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MS Office Forum / General MS InfoPath Questions / July 2007

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how to make the sharepoint library column available for the new InfoPath form template

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sunnyy@gmail.com - 31 Jul 2007 10:40 GMT
Hi,

I have a little complex case.
There are a number of Infopath template being developed and published
to one sharepoint library. In the library, I create a new column "A",
when create the column, I tick "for all content type" checkbox, so the
column is "used" for all the form template. But after the column is
created, if I add another new template, the column won't be effective
for the new template. Thus, I need to recreate the column to make it
effective.
This create problem, because there may be data store in the column,
and the data will be lost if it is being delete and recreate.

Anyone has advice?

Thanks in advance.
David Dean - 31 Jul 2007 14:10 GMT
Assuming you are using InfoPath 2007 / SharePoint 2007, you will need to
publish each form template as a site content type and then add each site
content type to your document library. Each content type must share the same
site columns.

Here are the steps:
1. If you don't already have one, you'll need to create a separate document
library in which to publish the form templates (as opposed to the document
library that stores the submitted forms).
2. In Site Settings, create a site column for each property that will be
shared between the forms. You will probably want to assign a unique group
name to each column so you can find them easily.
3. Create a new site content type derived from Form that contains each of
these site columns.
4. Publish each form template as a new site content type, selecting the
content type you created in step #2 as its parent content type. Use the
"friendly" name of the form as the name of the new content type.
5. When you get to the Property Promotion screen, add the first column,
select the proper element from the form template, select the appropriate site
column, then click OK. Repeat for any additional columns.
6. On the Settings page for your document library:
  a. Delete any custom columns that have already been added
  b. On the Advanced settings page, enable the display of content types.
  c. Add each of the site content types for your forms to the document
library.

After performing these steps, the New button should allow you to select
which form to create, and each saved form should display the promoted columns
in the same fields.

Signature

David Dean
Sr. Member Technical Staff
Insource Technology Corp.

> Hi,
>
[quoted text clipped - 12 lines]
>
> Thanks in advance.

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