Convert InfoPath form to Word via SharePoint

In this InfoPath demo video you will see how you can use a codeless InfoPath 2010 form and a SharePoint Designer 2010 workflow to create a Word 2010 document and store it in a SharePoint document library.

In recipe 94, you will learn how to use a SharePoint Designer 2010 workflow to automatically generate simple Word documents from InfoPath forms.

InfoPath demo video transcript:

Here I'm in Word 2010, and I currently have a document open that is used as a template for releasing software. This document must be filled out repeatedly over time whenever a new version of a piece of software is released.

The document contains simple information such as the project name, the author, the project manager, who reviewed the document, when the software was released, what version of the software was released, and what was the last time that the document was reviewed.

In recipe 94, you will learn how to create a SharePoint Designer workflow that automatically generates and fills out a release notes Word document based on the values that were filled out through an InfoPath form.

Here I'm in SharePoint 2010, and I've already published the InfoPath form template to a SharePoint form library, as well as published the SharePoint Designer workflow to SharePoint.

I've got this ReleaseNotes document library in which Word documents will be automatically stored. So if I add a new form, and we fill out the form; we'll make Jane the author, we'll pick the date of today, and say we released it at 5 p.m., version 1, the document was reviewed on the 13th at 2 p.m., and it was reviewed by John Doe.

So if we now save this form to the form library, a workflow will kick off. As you can see, it's already completed there. And then if we go to the ReleaseNotes document library, we'll see that the Word document was automatically generated. And if we open this document in Word, you'll see that all of the data that I previously entered into the InfoPath form, has been filled out here in the Word document.

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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. Usage of 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.