Microsoft Support Number OR Call Toll-Free @ 1-844-478-2887

Friday, January 6, 2012

use InfoPath forms in Office SharePoint Server and WSS 3

If you’re considering using InfoPath with SharePoint, but are confused about your options for using InfoPath forms in SharePoint or you do not know how InfoPath forms can be used with SharePoint and/or where to begin, then this article might help.

In SharePoint, InfoPath forms can be used as:

Forms stored in a SharePoint Form Library and filled out with the InfoPath client application.
Forms stored in a SharePoint Form Library and filled out through a browser.
The user interface for SharePoint workflows created with Visual Studio.
A fourth (and last) way – not mentioned in this article – is to use InfoPath forms in SharePoint as the user interface to enter metadata for documents in SharePoint (Document Information Panel).

1. InfoPath forms in SharePoint filled out through the InfoPath client
How does it work?

You create an InfoPath form template in InfoPath 2007.
You deploy the InfoPath form template to a SharePoint Form Library.
You open and fill out an InfoPath form using the InfoPath client application.
When to use?
If all of the users who will be accessing and filling out forms have their own copy of InfoPath 2007 installed on their PC.

What do you need?

InfoPath 2007 to design and publish form templates.
Windows SharePoint Services (WSS) 3.0 or Microsoft Office SharePoint Server 2007 to deploy the InfoPath form template to and store forms in.
InfoPath 2007 installed on the PCs of all of the users who will be accessing and filling out forms.

2. InfoPath forms in SharePoint filled out through a browser
How does it work?

You create an InfoPath browser-compatible form template in InfoPath 2007.
You deploy the InfoPath form template to SharePoint and browser-enable it.
You enable InfoPath forms to be shown in a browser on the SharePoint Form Library to which the InfoPath form template was deployed.
You open and fill out an InfoPath form in e.g. Internet Explorer.
When to use?
Anytime you want to allow users who do not have the InfoPath client application installed on their PC to be able to access and fill out InfoPath forms in SharePoint.

What do you need?

At least one client installation of InfoPath 2007 to design and publish form templates.
SharePoint 2007 Enterprise with InfoPath Forms Services enabled. Note: Windows SharePoint Services 3.0 alone does not provide InfoPath browser forms functionality.
A web browser to fill out InfoPath forms.
3. InfoPath forms to pass data to/from SharePoint workflows
How does it work?

You create a browser-compatible InfoPath form template.
You deploy the InfoPath form template so that it can be used as an initiation or association form in a SharePoint workflow.
You create a Visual Studio workflow for SharePoint.
You use the InfoPath form in the workflow and implement data exchange between the workflow and the InfoPath form.
You deploy the workflow to SharePoint.
Post a Comment