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Home » SharePoint » Publish an InfoPath form template as SharePoint site content type

Publish an InfoPath form template as SharePoint site content type

This is how to publish an InfoPath form template as a new SharePoint site content type.

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To publish an InfoPath form template as a new SharePoint site content type, you must: 
  1. Create a document library in SharePoint to store the InfoPath form template or store it in an existing document library.
  2. Publish the form template as a new content type.
  3. Create a SharePoint form library and add the content type to it.
I. Create a document library in SharePoint

In SharePoint, create a Document Library to store InfoPath form templates that will be used as content types. Create this document library on the same site on which you want to create the content type. 

Note: While you could create this document library on any site within the SharePoint site collection, it makes sense to keep it on the same site as the content type for ease of maintenance. 

II. Publish the form template as a new content type
  1. In InfoPath, from the File menu, choose Publish.

  2. On the Publishing Wizard, select To a SharePoint server with or without InfoPath Forms Services, and click Next. 

    1.gif

  3. On the Publishing Wizard, enter the URL to the site or subsite on which you want to create the content type, and click Next. 

    2.gif

    On the Publishing Wizard, select Site Content Type (advanced), and click Next.

    3.gif

  4. On the Publishing Wizard, select Create a new content type, and click Next.

  5. On the Publishing Wizard, type in a Name for the content type, and click Next.

  6. On the Publishing Wizard, click Browse, browse to and select the document library you created in Create a document library in SharePoint, type in a name for the form template, and click Save. When you get back on the Publishing Wizard, click Next.

  7. On the Publishing Wizard, click Next.

  8. On the Publishing Wizard, click Publish.

  9. On the Publishing Wizard, click Close.
III. Create a SharePoint form library and add the content type to it
  1. In SharePoint, create a new Form Library.

  2. On the Settings menu of the form library, click Form Library Settings.

  3. On the Form Library Settings page, under General Settings, click Advanced settings.

  4. On the Form Library Advanced Settings page, select Yes for Allow management of content types, and click OK.

  5. On the Form Library Settings page, under Content Types, click Add from existing site content types.

  6. On the Add Content Types page, select the content type for the InfoPath form template you published earlier, click Add, and then click OK.
The InfoPath form template should now be available as a menu item under the New button of the SharePoint form library you created. 

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Brajendra Rathour
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