How to: Design an InfoPath Form for a Workflow in Office SharePoint Server 2007

There are several basic steps to designing a Microsoft Office InfoPath 2007 form for use with a Microsoft Office SharePoint Server 2007 workflow:

1. Design your form, as you would any other Office InfoPath 2007 form.

   For information about designing InfoPath forms, see the Office InfoPath 2007 developer documentation.

2. Data-bind the controls on your form, so that your form can receive data from and send data to Office SharePoint Server 2007 and the workflow instance.

   For information about data-binding workflow association and initiation forms, see How to: Design a Workflow Form to Use Association and Initiation Data.

   For information on data-binding workflow task edit forms, see How to: Design a Workflow Task Form to Use Task Data.

3. Add and configure a button that submits your form data to Office SharePoint Server 2007.

4. Set the form's security level to Domain.

5. Publish the form.

To design a form that submits data to Office SharePoint Server 2007

1. In Office InfoPath 2007, drop a button onto your form.

2. Right-click the button, and then select Button Properties.

3. In the Button Propertiesdialog box, on the Generaltab, click Rules, and then click Add.

4. Click Add Action, click Submit Data Connection, and then click Add.

5. In the Data Connection Wizard, select Create a new connection to and submit data, and then click Next.

6. Select To the hosting environment, click Next, and then click Finish.

7. Add another rule: In the Rules dialog box, click Add, and then click Add Action.

8. In the list of predefined actions, select Close the Form.

9. Click OK.

   For information about configuring data connections for InfoPath forms, see the Office InfoPath 2007 help.

To create a form that runs in a Web browser and Office system client applications

1. In Office InfoPath 2007, in Design Checker, select Compatibility.

2. In the Forms Options dialog box, with the Compatibility category selected, select Design a form that runs in a Web browser and in InfoPath.

3. Click OK.

To publish an InfoPath form for an Office system workflow in SharePoint Server

1. In Office InfoPath 2007, on the File menu, click Publish.

2. In the Publishing Wizard, select network location, browse to the location to which you want to publish the forms, and then click Next.

   Note

   Do not specify an alternative path to the form. Doing so causes an error that prevents you from publishing the form to the server.

3. Click Next, and then click Finish.

See Also

Tasks

How to: Access Association and Initiation Form Data in a Workflow
How to: Design a Workflow Form to Use Association and Initiation Data
How to: Design a Workflow Task Form to Use Task Data

Concepts

InfoPath Forms for Workflows
Workflow Association and Initialization Forms (Office SharePoint Server 2007)
Workflow Task Forms (Office SharePoint Server 2007)