Danushka Silva

Publishing InfoPath Form Templates to SharePoint 2007

First you have to design your InfoPath form and publish it. These are the steps.

First you have to make your form as web enabled form. For this, go to Tools ->Form Options. Form Options window will prompt. Select Compatibility from the left pane. Below window will prompt. Select first check box to make browser enable form.

Go to File menu and select Publish

Publishing wizard will prompt. Select the first option. Click Next

Next you type the URL where you want to publish the form. Eg. http://moss or http://moss/sites/departments and click Next

Select the Administrator-approved option and click Next

Type your local path to save the publishing file.

Here you can map your fields as form library columns. For this tutorial I am going to ignore this step since we are not going to map any columns. Click Next

Click Publish

Click Close once you get the success message.

Now we have finished the InfoPath side of work. Open your SharePoint central administration site.

Go to Application Management

Click on Manage form templates in InfoPath Form Services

Click on Upload form template in the Manage Form Templates window

Browse the form template you published earlier. Click Upload

Success message will appear. Click OK

Once you have done this, you will be redirected to Manage Form Templates window. Now you can see your form template in the list.

We have to activate the form template to access from the site collection. Click on the name of the form template and it will open a drop-down menu. Select Activate to a Site Collection to active the form template.

You will get the success message below and click OK.

At this point we have finished uploading the form template. Now we have to activate it from the site collection to enable for users. Go to Site Settings in the Site Action menu

Select Site Collection Features in the Site Collection Administration.

In the Site Collection Features window you can see your form. Click Activate to enable for users.

Now go back to the site and click View all site content -> Create to create a form library. Click on Form Library in Libraries to create.

Type a meaning full name and click Create.

You will be redirect to the newly created form library. Click Setting -> Form Library Settings to view library setting.

Click Advance settings in General Settings to change some settings to make the form view as web page.

Change Allow content types to yes and Opening browser enabled documents to Display as a web page. Click OK

Now come back to Form library settings page and this time it has changed. Click on Add from existing site content types to add your form template.

Select your form template from the left istbox and click Add. Click OK.

No go back to the Form library click New. It will prompt a menu with your form template. Click on it to view your form template.

This will be the final outcome of your form template.