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Creating and publishing document-based InfoPath forms in SharePoint 2010

Posted By:Sunil Yadav       Posted Date: September 23, 2010    Points: 25    Category: SharePoint    URL: http://www.dotnetspark.com  

This article explains how we can publish document based InfoPath 2010 forms in SharePoint 2010 to enable user to fill out forms using browser.
 

Creating and publishing document-based InfoPath forms in SharePoint 2010

This article explains how we can publish document based InfoPath 2010 forms in SharePoint 2010 to enable user to fill out forms using browser.

InfoPath 2010


Microsoft InfoPath 2010 is a tool for creating data entry forms and data gathering forms that helps organizations streamline business processes. Writing less code, advanced business users can use InfoPath 2010 to design sophisticated electronic forms and gather information.

InfoPath 2010 has great level of enhancement. InfoPath 2010 has integrated with Microsoft SharePoint Server 2010 by providing the ability to create forms for SharePoint lists and workflows. People Picker control which is an improvement in InfoPath 2010 which picks the user from AD for a given site. You can also use External Item Picker to get data from External Content Type. SharePoint 2010 has InfoPath webparts.

For more info: http://office.microsoft.com/en-us/infopath/infopath-2010-features-and-benefits-HA101806949.aspx

Step 1: Open InfoPath Designer 2010





Step 2: Select SharePoint Form Library from New menu and click on design form




The default form opens up and is shown below.



Step 3: Design the form to store asset details




.

Define the formula for the field TotalCost.


Once successfully done with designing and validating form, publish the form to the SharePoint site.

Step 4: Click on Publish and select SharePoint Server from publish options.




Enter the site location to store InfoPath form.



Make sure that you have check the "Enable this form to be filled out by using a browser" and select Form Library to publish the InfoPath form in the form library.



Choose to create a new form library or add the template to an existing library.

Note: Form will not get published in any of the library until the default content type is not based on InfoPath form content type.



Enter the Name and Description of the form library.



Add the columns from field here which will be available as columns in SharePoint site.



Once done with the above, publish the form.



Once the form is successfully published, go to site and select the form library which we created earlier.



Click on Add document and fill in the details as shown below.



Enter file name to be saved in form library.



SharePoint server stores the InfoPath documents in the forms library and when a document based form is saved to a form library, values in the form can be specified to automatically populate the columns in the form library. The filled data in InfoPath from gets populated in SharePoint list.



Happy SharePointing!!!!!


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Responses
Author: muthuvel         Company URL: http://www.dotnetspark.com
Posted Date: May 25, 2011

Hi,
I have created the infopath but I am getting following issue while publish the form.
"Getting the site content type coulmns failed"

Can you provide me the solution. It will be helpful for me...

Thanks,
S.Muthuvel

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