This InfoPath SharePoint tutorial explains how to work with InfoPath SharePoint form library in SharePoint 2013/2016 or SharePoint Online. I will show how to publish InfoPath form as a content type in SharePoint 2013/2106/Online.
Here I have taken one scenario, Our business requirement is to customize a library form in SharePoint InfoPath 2013 designer. We want to use that library form in multiple SharePoint document library.
Suppose I have designed an “Expense Report” library form using different Controls and Rules of ShareharePoint InfoPath 2013 designer page. This form I want to see in multiple “SharePoint library”. So for that when we publish a library form instead of selecting “Form Library” to select the Content Type (advanced).
In this article, we will discuss how to publish customized a library form in InfoPath designer to SharePoint 2013/2016/Online.
Design Library form using InfoPath Designer 2013 in SharePoint
Open InfoPath Designer 2013, Choose SharePoint Form Library template and click on Design Form.
Then I have designed an “Expense Report” form in “Library Form” using different “Controls” and “Rules” of Infopath 2013 designer.
Publish InfoPath form to SharePoint library
Once we design the InfoPath form, now we can publish the form to form library in SharePoint Online/2013/2016. To publish the Library Form in SharePoint InfoPath Designer 2013, click on File -> Publish -> SharePoint Server.
Give the site URL in the “Enter the location of your SharePoint or InfoPath Forms Services site” box and click on “Next“.
Then in the Publishing Wizard, it will ask “What do you want to create or modify?”
- Form Library
- Site Content Type
- Administrator-approved form template (advanced)
Here we will publish InfoPath form as a Site Content Type, Select the Site Content Type (advanced). Click on Next.
Now we can see “What do you want to do”. Here we can see
- Create a new content type
- Update an existing site content type
I want to use the Update existing site content type. So I have click on “Update an existing site content type“. Click on “Next”.
Here we will see “Specify a location and title name for the form template“. To give the Location and File name for form template click on Browse.
In the Browse page, we can able to see “All Site Content” of SharePoint site. Chose any one of Library from the list and give a file name.
Here I have given the file name as “ExpenseReport” and Click on Save.
Now in the “Specify a location and file name for the form template” box, we can able to see our SharePoint form library location is already attached in the box Click on “Next“.
Here we can promote SharePoint columns which we want those columns to appear in SharePoint views. You can add few columns. Click on “Next”.
Then Click on “Publish“.
We can able to see Your form template was published successfully to SharePoint 2013/2016/Online, then close the form.
We can able to see in blue color Open this form in the browser.
Click on Open this form in the browser we can able to see our library form but we could not able to see the Save option. The library form is content type so when we add the form in any library we can able to find out the Save option.
Add InfoPath Content type to SharePoint Forms Library
Open the SharePoint Online/2013/2016 site Click on “Site Settings“.Select the “Site Content Types“.
Select the “Microsoft InfoPath” from “All Groups“.
Click on “Microsoft InfoPath“.
When we click on Microsoft Infopath, We can able to see our Customized Library form name in the “Site Content Types“.
Open any of SharePoint document library in which we want to add the Customized Library form.
Click on “Library Settings” from Ribbon.
Click on “Advanced Settings“. In the “Advanced Settings,” page enable yes of “Allow management of content types“. Click on OK.
Click on “Add from existing site content types” from the SharePoint library settings page.
Now we can able to see the list of all content type of SharePoint site. Select the Content type which we want to attach to the library.
Here I want to add “Expense Report” content type to the list to select the content type and click on Add. Now we can able to see the selected content type add to the “Content types to add” box. Then Click on OK.
Open the SharePoint Library. Click on “New” then click on “New Document“.
We can able to see two option.
- Expense Report
The form is our normal form and Expense Report is content type form. I have click on “Expense Report” (content type).
We can able to see the content type form. I have put some data and for saving the data in a library click on Save.
When we put the item in the form and click on Save then the item is saved in a file format. Here I saved the item in “ExpenseDetails” file name.
In the “EmployeeProfessionalInformation” we can see “ExpenseDetails” file, in which our library form data is saved in the SharePoint site.
You may like following InfoPath SharePoint tutorial:
- How to publish an InfoPath form to an email in SharePoint 2013?
- Deploy Administration approved InfoPath forms in SharePoint 2013
- Publish InfoPath Form to SharePoint Online Office 365 Step by Step Tutorial
- Make attachment field mandatory in InfoPath Designer 2013 in SharePoint Online list
- InfoPath 2013 show hide section using Rules in SharePoint online
- Limit attachment size in InfoPath 2013 SharePoint online
- InfoPath 2013 multiple attachments
- InfoPath cannot save the following form access denied SharePoint Online
This SharePoint InfoPath tutorial explains, how we can create and customize SharePoint library form using InfoPath designer 2013.
Then I have explained how we can publish InfoPath form as a content type in SharePoint 2013/2016/Online. Then how we can add InfoPath Content type to any SharePoint document library.
I am Bijay a Microsoft MVP (8 times – My MVP Profile) in SharePoint and have more than 15 years of expertise in SharePoint Online Office 365, SharePoint subscription edition, and SharePoint 2019/2016/2013. Currently working in my own venture TSInfo Technologies a SharePoint development, consulting, and training company. I also run the popular SharePoint website EnjoySharePoint.com