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Using different templates for older versions of infopath template

Last post 06-17-2010 04:17 AM by chris leate. 4 replies.
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  • 06-16-2010 05:23 AM

    Using different templates for older versions of infopath template

    Hi all,
    I've made a change to an existing sharepoint infopath library and wanted to know if it's possible to relink documents to an older version of the template. I was recently asked to add and remove some fields from a form in infopath. As I wanted to keep the older version of the form shcema valid I added additional fields and just removed the fields from the layout in the presentation layer rather than removing them from the datasource.

    When I published the form I was told that they needed to be able to see the prior template for versions prior to my update.

    I had thought that infopath forms retained the earlier template file via the version listed here in the xml documents uploaded to the library:

    infoPathSolution solutionVersion="1.0.0.41"

    To my surprise the library pushed the new version for all infopath templates. I made a backup of the template on my local machine and was considering publishing the old version and the new version as content types. I have no idea how to do this and even whether this is a valid solution so any suggestions or heads ups on this would be much appreciated.

    Can I link existing documents to content types in this library? Infopath versioning is a bit of a mystery to me.

  • 06-16-2010 07:05 AM In reply to

    Re: Using different templates for older versions of infopath template

    Just curious: in your InfoPath form (in design mode) can you check Tools > Form Options > Versioning? There is a dropdown for "On version upgrade" - what's the setting there?

    Ernesto Machado
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™


  • 06-16-2010 07:25 AM In reply to

    Re: Using different templates for older versions of infopath template

    Hi Ernesto,
    It was set to update automatically, unfortunately the harm has already been done. I think I'm going to create an archive library and move the older forms into this then relink them. Would that work? I only need it for auditing purposes really. I was planning on uploading the old version to the new document library and then moving the files over through windows explorer

  • 06-16-2010 08:54 AM In reply to

    Re: Using different templates for older versions of infopath template

    Yes, you could try that. You might have to artificially increase the version number of the "old" form template (in the archive library) in order to force the old documents to "upgrade" to it.

    Ernesto Machado
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™


  • 06-17-2010 04:17 AM In reply to

    Re: Using different templates for older versions of infopath template

    Thanks Ernesto,
    I did that and it all worked. I'll have a look at a better way of doing this in the future hopefully and report back 

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