3 Ways to deploy InfoPath form templates to SharePoint

Learn which methods are available for deploying InfoPath 2007 form templates to SharePoint 2007.

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The amount of steps you have to take to deploy InfoPath form templates to SharePoint depends largely on how you design and plan to use your InfoPath form templates in SharePoint.

This article outlines the options you have where deploying InfoPath form templates to SharePoint are concerned and tells you when it is best to use which deployment method.

You can perform an InfoPath SharePoint deployment of form templates in one of 3 ways:

  1. To a SharePoint Form Library.
  2. As a SharePoint content type.
  3. As an administrator-approved form template.

1. Deploy an InfoPath form template to a SharePoint form library

The simplest and quickest way to deploy an InfoPath form template is to a SharePoint form library.

You can deploy an InfoPath form template in one of two ways to a SharePoint form library:

  1. Create a SharePoint form library from within InfoPath when publishing the form template to SharePoint.
  2. Pre-create a SharePoint form library in SharePoint and then update the InfoPath form template of an existing SharePoint form library from within InfoPath.

When to use?

Deploy an InfoPath form template directly to a SharePoint form library when you don’t care about reusing the InfoPath form template across several sites or in several SharePoint form libraries.

2. Deploy an InfoPath form template as a SharePoint content type

SharePoint content types provide several benefits one of which is having the ability to reuse a single content type across several sites and document libraries.

Where InfoPath and SharePoint are concerned, deploying an InfoPath form template as a content type provides the following benefits:

  • Being able to deploy an InfoPath form template once and then reuse this template in more than one SharePoint Form Library.
  • Being able to define several InfoPath form templates on a single SharePoint Form Library.

When to use?

Deploy an InfoPath form template as a SharePoint content type if you would like to reuse the InfoPath form template across several sites and/or in several SharePoint form libraries.

3. Deploy a template as an admin-approved InfoPath form template

You are forced to deploy an InfoPath browser-compatible form template as an administrator-approved template, whenever you write .NET managed code (C# or Visual Basic) in the form template using either VSTA or Visual Studio, and want to browser-enable the form template when you deploy it to SharePoint.

Administrator-approved deployment of InfoPath form templates to SharePoint is by far the most involved (i.e., it requires the most steps) method of deploying InfoPath form templates to SharePoint, so it is recommended that you consider your InfoPath form template design carefully if you want to avoid this deployment method.

Note: If an InfoPath form template is not browser-compatible, you can only deploy it directly to a SharePoint form library or as a content type.

When to use?

If you have an InfoPath browser-compatible form template that contains code and want to deploy it to SharePoint and browser-enable it.

If you want to avoid having to deploy an InfoPath form template as an administrator-approved form template, look for solutions that avoid writing code in InfoPath.

 


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Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent. The techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author.

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