings | Site Collection Administration | Site Collection features

For SharePoint Enterprise edition, activate Office SharePoint Server Enterprise Site Collection features (Features include business data catalog, forms services, and Excel Services)

For SharePoint Standard edition, activate InfoPath Forms Services support

4. Configure InfoPath Forms Services

Central Administration | Application Management | InfoPath Forms Services | Configure InfoPath Forms Services

In the section of [User Browser-enabled Form Templates], select both Allow users to browser-enabled form templates and Render form  templates that are browser-enabled by users, and click OK to save it.

5. Create a browser-compatible form template in InfoPath and publish to SharePoint 2007

Design a blank Form Template in InfoPath, and enable browser-compatible features



Layout | Table with title

Change the title to Customers, add a 2x2 table under Customers, it has two labels at the left column: Name and Address.  Two TextBox at the right column.


6. Double click Name TextBox, and set Field name as name
Double click Address TextBox, and set Field name as address


7. Set submit options

Tools | Submit Options


Click Add to create data connection for submit. Follow the Data Connection Wizard.


my Document libary is: http://vm2/InfoPathFormLibrary
File name is the result of a function: concat("form",now()), you can click Fx button to build the function


Choose Allow overwrite if file exists
When you have completed the Data connection wizard and returned to the Submit Options window, click Advanced button, and choose Close the form after submit.


8. Set Form Options

Tools | Form Options...
Uncheck Show toolbar at bottom of from and click OK to save


9. Save this template
Click Save icon, name it as CustomerFormTemplate.xsn and save it in My Documents folder

10. Publish the templage
File | Publish, it invokes Publishing Wizard





On the following screen, do not click Add, click Next to go to Next step

Click Publish on the following screen


Close the wizard when success


11. Test the InfoPath form

Close InfoPath 2007.
Return to your site collection, click InfoPathFormLibrary at the quick launch.

New | New Document
you will see the InfoPath form in your browser


Submit the form when you're done.


12. You should be able to see it in the InfoPathFormLibrary

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