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 SharePoint
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
![1.gif]()
- 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
![2.gif]()
- Now Design the form using design task
window which will be appear in the right side.
![3.gif]()
- Click Layout link to design layout of the
form.
![4.gif]()
- After design click on Controls on Design
Task pane to add control in your form.
![5.gif]()
- Go to Tools menu and select Data
Connections
![6.gif]()
- In data connection window click on Add
button to create new data connection.
![7.gif]()
- 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
![8.gif]()
- 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.
![9.gif]()
- Specify the URL of SharePoint document
library and file name. Click on next button
![10.gif]()
Steps for Creating dynamic file name:
- Write "CustInfo" in File name text box and
Click on "fx" button.
- A popup will be open to insert formula.
![11.gif]()
- Click on "Insert Function" button and
select Categories Text and function concat and click on Ok button .
![12.gif]()
- 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.
![13.gif]()
![14.gif]()
- Click on "OK" button.
![15.gif]()
Dynamic form name created now click on next
button.
- Specify the name of submit data
connection. And click on Finish button.
![16.gif]()
- Now new submit data connection will be
created. Click on Close button to close wizard.
![17.gif]()
- Now go to Form Options Tools>>Form
Options. Uncheck show toolbar check boxes.
![18.gif]()
- Click on Ok button to save your changes.
- Right click on button control (which you
have added in your form) and select button properties.
![19.gif]()
- Select Submit from the "Action" dropdown
and Change the label of button and click on "Submit Option" button. Click on
"Submit Option" button.
![20.gif]()
- 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.
![21.gif]()
- From rules popup click on "Add" button for
adding rules.
![22.gif]()
- From rule window click on "Set Condition"
button to add validation.
![23.gif]()
- From condition window select custName and
"is Not blank" from the dropdown list and click on "Ok" button.
![24.gif]()
- Now click on "Add Action" button to define
rule.
![25.gif]()
- 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.
![Step2.1.gif]()
- Enter the URL of SharePoint site and click
on next button.
![Step2.2.gif]()
- From the next window select "Document
Library" and click on next button.
![Step2.3.gif]()
- From next window select "Create a new
document library" option and click on next button.
![Step2.4.gif]()
- Enter the name and description for new
Form Library and click on next button.
![Step2.5.gif]()
- Click on "Add" button to add column in
library.
![Step2.6.gif]()
- 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)
![Step2.7.gif]()
![Step2.8.gif]()
Click on Next button.
- Click on Publish button to publish form.
![Step2.9.gif]()
- Now form is published on SharePoint
library.
![Step2.10.gif]()
Step 3 (Open InfoPath form in SharePoint)
- Go to SharePoint site, open "CustDetail"
library, click on Settings and select "Form Library Settings".
![Step3.1.gif]()
- Select "Advanced settings" from general
settings group.
![Step3.2.gif]()
- From Advance Settings window select
"Display as a web page" option from the "Browser Enabled Documents" section
and click on Ok butom.
![Step3.3.gif]()
- Now go back to your document library click
on "New" menu and select "New Document" to open InfoPath form.
![Step3.4.gif]()
- Now InfoPath form will be open in the
browser. Fill data and click on Save Data button to submit data in library.
![Step3.5.gif]()
- Go back to "CustDetail" to view your data.
![Step3.6.gif]()
Thanks for reading...