Skip to main content

Browser enabled InfoPath form and MOSS Approval Workflow...


a. Re-publish your InfoPath form template as an Administrator-approved form template

1. Open the Info Path form template in design mode.
2. On the “File” menu, click “Publish”.
3. Choose “To a SharePoint server with or without InfoPath Forms Services” and click “Next”.
4. Enter the URL to your SharePoint site and click “Next”.
5. Choose “ Administrator-approved form template (advanced)” and click “Next”.
6. Enter the path to your desktop or another convenient local location and click “Next”.
7. Complete the publishing wizard.

b. Upload the Administrator-approved form template to SharePoint and activate it.

1. On the MOSS 2007 server, open the “SharePoint Central Administration” site.
2. On the “Application Management” tab, choose “Upload Form Template” from the “InfoPath Forms Services” section.
3. Upload the form template that you published in step 1.
4. On the “Application Management” tab, choose “Manage Form Templates” from the “infoPath Forms Services section.
5. Select the form template you just uploaded, and choose “Activate to a Site Collection”.
6. Select the SharePoint site collection where you want to use the form, and click “OK”.

c. Set the SharePoint Form library to use the administrator-approved form template.

1. Browse to the SharePoint form library where you want to use the newly uploaded form template.
2. On the “Settings” menu, click “Form Library Settings”.
3. Click “Advanced Settings”.
4. Set “Allow management of content types” to “Yes”.
5. Back on the settings page, click “Add from existing site content types”.
6. Select the form template from the list of available site content types and click “Add”. Then click “OK”.
7. Click “Change new button order and default content type”.
8. Make the new content type the default by moving it to position 1. Click “OK”.
9. If the library has existing forms in it, use the “Relink documents to this Library” command on the “Settings” page to bind them to the administrator-approved form template.

d. Grant users “View Only” permissions to the site collection’s “Form Templates” library.

1. Browse to the SharePoint site collection where you activated the form template in Step 2.
2. Click ‘View All Site Content” and then click the “Form Templates” library from the list of “Document Libraries”.
3. On the “Settings” menu, clickDocument Library Settings”.
4. Click “Permissions for this document library”.
5. On the “Actions” menu, click “Edit Permissions”. This will cause this document library to have unique permissions that are not inherited from the parent site.
6. Select all the users and groups in the list of permissions and then click “Edit User Permissions” on the “Actions” menu.
7. Give all users “View Only” permissions and remove all other permission levels. Click “OK”.

Once you have performed these steps, the InfoPath form should open in the browser when opened from a workflow hyperlink or link in email sent by workflow. Note that
users who have Administrator permissions on the SharePoint server will still see the form open in the rich client. This is because their machine permissions override the “View Only” permissions set in step d.

Comments

  1. The trendy And Comfortable Home entertainment system Furniture

    My blog; indemnification

    ReplyDelete
  2. Really I enjoy your site with effective and useful information. It is included very nice post with a lot of our resources.thanks for share. i enjoy this post.
    upload zoom recordings to onedrive,

    ReplyDelete

Post a Comment

Popular posts from this blog

Tab Control in Asp.Net

Scenerio: I need your help in designing tab control in   asp.net .My requirement is I need a tab control in   asp.net (C#) like  for example goto my computer ,right click c drive and select properties.we get tabs like general,security etc....... like that i need to design one tab control(no need of any rightclick) in my web page and the database table columns should come as tabs and inseide the tab data of that particular column should come.   Example:Employee master tab1:Employee name.........his name in the tab tab2:Age.............his age tab3:Address........his address   Solution:   You can do this using a simple div <style type="text/css"> .tabs         {             position: relative;             height: 20px;             margin: 0;   ...

AI and Microsoft: Revolutionizing Efficiency in Nonprofit Organizations

  How AI and Microsoft Enhance Efficiency in Nonprofit Organizations In today’s fast-paced world, nonprofit organizations face unique challenges—limited resources, increasing demands, and the constant need to do more with less. But what if technology could be the game-changer they need? In my latest research paper,  "How AI and Microsoft Enhance Efficiency in Nonprofit Organizations" , I explore how cutting-edge technologies like Artificial Intelligence (AI) and Microsoft’s innovative tools are revolutionizing the way nonprofits operate. From streamlining administrative tasks to enhancing donor engagement and optimizing resource allocation, AI and Microsoft’s solutions are empowering nonprofits to focus on what truly matters—their mission. This paper dives deep into real-world examples, practical applications, and the transformative potential of these technologies. Whether you’re a nonprofit professional, a tech enthusiast, or simply curious about the intersection of technolo...

Social tagging overview in Sharepoint 2010

A tag is a word or phrase that identifies an individual piece of information according to a set of attributes or criteria. Tags make it easy to find and share information about a specific subject or task. Social tagging helps users categorize information in ways that are meaningful to them. Social tagging can improve the quality of search results by filtering against specific tags, and it can also connect individuals who want to share information with other users who have like interests. This article describes the social tagging features in Microsoft SharePoint Server 2010. This article does not describe how to configure social tagging features. It also does not discuss how to implement social tagging features as part of an overall social media strategy for an enterprise. About using social tagging features Social tagging features help users to share information and to retrieve relevant, high-quality content more efficiently. Such sharing encourages collaboration and b...