InfoPath Form Services - Creating & Publishing a Form using 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

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 controls.

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.

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.

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.

Enter the Name of your Document Library.

Select the fields to be published in the Form Library.

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

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

Change the Advanced Settings to open the Form in the Browser

Now Open the Form Library in the Portal.

Click New. The template will be 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-enabled 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 automatically gets opened in the browser.

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