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1 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.

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Presentation on theme: "1 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation."— Presentation transcript:

1 1 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation. All rights reserved. In InfoPath 2007, all forms are created from form templates. After you have created a form template (or chosen a sample template to use), you publish the template to SharePoint Server 2007 to make forms based on that template available to your users. Users access forms by going to the Document Library and creating a new document. Completed forms are stored in the Document Library. Publish a Form Template to SharePoint Server 2007 Complete a Form in SharePoint Server 2007 View Completed Forms in SharePoint Server 2007 Publish InfoPath 2007 form templates to a SharePoint Server 2007 Document Library to make your forms available to users. Users fill out forms in the browser and save them to the Document Library. The completed forms are then available to you for reporting and analysis. Topics in this guide include: Overview To make your forms available within a browser, you can publish the form template to a SharePoint Server 2007 or Microsoft ® Office Forms Server 2007 site running InfoPath 2007. Inside your corporate network, publishing a form template to a SharePoint 2007 site is easy, because the necessary software is already deployed. If the required software is not deployed, users will need to have the InfoPath 2007 client installed to complete forms. Publish the form template to a Document Library. This option makes forms based on your template available in a specific Document Library. To publish a form template to a Document Library, you must have permission to create libraries and lists on the site. To complete forms in the browser, the form template must be designed in browser compatibility mode to ensure that only controls that work in the browser are included in the template. There are two ways to publish a form template on SharePoint Server 2007. Requirements Fields from within the forms can be “promoted” to columns in the library. Promoting fields gives you information at a glance without having to open the form. Publish the form template to a SharePoint Server 2007 site as a content type. This option makes that template available across a site collection. You don’t have to create multiple templates to publish them in multiple libraries. For instance, you can publish one status report form and add it to all of the document libraries in a department. Alternatively, you can publish multiple content types to one library, such as travel request, trip report, and expense report forms. To publish a form template as a content type, you must have permission to manage the site.

2 2 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation. All rights reserved. 3 In the Form Options dialog box, select the Design a form template that can be opened in a browser or InfoPath check box if it is not selected, and then click OK. 4 On the Design Checker pane, click Design Tasks, and then on the Design Tasks pane, click Publish Form Template. Note If you are prompted to save the form, do so. 2 On the right, on the Design Tasks pane, click Design Checker, and then on the Design Checker pane, click Change Compatibility Settings. 1 Start InfoPath 2007 and open your form template. To open our sample form template, on the Getting Started dialog box, select Sample Status Report, and then click Design this form. In this example, we publish a sample status report form template to a SharePoint Server 2007 site as a content type. The process is the same for publishing your custom form templates as it is for this sample template. Tip If the task pane is not open, on the View menu, click Task Pane. 5 On the Publishing Wizard, click To a SharePoint Server with or without InfoPath Forms Services, and then click Next. Publish a Form Template

3 3 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation. All rights reserved. 8 Click Create a new content type, and then in the Base the content type on list, click Form. Click Next. 9 Type the name and description for this content type, and then click Next (for example, Status Report.) 10 Browse to a location on the site where you want to store the form template, and then click Next. 11 If you want fields in your form to appear as columns in the Document Library, click Add, select the field name, edit the column name if you choose, and click Ok. Note Sample templates may already have some fields promoted to column headings. You can remove or modify them as you choose. 12 Click Next, click Publish, and then click Close. Enable the Content Type After publishing the form template as a content type, enable it on your site to make it available for use. 1 Access the Document Library where you want to make your forms available. 2 On the Settings menu, click Document Library Settings. 6 Type the address of the site you want to publish to, and then click Next. 7 Select the Enable this form to be filled out by using a browser check box if it is not selected, click the Site Content Type option, and then click Next. 4 On the Document Library Advanced Settings page, under Allow management of content types, click Yes. 3 On the Customize [library name] page, under General Settings, click Advanced Settings. 5 Under Opening browser-enabled documents, click Display as a Web page, and then click OK. 6 On the Customize[library name] page, under Content Types, click Add from existing site content types.

4 4 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation. All rights reserved. Turn on Custom Column Headings 1 From the Document Library where your content type is enabled, on the Settings menu, click Create View. 2 On the Create View page, click Standard View. 3 In the Columns section, select the check boxes for the new columns. 4 On the right, on the Position from Left column list, click the number representing the position you want each column to occupy. 5 In the Name section, type a name for the view, select the Make this the default view check box, and then click OK. In order to see the columns you promoted during the publishing process, you must create a view that includes your form template columns. Complete a Form in SharePoint Server 2007 Use this procedure if you want to complete a form that has been published to a Document Library. 1 Go to the site where the form resides, and then on the New menu, click the name of the form document you want to complete (our example is called Status Reports). 2 Complete the form by typing text in the text boxes, choosing list items, and making selections on date pickers. Click Save. 3 In the Save as dialog box, in the File name box, type a name for the form, and then click Save. View Completed Forms in SharePoint Server 2007 As users complete forms, you can gather data at a glance as well as drill down into individual forms or report on all the data gathered in the forms 7 On the Add Content Types page, on the Available Site Content Types list, click the name of the content type you just added. 8 Click Add, and then click OK.

5 5 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation. All rights reserved. To get detailed information on an individual form, simply click the name of the form. The form opens. To close the form, click Close at the top of the window. To export all of the data in your completed forms to Microsoft ® Office Excel ® 2007, on the Actions menu, click Export to Spreadsheet. For quick access to information, simply go to the Document Library where your forms reside. Fields that were promoted to column headings give you data at a glance.


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