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How to: Design InfoPath Workflow Forms (ECM)

Last modified: May 07, 2010

Applies to: SharePoint Server 2010

There are several basic steps to designing a Microsoft InfoPath 2010 form for use with a Microsoft SharePoint Server 2010 workflow:

  1. Design your form, as you would any other InfoPath 2010 form.

    For information about designing InfoPath forms, see the InfoPath 2010 developer documentation.

  2. Data-bind the controls on your form, so that your form can receive data from and send data to SharePoint Server 2010 and the workflow instance.

    For information about data-binding workflow association and initiation forms, see How to: Design a Workflow Form to Use Association and Initiation Data in SharePoint Server 2010 (ECM).

    For information on data-binding workflow task edit forms, see How to: Design a Workflow Task Form to Use Task Data in SharePoint Server 2010 (ECM).

  3. Add and configure a button that submits your form data to SharePoint Server 2010.

  4. Set the form's security level to Domain.

  5. Publish the form.

To design a form that submits data to SharePoint Server 2010

  1. In InfoPath 2010, drop a button onto your form.

  2. Right-click the button, and then select Button Properties.

  3. In the Button Propertiesdialog box, on the Generaltab, click Rules, and then click Add.

  4. Click Add Action, click Submit Data Connection, and then click Add.

  5. In the Data Connection Wizard, select Create a new connection to and submit data, and then click Next.

  6. Select To the hosting environment, click Next, and then click Finish.

  7. Add another rule: In the Rules dialog box, click Add, and then click Add Action.

  8. In the list of predefined actions, select Close the Form.

  9. Click OK.

    For information about configuring data connections for InfoPath forms, see the InfoPath 2010 help.

To create a form that runs in a Web browser and Office system client applications

  1. In InfoPath 2010, in Design Checker, select Compatibility.

  2. In the Forms Options dialog box, with the Compatibility category selected, select Design a form that runs in a Web browser and in InfoPath.

  3. Click OK.

To publish an InfoPath form for a workflow in SharePoint Server 2010

  1. In InfoPath 2010, on the File menu, click Publish.

  2. In the Publishing Wizard, select network location, browse to the location to which you want to publish the forms, and then click Next.

    Note Note

    Do not specify an alternative path to the form. Doing so causes an error that prevents you from publishing the form to the server.

  3. Click Next, and then click Finish.

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