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Thursday, December 4, 2014

How to create and publish InfoPath in SharePoint 2013

InfoPath is helpful to create Reports in SharePoint 2013. This article describes how to create an InfoPath Form and Publish Report using SharePoint 2013.
Create a list and a document library in your site collection. Create a list is for creating items and Document Library is for saving the documents/Reports.
Step 1:
Open SharePoint and create new list. Click Customise Form from Ribbon, which opens to InfoPath designer.
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Step 2:
Add a table from custom table of File Ribbon or you can make your own Reports from MS-Word to InfoPath
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Delete Title and attachments table, whereas uncheck the required validator for Title in the field.
Step 3:
Add Fields from the Controls Ribbon, corresponding to your requirement and right click fields to change the Properties name.
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Step 4:
After adding the fields, add button for saving the data from InfoPath to Library/List and click the Control Properties.
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Step 5:
Select Submit from Action Dropdown, then proceed to Submit Options button. Select SharePoint doc Library from the dropdown and click Add.
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Step 6:
This will take to Data Connection Wizard and provide the Document library URL into it.
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Step 7:
Give the name of the form and finish.
Step 8:
Go to file menu and click Publish.
Step 9:
The page redirects to the SharePoint list page and add new item to your report and submit.
Step 10:
Now click the Reports Document library from the Quick launch, you can see the document that saved in to the Document Library.
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Step 11:
The final output will be as below
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