Software application for
Designing, distributing, submitting and filling the form which contains
hierarchical tree view of folders and data fields. It is used to create and
save the information on a web server when hosted on SharePoint.
Create
a Blank Form : InfoPath Designer -> File -> New -> Blank Form.
Add 3 Sections in the
Blank Form Field -> Get Sections option from the Control Tool Properties
Populate the required label name and assign the necessary control field to
the labels from the Control Tool Properties.
Right Click
on the Filed Properties -> Assign Unique name for Separate field.
For People/Group Picker field Properties -> Specify a SharePoint Site to query for People and Groups.
For the Date/Time Filed, Insert Formula as today() (on Insert Function option) -> It will display today’s
date on the form.
For every Drop-Down List type Controls
-> Specify the needed Choice
value on the Property box.
Don’t
forget to click on “Cannot be blank” option which means this
field in the form should be filled up with the values.
E.g. 1: Location: Asia, Europe…
Add Button Option in the Form for Submit the Request
Create
New Rule for
the Submit Button -> Rule Type: Action -> Run these action:
Add -> Submit data
Add New Data Connection to submit the form: Click on Submit Data to document Library on SP Site
Specify the
Document Library name and File name for the Data.
Publish the Form to a Document Library
Click on File -> Publish -> SharePoint Server -> Publishing Wizard will open
Click on File -> Publish -> SharePoint Server -> Publishing Wizard will open
Specify
the Location of SharePoint Site
Click on “Enable this form to be filled out by using a browser”
Click on
the Radio button for “Document Library” to
publish the form as a template in a document library.
On this
step, create a new document library
or Update the form template in an existing document library
based on the need.
Click on
Next and in the final dialog box; verify the Form information and
Publish.
By using Design Option in the InfoPath
Designer, Design your Form as
like this!!!!!
A special thanks for this informative post. I definitely learned a few new things here.
ReplyDeleteThank you. Glad it helped you to get the insight that you are looking for!
Deletethis post is very informative Amol Ghuge.........
DeleteThanks Yagna :) My Pleasure!
Delete