Creating form in InfoPath 2010 and publishing to SharePoint 2010

May 15, 2011 — 9 Comments

How to create a simple form using InfoPath 2010 and publish to SharePoint 2010 so that it can be filled using web browser?

In this post, I am going to create a simple form using InfoPath 2010 and publish the form to a SharePoint 2010 library and open the form using Web Browser

 

1. Open InfoPath 2010 Designer and Click on File | New | Select Blank Form | Click on Design Form

Creating Blank Form in InfoPath 2010

2.  Blank Form Template in InfoPath 2010 is created. Now I want to insert tables

Blank Form template in InfoPath 2010

3. Click on Insert tab and select the table format which you want

Insert Table in InfoPath 2010

4. Adding control to InfoPath 2010 Forms
To add controls to your form, click on HOME tab and go where it says Controls

image

5. If you want to add InfoPath form 2010 controls similar to InfoPath form 2007, just click on the control pane

Control  Pane in InfoPath 2010

6. Now your control pane is will look like InfoPath 2007 format.

InfoPath 2010 Control similar to InfoPath 2007

7. Let’s go and add controls to our new InfoPath 2010 forms. 
I added four input text fields. To go to properties of the filed, just double click and name the properties

Adding Controls to InfoPath 2010 Form

Properties of the Fields in InfoPath 2010 forms

InfoPath 2010 Fileds Properties

8.  Now the form is ready and let’s go and publish this to SharePoint 2010 Form library.
      Data | Form Options

Form Submit Options in InfoPath 2010

9. InfoPath 2010 Submit Form Options:

If you want to submit the form to SharePoint Document Library, put a check in Allow users to Submit this form
Other options are “Show the submit button in both the ribbon and the info tab in the InfoPath filter

image

10. If your satisfy with all the all the options, click Ok. This will give you a message saying “ You must select a data connection for Submitting data to a SharePoint document library. To create a new data connection, click ADD”

Let’s go and click Add to create new data connection to SharePoint 2010 Document Library

image

11.  Data Connection Wizard: This wizard helps you to specify a data connection for submitting the form to a document library on SharePoint site. The form will be submitted with the file name specified below
I already have created a Form Library in SharePoint 2010.  If you don’t have the link for the Form Library go to your SharePoint site and create a Form Library.

In File Name, I selected as name and the form will be submitted with the file name specified below

InfoPath 2010 Data Connection Wizard

To insert File Name : Click on Fx Icon

Insert Filed or Group in InfoPath Form 2010

12. Enter a name for this data connection and click on Finish and Ok for next Window

Name for Data Connection in InfoPath 2010

13.  Now the data connection to document library is completed and now we can publish the form to SharePoint 2010
To publish the form,  go to File | Publish and | SharePoint Server |

Publish form to a SharePoint Library
– Create or update a form library form on SharePoint
– Users can access this form Online

Publish form to a SharePoint Library

14. Publishing Wizard will come up to publish the form to SharePoint Document Library.  In  here the wizard wants you to enter the location of your SharePoint or InfoPath Form Services site. 
Enter the site name which you want to publish the form. 

Click Next

InfoPath Form Services Site

 

15.  Enable this form to be filled out by using browser if you want user to fill the form online.  Also we are publishing this form to a document library

 

Publishing to Form Library in InfoPath 2010

16. What do you want to do?
– Create a new form library or Update the form template in an existing from library.

Since I already have a form library created, I am going to update my form template in an existing form library

Create a new form library InfoPath

17.  The files listed below will be available as columns in SharePoint sites and Outlook Folder.  Go head and select the fields which you want to capture.

Selecting Fields in Infopath

 

18.  Click next and publish the InfoPath form to SharePoint 2010 Library

SNAGHTML4dc07a7

 

19. Form is published to SharePoint and click on open in  form in the Browser

Open InfoPath form in browser

 

20. InfoPath Form opens in browser and it’s ready to be filled and submit to form library.

Submit Form to SharePoint

21. Form filed information are captured in Form Library in SharePoint 2010

Form data in Form Library

If you want to know how to disable some of the features in the form submit options, please see : 

Remove Form Options in InfoPath 2010

9 responses to Creating form in InfoPath 2010 and publishing to SharePoint 2010

  1. 

    Great article and thank you

  2. 

    Is it possible to publish a form to a new folder everytime when someone is filling in the form? So, instead of publishing all the forms in folder /forms I would like that there will be a new folder created and in that folder the form details will be. The next person who will fill the form in, also a new folder etc etc. Is that possible?

    Thanks!

  3. 

    Fantastic and it worked!

    Cheers
    Rek

  4. 

    What an awesome article. Thank you so much for posting this! My company uses Office 365 and we have the E3 plan which includes Infopath 2010. Do you know if we can use this same procedure with Infopath 2010 and Sharepoint Online? Thanks again…Marina

  5. 

    Hi Aryan,
    It is a very helpful article. I have followed the steps but I am facing one issue.
    The InfoPath form is not opening in the browser. It is opening only on those systems where InfoPath filler is present.

    I have enabled the “User Browser-enabled Form Templates” options in Central Administration.
    I have also selected “Web Browser Form” in Form Type in Form Options > Compatibility in the InfoPath Designer.

    Do you have any other suggestion that I can try?

    -Uttkarsh

  6. 

    u have done good job.
    thnks for providing this kind of presentation .
    keep going like this.

  7. 

    thank you very for your clear directions. I had a 2007 infopath form that i converted to a 2010 infopath form. Afterwards i publiched the form to my 2010 sharepoint site. but all of the previous forms that existed in the sharepoint’s form library are missing data in the fields and the previously created views are missing their filters. i have to open adn close these forms without havign to make any data changes in order for the field details to display. i have over 1500 forms. any advice?

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