Solved

How to use an infopath form in sharepoint 2010

Posted on 2013-10-23
4
818 Views
Last Modified: 2013-10-24
I am using SharePoint Designer 2010 to create a workflow. Which is working as expected with the default forms.  I am using InfoPath to create a new form.

The document library I am using has the initial forms (display, new, edit)
I am creating an infopath form with different views:

submit (would be equal to the new form)
configure (edit form with status of submitted)
review (edit form with status of active)

My background is mostly in SharePoint 2007 and 2007 tools. Thus my questions are how it is done in 2010.

I have two questions:
1. How do I select and use my new form in my document library? I am trying to use SharePoint Designer 2010 (SPD2010).It looks like my new infoPath form created three forms in SPD2010 (displayifs.aspx, editifs.aspx, newifs.aspx)
2. In InfoPath I can create multiple views, but I am having trouble navigating to the rules that determine which view is displayed. How do I navigate the ribbon or what do I click on to set the view rules?
0
Comment
Question by:macarrillo1
  • 2
4 Comments
 
LVL 31

Accepted Solution

by:
Jamie McAllister MVP earned 350 total points
ID: 39593974
Each InfoPath form is actually just an Infopath webpart on a page. You can edit the properties of those webparts as I show here;
http://www.the-north.com/sharepoint/post/2013/04/10/Remove-Ribbon-from-SharePoint-InfoPath-List-Form

In the webpart settings you can also set what the default view is. So if you go into each page above (displayifs.aspx, editifs.aspx, newifs.aspx) you can set a different default view for each page.

This is fiddly I know, but it's not possible from the InfoPath tool itself.

To switch view within a page, add a button and switching Views is one of the actions available when you add a rule to the button click.
0
 
LVL 28

Assisted Solution

by:clayfox
clayfox earned 150 total points
ID: 39594157
In InfoPath you can use a load rule to switch views. Typically I have a field in the form which has the status or stage of the form. Which can be new as default on a blank form and then be set to submit just before it is submitted, etc. Then just have conditional load rules which based on the value of stage switch to the corresponding view.
0
 
LVL 31

Assisted Solution

by:Jamie McAllister MVP
Jamie McAllister MVP earned 350 total points
ID: 39596482
Here is the official guidance on what you can do; http://office.microsoft.com/en-001/infopath-help/add-delete-and-switch-views-pages-in-a-form-HA101732801.aspx

My blog article is more of an unofficial hack. :)
0
 
LVL 9

Author Closing Comment

by:macarrillo1
ID: 39598548
Thank You!  This was great!  I appreciate the quick responses.
0

Featured Post

Comprehensive Backup Solutions for Microsoft

Acronis protects the complete Microsoft technology stack: Windows Server, Windows PC, laptop and Surface data; Microsoft business applications; Microsoft Hyper-V; Azure VMs; Microsoft Windows Server 2016; Microsoft Exchange 2016 and SQL Server 2016.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Pimping Sharepoint 2007 without Server-Side Code Part 1 One of my biggest frustrations with Sharepoint 2007 in the corporate world is that while good-intentioned managers lock down the more interesting capabilities of Sharepoint programming in…
Summary In SharePoint 2010 it is easy to create custom color themes to jazz up a site. Theme colors can also be created in PowerPoint 2010 with a few clicks. But how do the chosen colors actually look in the SharePoint site? The attached PowerPoint…
This video shows how to remove a single email address from the Outlook 2010 Auto Suggestion memory. NOTE: For Outlook 2016 and 2013 perform the exact same steps. Open a new email: Click the New email button in Outlook. Start typing the address: …
This tutorial demonstrates a quick way of adding group price to multiple Magento products.

929 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

11 Experts available now in Live!

Get 1:1 Help Now