Tuesday, June 21, 2011

Publish Infopath (2010) Form on Sharepoint Server (2010)

From last few months I am working with InfoPath forms; especially for web hosted
forms. I needed to create a page to host InfoPath form. Here is a quick tutorial
to do this


  1. User has required rights to perform this task
  2. Server is SharePoint 2010 Server.

We need to do few tasks

  1. Publish InfoPath form.
  2. Upload and Publish that form on SharePoint Server.
  3. Create a page to host this InfoPath form.

So let’s get started.

Publish InfoPath form.

1. 1. In InfoPath click on File Menu and select Publish.

1. 2. From various options on right side of page, Select “SharePoint Server” (Publish
form to a SharePoint Library). This will open Publishing Wizard dialog.

1. 3. In Publishing Wizard dialog type URL of SharePoint server where you want to
host this InfoPath form and click Next.

1. 4. Select “Administrator-approved form template (advanced)” option from list
and click next.

1. 5. Select location where you want to publish your InfoPath form; (Please make
sure that SharePoint admin can access this location) and hit Next.

1. 6. If you want to add new columns in SharePoint list add that here, otherwise
click Next.

1. 7. Please review information and click “Publish” if everything seems OK.

1. 8. After you click on publish it may take few minutes to update screen, Once
published you will see confirmation screen indicating that publication was successful.
Click on Close to finish “Publishing Wizard”

Upload and Publish that form on SharePoint Server

Now Our InfoPath form is ready for publication on SharePoint server. First we need
to upload InfoPath form on server. For that …

2. 1. Open SharePoint website on web browser and select “Site Settings” from Site
Actions menu. (top left side)

2. 2. a) This will open central Administration screen, From left side list, Select
“General Application Settings.”

2. 2. b) When selected (General Application Settings) you will see list of settings
options on right side, Select “Manage Form Template” from InfoPath Forms Services.
(Assuming InfoPath Forms Services is installed and available)

2. 3. You will see list of available InfoPath forms. On top of the page you will
see link for uploading form template

2. 4. From upload page click on browse and select the file we saved in Step 5 of
first section and click Upload

2. 5. Once form is uploaded you will see confirmation message. By clicking OK you
will be redirected to Template management page where you will see your form on list.

2. 6. Select your form and open options menu (when you move your cursor to right
side of forms name you will see dropdown box click there which will open options
menu) and select “Activate to a Site Collection” option.

2. 7. Select site where you want to active this form and click OK. This ends part

Create a page to host this InfoPath form.

Now we have InfoPath form available on SharePoint site; we need to make it accessible
to end user for data entry. First of all (assuming we don’t have one) we need to
create a new page to host InfoPath form.

3. 1. To be able to do this open SharePoint website in web browser and select “New
Page” from Site actions menu. (top left)

3. 2. Type name of form and click “Create”. Your page will be available in edit

3. 3. From ribbon menu select “Library Settings” to make that InfoPath form available
as type.

3. 4. From Library Settings->Content Types select Add existing site content types.

3. 5. From list of available types select the InfoPath from you want to add and
click on “Add” button. Once done click OK to save your changes.

3. 6. Open your (new page) in edit mode, and from Ribbon menu select Insert->Web

3. 7. From Categories select “Forms”, From Web Parts select “InfoPath Form web part”
and click “Add”

3. 8. You will see following web part on your page, Click on Link to open tool pane.

3. 9. From tool pane select “Pages” from List or Library, Select

from Content Type List.

3. 10. (optional) By default any InfoPath webpart will appear with header, In some
cases you don’t need header, to remove header expand “Appearance” section and select
“None” from Chrome Type. Which will remove header.

3. 11. Once done Click Apply and your page is ready. You can publish it (after any
other formatting related changes you may want to do)

Happy Coding !!! :)

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