Module 24 MOSS 2007: Setup & Submit InfoPath Forms to Form Library

© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada www.globalopenversity.org ICT103: MOSS 2007 Wind2k3 Active Directory Exchange 2k3 SS0 Integration

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Module 24 – Setup & Submit InfoPath Form to SharePoint List or Library

Kefa Rabah, Global Open Versity, Vancouver Canada

Email: karabah@globalopenversity.org Table of Contents Page No.

MODULE 24 3

SETUP AND SUBMIT INFOPATH FORM TO SHAREPOINT LIST OR LIBRARY 3

24.0 Introduction 3

24.1 Step 1 – Create SharePoint Form Library 3

24.2 Step 2 – Design the Form Template 6 24.2.1 Adding your own Table Control Fields 8 24.2.2 Adding Form Controls to your Table Fields 9 24.2.3 Compatibility Check 10

24.2.4 The Initial Publish – Directly to SharePoint Form Library 10 24.2.5: The Data Connection 15

END-MOD.24 17

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Module 24 MOSS 2007: Setup and Submit InfoPath Form to SharePoint List or Library

© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada www.globalopenversity.org ICT103 - MOSS 2007 Win2k3 Active Directory Exchange 2k3 SS0 Integration

3

Module 24

Setup and Submit InfoPath Form to SharePoint List or Library

Kefa Rabah, Global Open Versity, Vancouver Canada Email: karabah@globalopenversity.org

24.0 Introduction The following Module demonstrates how to integrate an MS Office InfoPath Form with a MOSS 2k7 SharePoint Form Library, using a centralized template stored in a SharePoint document library. The form is set up to submit to a SharePoint form library This work came about after a lot of research on MOSS 2007 InfoPath forms integration and never really found a single article that was straight forward with step by step on how to set up InfoPath forms on a MOSS 2007 site. So I hope this Module HowTo will go along way to quickly and briskly enable you to start working with MS Office InfoPath Forms on MOSS 2k7. The following are the Step by Step Instructions for Setting up InfoPath forms on MOSS 2007:

1. Set up SharePoint libraries 2. Design the form template 3. Publish form template to SharePoint Form Library 4. Configure the form's primary data connection to submit to the SharePoint library 5. Setup Secondary Data Connections to receive or submit data to a SharePoint list

24.1 Step 1 – Create SharePoint Form Library First of all, to apply this article you have to create a Forms Library in your MOSS web application. Before that, you have to create a web application if you haven’t done so yet. In this case we’re going to My Portal Home. From MOSS central administration you will select Application Management > Create or extend Web application, and follow the steps. After you finish creating the web application you can create a document library as the following. If SharePoint Portal home isn’t already open, click Start > Administrative Tools > SharePoint Central Administration 3.0 > MyCompany Portal Home page, i.e., http://sharepoint.

Fig. 24.1

Module 24 MOSS 2007: Setup and Submit InfoPath Form to SharePoint List or Library

© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada www.globalopenversity.org ICT103 - MOSS 2007 Win2k3 Active Directory Exchange 2k3 SS0 Integration

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1. On the right side of the page you will find and click the Site Actions menu if you are the administrator on this site as shown above to access menus shown in Fig. 24.2.

Fig. 24.2

2. Select View All Site Contents, then under the All Site Content page select Create link to access the Create page

Fig. 24.3

3. Follow the link below to access the full document:

The full document has moved to Docstoc.com. You can access and download it from here: http://www.docstoc.com/docs/31029623/?key=ZGY5OGQxZmEt&pass=YTVkMC00NmQw ----------------------------------------------- Kefa Rabah is the Founder and CIO, of Global Technology Solutions Institute. Kefa is highly knowledgeable in the fields of Science & Technology, IT Security Compliance and Project Management, and Renewable Energy Systems. He is also the founder of Global Open Versity, a Center of Excellence in eLearning.