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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.  

 

Comments

 

Anonymously Submit InfoPath Form to SharePoint Library :: SUPERNOVA said:

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June 4, 2009 4:42 PM
 

hamster said:

Wow! thanks for this brilliant post Mel. I couldn't go wrong this flawless instruction.

July 14, 2009 10:12 AM
 

Infopath Using Administrator Approved Templates « Sladescross's Blog said:

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September 13, 2009 6:31 AM
 

How to deploy administrator-approved InfoPath form templates « The SharePoint Nomad said:

Pingback from  How to deploy administrator-approved InfoPath form templates « The SharePoint Nomad

September 14, 2009 6:34 AM
 

tvdhaw said:

Hi Mel a good article. How does approval works for form templates that are delivered by an c# sharepoint workflow and has to be edited by a browser?

I can't execute step 14 (upload the form) because it will be installed through the install process of the workflow. But I see the form in manage form templates and when I want to activate that form I get the error: "This form template cannot be activated or deactivated. It is part of an installed workflow and cannot be accessed directly outside of the workflow. "

So how can I approve it?

Note: the form is opened with "Edit in Microsoft Office Info Path" but not  with "Edit in Browser".

October 14, 2009 3:27 AM
 

Mel Balsamo said:

PROBLEM You want to use the InfoPath Contact Selector to add multiple contacts to your form, but: Selecting

December 23, 2009 6:37 PM
 

just click the up coming site said:

Administrator – Approved Form Templates - Janice's SharePoint Blog

November 26, 2014 7:26 PM
 

How To Approve Administrator-approved Form Template | Scarlettpp said:

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July 22, 2016 7:32 AM
 

How To Approve Infopath Form Administrator | Information said:

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October 10, 2016 5:17 PM
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