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Wednesday, February 21, 2007

Creating & Publishing InfoPath Form using Form Services in Moss 2007

This Article will help you to create and publish the InfoPath Form into Form Services in MOSS 2007.

Form Services in MOSS 2007
Form Services is a New and Great Feature introduced in MOSS 2007, using the form services the InfoPath form Templates will be uploaded to the Form Library and the Users can able to open the InfoPath form in the Browser without having the client version of InfoPath 2007 in the client Machine.

Steps
1. Design the Form using InfoPath 2007
2. Check the Browser compatibility for the Form
3. Deploy it in the Form Server
4. Change the Advanced Settings to open the Form in the Browser.

Design the Form using InfoPath 2007




In Design Tasks Click Design Checker



Check the Option ‘Design a form template that can be opened in a browser or InfoPath’
If you want to verify your template you can enter the URL of a server that is running InfoPath Form Services



After enabling the Browser enabled form Check the error in design the checker Tab
Since, we have some unsupported controls for browser enabled form such as combo box, rich text control



From the File Menu Choose Publish



Select the option ‘To a SharePoint server with or without InfoPath Forms Services’



Enter the URL of the Web Application



Select the Document Library and verify the Option ‘Enable this form to be filled out by using browser’ is checked.



If you want to create new document library choose Create a new document library or else you can update the form template in an existing document library.



Enter the Name of your Document Library



Select the fields to be published in the Form Library



Finally Click Publish it will publish your template in Form Library



This is a confirmation screen for the template published successfully in the form library.



Now Open the Form Library in the Portal



Click New the template will get opened in the InfoPath client application, Because we have not enabled the browser viewing for this form library.



Click Form Library Settings for the Contact Card Form Library in Settings Menu



Click Advanced Settings



Change the Settings for Browser-enabled Documents tab
Choose the option of Display as Web Page in Opening Browser-enable Documents



Now Click New in the Form Library



New Form template gets opened in Browser using Form Services



Click Save & Save the Form in the Library



Now you view the list of documents in the view. If you click any documents it will automatically gets opened in the browser.




I Hope this Post will help you to Create & Publishing InfoPath Form using Form Services.

If you feel its worthy Please leave your valuable comments.