Thursday, February 28, 2013

Create InfoPath form in SharePoint 2010


In this article we will be seeing how to create InfoPath form for SharePoint 2010 list.

Description:

I have created a custom list named "Custom" which has the following columns

IfoPShare1.gif

For this list I am going to create an InfoPath form which will be used as New/Edit form in the list. New form for the list looks like the following

IfoPShare2.gif

Note: None of the columns is mandatory in Custom list

Create an InfoPath form:
  1. Open Microsoft InfoPath Designer 2010.
  2. Go to File => New => Click on SharePoint List from Available Form Templates

    IfoPShare3.gif
     
  3. Data Connection Wizard will popup, enter the site URL.

    IfoPShare4.gif
     
  4. Click on Next.
  5. Select Customize an existing SharePoint list and then select Custom which is a custom list.

    IfoPShare5.gif
     
  6. Click on Finish.

    IfoPShare6.gif
     
  7. You could see the InfoPath form with the following columns 

    IfoPShare7.gif
Publish the InfoPath form to SharePoint:
  1. Go to File => Info and then click on Quick Publish.

    IfoPShare8.gif
     
  2. Publishing...

    IfoPShare9.gif
     
  3. Form template is successfully published.

    IfoPShare10.gif
InfoPath form in SharePoint Edit or New form:
  1. Open the SharePoint Site.
  2. Go to Custom List and add a new item.
  3. New form will be an InfoPath form as shown in the following.

    IfoPShare11.gif
How to use the Default SharePoint form:
  1. Go to List Settings.
  2. In the General Settings, click on Form Settings.

    IfoPShare12.gif
     
  3. You can select the Default SharePoint form or you can modify the existing InfoPath form.

    IfoPShare13.gif

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