I am using Infopath forms to collect information to trigger my Windows Workflow sitting on Sharepoint 2007. The Infopath forms have logo's and branding which only show up on the Sharepoint portal but the infopath forms which are emailed when tasks are created during the workflow look different as in the background colors (Infopath Theme) and jpeg's are not there...web form compatibility was for checked in all appropriate places....any ideas?
Figured out the issue here...InfoPath seems to cache the form on the client(seems to check for the form’s unique URN in the cache) which means that if you attempt to click on the email “Edit this task…” the new form is not downloaded, instead the InfoPath form from the cache is displayed.
I am looking at a few ways into fix this. In the meanwhile, to be able see the jpeg's and background colors on the InfoPath form, Run the following on your cmd window (Sorry it’s “hacky” for now)
"C:\Program Files\Microsoft Office\Office12\INFOPATH.EXE" /cache clearall
Will write a blog post when I figure out a nice way to fix this
Jacob
Related
We're migrating a very complicated Infopath template from Sharepoint 2013 to Sharepoint Online. This template requires domain permissions and a lot of custom code, so a browser-enabled form is not possible.
In Sharepoint 2013, we share the template file (.xsn) which people can click on and it will open in InfoPath Form Filler, where they can do their work. Nobody actually submits the form, because the data is kept on a database.
In Sharepoint Online, the .xsn file will open in Designer view. This is an issue because the users are non-technical people and we don't want them to have to click through to preview or accidentally change something.
We've published the form in a Form Library, but when someone tries to create a new Form, it'll open correctly in InfoPath Filler Form, but give an XML error.
"The form contains XML that cannot be parsed: An invalid character was found in text content. Line 1, Position 5 MSCF"
When I check out the underlying template, I can Edit the Template, which again opens up InfoPath Designer with no issues.
I've also exported out the XML for the template and spot no XML errors and can open it in InfoPath designer, so I'm at a loss about how to debug the XML error.
So, we can go either route to resolve the issue:
1) Continue putting the template file on the Sharepoint folders and having users click on it and fill in data, but it must open in Filler Form, not Designer.
2) Fix the issue with the XML Form error (how do I go about even debugging this?) I've exported out the template as a .XML file, but can not spot any XML errors.
Thanks.
Your other option is to get rid of infopath and use a custom form using javascript in classic UI mode OR develop an SPFX webpart that achieve the same thing as your infopath ?
Currently I have created a travel request form using Sharepoint 2013 and Infopath 2013 that once you submit the form, it creates a line item on the list as well as workflows to their managers for approval.
Once the managers have approved the form, on the form itself there is a field called "Approver" and "Approved On" that shows when and who have approved the form.
I want the users to be able to open the form and have a button to export the approved form to PDF. Is this possible?
Thanks for all the help!
You may want to move this to http://sharepoint.stackexchange.com, a sister site of StackOverflow.
What I always recommend (as I work in the InfoPath / PDF business) is to attach a simple workflow to the associated forms library using a workflow tool of your choice (SharePoint Designer, Nintex Workflow, VS Workflows).
Make sure you export the relevant InfoPath status field to SharePoint so you can read the column's content in your workflow. In your workflow check if the status field is 'Approved' and if it is run a PDF Conversion action.
Now, for the big trick, the 'PDF Conversion' Action. No such action comes with SharePoint out of the box, but it is available from third parties. Google for the appropriate search terms, e.g. "Batch convert infopath using workflow" and you will find several solutions. (Disclaimer, I cannot link directly as one of the solutions you will find is one that I worked on)
Probably it will be interesting for you to use already existing business solution - PDF Share Forms. It is PDF form integration to SharePoint with bi-directional data synchronization (form field contents synchronizes with SharePoint columns automatically both directions). Support for archival, versioning, form flattening, workflows. Filled in form could be sent to a person, who filled it in, etc. www.pdfshareforms.com for more info
(I work for PDF Share Forms)
Do I need Infopath installed locally to edit forms in a workflow for sharepoint?
Authoring InfoPath forms
If a person needs to create a new Infopath form or needs to change the layout of the existing form one needs to use InfoPath client.
The form layout and data structure is saved as XML so one might try to edit it but I would recommend you not to mess with it.
Filling forms
In order to fill the forms there are two scenarios:
User fills a form via web browser (InfoPath client is not required)
User fills a form via InfoPath client
The first option does sound interesting but limitations do apply:
You must purchase MOSS Enterprise license (for difference between SharePoint editions check this: overview or details here). There is an option to purchase a dedicated Forms Server.
Infopath as web form does not support all the features as the Infopath client form
Although web forms sound very appealing, my experience taught me that most important features are not available in the web edition. Check here for detailed list.
Default workflow forms
Your original question is not clear, but if you are talking about editing default workflow forms like Approval workflow form (which is InfoPath) there is no easy way to do it.
You won't need InfoPath as long as your forms are browser-enabled and you are running on MOSS (to use the InfoPath Forms Services).
If you are on plain WSS, then you will need InfoPath installed to fill out forms.
I don't think this is necessary if the forms are stored in a SharePoint document library.
Do you mean to edit individual forms, or to design a form?
Yes you do, it will be rendered as HTML in the site, but to edit it, you need a copy of infopath.
If you are just a user, and it's a web form, then you do not need to install the software, Otherwise, you should. It depends on what form the InfoPath display.
If you are a developer, you must install it locally so as to edit the template and deploy it.
I created an InfoPath form that uses VB code to push fields into a custom list I created on a SharePoint 2007 site. This part works.
I "published" the form into a form library.
I changed the settings on that form library to open items in the browser and allow editing of content types.
In InfoPath under Form Settings I chose the compatibility setting to allow this form to be opened in a browser, I linked to my Forms service online, and ran the design checker. No errors.
When I try to open it in the browser using the "Edit in Browser" setting I get this error message:
This form template is not currently
browser-enabled. It must either be
republished as a browser-enabled form,
or opened using Microsoft Office
InfoPath 2007.
No matter what I do, the form will not open in the browser. This is all I want. Did I miss something??
You need to upload your form thru Central Administration because you use code in your form. See this MSDN acticle.
Does anyone know a good way to do this? I need to have simple forms that submit to email without writing a lot of code. These forms will be hosted in content-viewer web parts or similar in MOSS 2007. I'd like to avoid using InfoPath.
You could use a list which would give you the input form.
It depends on a) whether people should be able to see each other's submissions and b) who the e-mail should go to.
You could set an alert (Actions -> Alert Me) to send an e-mail to a person/people when a new item is added to the list.
In Settings -> List Settings -> Advanced Settings, there's the options for which items a user can see/edit. Alerts however cannot be set on lists where users can only see their own items. In this case, I would use a simple workflow to send the e-mail. I've only worked with MOSS 2007 and SharePoint Designer though - I'm not sure about WSS.
You could implement a list as suggested above, and add an SPItemEventReceiver for sending emails when list items are added or changed (the link shows all of the events available to be handled)
With the sharepoint sdk, you can create your own webparts. If you add them to the GAC you can include them on your sharepoint site. You'd of course have to build a webpart for emailing though.
A workflow in Sharepoint Designer should be easiest way to implement it with no need to code.
Here's an article that explains how to do this:
Workflow example: Send a notification message :
http://office.microsoft.com/en-us/sharepointdesigner/HA101829081033.aspx
Create a simple HTML form in a text editor with the required text boxes, text areas, select drop downs etc, add a mailto tag and save.
Then add a page viewer web part under Media and content.
Select site actions, Edit page and under the editing tool tab select Format text, HTML Markup edit HTML source and paste your HTML form you created he text editor into the source window and select OK and save.