Re-use template for new SharePoint List? - InfoPath Dev
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Re-use template for new SharePoint List?

Last post 05-08-2014 10:44 AM by Mel Clemente. 6 replies.
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  • 05-05-2014 07:29 AM

    • Joy_T
    • Not Ranked
    • Joined on 10-25-2012
    • Posts 20

    Re-use template for new SharePoint List?

    I built a terrific form for my SharePoint List in InfoPath.

    However, I now need to make three slightly different versions of the form, connected to three different SharePoint lists.

    I have been unable to change the Main Data Connection in the InfoPath file to link to a different list. 

    I exported the source files from the original InfoPath file but cannot find a way to then import them into the new InfoPath file that is generated when I go to edit the SharePoint list in InfoPath.

    Is there any way to do this, other than recreating the form from scratch multiple times?

     

    Thanks!

    -Joy

  • 05-06-2014 01:22 AM In reply to

    Re: Re-use template for new SharePoint List?

    Hi Joy, you can make your minor modifications in design mode, change the SharePoint List where your form submits to, then publish the modified form on a new SharePoint Form Library.

    Let me know if this helps :)

     

    Jun 

     

  • 05-06-2014 06:44 AM In reply to

    • Joy_T
    • Not Ranked
    • Joined on 10-25-2012
    • Posts 20

    Re: Re-use template for new SharePoint List?

     Hi Jun,

    I figured out that if I save the list as a template in SharePoint, I can then create the new list from that template.  I can then edit it to my heart's content, but starting with all the fields, rules, etc that I already built in the first version of the form.

    The issue that I forgot to mention is that I need to then take this template from one SharePoint site and use it on another SharePoint site.  InfoPath won't let me change the SharePoint List that the form submits to, since it is running just as a SharePoint List without being in a SharePoint Form Library.  The SharePoint List data connections are grayed out for editing. :(

    I can post the file, but since it is referencing another list for data population I'm not sure if you'll be able to open it or not.

    Thanks,

    Joy

  • 05-06-2014 03:03 PM In reply to

    Re: Re-use template for new SharePoint List?

     Hi Joy,

    Please attach the file in this thread I'd like to take a look at it :)

     

    Jun 

     

  • 05-07-2014 09:10 AM In reply to

    • Joy_T
    • Not Ranked
    • Joined on 10-25-2012
    • Posts 20

    Re: Re-use template for new SharePoint List?

     The file is attached.  It is referencing a list for the multiple-selection fields, so I am not sure if you will be able to open it as is.

     

    -Joy

  • 05-08-2014 12:59 AM In reply to

    Re: Re-use template for new SharePoint List?

     Sorry Joy, it seems we are out of luck. It seems that you will need to create a form from scratch. Sorry dear.

  • 05-08-2014 10:44 AM In reply to

    Re: Re-use template for new SharePoint List?

    Hello Joy,

    You might be able to get around this by using a list template file (STP file). Here's a link on how to copy or move a list (including its XSN and list data which is optional) by using a list template: http://office.microsoft.com/en-001/sharepoint-server-help/copy-or-move-a-list-by-using-a-list-template-HA101782479.aspx.

    Hope that helps!

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

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