InfoPath Video Tutorial: How to change a SharePoint Form Library template

This InfoPath video tutorial shows you how you can add, change, and rename a template that is accessible via the New button menu of a SharePoint Form Library.

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The steps for changing a SharePoint form library template are:

  1. Create a form library or use an existing one.
  2. Publish an InfoPath form template as a site content type.
  3. Enable management of content types on the form library.
  4. Add the content type to the form library.
  5. Optionally, change visibility, order, name, and description of the content type.

The steps described above are shown in the InfoPath video tutorial below, but first here is a little bit more information that might make the process of editing a form library template a bit clearer.

A SharePoint form library template is at its core defined as the document template of a content type on the form library. So to change the template of a SharePoint form library, you must change the (default) content type associated with the form library.

However, before you can update a form library template, you must have a SharePoint form library at your disposal. To create a form library in SharePoint, do one of the following:

  • Manually create the form library in SharePoint via the site's action menu.
  • From within InfoPath, publish an InfoPath form template directly to a new form library. This will automatically create a new form library in SharePoint and set the InfoPath form template to be the default form template of the form library.

Because form library templates are document templates of content types associated with a form library, you must have one or more content types that can be used to create InfoPath forms at your disposal, so that you can add them to the form library. You can easily create such content types from within InfoPath, by publishing form templates as site content types.

Once you have one or more site content types and a form library at your disposal, you can edit the form library template, by first enabling management of content types on the form library, via the Advanced settings page of the form library.

Once you have enabled management of content types on a SharePoint form library, you should see a Content Types section appear on the settings page for the form library. Under this section, you can then add content types to the form library as templates with which InfoPath forms can be created.

And after you have added content types to the library, you can choose to make them invisible, change the order in which they appear on the drop-down menu of the form library that is used to create forms, or change how they are displayed (their name and description) on the drop-down menu of the form library.

While the InfoPath video tutorial shown below uses InfoPath 2007 with SharePoint 2007, the same process applies for InfoPath 2010 with SharePoint 2010 and InfoPath 2013 with SharePoint 2013. The menu's and pages look a bit different, but the functionality has not changed.

To learn more about working with SharePoint form libraries, content types, and document templates in SharePoint 2010, see Chapter 2 of InfoPath 2010 Cookbook 2. And for SharePoint 2013, see Chapter 2 of InfoPath 2013 Cookbook 2.


Before you begin, you should know how to deploy an InfoPath form template as a SharePoint site content type.

In this InfoPath video tutorial, you learned…

  • How to enable management of content types on a SharePoint form library.
  • How to add a content type you previously deployed to SharePoint as a template on the SharePoint form library.
  • How to make a template on a SharePoint form library invisible and remove it from under the New button menu.
  • How to change the name and description of an existing form template on a SharePoint form library.

See more InfoPath 2007 tutorial videos »

 
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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 of S.Y.M. Wong-A-Ton. 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, S.Y.M. Wong-A-Ton.

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