How to publish an InfoPath form template as a new SharePoint site content type

Applies to: InfoPath 2007

This article provides the steps required to publish an InfoPath form template as a new content type on a SharePoint site.

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Problem

You have an InfoPath form template, which you want to publish once and then reuse it on multiple SharePoint form libraries across multiple SharePoint sites.

Solution

Publish the InfoPath form template as a Site Content Type on a SharePoint site, so that it can be reused on form libraries in any child site of that SharePoint site.

Discussion

To publish an InfoPath form template as a new SharePoint site content type, you must:

  1. Create a document library in SharePoint to store the InfoPath form template or store it in an existing document library.
  2. Publish the form template as a new content type.
  3. Create a SharePoint form library and add the content type to it.

1. Create a document library in SharePoint

In SharePoint, create a Document Library to store InfoPath form templates that will be used as content types. Create this document library on the same site on which you want to create the content type.

Note: While you could create this document library on any site within the SharePoint site collection, it makes sense to keep it on the same site as the content type for ease of maintenance.

2. Publish the form template as a new content type

  1. In InfoPath, from the File menu, choose Publish.
  2. On the Publishing Wizard, select To a SharePoint server with or without InfoPath Forms Services, and click Next.

    The Publishing Wizard screen in InfoPath where you select to publish the InfoPath form to a SharePoint server.
    Figure 1. The Publishing Wizard screen in InfoPath where you select to publish the InfoPath form to a SharePoint server

  3. On the Publishing Wizard, enter the URL to the site or subsite on which you want to create the content type, and click Next.

    The Publishing Wizard screen in InfoPath where you can enter an URL to a SharePoint site or subsite.
    Figure 2. The Publishing Wizard screen in InfoPath where you can enter an URL to a SharePoint site or subsite.

    Note: It is important to understand how the scope of a content type affects its availability before you enter an URL in the Publishing Wizard, because if you create a content type on for example a SharePoint site and want to use it in a Form Library on a different site that's not a child site, on a parent site, or on a site in a different site collection, the content type will not be available.

  4. On the Publishing Wizard, select Site Content Type (advanced), and click Next.

    The Publishing Wizard screen in InfoPath where you can select to publish the form template as a content type.
    Figure 3. The Publishing Wizard screen in InfoPath where you can select to publish the form template as a content type.

  5. On the Publishing Wizard, select Create a new content type, and click Next.
  6. On the Publishing Wizard, type in a Name for the content type, and click Next.
  7. On the Publishing Wizard, click Browse, browse to and select the document library you created in Create a document library in SharePoint, type in a name for the form template, and click Save. When you get back on the Publishing Wizard, click Next.
  8. On the Publishing Wizard, click Next.
  9. On the Publishing Wizard, click Publish.
  10. On the Publishing Wizard, click Close.

3. Create a SharePoint form library and add the content type to it

  1. In SharePoint, create a new Form Library.
  2. On the Settings menu of the form library, click Form Library Settings.
  3. On the Form Library Settings page, under General Settings, click Advanced settings.
  4. On the Form Library Advanced Settings page, select Yes for Allow management of content types?, and click OK.
  5. On the Form Library Settings page, under Content Types, click Add from existing site content types.
  6. On the Add Content Types page, select the content type for the InfoPath form template you published earlier, click Add, and then click OK.

The InfoPath form template should now be available as a menu item under the New button of the SharePoint form library you created.

 


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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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