March 2009 - Posts - Janice's SharePoint Blog
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Janice's SharePoint Blog

March 2009 - Posts

  • Administrator – Approved Form Templates

    Do you have forms that have managed code in them? Are you interested in publishing mobile-enabled forms to your SharePoint site? The presence of code or the fact that the form will be accessed outside of a network requires the need for special handling. In both of these cases, you will need to publish the form as Administrator-Approved form templates.

    This tutorial assumes that you have already completed a form with managed code or enabled your form to be rendered on a mobile device.

    1. Save your form to your network or local hard drive.

    2. Navigate to the site on which you want to store your form. Create a document library with a default document template set to “None.”

    3. Copy the address of your document library for later use.

    4. From the form, click File à Publish

    5. When asked where you want to publish your form, choose “To a SharePoint Server with or without InfoPath Forms Services” and click Next.  

    Figure 1

    6. Paste the address of your document library that you created and click Next.

    7. The next page will let you know that you need to publish your form as an Administrator Approved form template. Click Next. 

    Figure 2

    8. Browse to the location you saved your file to and select it. Click Save and then Next  

    Figure 3

    9. If you like, choose some columns to be promoted to the SharePoint library and click Next twice.

    You will see a message that your form was published successfully and you are to give your SharePoint Administrator the information listed on the screen.

    10. If you are a SharePoint Administrator with access to SharePoint Central Administration, navigate to the Central Administration web site.

    11. Choose Application Management

     Figure 4

    12. Under InfoPath Forms Services, choose Manage form templates 

    Figure 5

    13. On the Manage form templates page, click Upload form template.

     Figure 6

    14. On the Upload Form Template page, browse to the location where the template has been saved to and select it.    

    Figure 7

    15. Click Save. Your file path should be listed in the text box under File Name: 

    Figure 8

    16. Accept the other defaults and click Upload. You should see a message indicating a successful upload. Click OK.

     Figure 9

    17. On the template that you just uploaded, click the drop-down box and select Activate  to a Site Collection. 

     Figure 10 

    18. On the Activate Form Template, choose the correct Site Collection to activate it to and click OK. You may now close Central Administration.

     Figure 11

     19. Navigate to the document library you created for your form. Select Settings à Document Library Settings   

    Figure 12

    20. In the Customize page of your library under General Settings, click Advanced Settings.

     Figure 13

     21. In the Advanced Settings Page, select Yes under Allow management of content types and click OK.   

    Figure 14

    22. Back on the Library Settings Page, you should now see a section called Content Types. Choose the link Add from existing site content types. 

    Figure 15

    23. On the Add Content Types page, change the selection on the Select site content types from drop-down menu to Microsoft Office InfoPath.

    24. Select the Content Type of your new Administrator Approved form and click the Add button, then click OK  

    Figure 16

    25. You should now see your new content type listed in the content types list. Optionally you can delete the other content type(s) in the list. For example in the list below, you may want to delete the Document content type to avoid confusion as to what documents should be stored there. Click on Document.

     Figure 17

    26. Click Delete this content type 

     Figure 18

    Now when users click the New button in the document library, your Administrator-Enable form will launch.  

     

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