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Creating browser enabled InfoPath forms for SharePoint library

Posted by Vivek Srivastava Articles | SharePoint December 13, 2010
In this article I will explain how can we create and publish browser enabled InfoPath form in SharePoint site.
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In this article I will explain how can we create and publish browser enabled InfoPath form in SharePoint site.

Steps Involve

1. Step 1: Design info path form

2. Step 2: Publish InfoPath form

3. Step 3: Open form in SharePo
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Step 1 (Design Info Path Form)

  • Open InfoPath 2007 Start>>Programs>>Microsoft Office>>InfoPath 2007.
     
  • Click On File menu and choose Design a Form Template

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  • In the design template window click on Form Template radio button and select blank. Click on "Enable browser-compatible futures only " to create browser based form

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  • Now Design the form using design task window which will be appear in the right side.

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  • Click Layout link to design layout of the form.

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  • After design click on Controls on Design Task pane to add control in your form.

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  • Go to Tools menu and select Data Connections

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  • In data connection window click on Add button to create new data connection.

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  • Now Data Connection Wizard will be open to create data connection. Click on Create New Connection radio button and choose Submit Data, click on Next

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  • Select destination where you want to submit data(In this article I will submit data in share point document library). Select destination "To a document library on a SharePoint site" and click on next button.

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  • Specify the URL of SharePoint document library and file name. Click on next button

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Steps for Creating dynamic file name:

  1. Write "CustInfo" in File name text box and Click on "fx" button.
  2. A popup will be open to insert formula.

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  3. Click on "Insert Function" button and select Categories Text and function concat and click on Ok button .

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  4. Delete first text from concat function and Double Click on next "double click to insert field" text and select CustName Field. Delete next text also.

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  5. Click on "OK" button.

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Dynamic form name created now click on next button.

  • Specify the name of submit data connection. And click on Finish button.

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  • Now new submit data connection will be created. Click on Close button to close wizard.

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  • Now go to Form Options Tools>>Form Options. Uncheck show toolbar check boxes.

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  • Click on Ok button to save your changes.
     
  • Right click on button control (which you have added in your form) and select button properties.

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  • Select Submit from the "Action" dropdown and Change the label of button and click on "Submit Option" button. Click on "Submit Option" button.

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  • From submit options popup, Click on "Allow users to submit this form " check box, select "Perform custom action using Rules" and click on "Rules" button.

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  • From rules popup click on "Add" button for adding rules.

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  • From rule window click on "Set Condition" button to add validation.

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  • From condition window select custName and "is Not blank" from the dropdown list and click on "Ok" button.

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  • Now click on "Add Action" button to define rule.

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  • From Add Action window select "Submit using a data connection" from Action dropdown and select name of submit data connection. Now click on "Ok" button.

Step 2 (Publishing Info Path Form)

  • From the design task pane click on "Publish Form Template". From publishing wizard select ffirst option to publish form in share point and click on next button.

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  • Enter the URL of SharePoint site and click on next button.

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  • From the next window select "Document Library" and click on next button.

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  • From next window select "Create a new document library" option and click on next button.

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  • Enter the name and description for new Form Library and click on next button.

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  • Click on "Add" button to add column in library.

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  • Select field and enter the column name in "Column name" text box and click on "Ok" to create column. (Do the same step to create columns for Age and Address)

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Click on Next button.

  • Click on Publish button to publish form.

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  • Now form is published on SharePoint library.

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Step 3 (Open InfoPath form in SharePoint)

  • Go to SharePoint site, open "CustDetail" library, click on Settings and select "Form Library Settings".

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  • Select "Advanced settings" from general settings group.

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  • From Advance Settings window select "Display as a web page" option from the "Browser Enabled Documents" section and click on Ok butom.

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  • Now go back to your document library click on "New" menu and select "New Document" to open InfoPath form.

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  • Now InfoPath form will be open in the browser. Fill data and click on Save Data button to submit data in library.

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  • Go back to "CustDetail" to view your data.

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Thanks for reading...
  

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