Friday, April 26, 2013

Create InfoPath 2010 documents in SharePoint 2010 with SPD Workflow

  • Using InfoPath 2010 designer, design and test your form
  • Publish form to form library or as a content type, in my case created content type first and mapped InfoPath columns to my custom content type columns
  • Click on add document and save the document as template.xml or name of your choice
  • Download and save the document (template.xml) to your hard drive
  • Go to View all site content -> Form Templates -> Library tab (Ribbon) -> Open with Explorer
  • Copy the template.xml file here
  • Go back to your Form library and change the template to something like "//formtemplates/template.xml" without quotes
  • Now design your workflow and create a list item
Thats all!!

1 comment:

Unknown said...

When you publish a form this process won't work and will create xsn not xml. To fix this publish the form, go to library -> Advanced Settings -> Set Allow management of content types to No -> open SPD -> Open workflow associated to custom list and remove Content Type ID property -> re-publish workflow -> go to form library and re-enable allow management of content types.

That's all