General

Re: Need Advice on How to Accomplish Something

RRaseley — Mon, 01 Jun 2009 16:33:49 GMT

Thank you for your advice in regards to the management of content types. I will see if this method will suffice for the project I am working on. If not I will post back.

Thank you in advance for your continued assistance. =]

Re: Need Advice on How to Accomplish Something

warrtalon — Mon, 01 Jun 2009 03:17:36 GMT

You add the content type by going to the Form Library's settings > Advanced Settings > Allow Management of Content Types. After you select this check box, then you will see a new section in your Form Library settings where you can manage content types. You will add your new Content Type based on the form you published as a content type, and then you'd typically remove the default "Form" content type. Add each new content type this way.

What I think you did was to publish as a content type from within InfoPath and chose your Forms Library for housing it. You don't want to do that. You house the form template in a separate doc lib that will be full of all your templates. You add them to your Forms Library as content types the way I described above.

Re: Need Advice on How to Accomplish Something

RRaseley — Sun, 31 May 2009 17:48:09 GMT

Hmm... whenever I try to publish a form as a specific content type to a document library to test your method, it doesn't add the document to the "New" menu. It simply uploads the document template into the list of documents in the library. If I click on that template then I get a new instance of it.

Any idea why it is behaving in this way?

Re: Need Advice on How to Accomplish Something

warrtalon — Sat, 30 May 2009 22:05:08 GMT

I don't know that you need a page, but you definitely would want to consider making each separate InfoPath form into a content type, then add each content type to a single Forms Library. User would then click the New menu down arrow, select the relevant content type, then get prompted with the proper form template for the doc they want to create.

I don't know a way to automatically convert something to PDF, though.

Need Advice on How to Accomplish Something

RRaseley — Sat, 30 May 2009 19:38:03 GMT

I am hoping someone could give me some advice on how to best accomplish what I am trying to do. Thank you in advance.

What I Have:

Several InfoPath forms that take user input, populate a canned letter with that input, covert the output to PDF, and upload that PDF to another document library. These InfoPath forms exist in several discreet categories.

What I Want to Do:

I would like to create a "landing page" (for lack of a better term) so that a user can navigate to a SharePoint page and choose the document needed from a drop-down list (or some other method). Upon selection of the document (or clicking of a "Submit" button) a new instance of the selected InfoPath form would be launched.

What I Need to Know:

What would be the best way to go about this? Should I build a basic HTML page and then use a iframe in the SharePoint site? Can I do this natively through SharePoint? Could I create a InfoPath form that would display in a web page and do all this for me?

Thank you again!