Forum Discussion
Published InfoPath Form Not Appearing in SharePoint
I understand, I didn't know if it would meet your needs or not I was merely offering as a potential solution. I don't understand what you are not able to do. SharePoint fully supports InfoPath forms, which is why it has a Forms library. It just works differently than Adobe Acrobat filler forms do.
If you want 5 forms, create 5 content types and add them to the Forms library. Then in InfoPath, publish each form to a content type instead of a library (in the publish wizard), then each of the 5 forms will be available in the New dropdown of the library. When they click New -> Form A, Form A will load, they fill out and hit Submit, it will send email and close and the library will never have any documents in it. Again, your forms you create are the templates, not a filled out form.
Within that forms library, I still see no forms or anything listed. I click New > Form and it opens my Form2. I'm not prompted for which one.
I added the InfoPath Form Web Part and it displays my Form2 but doesn't show Form1.
As well, if it did show both, can it simply just list the forms so the user clicks to open it versus showing the whole form in the app part?
Sorry one last question is as I'm publishing all of these and don't "See" them, where does one go to delete a form that is not listed in a library? Do I "unpublish" somehow?
- I've created a new page so I can put all the forms and the web parts there instead on our main page, but it doesn't appear I can add the InfoPath web part to the new modern sites. Boo Microsoft.
Mercedes, glad to hear it :). If you have a web part view of your library on a page, you might get the full toolbar and clicking new loads the default of the 2 content type forms.
You can try editing the web part and check the toolbar settings, but what you can do is just create buttons or hyperlinks that load each one. Click New -> FillableForm1, and get the URL. Then just add that hyperlink on a button or text on a page. Do the same thing for FillableForm2. So you could have a page that says "click one of the 2 buttons to fill out the form you want" and they link to each form. The URL will have parameters in it telling it which content type to load from what library, etc.
I understand on the doc management, there are ways to address those concerns but another day. The biggest suggestion I can give you is then at least using consistent filenames, and leveraging Title. Use underscores in filenames so search understands word breaks and doesn't have %20s in the link, and check the Title field because search uses that by default as the result title. Good luck!
- Hey Doug, I think I have it. If I click on New > I see both now. Fantastic. I can only do this when I open the library in teh "Modern" look ie when I click on New from our main site's page where I have the library (non-modern team site) it doesn't allow you to select one and just opens the FillableForm1. No biggie. Will just get everyone to open the library first. However, I still don't see these listed as files. Is there no way to "list" these content types in my library and use that to open them?
Since I don't "see" these forms I'm not sure how I'm to delete them.
I just received the email as a test from SharePoint and it's included the xml in the email which is going to be spammed on everyone's inbox (mine is open). I'm not sure why Microsoft is sending this type of file in an email. Is that an InfoPath issue? I don't see any settings for emailing the form as xml.
I hear you about document management. This is how I originally setup SP but our senior management hated it (they hated the modern sites too) and were adamant that no user should have to "edit" a file when it's uploaded with multiple fields. It would never get done and we'd be left with nulls all over our files. Some of our sites have thousands of files so we would have to have someone edit each one with categories of new fields and that will never get done here. Maybe we can move into it later, but for now, folders was the only way for senior management buy-in (least amount of change for users at the start). It's ok, content types are one of the more tougher concepts to grasp in SharePoint :). I believe your problem is that you're still publishing over top the same content type in the library. What you need to do is go into your library, adv settings, and ensure Manage content types is yes. Then in library settings, you will likely see one CT called Form. Click add existing content type, and add the 2 FillableForm1 and 2 CTs. Then in IP, publish Form1, but instead of choosing publish to form library, click publish to site content type, and choose fillableform1. Repeat for #2. Then in your library, click New and you should have 3 (Form, FillableForm1/2). Back in the library settings, you can click change content order and uncheck the default Form leaving only your Fillable1 and 2. Then in your form web part, point it to the respective content type you want.
I would strongly recommend you start researching taking more advantage of SharePoint document management features. It sounds like it is just a web-based file share. Be sure to leverage versioning and metadata columns and views. Anything that is potentially a folder could be a column of metadata and its much more powerful than a folder. A view just dictates how you work with the files in your library (what columns you see, how it's sorted, filtered, etc). You can hit me if you would like to talk further on this. Hope I've been helpful, good luck!