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infopath form not opening in browser

Posted on 2013-02-05
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Last Modified: 2013-02-07
Hi,
I'm having a hell of a time trying to get this to work..esp. as I didn't create it in the first place. I've read some of the solutions listed but I still don't know what is causing this form, when opened from the sharepoint intranet site that I've uploaded it to, comes back with error msg: "specified form template could not be found, or is not compatible with rendering in the browser. It might need to be republished as a browser-enabled form."
I've also gotten the msg:  "there is an error when loading the form" when I changed content type in advanced settings from open in client app to display as web page".

Now:
>I can't access Central Admin to see if the 2 infopath service options have been checked off and am waiting for confirmation on that.

>"SharePoint Server Enterprise Site Collection" Feature  is turned on

>I've switched the Document Library Advanced Settings: Form Templates from open in client app to open in browser and still nothing

I've had the person that created it go into sharepoint designer and look at the back end
and go to File ->form options -> compatibility -> form type (click drop down and pick web browser form ( infopath based 2007) to make it compatible with 2007 and 2003.

What else can I do to make this form show up on other PCs...what am I missing? HELP!
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Question by:ejosep04
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by:kukdai
ID: 38856639
have you tried creating another new info path form and make it browser enabled and see if ti works or not.
if it works then the problem might be with your single info path form else the system that runs info path service might have problems.
so
first try creating a new info path form and see it works the way you want or not.
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by:BobHavertyComh
ID: 38856716
It sounds like to me that you do not have "allow management of content types" selected for the list or library in question. Go to the list or library, then list or document library settings from the list or library tab in the ribbon, then go to advanced settings (where you were at before) and check allow management of content types, which is first option at the top and hopefully, that's your only problem. By default, this option is not selected and if not, it will behave just as you describe, so this would be a reasonable guess.

The other suggestion is that you make sure the form was created and published to SharePoint as a browser enabled doc, just as the error message suggested, but I mention this second because I'm assuming you may have already checked that.

Third suggestion is to check with the site collection admin to make sure infopath forms services have been enabled.

Fourth suggestion is to check if you have ever bound the infopath content type, which is supposed to be your form, to the library. If you press the new button on the ribbon, to create a new form, does an infopath form show up as one of the choices, maybe underneath the word doc choice? If not, then you have not properly added your infopath form as a content type and have not bound it to that library. You can check under site settings/site content types to see if your form is listed there as a content type. If not, you need to add it. If it is, then you need to bind that content type to your list by selecting add content type from your library settings page and select your infopath form as the content type.
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by:ejosep04
ID: 38859142
Kukdai: I thought about this but have the end-users can pull up the form no problem (they have Office 2010)

 BobHavertyComh:
1 & 2: I do have the correct settings in Advanced Settings -> Content Type (yes) / display as web page
3: Since I dont have access to the server, I'm waiting for an answer on this...however, if half the end-users do see this form, services have to have been enabled
4: yes, form is bound..when I click on 'New', the form pops up.

This has to do with the fact that some users have 2003 or 2007. But I thought InfoPath 2010 was backwards compatible.
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by:BobHavertyComh
ID: 38859888
When you say that half of the end users can see the form, can they see it in the browser or does it launch their desktop app? In other words, has anybody seen this actually launch in the browser?

While launch in the client app can be a hit or miss proposition depending upon whether the user has the correct software or even version installed on his machine to launch it locally, if the view in client app option is not selected, and the setup forces it to be viewed in the browser, then it should be an all or nothing proposition where either all can see it or all cannot because now we are merely talking about a web page rather than whether a client app or version is installed on a client machine or not. That's really the beauty of it and why money is spent on the enterprise version. So if you want to really utilize this feature, you can forget about what all of the clients have installed on their machines. It's an irrelevant issue, with the exception of the person designing the form needing infopath. That's the dream it's supposed to give you.

Can the users choose whether to open this in the browser or client app, or does it automatically try to launch it in the browser, or automatically try to launch it in the client app?

If it automatically attempts to open in the browser, and fails for some and works for others, then the next thing to look at might be any correlations between what browser they are using to view SharePoint and their success/failure. Sometimes, things in SharePoint only work correctly in IE, but recently, I have even discovered that in 2010, there are some aspects that actually work better in FF or chrome than in IE, and in other cases it's vice versa, so while it used to be said that SharePoint should be viewed in IE to work correctly, that advice is now somewhat muddied.
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by:ejosep04
ID: 38860042
BobHavertyComh

Right now, the document is checked to display as webpage. End user goes to the website and clicks on the form in one case and on the link to the form in another.

Sorry I can't give you a more erudite response but I'm new to InfoPath. I did not create the form but I'm tryihg to help resolve it.
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by:BobHavertyComh
ID: 38860065
OK, but what happens when they do this? Does it give them a choice of whether to open it in the browser or client, or does it automatically try to open in the browser, or automatically try to open in the client app? Again, of the people who can view this doc in SP, do they view it in the browser or does their client app (infopath) have to be launched or do they have the option of choosing between browser and client? I'm trying to figure out exactly how the successful people are opening this and what options they see.
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by:BobHavertyComh
ID: 38860188
Another thing to check is if the users who can open this have the correct permissions for the list or library and the ones who can't don't and see if you can find some sort of correlation there. Even though the error message doesn't say anything like that, it is possible for a permissions problem to give that very unclear, generic error message. I've read where it has happened to others.
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by:ejosep04
ID: 38860678
B:

It does not give them a a choice. They are in the SP website, in the form library and when clicking on 'New', the error msg pops up. It comes up in a new window so how can I tell if its pulling from client or browser?  If they try to reclick on 'New' they get 'Form closed' and have to close totally out of the site in order to reopen just to get the error again.

Also, permissions are set correctly. I checked that in the beginning of this mess.
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by:BobHavertyComh
ID: 38860694
OK, so in the case of the people that can open it, does it open in the browser or does it have to resort to opening in the client app? Has anybody ever successfully opened this in a browser?
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by:ejosep04
ID: 38860730
how can I tell?  They are in the library. When I open the form, and go to 'Properties', it looks like its pointing to the form template in the library.
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by:BobHavertyComh
ID: 38860768
OK, what I mean is that in the case of someone who can open this form after the new or edit options are selected and view it, you have to ask them or even just one or two of them whether it launched infopath on their machine (assuming they have it) in order for them to view the form or if it allowed them to view it while still being on the SharePoint page (viewing it in the browser) while never having infopath launch on their machine in order to view it. The problem here is that only some are getting the error, so this requires exploration of why it works in some cases and doesn't in others. If it were a flat out error that happens to everyone, there might be less to explore or ask about. Finding out what means that successful people use to open this form (browser or infopath on their machine) will tell me a lot about the problem.
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by:ejosep04
ID: 38860856
B
I know none of these people have infopath on their PCs for it has to open in browser. That makes me suspect that there may be a problem with the different versions of IE that are floating around at the bank. We have IE8 (thinapp), IE8 and IE6. Also, not everyone is running office 2010 (does this make a difference?), some have 2003.
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by:BobHavertyComh
ID: 38860988
People having office at all shouldn't make a difference. A major reason why people pay for the enterprise version, which allows you to view excel spreadsheets, infopath forms and other things in the browser, is so that all of their employees don't need this software (excel, infopath etc....) installed on their machine. In a large situation, that could be a huge savings and you no longer have to manage who has what software. This is one of the key things that SharePoint is all about, which is why many opt for the enterprise version.

Since we know that this problem is independent of who has what software installed on their machine, and their versions etc.... because some can actually open it in the browser, then yes, the next thing to look at might be the browser itself, because at this point, it has nothing to do with software, as it is merely them viewing a webpage through their browser and SharePoint has shown that it is capable of producing this form in the browser, so the browser would theoretically seem to be the only thing in question at this point, especially since some CAN view this in their browser. I did mention about this possibility above. Some functionality could be sometimes tied to a feature in IE that does not exist in other browsers. I can tell you for sure,k that if some see this in the browser, then you don't have to worry about your list settings or even Central Admin settings because this could never work unless all settings were right.

Maybe someone else knows a better idea and I kind of feel like it should be something else, but I would start trying to correlate browser versions and types with results. Technically, SharePoint is supposed to be viewed in IE, but as I mentioned above, that rule is now somewhat muddied as some versions IE sometime exhibit problems with SharePoint that other browsers don't, which has been a reversal from the past. That said, it's not unusual in an organization for everyone to have the same version of IE and are all updated at the same time because they are using it for SharePoint. In larger organizations, these versions are automatically updated for everyone at once, so there is complete consistency in browser versions.

I actually hope it's not a browser version problem, because then things get really sticky and inconsistent and you'll always be chasing down individual problem instances, unless you do a mass upgrade for IE and tell everyone to use that. It's not uncommon to tell everyone they have to use IE when viewing SharePoint.

An efficient way to test this might be to upgrade yourself to the latest IE and test the form, and if it works, find someone who this fails for and upgrade them to the latest version. If it works again, then consider an automated upgrade for everyone to this same version that your IT person could set up fairly easily and run at night.

Also, make sure that anyone using IE has the SharePoint site's root url address added to the trusted zone. It might be possible for the auto upgrade to do this for you. if not, this too can cause unexpected problems.
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by:ejosep04
ID: 38861281
B
I'm now being told that there are 17 people permissioned for this site with no positive results for opening the infopath form but 3 negative results.  So it looks like all are not able to pull this up...does that changes the thinking?
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by:ejosep04
ID: 38861362
B
An efficient way to test this might be to upgrade yourself to the latest IE and test the form, and if it works, find someone who this fails for and upgrade them to the latest version. If it works again, then consider an automated upgrade for everyone to this same version that your IT person could set up fairly easily and run at night.

I have the latest version of IE. It works on my PC.  I found someone with the latest version and it doesn't work on her PC.
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by:BobHavertyComh
ID: 38863492
"I'm now being told that there are 17 people permissioned for this site with no positive results for opening the infopath form but 3 negative results.  So it looks like all are not able to pull this up...does that changes the thinking? "

Yes it does change the thinking a lot. So if you are the only one who can view this doc, as opposed to half of the people viewing it and half not, then are you in the owners group or have a higher level of permissions than the others? Check this for the item, list and site.

Also, are you the creator of the infopath form that is being used as a content type for this list?

Also, do you have the root address for the SharePoint site entered into your trusted sites zone in IE? Does the other person who just upgraded to the same version you have, have this added to their trusted zones? That can make a difference if infopath is using some sort of macros to launch the form in the browser and render it as it was designed. IE will sometimes deny operations like this unless the site is trusted and you'll get no useful error messages.

Also, just to triple check, do you have the infopath client software installed on your machine? if not, then I could know you can't be viewing this in the client while thinking you are viewing in the browser. It might be a silly question but it's extremely odd for one success with all the rest failing, so I have to identify what is different about you and one possibility would be for you to have the client software whereas others do not, and SharePoint is able to resort to the client app, if one has it, if it can't open it in the browser.

It's still a little bit of a sticky problem because there isn't unanimous failure as far as you have explained. The problem isn't really why they can't see this, that could be easily solved by rechecking all necessary settings. The real problem is that you can see it, when you should not be able to see it. So we have to figure out why you can see it before we can determine why all others can't, so that we don't try to fix things that aren't broken. If you could not launch the document and view it in the browser, then we could look back to see if everything is set up correctly, but if you are definitely viewing the launched form and it's fields in the browser rather than SharePoint launching your copy of the infopath client software installed on your machine to view it, then SharePoint can launch it in the browser and it never would unless everything was set up correctly. So you seeing it in the browser makes this situation much more obscure.

Have you actually successfully submitted one of these forms for test purposes? Just to be perfectly clear, by submitting, I don't mean publishing the form design to the SharePoint list, I mean ;launching the form in SP and entering data and submitting it. I'm assuming you already knew that, but I want to be as clear as possible. So while it appears as though the form is launching in the browser in your case, I'm curious to see what happens if any data is entered.
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by:ejosep04
ID: 38863972
Yes it does change the thinking a lot. So if you are the only one who can view this doc, as opposed to half of the people viewing it and half not, then are you in the owners group or have a higher level of permissions than the others? I am Contribute but the person that can't open the form is owner
Check this for the item, list and site. I did
Also, are you the creator of the infopath form that is being used as a content type for this list?No
Also, do you have the root address for the SharePoint site entered into your trusted sites zone in IE? Does the other person who just upgraded to the same version you have, have this added to their trusted zones? Need to check this but I can open the form and I never checked to see it was added to trusted zone.
That can make a difference if infopath is using some sort of macros to launch the form in the browser and render it as it was designed. IE will sometimes deny operations like this unless the site is trusted and you'll get no useful error messages.
Also, just to triple check, do you have the infopath client software installed on your machine? NO
if not, then I could know you can't be viewing this in the client while thinking you are viewing in the browser. It might be a silly question but it's extremely odd for one success with all the rest failing, so I have to identify what is different about you and one possibility would be for you to have the client software whereas others do not, and SharePoint is able to resort to the client app, if one has it, if it can't open it in the browser. I give a person access to the site. They have to go to the forms library and click on 'new' to launch it. This is browser based.
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BobHavertyComh earned 500 total points
ID: 38865060
Yes, it is browser based when you look at the list in SharePoint and click on a link within it, but how it launches for you to view this form after you click is where it becomes either browser based viewing, or it launches the client software (Infopath) installed on the person's machine and is not being viewed in the web browser. So when you say that it is browser based simply because someone can go to the library in the browser and see it and click on the link for that form or click the new button, that has nothing to do with how you are viewing the form after you click the link or the new button, and it can either stay in SharePoint (the browser) when viewing the opened or new form, or it will launch your client app if you have it and use that to open the form.. So while your statement might have me think there was a misunderstanding about what viewing it in the browser really means, that seems impossible, because if you are sure that you don't have Infopath installed on the machine you are viewing SharePoint on, then the only way you could view the launched form is through the browser. Did you try to fill the form out with a little data and submit it? I'm hoping to see an error message of some sort
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Author Comment

by:ejosep04
ID: 38865546
B,

Good point. I tried to submit a test form and got an error msg asking to fill in a required box even tho I'd already filled it in.
I'm not launching the client app to view this. I don't have the program and the content type is checked off as display as web page.
The more I work on this,the more I'm apt to think it's a browser problem.
I will do more research on this but I am closing this questions and I want thank you for all the time and patience you took in helping me.

I hope I can pay this kind of help forward in the future.
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by:BobHavertyComh
ID: 38865831
Well, if even you can't add data, then there seems to be a problem with the form. Create a simple two field form in infopath and publish it to the same list as a new content type and see if you can enter data and then see if anybody else can see it and enter data. It still doesn't explain why you can at least see the form and others cannot, but there is still the problem you saw when entering data that needs to be solved first. Make sure all of the fields on the form show up correctly as columns in the list settings page and that you don't have fields on the form that are not in the columns list. As far as you seeing it in the browser, that means that SharePoint CAN already render this in the browser, whether others can see it or not, so it would point to a block by the browser itself in the cases where this can't be seen.
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