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Publish different InfoPath forms into a single library

Versions used in this article: InfoPath 2010 and SharePoint 2010

Recently, there was a need to use single library to hold multiple InfoPath forms. This was achieved by publishing InfoPath forms as Content Types. Here are simple steps to achieve this.

1.    You need a library which stores forms Content Types.
2.    Publish form as content type.
3.    Add Content type to forms library.
4.    Add different forms using content type.

Let me detail it out.
1.    Create a library or use any existing document library to hold the forms content types.
2.    Open InfoPath Designer
    a.    Design the form as per your need.
    b.    Save the form in your machine.
    c.    Go to File->Publish->Select SharePoint Server.
    d.    In the wizard, enter your site URL.
    e.    Next, select the option “Site Content Type”.
    f.    Next, select “Create a new content type”.
    g.    Next, Type name and description for the content type.
    h.    Next, select/type the document library URL which you have created in step 1.
           Here towards the end of path, type the name for the file (.xsn is automatically added).
           You can see how this form gets uploaded at step “j” below.
    i.    Next, select columns and define parameters (optional and as per your need).
    j.    You can verify the information. If everything looks fine, click Publish.
          Wait till you get success message. Click on Close to dismiss wizard.
3.    Go to the forms library
    a.    Go to Library settings -> Advanced settings.
           Ensure that “Allow management of content types” is set to Yes.
    b.    Under Library settings, under Content Types, click on “Add from existing site content types”.
    c.    Select the newly created content type.
4.    In the forms library,
    a.    Go to Documents tab, click on “New Documents” menu.
    b.    You can your newly published content type. Select the content type and fill up the form and Save.

Follow the above steps# 2-4 for different types of InfoPath Forms.


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  2. infopath
    I am always following your blog! Your blog posts helped me a lot and in different issues. More then this, I recomended the blog to all my colleagues. Thank you for the great job you do!


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