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InfoPath Form Services - Creating & Publishing a Form using Form Services in MOSS 2007

, 12 May 2007
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This article will help you to create and publish the InfoPath Form into Form Services in MOSS 2007.

Introduction

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 will be 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

Screenshot - Image1.jpg

In Design Tasks, click Design Checker.

Screenshot - Image2.jpg

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.

Screenshot - Image3.jpg

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 controls.

Screenshot - Image4.jpg

From the File Menu, choose Publish.

Screenshot - Image5.jpg

Select the option 'To a SharePoint server with or without InfoPath Forms Services'.

Screenshot - Image6.jpg

Enter the URL of the Web Application.

Screenshot - Image7.jpg

Check the Browser compatibility for the Form

Select the Document Library and verify that the option 'Enable this form to be filled out by using browser' is checked.

Screenshot - Image8.jpg

Deploy it in the Form Server

If you want to create a new Document Library, choose Create a new Document Library or else you can update the Form template in an existing Document Library.

Screenshot - Image9.jpg

Enter the Name of your Document Library.

Screenshot - Image10.jpg

Select the fields to be published in the Form Library.

Screenshot - Image11.jpg

Finally, Click 'Publish' and it will publish your template in Form Library.

Screenshot - Image12.jpg

This is a confirmation screen for the template published successfully in the Form Library.

Screenshot - Image13.jpg

Change the Advanced Settings to open the Form in the Browser

Now Open the Form Library in the Portal.

Screenshot - Image14.jpg

Click New. The template will be opened in the InfoPath client application, because we have not enabled the browser viewing for this Form library.

Screenshot - Image15.jpg

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

Screenshot - Image16.jpg

Click Advanced Settings.

Screenshot - Image17.jpg

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

Screenshot - Image18.jpg

Now Click New in the Form Library.

Screenshot - Image19.jpg

New Form template gets opened in Browser using Form Services.

Screenshot - Image20.jpg

Click Save & Save the Form in the Library.

Screenshot - Image21.jpg

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

Screenshot - Image22.jpg

I hope this post will help you to create and publish an InfoPath Form using Form Services.

Contact

If you have any queries reach me @ Uday.Ethirajulu@hotmail.com

License

This article has no explicit license attached to it but may contain usage terms in the article text or the download files themselves. If in doubt please contact the author via the discussion board below.

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About the Author

Udayakumar Ethirajulu
Web Developer
United States United States
No Biography provided

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GeneralThanks PinmemberShabbazz16-Dec-08 20:37 

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