Andrew Kennel

Web Developer

Adding Infopath forms

February 05, 2008

I just uploaded an Infopath form for D using what I think of as the formal way. The informal approach is very easy. Design the form and click Publish, then point Infopath Designer to a Form Library, or create a new one, and click OK. That works well enough, but is apparently not an option…

I just uploaded an Infopath form for D using what I think of as the formal way.

The informal approach is very easy. Design the form and click Publish, then point Infopath Designer to a Form Library, or create a new one, and click OK. That works well enough, but is apparently not an option when the Infopath form contains code.

The formal way is to logon to the Admin Site and go to Manage Form Templates under the Application Management tab. From there you upload a copy of the template file. Once uploaded, you have to activate the form for each Site Collection that will use it. This is also done via the Manage Form Templates Site.

Once activated, you have to go to the Form Library Settings on the Form Library you want to work with. From there, click Advanced Settings and change Allow management of Content Types to Yes. That creates a new section called Content Types. Now you just have to add your new from from the list of existing content types. (And in the case of a Form Library where you want all documents to use the form, remove the others). Whew! That’s quite a few steps.

Not sure yet if you have to repeat everything when the form changes, but I’m guessing you just have to upload the new file version.

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