InfoPath Publishing Best Practices

InfoPath Publishing Best Practices Publishing our forms and handling problems

Publishing a Form • Target website to publish to with or without a library to publish the form to. • Form security set to the appropriate setting • Ideal: Admin Approved security and Form Server • Domain and Standard SharePoint ok for small-time or quick forms • Enterprise and Form Server for professionally managed forms

Administer Deploying • Publishing wizard is used to save a copy to a shared location • Saving the UDC files to the shared location • Server Administrator deploys the files to a SharePoint server • This is required for all browser-based forms

Promoting Fields • Promoted fields will relate the content of a control in SharePoint to a column in the library that form is published to or which uses its content type (depending on how it was published). • Promoted fields create corresponding columns in the library; but do not write to the existing columns • Also creates a unique identifier that prevents duplicate identification in the library; but can be difficult to programmatically access

InfoPath Publishing Best Practices

InfoPath Publishing Best Practices

Presentation Transcript

Best Practices

Best Practices

BEST PRACTICES

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Best Practices

Best Practices

Best Practices

Best Practices

Best Practices

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BEST PRACTICES

Best Practices

Best Practices