InfoPath Dev

In a previous document we showed how to create a data view based on SQL data. The problem with this solution is that if the DBXL-to-SQL connection fails, the data view will not show the correct data.

We solve this by creating a data view that queries directly from the DBXL web service. This document will show you how - click DOWNLOAD above to obtain it. As an added benefit, this method for creating a data view respects DBXL permissions. In addition, this document serves as a workaround for a scenario involving DBXL v2.3: if an InfoPath form has code, how can it be integrated with DBXL and SharePoint?

If your form does NOT contain code, you should first read the document called How to IPFS-enable a Codeless DBXL solution. If that document does not satisfy your requirements, then proceed with the steps below.

This document covers the following steps:

1. Prepare your form template for use in IPFS.
2. Add code to retrieve and submit documents while respecting permissions.
3. Convert the data connections for server use.
4. Publish your XSN as an administrator-approved form template.
5. Create a document type in DBXL.
6. Configure document-level permissions in DBXL.
7. Create a SharePoint data view to access your DBXL forms.
   

Note that some of these sections are optional. For example, if your desire is to simply create a SharePoint data view, skip to section 7. If permissions are not a part of your requirement, you may skip sections 1, 2 and 6.

This document applies to both DBXL v2.2 and DBXL v2.3.