Using InfoPath 2010 to design form templates for SharePoint 2007

Learn how you can use InfoPath 2010 with SharePoint 2007 to design form templates that can be published to SharePoint 2007.

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You can use InfoPath 2010 with SharePoint 2007 to design form templates (with or without code) for publishing on SharePoint 2007, but must remember to first set the compatibility.

InfoPath 2010 offers 5 form types for compatibility with the latest and previous versions of InfoPath:

  1. Web Browser Form
  2. InfoPath Filler Form
  3. Web Browser Form (InfoPath 2007)
  4. InfoPath 2007 Filler Form
  5. InfoPath 2003 Filler Form

If you try to publish a Web Browser Form, which is an InfoPath 2010 form type, to SharePoint 2007, you may get the following error if you try to upload the form template via SharePoint 2007 Central Administration:

The form cannot be converted because it was designed for a later version of InfoPath Forms.

And if you publish an InfoPath Filler Form either to a SharePoint Form Library or as a SharePoint Site Content Type, you may see the following error when you try to add a new document based on the published form template:

This form is not currently browser-enabled. It must be republished as a browser-enabled form, or opened using an appropriate version of Microsoft Office InfoPath.

While you can create a form template as one of the InfoPath 2010 types (Web Browser Form or InfoPath Filler Form) and add a receive InfoPath 2010 SharePoint list data connection to a SharePoint 2007 list, you cannot publish these types of form templates to SharePoint 2007. They will either fail to upload correctly or you won’t be able to create InfoPath forms based on them.

If you want to use InfoPath 2010 to design InfoPath form templates that can be published to SharePoint 2007, you must use either the Web Browser Form (InfoPath 2007) or InfoPath 2007 Filler Form types when you create new form templates in InfoPath 2010.

These two types of form templates are available on the New tab in the Backstage under the InfoPath 2007 Form Templates section, or if you have already created a form template of a certain type, you can go to File > Info > Form Options > Compatibility and change the Form type.

One last remark about receive data connections to SharePoint 2007 lists: If you first create an InfoPath 2007 web browser form template and add an InfoPath data connection to a SharePoint 2007 list to it, and then decide to change the form type to an InfoPath 2010 web browser form template, you will see the following error in the Design Checker:

SharePoint library or list data connection must be upgraded to the InfoPath 2010 format

Likewise, if you first create an InfoPath 2010 web browser form template and add a receive data connection to a SharePoint 2007 list to it, and then decide to change the form type to an InfoPath 2007 web browser form template, you will see the following error in the Design Checker:

SharePoint library or list data connection must be converted to the InfoPath 2003-2007 format

So know what type of form template you are designing and which SharePoint platform you are targetting before adding controls, data connections, or code to an InfoPath form template. It will save you time from having to redo your entire form template later down the road.

 


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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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