Create InfoPath 2013 forms through SharePoint Designer workflows

In this InfoPath video you'll see how you can automatically create InfoPath 2013 forms through a SharePoint Designer workflow in SharePoint 2013.

In recipes 93 and 94 of InfoPath 2013 Cookbook 2, you'll learn how to automatically create InfoPath forms through a SharePoint Designer workflow in SharePoint 2013.

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InfoPath demo video transcript:

In SharePoint 2010, we were able to create InfoPath forms using SharePoint Designer workflows. This video is just to show you that it is still possible to create InfoPath forms using SharePoint Designer workflows, but then in SharePoint 2013.

So here I'm in SharePoint 2013 where I've got this Contacts SharePoint list, which as you can see is currently empty. The basic idea is that I want to add an item to this SharePoint list and then have a workflow run and create an InfoPath form and store it in this SharePoint form library. And the InfoPath form should contain the data that I entered into the SharePoint list item.

So if I add a new item to this SharePoint list, we'll just enter Jane Doe here, and then save the item. A SharePoint Designer workflow should run. So I'll go to the CreateFormLib and wait until it has completed and created a form. And as you can see we've got an InfoPath form here. And if I click on the InfoPath form and open it, we should see Jane Doe listed within a field on the InfoPath form. And we do.

The second example is that we've got this ProjectInfoLib form library in which we want to add or create InfoPath forms that contain data for projects. And then once we add an InfoPath form to this form library, again we want a SharePoint Designer workflow to run and create an approval InfoPath form that is linked to the InfoPath form that I created in this ProjectInfoLib form library.

So if I add a new document here, and then enter some project data. Let's say this is Project 1. This is my description for project 1. And then I'll save the InfoPath form back to the form library.

A SharePoint Designer workflow should run and once it has completed, we should see an InfoPath form appear here in this ProjectApprovalLib form library. And as you can see it has already been created. So when I open it, we should see that it has been linked to the project 1 InfoPath form. And as you can see here, we've got Project Name is Project 1.

 

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