Thursday, July 31, 2008

Publish Form Template as Content Type

In this post, I will show you how to publish a form template as a site content type. The advantages of publishing form template as content type as opposed to publish directly to form library are:
  • Site content types can be used by every library in the site collection
  • You can add multiple content types to one library.

Steps:

1. Once you finished designing the form template. Click Publish Form Template from the Design Tasks task pane.
2. Choose to publish the form to a SharePoint server with or without InfoPath Forms Services, and click Next.
3. Enter the location of the SharePoint site.
4. Select Site Content Type and click Next.

5. Select Create a new content type and click Next.

6. Enter a name and description for the new content type.
7. Specify a document library to where you want to save the form template and click Next.

8. You can add, remove, or modify a site column. Click Next.

9. Click Publish and click Close.
10. Open InfoPath, customize a sample of Expense Report, save it as content type as shown above.
11. Go to Site Actions > Site Settings > Modify All Site Settings > Site content types > You can see the two content types you have just created.

12. Click Site Actions > View All Site Content > Create > Form Library > Specify a name for the form library > Create
13. Select Settings > Form Library Settings > Advanced settings > select Yes to allow management of content types > Click OK.

14. Click Add from existing site content types > Select the two content types > click Add.

15. Delete the default 'Form' content type.
16. When you click New, you will notice that there are now two content types you can choose from.

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