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InfoPath 2013 Web Enabled (Browser) forms
InfoPath is an information gathering tool and is used to create XML forms. Following is a step-by-step guide that will show you how to create and deploy a web enabled form: 1. InfoPath has helped companies to adhere to a standard. Open InfoPath (Start > All Programs > Microsoft Office 2013 > InfoPath Designer 2013). www. Coding XML manually may not be an interesting job but creating XML forms with InfoPath has really made this job quite easier.InfoPath 2013 Web Enabled (Browser) forms Creating Web Enabled InfoPath Forms In this article. People have always been trying to come up with a standard for creating electronic forms. Under “Popular Form Templates”. companies created electronic forms in different formats.walisystemsinc. you will learn how to create web enabled InfoPath forms. Before InfoPath. It could be a problem for smaller companies to provide InfoPath client to all the users.com Page 1 . What can be the solution then? Solution is to create web enabled forms that can be opened in web browser without having to install InfoPath client on user machines. All clients must have InfoPath installed on their machines in order to open the forms. double-click “SharePoint Form Library”. 2.
Change the form label. To add a label. Controls are located under the HOME tab (in “Controls” section). 6. In the second column adjacent to the first cell. click “Add control” words and then click control name to add it there. Enter first label called “First Name”. click “Add control” and then click “Text Box” in the menu. Change section heading. To add a control. Click on the words “Click to add title” and write “User Registration”.Fig 1: New Form Figure 1 shows how the new form looks. 5. Now it’s time to add labels and controls in the form. Click on the words “Click to add heading” in the first section and write “User Information”. Click “Add label” in the first cell and write “First Name” there. Add following labels and controls in the form. click on “Add label” text and enter the label name. This will add “Text Box” control in the cell. . 4. 3. Highlight second section and delete it.
Label First Name Control Name FirstName Control Properties . Page 3 Last Name LastName Address Address www.Under “Display” tab.Under “Data” tab. . uncheck “Enable spelling checker” and “Enable AutoComplete”. change the control name to “FirstName”.Under “Data” tab. In the “Field Name”. uncheck “Enable spelling checker” and “Enable AutoComplete”. .Under “Display” tab.com . Here is the list of all labels and controls. enter “FirstName” and click OK. You can also rename control by selecting the respective node on the right side and changing the field name in the properties.Under “Data” tab. change the control name to “LastName”. change the control name to “Address”. .InfoPath 2013 Web Enabled (Browser) forms Figure 2: InfoPath controls Right-click the text box and select select “Text Box Properties…”.walisystemsinc. .
change the control name to “Zip”. uncheck “Enable spelling checker” and “Enable AutoComplete”. Under “Display” tab. Under “Display” tab. Under “Data” tab. change the control name to “State”. Under “Data” tab. uncheck “Enable spelling checker” and “Enable AutoComplete”. Under “Display” tab. change the control name to “City”. Check “Multiline” option. Under “Display” tab. uncheck “Enable spelling checker” and “Enable AutoComplete”.- City City - - State State - - Zip Zip - - Phone Phone - - Under “Display” tab. uncheck “Enable spelling checker” and “Enable . Under “Data” tab. uncheck “Enable spelling checker” and “Enable AutoComplete”. change the control name to “Phone”. Under “Data” tab.
change the control name to “Email”. uncheck “Enable spelling checker” and “Enable AutoComplete”. After adding the above controls.com Page 5 . Open SharePoint site. We will change button settings later. Add two buttons at the bottom of the form. Under “Display” tab. Go to your SharePoint site. To submit form to a library. You will create a library at the root site. Under “Data” tab. Figure 3: Complete Form One of the buttons will submit the form to a SharePoint library and the other button will close the form. 8.InfoPath 2013 Web Enabled (Browser) forms Email Email AutoComplete”. www. you need to create a library in SharePoint first.walisystemsinc. there are two more controls to be added yet. click third image button to add a new library. - 7. On the home page.
Under “Apps you can add”.Figure 4: Add new library 9. Enter “User Registration” in the “Name” box and click “Create” button. . Now you have created the library. 11. Figure 5: Click Form Library Icon 10. Click on “Manage Data Connections…” link on the right side (at the bottom). go back to the form. click on “Form Library” icon.
Click “Add…” button. Click on “Insert Function” button. 14. Click OK.InfoPath 2013 Web Enabled (Browser) forms Figure 6: Manage Data Connections 12. 16. 18. Double-click first field to insert first name and select “FirstName” from the fields. 13. 17.walisystemsinc. Double-click second field and select “LastName”. that is not needed.com Page 7 . Click OK. Select “To a document library on a SharePoint site” and click “Next”. The file name will comprise of user’s first name and last name. Click OK. Click function (fx) button to create file name. “http://yourservername/UserRegistration”. www. You will concatenate both fields to create the file name. From the “Functions”. Remove third field from the concat function. Check “Allow overwrite if file exists” and click “Next”. Enter the document library path in the “Document Library” box. 19. For example. select “concat” and hit OK. 15. Select “Submit data” option and click “Next”.
Check “Allow users to submit this form”. By default. 21. “Action” drop down will have “Rules and Custom Code” selected. 24. Select this in the drop down. Keep that . Right-click second button and select “Button Properties…”. 22. From the second drop down. Click “Finish”. 23. 26. 25. select “Submit”. Right-click first button on the form and select “Button Properties…”. The default name of the connection was “SharePoint Library Submit”. Click “Submit Options…”. From the “Action” drop down. select “SharePoint document library”.Figure 7: Data Connection Wizard 20. Click “Close”. From the first drop down. select the connection that you created for data submission. Click OK.
27. Change “ID” to “btnClose”. That will open rules pane.walisystemsinc.InfoPath 2013 Web Enabled (Browser) forms option selected. “Rules” pane will automatically open on the right side. www. Change “Label” to “Close”. Click “Add” button in the pane to add new action and select “Close the form”. click “Close” button and then click “Manage Rules” button in the ribbon. If that does not happen.com Page 9 . Click OK.
29. . click “Info” and then click “Form Options” button.Figure 8: Add Rule 28. Now the pending work is to change submit options. Click OK. From the “File” menu. “Rule Details” dialog box will open. Save the form at this stage. Make sure “Action” drop down has “Close the form” option selected.
34. Click “Close” www. 39. 32. These promoted fields will be available to be added to the library view. 36. Similarly. Make sure “Form type” has “Web Browser Form”. Click “Next”. In “Server validation” section. Make sure “Enable this form to be filled out by using a browser” is selected. Replace “yourservername” in the URL with your actual server name.com Page 11 .InfoPath 2013 Web Enabled (Browser) forms 30. 33. Select “Full Trust” option. 41. Select “Compatibility” category. Click “Publish”. Select “Security and Trust” category. Click “Next”.asmx”. add all other fields one by one. 31. From “File” menu. Click “Next” 40. Enter your server URL and click “Next”.walisystemsinc. Uncheck “Automatically determine security level (recommended). Click “Add” and select “FirstName”. 37. Browser to the folder where you want to save the published form. Click OK. 35. enter “http://yourservername/_vti_bin/FormsServices. Click “Save”. 42. Select “Web Browser” category. Enter “UserRegistration” in the file name box. 38. Select “Property Promotion” category. It’s time to publish the form now. select “Publish” and then click “SharePoint Library”. Uncheck “Show InfoPath commands in Ribbon or toolbar”.
In case you get an error.Uploading The Published Form 43. 46. You will use the first option in this exercise. 44. Still on the same page (Manage Form Templates). Figure 9: Upload form template 45. It will be under the search box. Select “General Application Settings” and click “Upload form template”. You will see a message telling you that form has been uploaded. Click “Site Contents” link on the left side. There are two ways to upload the published web form to SharePoint: Using the interface provided by SharePoint and using PowerShell. Click “Browse” button to browse to the folder where form was published and select the published form. Here is how you do it. Go to SharePoint site. Click “Settings” link. Open "SharePoint Central Administration" site by selecting Start > All Programs > Microsoft SharePoint 2013 Products > SharePoint 2013 Central Administration. Click “Upload” button. Click OK. right-click the newly uploaded form and select “Activate to a site collection”. click “Site collection . Make sure correct site collection is selected in the “Activation Location” section and click OK. In “Site Collection Administration” section. try activating it from the site collection features in the SharePoint site.
Click “LIBRARY” tab at the top. Uncheck “Form” option and click OK. in “Content Types” section.com Page 13 . This is how the final form looks like: www. Figure 10: Activated Feature Preparing Forms Library 47. On the library settings page. 48. 50. click “Add from existing site content types” link. 56. Fill it out and click Submit. Also try to the Close button. 49.InfoPath 2013 Web Enabled (Browser) forms features” link. Go to the “UserRegistration” library. 51. select “UserRegistration” and click “Add” button. Click “Library Settings” button in the ribbon. Go back to the main library page and click the new document link. 54. Set “Allow management of content types?” to “Yes”.walisystemsinc. This will add the content type to the library. Click OK. Click “Advanced Settings” link. Set “Make ‘New Folder’ command available?” to “No”. The form will open in browser. 53. Locate “UserRegistration” text and click “Activate” button in the same row. 52. Keep all other default values and click OK. From the list of available site content types. Click “Change new button order and default content type” link. 55.
The publishing method does not change. This was a simple form used to demonstrate the creation and publishing process. You have seen the publishing method. programming can be done in Visual Studio. open it again by clicking the form name and then close it by hitting the “Close” button. . Only form layout and design will change.Figure 11: Completed form ready for submission After the form is submitted. For complicated forms. Now you can design simple forms as well as complicated ones.