Publishing administrator approved form templates

A. Steps at client-side (for InfoPath developers)
1. Create an InfoPath form and use managed code (C#) as business logic.The business logic needs full trust on the server to run.
2. Save your form and publish it to a SharePoint Server with or without InfoPath Forms Services
3. If you opt for ‘Document Library’ a library will be created or updated and the template can only be used in this library. If you opt for ‘Site Content Type’, you can use your template in multiple document libraries on several sites. A site content type is nothing more than a type of document with some specific properties.
In this situation you cannot opt to create a document library or a content type because you used managed code. You must select ‘Administrator-approved form template (advanced)’. We need the ‘full trust’ security level to run .NET code.
 
4. We can’t publish the form directly on the Sharepoint Server. First of all we must store the InfoPath form to a location which is accessible for the administrator.
 
B. Steps at server-side (for administrator)
1. Go to Central Administrator > Application Management. Select ‘Manage Form Templates’ in the ‘InfoPath Forms Services’ section.
 
2. Click on ‘Upload Form template’. The admin must browse to the location where the InfoPath form was stored by the developer.
 
3. Open the context menu of the uploaded file in the Form Templates List. Select ‘Activate to a Site collection’. This will publish the InfoPath Form as a Site Content Type to a site collection.
 
C. Steps at server-side (for site owners)
1. Go to the site collection on which you activated the InfoPath form template. Open the list where you want to install the form template.Click on Settings and select ‘Site Settings’. Click on ‘Advanced Settings’ in the ‘General Settings’ section and activate the content type management. (select ‘Yes’)
 
2. Now you will be able to manage the Content Types. Click on ‘Add from existing site content types’ to add the activated Form Template as Site Content in this list.
 
 
3. Go back to your list and Click on the ‘New’ Button to start a document based the uploaded Form Template.

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Importing Microsoft Word based forms into InfoPath 2007

This is really easy. 
 
Convert a Word document to an InfoPath form template
 If the Word document you want to import is open, close it.In design mode, on the File menu, click Import Form.In the Import Wizard, click InfoPath importer for Word documents, and then click Next.Click Browse.Locate and click the Word document that you want to convert, and then click Open.To change the default import behavior, click Options, and then select the options that you want.
Click Finish.

How to implement an InfoPath 2007 clear button

Creating a clear button is quite straight forward in InfoPath. Basically you have to set up a rule to clear the content from each field on the form. This can be done with the following steps:

Add a button to your Form, call it ‘Clear’
Add a rule to the button
Do not set a condition to the rule
Add an action to set each field value to be blank / empty
Click OK, done.

Importing a Microsoft Word document into Microsoft Infopath 2007

This is really easy. 
 
Convert a Word document to an InfoPath form template

 If the Word document you want to import is open, close it.In design mode, on the File menu, click Import Form.In the Import Wizard, click InfoPath importer for Word documents, and then click Next.Click Browse.Locate and click the Word document that you want to convert, and then click Open.To change the default import behavior, click Options, and then select the options that you want.
Click Finish.

Problems publishing a browser enabled form using InfoPath 2007

This is a checklist to follow if you are having problems with publishing InfoPath 2007 browser-enabled forms to Microsoft Office SharePoint Server 2007. A typical error message you receive in this case is

“This form template is browser-compatible, but it cannot be browser-enabled on the selected site”

… with an ugly yellow color. Here’s what to check before you’re going crazy:

Install Microsoft Office Forms Server 2007 (independent product) on the SharePoint box if the Office server suite you use is lower than Enterprise (or if you are using Windows SharePoint Services 3.0). The Forms Services support is included in the Enterprise Office Server suite.

After installed Forms Server, you’ll have a InfoPath Forms Services section at the Application Management page. To go here, click on Start -> Administrative Tools -> SharePoint 3.0 Central Administration and choose the Application Management tab on the top of the page. Click on Configure InfoPath Forms Services in the InfoPath Forms Services section and check both “Allow users to browser-enable form templates” and “Render form templates that are browser-enabled by users” checkboxes, then OK this page

Open your SharePoint site, click on Site Actions -> Site Settings, select Site collection features under Site Collection Administration and activate InfoPath Forms Services support

Start designing your form with the InfoPath 2007 client. In InfoPath, click on Tools/Form Options, select the Compatibility category and check the “Design a form template that can be opened in a browser or InfoPath”, then click OK. In the case if you miss this one and your form is browser-compatible, you get a warning message while publishing your form saying that “The server is running InfoPath Forms Services, but the compatibility settings for this form template is InfoPath only”.

Make sure that your form is browser-compatible. You can use the design checker task pane in the InfoPath 2007 client to perform this task.

Publish your form onto a SharePoint 2007 library. In the wizard, at step 3, check the “Enable this form to be filled out by using a browser” checkbox and finish publishing.

At the end of the publishing wizard, select “Open this document library” and click on Close. This will open the document library in the browser. Click on Settings/Form Library Settings, then click on Advanced Settings and select the “Display as a Web page” option in the Browser-enabled Documents category. If you don’t choose this option, the form will be opened in InfoPath if it’s installed on the client. Otherwise, it’s going to be opened in the browser.