SharePoint Development & Administration + InfoPath

I found a blog post by Andy Burns that explains how to find and use the javascript from the 'New' button on a Document Library with managed content types to add a link to any page which will open a new document from the template. As the "add new document" link on the summary toolbar of a List or Data View Web Part links to the Upload page of the document library, i used the javascript from the new button instead to create a link that opens a new blank document from the content type template associated with the document library.  This meant that the default save location for the document was set to the document library. Andy's post explains how to incorporate the javascript behind the 'New' button into a link on a different page. The issue that I was attempting to resolve is that I wanted to use the link in client applications outisde of SharePoint.  this meant that I couldn't use javascript, as the function called was not available to the applica...

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When Publishing an InfoPath Form to a SharePoint site Content Type, the process may fail when trying to Update the Site Content Type if there are a large number of fields being promoted to SharePoint columns/fields in the Content Type with an "Updating Site content Type Failed" message. One solution for this is to create a separate list with a lookup column/field back to the list which uses the Content Type created by InfoPath. The fields which are removed from the Content Type can be added to the separate list instead. When the InfoPath Form is submitted, rules can be configured to create or update an item in the separate list which corresponds to the form being submitted, with the additional data. How to Solve : 1. Make a full backup the InfoPath Form Template and the SharePoint Site (Content Types, Lists, etc.) 2. Choose which fields to add to the separate list instead of promoting/submitting with the form data. 3. Remove the fields from the list of promoted fields ( ...

How to manage updated versions of InfoPath form templates when used as Site Content Type. The following article demonstrates how to ensure that an InfoPath form created from an older version of the form template continue to load from the template version which they were created from, while any new form submitted to the library will always use the latest version of the form template. This may be required when InfoPath forms are being integrated with SharePoint workflow, as the workflow will be set up to function using data from fields in the most recent version of the form template. If the main data source in the InfoPath form template is updated, the SharePoint Workflow may also need to be updated to cater for any field changes, or additional fields which are required by the workflow. Once the Workflow has been updated to work with the most recent form template version, any new forms submitted to the library will open from the new template, which will then start the updated version of ...

The following article demonstrates how to integrate an InfoPath form with a SharePoint form library, using a centralised template stored in a SharePoint document library and linked to a site Content Type. The form is set up to submit to a SharePoint form library Overview: Set up SharePoint libraries Design the form template Publish form template to SharePoint Content Type Configure the form's primary data connection to submit to the SharePoint library Secondary Data Connections to receive or submit data to a SharePoint list Setting up SharePoint to store the Form template and receive Submitted forms: If InfoPath Form services are available on your SharePoint server, you have the option to store the form template using Central Administration's managed templates list. To make the form available using this method it must uploaded to the Managed Templates List, the activated for the required site collection. In this example I publish the form template to a ...