Creating a Form Library

Before you can actually start to create a form library, you need to check with your SharePoint administrator to verify that you have permission to publish content to your SharePoint server. You can verify that you have the appropriate rights by visiting the SharePoint server and selecting Start | Programs | SharePoint Portal Server | SharePoint Central Administration, which will open the dialog box shown in Figure 12-1.

Figure 12-1: SharePoint portal administration

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Note

For more information on administering SharePoint Portal Server or SharePoint Team Services, check out www.microsoft.com/sharepoint.

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Figure 12-2: The Publishing Wizard

Select the option to publish To a SharePoint Form Library and click Next to continue to the wizard page shown in Figure 12-3.

Figure 12-3: Form library options

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Figure 12-4: Connecting to your SharePoint server

Enter the complete URL for the server where SharePoint is installed, including the http:// prefix, and click Next. You may be prompted to log on to your SharePoint server. When the authentication is finished, you are presented with a wizard page like the one shown in Figure 12-5.

Figure 12-5: Form library options

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Figure 12-6: Selecting fields

When creating a form library for the first time, you need to select which fields from your InfoPath form will be shown as columns within the form library. Remember that these columns are used to consolidate and display information entered onto forms that are saved within the library—if you do not select a particular field from your form, it will not appear in the form library.

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You can use the Column Name text box at the bottom of the dialog box to change the name of the column as it will appear within your form library. This does not change the underlying data source field name; it just changes the way a column is labeled within your form library.

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When you have finished specifying your columns and any summary operators that you may want to use, click Finish to complete the Publishing Wizard and create your form library. When the creation process is finished, you will be presented with a summary wizard page similar to the one shown in Figure 12-7 that will verify that the form has been published and give you the URL for users to access this form directly.

Figure 12-7: Finishing up the Publishing Wizard

Tip

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You can now distribute this URL to users who may need to fill out the form, which is the next task to look at.