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MS Office Forum / General MS InfoPath Questions / April 2008Copy from one template to another
I have an existing Infopath (2003) form template that is used in a SharePoint form library. Because the forms are being filled out continually, I didn't want to work on extensive edits to add a large optional section to the template. Instead, I created a new template, created the section and then tried to cut and paste it into the original. Cutting and pasting didn't bring all of the data sources with it so all of the fields are unbound and none of the rules etc. work. How do I copy from one template to another and bring along all of the data sources?  SignaturePhil Hey Phil. typically if doing a one off of a form template. Open the original in design mode and do a save as and save it as another template with a new name. Now you have a second template, based on the first, that you can customize and change. SignatureClay Fox / Microsoft InfoPath MVP www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To, Experts, Forum > I have an existing Infopath (2003) form template that is used in a SharePoint > form library. Because the forms are being filled out continually, I didn't [quoted text clipped - 6 lines] > How do I copy from one template to another and bring along all of the data > sources? Sorry Phil. iread this now more critically. You can modify a form template in production and just wait to publish it. There is no problem on the current process. I would still probably make a new tempalte file and retain the original for safe keeping. Then you can publish the new version to another form library for testing etc. Once you are ready you would publish to the production area, which will overwrite the current one, and anyone opening the template afterwards will get the new version. this is one of the great things about InfoPath is how easy it is to update and modify on the fly and publish those changes. SignatureClay Fox / Microsoft InfoPath MVP www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To, Experts, Forum > I have an existing Infopath (2003) form template that is used in a SharePoint > form library. Because the forms are being filled out continually, I didn't [quoted text clipped - 6 lines] > How do I copy from one template to another and bring along all of the data > sources? Clay, Thanks for the response. My question was more along the lines that I have created two forms and I want to cut and paste a section from one to the other. When I do that I lose all of the data sources and all of the new fields are unbound. -Phil SignaturePhil > Sorry Phil. > iread this now more critically. [quoted text clipped - 19 lines] > > How do I copy from one template to another and bring along all of the data > > sources? Yes when you cut and paste you can only copy the controls. none of the fields and none of the bindings come across. Even if you add the schema to the target form you will have to rebind the fields. You have to look at it and see which is the least amount of work and if copying helps or not. SignatureClay Fox / Microsoft InfoPath MVP www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To, Experts, Forum > Clay, > [quoted text clipped - 28 lines] > > > How do I copy from one template to another and bring along all of the data > > > sources? Doh! Thanks for your reply. SignaturePhil > Yes when you cut and paste you can only copy the controls. none of the fields > and none of the bindings come across. [quoted text clipped - 35 lines] > > > > How do I copy from one template to another and bring along all of the data > > > > sources? Oh, and there are about 60 "data sources" in the file that I want to cut from to past into the other form so I don't really want to go back and redo everything. SignaturePhil > Sorry Phil. > iread this now more critically. [quoted text clipped - 19 lines] > > How do I copy from one template to another and bring along all of the data > > sources? You can export your source files and manually copy and paste from the XML and XSD files but this is an exact process but can be done and be faster if you know what you are doing. Intheory you would inject the XML references in the manifest file and then add the files for each of the data sources and then repackage. SignatureClay Fox / Microsoft InfoPath MVP www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To, Experts, Forum > Oh, and there are about 60 "data sources" in the file that I want to cut from > to past into the other form so I don't really want to go back and redo [quoted text clipped - 23 lines] > > > How do I copy from one template to another and bring along all of the data > > > sources? |
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