SharePoint Integration

Re: Re-use template for new SharePoint List?

Mel Clemente — Thu, 08 May 2014 17:44:20 GMT

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!

Re: Re-use template for new SharePoint List?

jun_barbosa — Thu, 08 May 2014 07:59:46 GMT

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

Re: Re-use template for new SharePoint List?

Joy_T — Wed, 07 May 2014 16:10:20 GMT

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

Re: Re-use template for new SharePoint List?

jun_barbosa — Tue, 06 May 2014 22:03:30 GMT

Hi Joy,

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

Jun

Re: Re-use template for new SharePoint List?

Joy_T — Tue, 06 May 2014 13:44:27 GMT

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

Re: Re-use template for new SharePoint List?

jun_barbosa — Tue, 06 May 2014 08:22:21 GMT

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

Re-use template for new SharePoint List?

Joy_T — Mon, 05 May 2014 14:29:08 GMT

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