Publish a Form with InfoPath Forms Services for SharePoint 2010

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Publish a Form with InfoPath Forms Services for SharePoint 2010

Like This Blog 0 Spike Xavier
Added by September 19, 2012

In this blog I will go through the process of creating and then publishing a simple form to be used as a template in SharePoint 2010 using Forms Services. This feature is only available in the Enterprise Version of SharePoint 2010.
I will perform the following steps:

1. Ensure the Forms Services Feature is enabled at the Site Collection and Target Site level.
2. Create the form in Info Path Designer 2010
3. Publish the form to SharePoint.
4. Test the form in the browser.

Site Collection Features

SiteCollectionFeatures-1.png

From the home page of the top level site of a site collection I choose Site Actions>Site Settings (I am a site collection administrator).

SiteCollectionFeatures-2.png

I click on Site Collection Features under Site Collection Administration.

SiteCollectionFeatures-3.png

I scroll down to the Site Collection Features and verify that the SharePoint Server Enterprise Site Collection features feature is activated, which it is by the blue Active icon.

Site Features

SiteFeatures-1.png

I go to Site Actions>Site Settings

SiteFeatures-2.png

This time I click on Manage site features in the Site Actions heading.

SiteFeatures-3.png

I verify that the SharePoint Server Enterprise Site Features is activated. (Which it is). Now that I have verified that Forms Services is activated correctly I'm ready to design my form. Since the focus is on how to get the form into SharePoint as a template I will keep the form very, very simple.

InfoPath

InfoPath-1.png

I open up Microsoft InfoPath Designer 2010. There are now two parts to Info Path. Designer and Filler. Since I am designing a form I use Designer.

InfoPath-2.png

I select Blank Form and push the Design form button.

InfoPath-3.png

For the purposes of this blog I will simply change the Form title. Info Path Form designing is a powerful skill to have. Normally when I am designing an info path form I start with building out the Schema and then drag the main sections onto the Form to build out the controls. In this blog I am focusing on the process of publishing the form I design into SharePoint to be used as a template so I'm keeping it really, really simple.

InfoPath-4.png

At this point optionally I can save the form template. I normally do in case I want to make some changes later on, so I click the Save Icon.

InfoPath-4_1.png

At this point optionally I can save the form template. I normally do in case I want to make some changes later on, so I click the Save Icon. I save the form template (.xsn) file to my desktop (not shown).

InfoPath-5.png

To publish the form template to SharePoint I hit File> Publish

InfoPath-6.png

I select SharePoint Server.

InfoPath-6_1.png

I put in the address of my site and push next.

InfoPath-7.png

For this example I'll leave these settings as is and hit next.

InfoPath-8.png

For this example I'll leave these settings as is and hit next.

InfoPath-9.png

When SharePoint executes this process it's going to create a new form library for me and use my form template as the template for that library. I'll call this library 'importantLibrary' and hit Next.

InfoPath-10.png

For this blog I hit next.

InfoPath-11.png

I verify my settings and then hit Publish. (I am prompted for credentials from SharePoint so i put them in (not shown)

InfoPath-12.png

I check the box to Open this form library and hit Close.

SharePoint Form Library

SharePointFormLibrary-1.png

I select Documents in the Ribbon and click New Document

SharePointFormLibrary-2.png

My Important Form opens in the Browser. If I had any fields I could fill them out here. (The fields would be columns in SharePoint. ) Since i don't I just click Save.

SharePointFormLibrary-3.png

I name the file (in this case I named it Important) and hit save.

SharePointFormLibrary-4.png

I hit close.

SharePointFormLibrary-5.png

That's it. The focus of this blog is on publishing a form template to SharePoint 2010 using Info Path Designer 2010 and Forms Services.

Enjoy!
Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

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