SharePoint 2010- Link directly to InfoPath form template

OK so you have an InfoPath form and you need to put a link directly to the form on the main page of the site. We don’t want to link to the library itself and then get people to click the “Add Document” link on the bottom of the list because that is way too many steps and life will be better with less steps… 🙂

We can do this Two Ways:

  • Choice 1:
    1. In InfoPath Designer, click the File tab.
    2. In the actions column, click Publish, and then click SharePoint Server
    3. In the Publishing Wizard, type the URL of the target SharePoint website, and then click Next.
    4. Verify that the Enable this form to be filled out by using a browser check box is selected, and that Form Library is selected.
    5. Click Next twice.
    6. Click Publish.InfoPath Designer first creates a new form library on the website and then publishes the resource planning form in the library.
    7. In the Publishing Wizard, click Open this form in the browser.The form opens in the default browser.
    8. Copy the entire contents of the browser’s address bar, and Voilà. The address bar contents should resemble the following.
      http://teamsite/_layouts/FormServer.aspx?XsnLocation=http://teamsite/ContosoResourcePlanning/forms/template.xsn&OpenIn=browser&SaveLocation= http://teamsite/ContosoResourcePlanning&Source=http://teamsite/ContosoResourcePlanning
      
  • Choice 2:
    1. Navigate to the SharePoint Library in your web browser
    2. At the bottom of the SharePoint Library, click the Add document button.
    3. The form will open in your browser.
    4. Copy the entire contents of the browser’s address bar, and paste it into Notepad. The address bar contents should resemble the following:
      http://teamsite/_layouts/FormServer.aspx?XsnLocation=http://teamsite/ContosoResourcePlanning/Forms/template.xsn&SaveLocation=http://teamsite/ContosoResourcePlanning&ClientInstalled=true&Source=http://teamsite/ContosoResourcePlanning/Forms/AllItems.aspx&DefaultItemOpen=1
      
    5. We need to chop up the URL and Add a few things:
      1. We want the form to always open in the browser so we need to add “&OpenIn=browser“.  Just paste it in between …/template.xsn and &SaveLocation=…
      2. SharePoint loves being a snot and opening forms on the client machine so just to be safe Please remove “&ClientInstalled=true“. This don’t always happen but for good measure we are going to remove it because it don’t actually need to be there 🙂
      3. We are also going to remove “&DefaultItemOpen=1
      4. Your URL should now resemble the following:
        http://teamsite/_layouts/FormServer.aspx?XsnLocation=http://teamsite/ContosoResourcePlanning/Forms/template.xsn&OpenIn=browser&SaveLocation=http://teamsite/ContosoResourcePlanning&Source=http://teamsite/ContosoResourcePlanning/Forms/AllItems.aspx
        

That’s it… No honestly that’s it… Paste your URL where you need to place it and you are set. 😀

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InfoPath: Set Check Box/Radio Button/Dropdown to Read Only

OK, So you are trying to set up a new view in InfoPath and you want to set a few fields from a earlier view to “Read Only”…. Simple… Well until you get to the couple of fields that don’t have that option in the properties menu?!?

Lets create a new rule:

1) Click the “Home” Tab at the top of InfoPath
Home
2) Click “Manage Rules”
Manage Rules
3) Now make sure you select the field that you want to set to read only
Select Field
4) Select “New” in the Rules option box and Select “Formatting”
New Formatting Rule
5) Under the “Condition:” heading, click “None”
Add Condition

6) In the first drop down select “The Expression”

7) Clear out the text box and enter “1”
Expression
8) Click OK

9) Now at the bottom of the rule, click the “Disable this control” check box
Disable this control
Honestly that’s all you have to do!
Take care

SharePoint 2010: Reusable Workflow Form Error

So you take a copy of the  ‘Approval – SharePoint 2010’ workflow, and you make some changes. But after publishing the workflow, and adding it to a list on a site, you try to add a Approver and/or a CC you get the following error when the page does a post back:

1This lovely error is due to SharePoint designer security update, KB2553322 (Security update for InfoPath 2010: July 10, 2012). This error has apparently been a huge pain in developers butts all over the world. The truth is I have tried every recommend solution on the net and this is the only solution that worked!!!

 Solution:

Please Note: This solution will have to be performed whenever the workflow is modified.

  • In SharePoint Designer, go to All Files.

2

  • Navigate to:
    • Local workflows:  Workflows > select the name of the workflow.
    • Global workflows:  _catalogs > wfpub > select the name of the workflow.
  • Open the “Workflow Name” .xoml.wconfig.xml file.

3

 

 

  • Click the Edit File link.

4

  • Navigate to the “DefaultData” Section

5

  • Remove xsi:nil=”true” from the Assignee and CC Fields.

6

…

7

  • It should now look like this.

8

  •  Save the file and your done!

Happy Coding!