SharePoint 2010 - Using InfoPath Forms

• Title
• Full Name
• Address

Double-click on the SharePoint List button from the first screen of the InfoPath Designer. You will get the following screen. Enter your site name there and click the Next button.



In the succeeding form enter your user credentials if prompted. The next wizard screen will prompt to enter the List Name for the Form.

Note: The form which we are creating will be used to capture item information. This information is stored as a SharePoint list.

Click the Next button and then click Finish.

You will see the following Designer screen:



The Title and Attachments are two rows by default. As you will be knowing Title is the default field required and you change the caption.

Field Pane

There is a Fields pane on the right hand side from which you can drag and drop fields. You can even add new fields using the Add Field button.

Using the Form Designer

We can add or delete rows from the form. For example we can remove the Attachments field. Right-click on the Attachments Row and use the menu item Delete > Rows:

Now the Attachments row has been deleted.

Now we need to add the Full Name field. For this right-click on the Title row and use the menu option Insert > Rows Below.

Creating a New Field

As you can see that the Fields pane does not have a Full Name field. We need to add this now. Click on the Add field link from the Fields pane.

Enter the text Full Name in the Display Name area. The name area will be automatically filled as shown below. Leave the Data type as Single line of text itself.



Press the OK button and the new field is created.

Placing the New Field on the Form

We can just drag and drop the field and the label and text box are automatically created. But this is little tricky. In the designer, drag the field to the form. If you see that the row is highlighted drop the field.



Now the user controls (label and textbox) are created as shown below.

Please repeat the same step for creating an Address field. This time you have to select a multiline textbox.

Once all the 3 fields are ready with input controls, the form would look like below:



Note: There is no OK and Cancel buttons since they will be shown by the runtime viewer.

Saving the Form

Now click on the Save button and enter the name as My InfoPath Form.

Publishing the Form

Now we are ready to publish the form to our SharePoint server. You can use the File > Publish > SharePoint List button to achieve this.

If the Publish was successful you will get the following dialog.



Click on the link in the dialog to open the site.



Viewing the InfoPath Form

To view the InfoPath form we just created, use the Add new item link. You will see the following screen.

Enter some details and click the Save button. If it goes well you will see the new item inserted.



So this concludes our usage of InfoPath form and Publishing it.

References

MSDN on InfoPath
More on InfoPath
Office Professional Plus
Comparison of InfoPath Features

Summary

In this article we have explored the usage of InfoPath Forms along with SharePoint 2010. In real-world scenarios users can create their own InfoPath forms and publish to the SharePoint site. In the next article we will see about using Rules with InfoPath Forms.