Best Practices for Publishing InfoPath Forms on SharePoint
Discover effective strategies for publishing InfoPath forms, resolving common issues, and ensuring proper form security. Learn about ideal publishing targets, such as SharePoint libraries, and the appropriate security settings for both admin-approved and enterprise environments. Utilize the publishing wizard to save UDC files in shared locations. Understand the importance of promoting fields to link controls to SharePoint content columns, and gain insights on avoiding duplicate identifiers in the library. Ensure your forms are professionally managed and easily accessible.
Best Practices for Publishing InfoPath Forms on SharePoint
E N D
Presentation Transcript
InfoPath Publishing Best Practices Publishing our forms and handling problems
Publishing a Form • Target website to publish to with or without a library to publish the form to. • Form security set to the appropriate setting • Ideal: Admin Approved security and Form Server • Domain and Standard SharePoint ok for small-time or quick forms • Enterprise and Form Server for professionally managed forms
Administer Deploying • Publishing wizard is used to save a copy to a shared location • Saving the UDC files to the shared location • Server Administrator deploys the files to a SharePoint server • This is required for all browser-based forms
Promoting Fields • Promoted fields will relate the content of a control in SharePoint to a column in the library that form is published to or which uses its content type (depending on how it was published). • Promoted fields create corresponding columns in the library; but do not write to the existing columns • Also creates a unique identifier that prevents duplicate identification in the library; but can be difficult to programmatically access
