Monday, November 2, 2009

How to: Converting Word files into Infopath, manipulate InfoPath forms and publish onto SharePoint

Hi all,

In this post, I will talk about converting word files into InfoPath forms, we will manipulate InfoPath forms with some kind of simple logic, and finally publish this forms onto SharePoint.

Lets get started:

1) Open InfoPath 2007 >> Choose the "Design the form template" >>
Select Blank >> Click OK

2) Go to File >> Import form as follows:

3) Choose word document.

4) The import wizard will convert word document to the InfoPath form.

5) Now, we are done with conversion. We need some kind of logic for the InfoPath form. For my case, I need to have a some questions to be displayed on regular intervals such as Daily, Weekly, Monthly, Quarterly and Yearly. I also have to the template name for a InfoPath forms.

Go to Design Tasks >> Controls >> Drag Drop "Drop-Down List Box" on the form. Then add the list box entries manually.

5.1) Click on "Rules" button on the drop down list.

5.2) Click on Add Action Button. Under the Action drop down choose >> "Submit using a data connection"

5.3) It will open a wizard. Choose. "Create a new connection to" >> "Submit data"

5.4) Then Select a destination for submitting your data >> Choose "To the hosting environment, such as an ASP.NET page or a hosting application "

5.5) Choose the default settings and click OK.

5.6) We drag one more control and this time it will be a textbox control.
>> Label will be: Template Category.
Right click on the textbox properties.
>> Field name: will be "templateCat" or simply "template"
>> Value: Backup
>> Under Display tab, make it "Read only".

5.7) Click on Rules button >> Add >> Add Action. The Data Connection is already set.
Just Click OK. We have defined the rule on the second text box control.

6) We have 5 tables for each period namely: Daily, Weekly, Monthly, Quarterly, Yearly.
Under Controls, drag-drop 5 sections and copy each table (Daily, Weekly, Monthly etc. tables) to corresponding tables as follows:

7) Right click on Section (for Daily), Select Conditional formatting, timePeriod is shown up, choose "is not equal to", Select text and type in Daily.
Check the "Hide this control".

Do the same steps for other sections.

8) On Design Task >> Select the "Design Checker" >> Click on "Change Compatibilty Settings" >> Under "Browser compatibility" check the first option "Design a form template that can be opened in a browser or InfoPath" .

9) Save the InfoPath Form and Preview this form. Check if drop down is working for different time periods.

10) On Design Task >> Click on "Publish the InfoPath form". Choose the first option.
"To a SharePoint server with or without InfoPath Forms Services"

11) We need to enter this Site URL where we have to publish the InfoPath forms.

12) Create a Site Content Type.

13) Browse >> Choose the Library where we can to publish InfoPath forms and type in the name of the InfoPath form.

14) On this screen we can promote the columns and these columns (metadata) will be visible on the SharePoint site columns.

Add >> Time Period.

We will add one more column "Template".

15) Next screen will verify if form information is correct. If everything is correct, we just Publish the form and close it.

16) Form library "System Checklists InfoPath", we enable allow management of the content types >> Add existing content types >> "Storage" content type.

17) For the "System Checklists InfoPath" form libray, We can see a New content type >> Storage.

18) When we fill out the "Storage", a drop down list will prompt the user to select a time period. For an instance we chose Monthly and Save the form.

20) When the from is Saved, the list will show the monthly period as shown:


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